Communities: How to Use Group Filter in Smartlist

This article explains the Community Groups filter available in CRM Smart Lists. With this feature, you can quickly segment contacts based on their community memberships, allowing you to run targeted campaigns, improve communication, and keep your contact list organized and community-focused. ## Why You’ll Love This Feature Segmenting and managing your community contacts has never been easier. With the new Groups filter: - Run targeted campaigns: Send personalized messages and offers to members of specific groups. - Save time: Eliminate manual tagging and sorting of contacts by leveraging dynamic filtering. - Stay organized: Maintain a clean, community-focused contact list that aligns with your business or community goals. - Drive better engagement: Connect more meaningfully with your audience through tailored communication. * * * ## Frequently Asked Questions Q: Can I select multiple groups at once in the filter? Yes! You can select one or multiple Community Groups to create flexible and precise segments. Q: Will this filter work with other filters in Smart Lists? Absolutely. You can combine the Groups filter with other filters (e.g., tags, custom fields, activity) to create even more refined lists. Q: Do I need to manually tag contacts to use this filter? No. The filter automatically pulls membership data from Community Groups, so no extra tagging is needed. Q: Where do I manage Community Groups? You can create and manage Community Groups in the Client Portal settings under Communities. ### Next Steps - Explore your current Community Groups and review how contacts are organized. - Try the new Groups filter in Smart Lists to build more targeted lists. - Plan and launch community-focused campaigns based on these new filtered segments.