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A smart group is a stored search. To create one a search is the starting point.

  1. Do a search.
  2. Opt for all records
  3. Use the action "Create Smart Group".

In order to make a smart group selecting contacts that have a membership, you can start with an advanced search.

For example - Go to Search -> Advanced Search. Expand the membership section (this takes a bit of scrolling, in the illustration below I closed the other sections):

Example Advanced Search

Add the selection criteria (in the example Lifetime membership and Current Member). Execute the Search, do select all results and select the Create Smart Groep Option. Below an example of the Create Smart Group screen with criteria: enter image description here

A smart group is a stored search. To create one a search is the starting point.

  1. Do a search.
  2. Opt for all records
  3. Use the action "Create Smart Group".

In order to make a smart group selecting contacts that have a membership, you can start with an advanced search.

A smart group is a stored search. To create one a search is the starting point.

  1. Do a search.
  2. Opt for all records
  3. Use the action "Create Smart Group".

In order to make a smart group selecting contacts that have a membership, you can start with an advanced search.

For example - Go to Search -> Advanced Search. Expand the membership section (this takes a bit of scrolling, in the illustration below I closed the other sections):

Example Advanced Search

Add the selection criteria (in the example Lifetime membership and Current Member). Execute the Search, do select all results and select the Create Smart Groep Option. Below an example of the Create Smart Group screen with criteria: enter image description here

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source | link

A smart group is a stored search. To create one a search is the starting point.

  1. Do a search.
  2. Opt for all records
  3. Use the action "Create Smart Group".

In order to make a smart group selecting contacts that have a membership, you can start with an advanced search.