Dynamic Groups are groups that once created, will run a check once you add that group to a recipient list when sending a campaign. The Dynamic Group can also be updated manually by running a search against your list of contacts.
To create a dynamic group, select the ‘Contacts’ tab and using the ‘Advanced’ drop down menu, select ‘Advanced Search’
The Advanced Search page will appear as a pop up.
Select the field you wish to search by and how the information should be matched.
You can add another condition for that particular set, and/or additional sets. Multiple conditions and sets can be used with "and" or "or" operators to setup complex searches. For example, you could search for contacts in state CA or NY, and from company ABC.
Once you have set your parameters, click the ‘Run Search’ button.
You will then be presented with options for what to do with the search results:
- View the contacts.
- Add the contacts to a group.
- Save the contacts as a dynamic group. This will save this search as a group - meaning that contacts matched by the search now and in the future will then be added to the dynamic group.