Groups

Smart Contact Groups

July 22, 2025 Comments Off on Smart Contact Groups

Smart Groups from Contact Searches

Groups generated through contact searches are known as Smart Groups. These were formerly referred to as “Dynamic Groups.” What makes them distinctive is that they continuously update, automatically including any new contacts that match the original search criteria.

Creating a Smart Group

When you run a query, the system retrieves all contacts that meet the conditions you specified. For example, you might search specifically for female contacts.

You can then preserve this selection by clicking “Create Smart Group” located at the top-right corner of the interface.

Once a Smart Group has been created, it will automatically include future contacts that fulfill the same query.

Queries

Queries work across all contact fields in your account. Keep in mind that both field names and their values are not case-sensitive. You can find more details on building your queries through operators and statements in the query syntax guide.

Operators

In the illustrated example, we reference the Age field and apply operators such as greater than or equal to (>=) and less than or equal to (<=) to define the contact characteristics being searched. To filter by “not equal,” you can use !=.

When using fields that contain multiple words, replace spaces with underscores. For instance:

id_number = "409328"

Statements

You can build more advanced queries using logical statements:

  • OR allows you to match multiple values.

  • AND filters results to contacts that meet all specified conditions.

Examples:

  • (city="Oakland" or city="Berkeley") returns contacts whose City field is either Oakland or Berkeley.

  • (city="Oakland" and gender="Male") returns contacts where City is Oakland and Gender is Male.

  • (tel has 123) retrieves all contacts with phone numbers containing “123.”

  • (name has "Be") includes only contacts whose Name contains “Be.”

Field Types

For text values with more than one word, enclose them in quotation marks, e.g. city="san francisco". Numeric and Date & Time fields are required for operators like >= or <= to function properly.