Questions tagged [smartgroups]

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1
vote
1answer
37 views

How to find out when Contact added to a Group

I'm trying to find out when people were added to a SmartGroup. I want to be able to see when they joined the group so I can see when their membership is expiring. Anyway to do this? I have tried doing ...
0
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1answer
32 views

How to setup a "Schedule Reminder" to trigger on a regular interval that sends an email to a "Smart group"

I have a smart group and would like to send an email to all those contacts on a regular interval. For example, every Sunday at 10am. How can I set this up please? I have tried but cant seems to ...
2
votes
1answer
30 views

How to hide individuals from Directory and only show organizations

I can't get the membership directory on my website to show only organization information. It leaves a line for each individual who signs up on behalf of the company (see image.) It doesn't "show&...
1
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0answers
35 views

DB Error: syntax error INSERT IGNORE INTO civicrm_tmp_e_gccache a < problem

I'm using Wordpress 5.8 and civicrm 5.39.0. I think i found a bug. I get an error when i want to view the smart groups on a contact card. The error is: INSERT IGNORE INTO ...
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0answers
17 views

Can I send a report from a smart group?

On Drupal 7 / CiviCRM 5.36.1 I have a smart group that I export with a special mapping mixing data coming from relationships for each contact. I can use the url : https://domain.net/civicrm/group/...
3
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2answers
35 views

Is it possible to view smart group membership in Views?

I have a view set up to display the content of groups but it only works for viewing manual group membership, not smart groups. (I have the form set to require input rather than the basic form style.) ...
2
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1answer
35 views

CiviCRM Smart Group Cache SQL Collation Error

Running CiviCRM 5.32.2 on Drupal 7, PHP 7.3, MySQL 8, Apache2, Ubuntu Server 20.04. This instance of CiviCRM has just been migrated from another server and the migration has largely gone well. However,...
4
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2answers
47 views

How to exclude contacts from a mailing who share an email with a group of contacts?

If I'm sending out emails asking for donation, I exclude all the contacts who have donated recently with a smart group. Unfortunately, because we have many contacts who share an email (generally ...
1
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2answers
25 views

Can you create a mailing list based on tags

Is there a way to use tags, possibly multiple tags e.g. using the tags Students and Attended Conference X, to create a bulk mail to members who fit into just those two categories.
2
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0answers
32 views

Smart Groups and ACL

I have read the comments relating to this matter. Still I just wonder if it is possible to assign ACL ownership to a Smart Group. No option for Access Control on the Group page is available. Is this ...
1
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1answer
20 views

Do manually added contacts stay in a smart group forever?

If a contact is manually added to a smart group (so has the status of 'Added') do they stay there for ever (until manually removed)? I am about 99.9% certain that this is the case. I've had some ...
0
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1answer
23 views

Adding contacts to group after receiving mail from them

Say, for example that I want to divide my contacts into two groups, an active group (contacts from whom I've received a mail in last few months) and an inactive group (countacts from whom I haven't ...
2
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1answer
39 views

Self referential Smart Group - good idea?

An organisation has local campaign groups. Some of these campaign groups belong to a set we call the "core activist network". I want the core activist network group to contain: all these ...
1
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2answers
38 views

Changing Smart Group Update Frequency

I'd like to have a large number of smart groups but don't want to bog down the site when employees are using it. Is there a way to set up a smart group so that it will only update itself at a ...
3
votes
1answer
77 views

Smart Group DB error

Viewing some Smart groups (not all) causes DB error. [error] $Fatal Error Details = Array ( [callback] => Array ( [0] => CRM_Core_Error [1] => exceptionHandler ) [...
1
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1answer
39 views

how to search for contacts selected in contact reference fields

Civi 5.15.1, WordPress 5.4.1 Some of our contacts ask us to send our communications to someone else, a "designated contact" or DC. To accommodate them, we created custom Contact Reference fields for ...
3
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3answers
109 views

System status - disabled/deleted fields on Smart Groups (5.24)

After upgrading to 5.24 I get the above message in system status. I've disabled and re-enabled all smart groups but the message persists and I can't find any redundant custom fields. The message ...
1
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1answer
34 views

Network Error when Looking for Smart Groups

Under the groups tab in a contact summary if we click to view the smart groups the contact is in we get: Network Error Unable to reach the server. Please refresh this page in your browser and try ...
1
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2answers
55 views

Is smart group cache set to 0 OK for this situation?

Using ACLs I have setup a group of users to have edit access to a smart group of contacts. The smart group is based upon the contact type. The problem is when one of these users creates a contact of ...
3
votes
1answer
73 views

How can I automatically add a Capability or additional Role in WordPress based on the data stored in CiviCRM?

* EDIT * We have a multi record custom data group with a field called "Status". When this field changes value to "Completed" we want people to see specific pages in WordPress. I have tried to setup a ...
1
vote
1answer
91 views

Sync smart group to WordPress role, group, or capability

I have a WordPress site which is already using the CiviCRM WordPress Member Sync plugin to sync memberships to roles. On this same site, I also want to show/hide certain content based on the user's ...
0
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1answer
33 views

Smart groups break when database is restored

When we clone our production instance to staging, we restore the database with updated host information prior to restoring the database. Querying a smart group returns all contacts in database, not ...
2
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1answer
33 views

Can I save bulk update screens for future use?

I'm not sure if my title is 100% clear, but here's the situation I'm facing. We have custom fields that once a year we have to manually update for all current members. A smart group was created to ...
1
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2answers
53 views

Create a smart group that excludes

Is there a way to have more exclude options in smart groups? The only exclude I see is from contact preferences. I would like to create a smart group for donors that live in CA BUT do not live in ...
1
vote
1answer
74 views

how to find contacts who have paid for their membership?

Civi 5.15.1, WP 5.3.2 My organization manually enters all memberships and membership payments using the Civi UI (we don't expose this functionality on our website). I need to create a smart group of ...
1
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0answers
31 views

How to create smart Group based on BuddyPress profile field data?

We have a WordPress site with BuddyPress, and a few thousand members around the world. Our BuddyPress profile fields include "City", which is saved in wp_bp_xprofile_data (and assigned a geocode saved ...
2
votes
1answer
15 views

How can I find membership totals on a month by month basis eg. total members end of Jan, Feb ect so i can then analyse the increase month by month?

I have found how to get Civi to show me how many new members of each type joined per month. However I need the total of all members at the end of January Feb etc so I can see if there is an increase ...
1
vote
1answer
12 views

Display different profile (in Drupal) based on CiviGroup (or tag)

Thanks in advance Drupal 7 / CiviCRM 5.13 I am looking for a way to display different profiles, in Drupal, based on different groups that the contact belongs to in Civi (or based on different tags if ...
1
vote
1answer
39 views

Fatal error on Export in 5.18.1

I just updated to 5.18.1 to resolve a bug caused when selecting " Exclude contacts with "do not mail" privacy, no street address, or who are deceased." But now I have a new issue: I set up an export ...
2
votes
2answers
72 views

Error "Cannot unset string offsets" exporting using custom field mapping

I'm running civiCRM 5.17.5 under Joomla 3.9.12 When I select a specific smart group with a saved field mapping for export, and select "Exclude contacts with "do not mail" privacy, no street ...
3
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1answer
286 views

SOLVED!! DB Error: no such table ERROR searching erroneous ACL table

I have read other related questions but I do not see a match with my mistake. Civicrm version 4.7.31 Drupal 7.67 MySQL 5.6.42 PHP7.1 After migrating from civicrm 4.5.8 and php5.6 everything works fine ...
2
votes
1answer
35 views

how to retrieve non-grouped contacts?

Civi 5.15.1, Wordpress 5.2.3 I'm trying to get a list of all contacts who are not in any group (Smart or otherwise). I've done this two ways, with the same result: the first is by filtering the ...
1
vote
1answer
40 views

Can CiviCRM be managed as a group of companies, where there is a parent company of the group of child companies?

An example of this Group of Financial Companies, which is the Parent company, then below it, are the other daughter companies, but that each one is granted their independent clients and their ...
2
votes
1answer
44 views

How do you create a Smart Group with participants from multiple events

I'm trying to create a smart group for all registered users in any 2019 event. There are 5 events I'm trying to pull participants from into a smart group. The process I am trying to use is: Click "...
1
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0answers
37 views

Contacts not appearing in a smart group

We have a smart group which returns 1,521 records. One contact which ought to be appearing in it isn't. When I go in to the smar group settings there is an unfinished selection line, when I delete ...
3
votes
2answers
104 views

Discrepancy between # of contacts in smart group vs # of contacts in smart group mailing

Using Drupal 7.67 and CiviCRM 5.13.5. We run volunteer inductions, and send an email to all people who have attended volunteer inductions (as per CiviEvent) after the induction. We only run ...
4
votes
1answer
219 views

How do the Rebuild Smart Group Cache scheduled job and the Smart group cache timeout setting interact?

According to the UI (Administer > Customize Data and Screens > Search Preferences) the 'Smart group cache timeout' setting allows you to specify "the number of minutes to cache smart group contacts". ...
3
votes
1answer
36 views

How do I put saved searches or smart groups as menu options in WordPress?

Is it possible to make custom searches (smart groups) available from the custom menu. For instance, I am tracking elections (organizations) with custom fields for special elections, open races, ...
0
votes
1answer
31 views

How to setup a contact journey and add them in specific mailing group after a delay?

I would like to setup a web signup form with 2 of our newsletter groups. After contacts sign up, I would like to send them 2 welcome emails after 10 days of delays. Then add them to the 1 of 2, or ...
2
votes
1answer
51 views

Neither Advanced Search nor Search Builder offer option to save as Smart Group

The documentation says I should be able to save a search as a Smart Group, but I don't see an option anywhere to do so. I've used both Advanced Search and Search Builder. Neither results screen offers ...
3
votes
1answer
38 views

How to Create a Smart Group before Anyone Belongs to it?

The usual way to create a Smart Group is : Select (via Advanced Search) the contacts who meet the Search Criteria Create the pertaining Smart Group But is it possible to create a Smart Group before ...
3
votes
1answer
69 views

Caldera Forms and Smart Groups

I want to have a newsletter signup form that has a dropdown field that a non-signed in user can select from. I want their selection to assign them to a smart group for later use in bulk mailings. What'...
0
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2answers
278 views

How to fix Undefined index notice in contribution_date_relative?

When I try to Update Smart Group Counts in Manage Groups, the CiviCRM provides me with numerous notices. What is wrong and where do I fix that? Notice: Undefined index: contribution_date_relative ...
0
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1answer
101 views

deleting groups

under contacts, manage groups, delete; the following notiThis group currently has 35 members in it. Deleting this group will NOT delete the member contact records. However, all contact subscription ...
2
votes
1answer
36 views

How to change or transfer mailing list groups properly?

Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. ...
4
votes
2answers
236 views

Can't update smart group counts

My smart groups show unknown counts. Debugging shows this when I click "update smart group counts". Wordpress 5.0.3, Civi 5.9.0, PHP 7.2.14 #0 /var/www/sln/wordpress/wp-content/plugins/civicrm/...
3
votes
1answer
68 views

Smart Group dropping search criteria on save

I've searched the archives and see there are a number of posts pertaining to smart groups not saving criteria, but it seems those were bugs addressed in updates, and we are running the latest version ...
2
votes
0answers
33 views

Problems with Smart Group Updating

CiviCRM 5.8.2 / Drupal I have defined a Smart Group based upon a custom field (recipient) = 1, to be used as a smart mailing list. (I use VBO to set this field to 1 for my selected recipients, and ...
2
votes
0answers
31 views

Wrong Group counter showing on Contact tab

It can be reproduced in dmaster following the next steps: Go into dmaster Create a Smart Group Add "Manually" a Contact in the Smart Group Go to the Contact (the counter in the Group Tab shows a ...
2
votes
2answers
83 views

CiviCRM profile search not working when integrated with Wordpress

We're currently facing an issue. We are running Wordpress 4.9.8, and running CiviCRM. We're looking to publicly display a search widget on one of our wordpress pages, to search within a specific ...