3

We made around 100 contacts at a recent conference. How can I set up a smart group of these contacts that are not currently in our database?

3

I would assign a tag to the contact when you import them, then do a search for that tag and create the smart group from the search results.

  • 1
    If your organization uses the Source field for contacts, this would be an ideal time to use that field for entry/import, then search for that and create the smart group like Barbara said. – Allen Hutchison Aug 16 '16 at 21:29
  • 1
    One thought to consider: if this group will not change (e.g., contacts won't be moving in and out of it, but rather the list of contacts will remain static), perhaps a smart group is not necessary. You could add the contacts to a regular group at the same time that you import them. – Lesley Carter - BackOffice Aug 17 '16 at 13:45

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.