🔄 Target Lists are now Groups. As of June 2026, Target Lists have been renamed to Groups in the Edlio app. This is a rename with a redesigned interface, not a new system — all your data is preserved (members, filter rules, restrictions, and communication history remain intact). You do not need to recreate or migrate anything.
Groups: Advanced Features & Tips
Get more out of Groups with these advanced workflows.
Master dynamic membership
Dynamic Members keep a group current automatically — as people records change, the group updates.
Combine multiple filter rules and watch the AND/OR indicators to understand how they interact. The member list preview updates live as you adjust rules.
All the filter rules from the former Target Lists are available and behave identically, including the Person filter type (kept for backward compatibility — for picking individuals, the Static Members search is now the friendlier option).
Pair dynamic rules with the right Relationship option. For example, filter to Grade 5 students and choose "Only Parents" to message just those parents.
Mix membership methods
A single group can combine all three methods:
Dynamic rules for the bulk of the audience (stays current automatically)
Static members for individual additions the rules miss
Additional contacts for people outside your records (e.g., a vendor, a volunteer coordinator)
District tip: multi-site groups
On district sites, use the Add people from selector in Step 2 to build groups spanning several schools — or check "All sites in the district" for a true district-wide audience.
Use reachability to clean up contact data
The reachability badges aren't just informational — use them as a to-do list:
Open a group with red/amber badges.
Click a channel statistic (e.g., Text) to filter the members table to people unreachable on that channel.
Hover the reachability icons on a member row to see exactly which emails/phones are invalid or missing.
Fix the records in People > Manage People, then Sync the group.
Organize the Groups page
Pin the groups you use weekly — they stay at the top of the table.
Use consistent naming conventions (e.g., "2026 – Grade 5 Families") so search-as-you-type works well.
Add descriptions so colleagues know what each group is for (and when not to use it).
Give important groups a recognizable avatar — icon + color for program groups, photos for school-wide ones.
Duplicate instead of rebuilding
Need a near-copy of an existing group (e.g., this year's version of last year's group)? Use Duplicate — you get the create wizard prefilled with everything, named "Copy of [group name]." Adjust the rules and save.
Bulk permission management
Select multiple regular groups and use Edit Permissions in the bulk actions bar to apply the same access control across them in one pass — by search or by filters. Remember: classroom-synced groups are excluded from mixed selections; handle them separately (their only permission is whether staff can use them).
Import at scale
Use the Import button on the Groups page for bulk imports (file-based, like the former Target List import).
Within a group, upload CSV/XLSX files: Student/Employee IDs for static members, or contact details for additional contacts. Click the info message in the upload area for exact column requirements.