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?


1 Answer 1


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.

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    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. Aug 16, 2016 at 21:29
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    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. Aug 17, 2016 at 13:45

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