Dynamic groups

Sarah Pinheiro Updated by Sarah Pinheiro

Dynamic group and contact searches

In the contacts tab, there is a search bar. This search bar can be used to find and filter contacts that obey the rules defined in the bar. Normally, we use contact fields and some operators to make the search expression, that is:

If my group has the contact field "Age" and the contact field "Gender" and I want to know how many male contacts are over 18 years old, I can use the following expression in the search:

Age > 18 AND (sexo = "M" OR sexo = "Male")

Below are some of the operators that we can use in these searches:

  • AND (-and- obeys both rules at the same time)
  • OR (-or- obeys one of the rules)
  • > , >= (Greater than, greater than or equal to)
  • <, <= (Less than, less than or equal to)
  • =, != (equal to, not equal to)

The best part is that as soon as we do a search, just below the search box a new button appears, called Create Smart Group, this is the button that allows us to create dynamic groups.

That is, a dynamic group is a type of group where we cannot manually add and/or remove users. All added users enter the group if they obeyed the search rule.

In case you click on the button to save your dynamic group, a pop-up will appear to choose the name of your new group.

In case you want to edit the name of the group, export the participating contacts, delete the group or even modify the rule for participation, the process is the same as for static groups.

How did we do?

Static and Dynamic Groups