Smart Contact Groups
Groups resulting from contact searches are called Smart Groups. Previously, we called them "dynamic". Smart groups are unique in that they will continue to collect contacts who match the query that created them.
Once you enter a query, our platform will return the group of contacts who match it. In the example below, we've searched for female contacts:
You can save this new group by clicking the "Create Smart Group" at the top-right side of your screen.
Once a Smart Group is saved, any new contacts that match the query will be automatically placed in it.
The query you enter will operate on all contact fields present in your account. Note that fields and values are not case sensitive within a query.
In the query pictured above, we're referencing a contact field called Age and using the operators greater than or equal to >= and less than or equal to <= to specify the desired characteristics of the contacts you're searching for. To search for not equal, use != .
Note that with contact fields containing two or more words, spaces need to be replaced with underscores, e.g. id_number = "409328"
You can use 'OR' statements to match two or more contact field values, and 'AND' statements to filter contacts by contact field.
For example,
(city="Oakland" or city="Berkeley")
will return only those contacts whose 'City' field contains "Oakland" or "Berkeley", and
(city="Oakland" and gender="Male")
will return only those contacts whose 'City' field contains "Oakland" and whose "Gender" field contains "Male".
(tel has 123)
will return only those contacts whose phone number contains '123'.
(name has "Be")
will return only those contacts whose 'Name' field contains 'Be'.
Text values containing multiple words must be enclosed in quotation marks, e.g. city = "san francisco", while operators like >= only work with Numeric and Date & Time values.
Creating a Smart Group
Once you enter a query, our platform will return the group of contacts who match it. In the example below, we've searched for female contacts:
You can save this new group by clicking the "Create Smart Group" at the top-right side of your screen.
Once a Smart Group is saved, any new contacts that match the query will be automatically placed in it.
Queries
The query you enter will operate on all contact fields present in your account. Note that fields and values are not case sensitive within a query.
Operators
In the query pictured above, we're referencing a contact field called Age and using the operators greater than or equal to >= and less than or equal to <= to specify the desired characteristics of the contacts you're searching for. To search for not equal, use != .
Note that with contact fields containing two or more words, spaces need to be replaced with underscores, e.g. id_number = "409328"
Statements
You can use 'OR' statements to match two or more contact field values, and 'AND' statements to filter contacts by contact field.
For example,
(city="Oakland" or city="Berkeley")
will return only those contacts whose 'City' field contains "Oakland" or "Berkeley", and
(city="Oakland" and gender="Male")
will return only those contacts whose 'City' field contains "Oakland" and whose "Gender" field contains "Male".
(tel has 123)
will return only those contacts whose phone number contains '123'.
(name has "Be")
will return only those contacts whose 'Name' field contains 'Be'.
Field Types
Text values containing multiple words must be enclosed in quotation marks, e.g. city = "san francisco", while operators like >= only work with Numeric and Date & Time values.
Updated on: 29/05/2023
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