Client organizations in InputKit allow you to group clients under a shared category to better organize your sequences, analyses, and follow-ups.
They work alongside Locations but serve a different purpose:
Locations represent your physical business sites,
while Organizations allow you to group clients based on internal logic specific to your company.
Examples of how organizations can be used:
Group clients belonging to the same business partner
Segment corporate clients vs. residential clients
Track groups of clients who receive specific sequences
Separate high-value accounts for dedicated analysis
Organizations make client management easier, improve segmentation, and allow more targeted sequence sending. They are especially useful if you manage multiple client types or internal segments.
Accessing the Organization Settings
To access and manage your organizations:
Click your name in the top-right corner.
Select Settings.
Scroll down to the Organizations section.
You will see two lists:
Active Organizations
Archived Organizations
Creating, Archiving, and Managing Organizations
Create a New Organization
Click Add Organization.
Enter the organization name.
The new organization will appear immediately in your active list.
Archive an Organization
Click Archive to the right of the organization.
The organization will move to Archived Organizations.
Archiving lets you deactivate groups without deleting them, keeping your historical data organized.
Detecting Duplicate Organizations
Click Find duplicates to identify organizations that are similar or nearly identical.
This helps prevent segmentation errors and keeps your database clean and accurate.
If you have any questions, feel free to write to us via the chat.