- Create a Group
- Locate the Group ID
- Create a .csv which includes at the bare minimum a column to identify the constituents (either by Cons ID or Email Address) and a second column of the Group ID number
- Perform a custom constituent import, electing in the data decision step to add new constituent records or update existing ones
- When choosing the option for the Data Decision, if you are importing to add existing constituents to a group, you might want Overwrite blank fields. This ensures that you add the new data to the constituents, without changing any existing information.
- Refresh the Group Summary
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