Smart Groups
With Smart Groups, Community Group Managers can add a large number of constituents (e.g. all upper school parents) to a community group based on criteria defined in a Smart Group List. When a Smart Group List is refreshed, members who no longer meet the list criteria are removed from the group and new members who meet the criteria are added.
Add group members using a Smart Group List
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From Extracurricular, select Community Groups > Group management > Community Group Pages.
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Choose the Year and Level > View.
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Select the community group name to open the group.
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Select Roster > Manage roster.
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Under Member Details, select Edit Smart Group List.
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Use the list Basic Lists Topics and Criteria to create a list of constituents that will be group members. Select Preview to view the constituents that meet your list criteria. Select Save & Exit.
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Select Manually Refresh Members to add the constituents from the list as group members.
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In Members Refreshed, select how often the list should refresh automatically. Select Save.
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Select Leader next to a constituent's name to make the user a Community Group Leader for the group.
Tip: Constituents added to a community group by a Smart Group List are displayed in Members under SmartGroup Members. To remove a constituent added by a Smart Group List, the list criteria must be updated to exclude the constituent from the list results.
Manually add or remove individual constituents in a Smart Group
Community Group Managers and Community Group Leaders add individual constituents to community groups using the search options under Manually Add Member. Manually-added constituents are removed from a group by selecting the "x" next to the constituent's name.