Topic

How to create groups in Everbridge Suite.

Description

Groups are a valuable way of organizing contacts for more targeted messages. For instance, a specific truck crew for a fire department, or a select few employees that work the night shift.

Go to manager.everbridge.net

1. Dashboard

To create one manually through the manager portal, hover over the Contacts and Assets tab.

Dashboard

2. Dashboard

Hover over Contacts, and click Groups.

Dashboard

3. Groups

Access the Contact Groups settings.

Groups

4. Group List

Existing groups are listed on the left of the screen.

Group List

5. Group Selected

When a group is selected, its details and options for adding contacts to it are shown in the center.

Group Selected

6. Create a New Group

To create a new standalone group.

Create a New Group

7. Create a New Group

Click the "All Contact Groups" folder.

Create a New Group

8. Create a New Group

With that highlighted click plus Group, and give the group a unique name.

Create a New Group

9. New Group Name

Enter "Pasadena" in the designated field.

New Group Name

10. Group Description

And add a description for your new group. keep both specific and clear.

Group Description

11. Group Description

Enter "Pasadena California Staff" in the provided field.

Group Description

12. Group Description

Now that the group has been created.

Group Description

13. Add Contact

You can add existing contacts to it, or create a new contact by clicking the Add Contact drop-down.

Add Contact

14. Add existing contacts to this Group

Choosing add existing contacts to this group.

Add existing contacts to this Group

15. Add existing contacts to this Group

Brings up search options to locate and select Contacts.

Add existing contacts to this Group

16. Add existing contacts to this Group

Once you've selected the contacts you want to add, just click Add to Group.

Add existing contacts to this Group

17. Add existing contacts to this Group

Access the Linked Calendar feature.

Add existing contacts to this Group

18. Add a new contact to this Group

The add a new contact to this Group option.

Add a new contact to this Group

19. Add a new contact to this Group

Brings up a new contact record that can be filled out with appropriate information and saved.

Add a new contact to this Group

20. Add a new contact to this Group

Enter "Garrettson" in the provided field.

Add a new contact to this Group

The guide covered the detailed steps required to create and manage groups within Everbridge, from accessing contact lists and administration settings to adding new contacts and rearranging groups. By following these instructions, users can effectively organize and manage their group communications for employee training.

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