How do you create a smart group in Civicrm?
NEW. To create a new Smart Group you must first conduct a Search for the contacts you want to be members of the Smart Group. Select the contacts you want included in the smart group. From the -more actions- dropdown menu at the top of the list, choose New Smart Group and click Go.
What is a smart group?
Smart groups are created by using filters to filter out contacts you don’t want included in the group in bulk. If you’re trying to create a contact group with just buyers from Arizona, then you can input AZ into the state filter and receive only buyers in this state based on information in their contacts.
How do I group apps together?
This just takes three steps:
- Long-press an app you want to move into a folder (i.e., tap the app for a few seconds until you enter edit mode).
- Drag it over another app you want to group it with, and let go. You should see both of the icons appear inside a box.
- Tap Enter folder name and type the label for your folder.
How many apps can you put in a folder?
On Android, it depends on the specific device and what launcher you’re using, but the default launcher on the Pixel 3 can show up to 15 apps at once within a folder. If you have a custom launcher, like Nova Launcher, you can squeeze up to 20 apps in a folder to show at once, which works pretty well.
How many rules can I add to a smart group?
Continue adding criteria rules to customize the group to your liking. You can add up to five rules per Smart Group. As criteria are added to the Smart Group, they will be listed under the Smart Group Criteria header. For each criteria rule, you’ll see a number in green.
How are smart groups used in an organization?
There are countless varieties of Smart Groups. These groups are based on highly configurable criteria, so they can be used for nearly anything your organization may need. You can identify users by their location, job title, training status, phishing failures, inactivity, assessment scores, and more.
Can a user be removed from a smart group?
Users cannot be manually added or removed from a Smart Group, but you can manage these users in other ways such as filtering or granting admin access. The Users section of a Smart Group functions the same as your primary Users List under the Users tab. See our Users and Groups article for more information.
What are the rules for phishing on smart groups?
The screenshot above creates the following rule: User must have employee start date from 01/01/2019 through 31/12/2019. The Phish Event criteria type filters users based on their actions with simulated phishing tests. See below for information on each option: