SKIP AHEAD TO:

• Create a Dynamic Group
• Create a Dynamic Group Rule
• Group Rule Data Format
• How to Edit the Name
• Edit Dynamic Group Rules
• Deleting a Dynamic Group

Dynamic groups are groupings of users based on created rules.

Create a Dynamic Group

1. Click the Add Dynamic Group button
2. Enter a Name for your Group
3. Click the Save button
4. Click the Add Rules button
5. Create a rule using the Field, Operator and Value options
6. Click the Save button
7. Click the Preview Rules button to view Group members

Create a Dynamic Group Rule

1. Select a Field to base the rule off. Fields come from the standard and custom data and date fields you are currently using.
2. Select a Field-Value if you choose to use a rule based on Last Assignment Date or Last Completion Date. Drop down to select the Last Assignment Date for a Campaign or Last Completion Date for a Campaign or a particular Content Title. Please note: Last Completed Date may only be used for content completed in 2020 or later. 
3. Choose an Operator. Options currently include is / is not for data fields and is / is before / is after for date fields.
4. Enter a Value. This does not currently include a dropdown of populated data, you must manually input the information. Follow each value by a comma or enter to create a "tag". Please note: Multiple tags may be populated for one field, which joins them together by "OR." If there are multiple rules, they are joined together by “AND.”
5. For the following example, this group would include those that completed the Holiday Message campaign prior to 6/1/2020 AND are located in CA OR NY AND are supervisors. 

Group Rule Data Format

When using Hire Month in a dynamic rule, you must use full text of month (January, February, March, etc). This is case insensitive (January, FEBRUARY, MaRcH are all valid).

Use the full numerical format (2018, 2019, 2020, etc) when creating a rule using Hire Year.

Edit the Name of a Dynamic Group

1. Locate the Group in the list of Groups
2. Click the pencil to the right of the Group name
3. Edit the Group Name
4. Click the Save button

Edit Dynamic Group Rules

Rules can be edited after they are created and saved. To edit Group Rules, click the Edit Pencil to the right of the Group Name. From here, you may edit, delete or even add rules. If the group is already connected to an active campaign or an Admin user Role, a message will be displayed to warn you that changes may possibly affect Group members, assignments or visibility by a Limited Administrator. 

Deleting a Dynamic Group

Groups may be deleted when they are not already in use with a Campaign and/or an Admin User Role. If you attempt to delete a group that is connected to a Campaign and/or an Admin User Role, you will receive a message that the action cannot be completed along with specific information as to why.