What is the difference between smart and manual groups?
- Manual Groups - Has no connected criteria or filters added. Use this type when you only want to manually add and remove contacts from the group. Click HERE to learn more.
- Smart Groups - Automatically updates the contacts in the group according to filters you define. Click HERE to learn more.
Why can't I edit some groups?
Some groups cannot be edited. These are called default groups and they are added during the account creation process.
Please reach out to your internal administration team for more information.
Are required groups in inclusion and exclusion rules still treated as normal groups?
Yes. The required groups selected via inclusion or exclusion filters include or exclude the contacts in the normal group.
I accidentally updated my smart group filter criteria and some contacts were removed. Is there a way to recover those contacts that were removed from the group?
There is no way to do this in the platform. Please reach out to Customer Support for more assistance.
What happens when 2 contact records that are in separate groups get merged together?
The contact is added to each group that both contacts initially were part of.
For example, contact 1 was part of group A, and contact 2 was part of group B. After the merge, the contact is now part of group A and group B. This might take a few minutes to populate.
When contact records are assigned, do they automatically get added to the smart group of the new user?
Yes. For example, if one LO has a smart group of Minneapolis residents, and then assigns a contact to another LO with the same smart group, that contact automatically is added to the new smart group of the assigned user.
If contact records are set up to automatically flow into a group depending on an LOS, do they still enter that group if they come through a different initial source?
Yes, they are added to that group. You are updating an existing contact so you can update that contact to be in a different group.
Who can edit non-editable contact groups?
Please reach out to our Customer Support team for assistance in doing this.
Can I merge 2 or more groups together?
No. You need to delete the group that is duplicated.
On the contact list, what is the difference between the filters called Group and My Groups?
The filter called Group checks to see whether any user with access to a contact record has placed that record in a group with the specified name.
The filter called My Groups checks to see whether the current user has placed a contact in a group with the specified name.
For example, user Alice has a contact record for Dave Smith organized in Group One. She shares Dave’s contact record with Bob, who then organizes it in his list in Group Two.
- If Alice filters her list as Group = Group One, Dave is shown because at least 1 user has his record in a group with that name.
- If Alice filters her list as Group = Group Two, Dave is shown because at least 1 user has his record in a group with that name.
- If Alice filters her list as My Groups = Group One, Dave is shown because Alice has his record in a group with that name.
- If Alice filters her list as My Groups = Group Two, Dave is not shown because Alice does not have his record in a group with that name.
- Similarly, if Bob filters using Group with either group name, Dave is shown. He would only see Dave’s record when filtering using My Groups if he searches for Group Two.