Using the Community Groups Filter in Smart Lists
What Is the Community Groups Filter?
The Community Groups filter is a powerful tool within CRM Smart Lists that allows you to segment your contacts based on their membership in specific community groups. This feature enables you to create targeted, dynamic lists without the need for manual tagging or sorting, helping you streamline your outreach and engagement efforts.
Benefits of Using the Community Groups Filter
Using this filter offers several advantages:
- Efficiently segment contacts by their community affiliations.
- Create personalized campaigns tailored to specific groups.
- Save time by automating contact organization.
- Improve engagement with relevant, community-focused communication.
- Maintain a clean and organized contact database aligned with your community strategy.
How to Apply the Community Groups Filter
Follow these steps to filter your Smart Lists by Community Groups:
- Navigate to Contacts → Smart Lists from your CRM dashboard.
- Click on the Filters button in the top panel.
- Scroll to the Client Portal section or use the search bar to find the filter by typing “community” or “Client Portal.”
- Select the Groups filter.
- Choose one or more Community Groups from the list.
- Your Smart List will update automatically to show only contacts belonging to the selected groups.
Common Questions
Can I filter by multiple groups at once?
Yes, you can select one or multiple Community Groups to create precise segments.
Can I combine this filter with others?
Absolutely. The Groups filter can be used alongside other filters—such as tags, custom fields, or activity filters—to refine your lists further.
Do contacts need to be manually tagged for this to work?
No. The filter automatically uses membership data from Community Groups, so no additional tagging is required.
Where can I manage Community Groups?
Community Groups are managed in the Client Portal settings under Communities.
Next Steps
Review your existing Community Groups and how contacts are organized. Experiment with the Groups filter to build targeted lists, and consider launching campaigns tailored to specific community segments for better engagement and results.