Dynamic Groups allow users to create contact groups automatically based on filter criteria, eliminating the need to manage group membership manually.
How to Create Dynamic Groups
- On your Campaigns Dashboard, navigate to the Contacts section.
- Click "Create Dynamic Group".
- Enter the Group Name and select a color for it.
- Click Save.
- Click "Add Match Filter" to open the filtering options.
- Click the "+ Add a Match Filter" again to choose the criteria you want to use.
- Click Apply once you've set the criteria.
- Repeat steps five to seven for every criterion you want to set and click Save to start filtering contact.
How it works
- When a contact’s data changes, the system automatically re-evaluates the filters.
- If the contact now meets the criteria, they’re added to the corresponding dynamic group.
- If the contact no longer qualifies, they are removed from the corresponding dynamic group.
- After a CSV import or third-party sync, the system will automatically add new contacts to dynamic groups if they match the criteria.
- Selecting a dynamic group as the destination for new contacts is not possible.
Available Filters
Each filter supports either a value range or selection, depending on its type.
- Opportunity Score
- This is a default group with options: "Gold, Hot, Warm, Cold" and cannot be edited at this time.
- Age
- Calculated daily based on the "Date of Birth" field.
- You can select a minimum or maximum age for the filter.
- Source
- A limited set of options is available and may not reflect all the contact sources from an advisor.
The Source field currently shows those options:
Redtail: Contacts coming from Redtail
Wealthbox: Contacts coming from Wealthbox
Salesforce: Contacts coming from Salesforce
Practifi: Contacts coming from Practifi
Salentica: Contacts coming from Salentica
Manual: Contacts manually added
CSV: Contacts from CSV imports
Form Submission: Contacts coming from Campaigns or Websites form missions
Forwarded Email: Contact coming from form “Forward this to a friend”
Leading Response: Contacts coming from Lead Response
- You can select multiple options for the filter.
- Investable Assets
- You can select a minimum or maximum number of assets for the filter.
- AUM
- You can select a minimum or maximum AUM for the filter.
- Net Worth
- You can select a minimum or maximum net worth for the filter.
- Income
- You can select a minimum or maximum income for the filter.
Important to know
- Deleting a dynamic group does not remove the contacts. It only deletes the logic group.
- It is not possible to manually add or remove a contact from a Dynamic Group
- Age is calculated daily using the current date.
- Group membership is re-evaluated in real time when filters are updated.
- Updates to filters apply immediately upon clicking Save.
- Contacts imported via CSV cannot be forced into a dynamic group unless they match the criteria.
Pro Tip: Automatically enroll new contacts into a campaign of your choice by linking the dynamic group via the Auto-Subscribe settings.