Smart Groups: Creating Groups Based on a Search Query

Smart Groups are created from the same search query you use to filter contacts in the Contacts section.
Start by running a search that returns the audience you want.

1. Go to Contacts.
2. Enter your query in the search bar.
3. Confirm the results show the contacts you want in the group.

[CAPTURE: Show the Contacts page with a query entered in the search bar and the filtered list of matching contacts displayed below (for example, contacts filtered by gender).]

Once your search results are displayed, you can save the query as a Smart Group.
The group will remain permanently linked to the query.

1. With the filtered results visible, click Create Smart Group (top-right).
2. Give the Smart Group a clear name.
3. Save to create the group.

[CAPTURE: Show the Create Smart Group button visible in the top-right corner, with the filtered contact results still visible.]

After saving:

• The Smart Group appears in the groups list.
• Any new contact that matches the query is automatically added.
• Contacts that stop matching are automatically removed.

[CAPTURE: Show the Contacts page with the newly created Smart Group visible in the groups list on the left side.]

Smart Group queries operate on all contact fields available in your workspace.
Once saved, the same query logic is reused every time the group updates.

Important notes

• Field names and values are not case-sensitive.
• Queries can combine multiple conditions.
• Numeric operators work only with Numeric fields and Date & Time fields.

Common operators

• = equals
• != not equal
• >= greater than or equal to
• <= less than or equal to

Example (age range)

age >= 18 and age <= 35

[CAPTURE: Show a search query using numeric operators (for example, age >= 18 and age <= 35) entered in the search bar.]

OR statements

(city="Oakland" or city="Berkeley")

Returns contacts whose city is Oakland or Berkeley.

AND statements

(city="Oakland" and gender="Male")

Returns contacts whose city is Oakland and whose gender is Male.

Partial matches (has)

(tel has 123) — Returns contacts whose phone number contains 123.

(name has "Be") — Returns contacts whose name contains Be.

Smart Group queries follow a few formatting rules that help avoid syntax errors.

• Fields with multiple words: replace spaces with underscores.
• Text values with multiple words: wrap the value in quotation marks.
• Numeric operators: use only with Numeric fields or Date & Time fields.

Example (field name with multiple words)

id_number = "409328"

Example (text value with multiple words)

city = "san francisco"

Best practices

• Use descriptive Smart Group names (e.g., Women 18–35).
• Always test the query before saving the group.
• Prefer Smart Groups when contact criteria are expected to change over time.