What are Groups?
A way of organizing contacts by commons activities or criteria.
- Board Members
- Event Attendees
In CiviCRM there are two types of groups:
- Regular Groups allows you to manually place contacts into a group.
- Smart Groups are automatically populated groups that are configured to include contacts that share a certain set of characteristics or activities.
Why Smart Groups?
Smart groups are ‘saved searches’.
Where can Smart Groups be used:
- Membership status
- All active members
- Lapsed Members
- Contributor ranges
- Donors who game more than $500
How to create Members Smart Group?
How to create Donor Smart Group?
How to edit Smart Groups?