I've tried to create a rule where an email gets sent when a contact is "added" to a smart group. By "added" I mean the condition that smart group is based upon is met.
As far as I can tell it doesn't. It seems like it would be hard to do.
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1 Answer
Contacts don't really get 'added' to a smart group - it's more that when the smart group is used, a search is run to find who currently meets those criteria (glossing over some complex rebuild and caching details...) So there is no specific event for CiviRules to react to in a post trigger.
You might be able to base something on the 'Daily trigger for group members' cron trigger and maybe modify it for a more frequent run. See https://docs.civicrm.org/civirules/en/latest/trigger/
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@Paul-Tahoe I would not want CiviRules to work with smart groups, it would get far too complicated for me :-) I think you could solve it by changing the smart group to a normal group and use CiviRules to manage the group membership? Commented Mar 6, 2018 at 16:13
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@ErikH-CiviCooP is it still the case that CiviRule doesn't support smart group triggers? I'm seeing Smart Groups in the list of Groups for a trigger in 2.13.– DarrenCommented Apr 6, 2020 at 11:06
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AFAIK but test :-) It might be that it does work. Personally I do not use Smart Groups in combination with CiviRules.... Commented Apr 6, 2020 at 18:12
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I used a smart group as the source for a daily trigger of group members and it worked. Commented Jun 4, 2021 at 17:20