8
votes
Importing Contacts into multiple groups
An alternative approach, esp if you have comma separated options for the Groups (ie all groups are in a single cell) would be to make a Custom Field with options that match your Group Names, import ...
- 28.6k
8
votes
Accepted
How do I add a contact to a group using the API?
Open API Explorer - Support menu > Developer > API Explorer and use GroupContact API to add contacts to group. See an eg in the screenshot below -
API formed for PHP is -
$result = ...
- 7,191
7
votes
Where is the option to add multiple contacts to a group
'Adding contact's to group' action only appears on the Contact search. If you were doing a Contribution search using Find Contribution, the option won't be available.
You can use the advanced search(...
- 34.5k
6
votes
Is there a way to create an an automatic email if someone is removed from a group?
I think this should be possible with using the CiviRules extension.
- 3,168
6
votes
Accepted
Searching/filtering by the date a contact was added to a group
I have a report for this on Github.
EDIT: Ignore comments below; this report works on modern versions of CiviCRM, and Laryn's improvements are now part of my extension.
- 39.4k
5
votes
Accepted
Is Parent Group required on multisites?
It appears that you're using CiviCRM in a multisite configuration. You may want to update this question and future questions to reflect that. Relatively few folks use it, and it affects the answer ...
- 39.4k
5
votes
Smart Groups Not an Option after Upgrade
A smart group is a stored search. To create one a search is the starting point.
Do a search.
Opt for all records
Use the action "Create Smart Group".
In order to make a smart group selecting ...
- 3,193
5
votes
add to group automatically according to custom logic
This is what Smart Groups can do for you. So instead of setting the Group in the Profile, just set up a Smart Group based on the field eg language.
Or if you need people to be added to a Group via ...
- 28.6k
5
votes
Can you explain the relationship between groups, i.e a parent group
If your monday weeders group belongs to the volunteers group, then members of the monday weeders will be acted upon automatically as members of the volunteers group. So when you send an email to the ...
- 407
5
votes
Accepted
How do you report group history? (audience growth/change)
You can try this Group Growth extension
- 3,932
5
votes
Does CiviReport have a concept of "Group By"?
Reports for Contributions have grouping and quite a few in the 'Extended Reports' extension (which I guess most would use) as well. The 'Report Plus' extension has grouping also. So CiviCRM certainly ...
- 4,915
5
votes
Accepted
WordPress group sync - after migrating from Drupal
how do I deal with the leftover user IDs attached to contact records?
Clear your civicrm_uf_match table except for your own record - i.e. the one that has your User ID and Contact ID. You'll then ...
- 3,001
4
votes
How to get a CiviCRM popup form (eg create new Group / Tag etc) working via a Drupal link
At this point it looks as if putting
civicrm_initialize();
$manager = CRM_Core_Resources::singleton();
$manager->addCoreResources();
in to a module in hook_init() does the job.
- 28.6k
4
votes
Creating ACL for Smart Groups
Smart Groups could be a pain in the ass in CiviCRM. They are a powerful feature but when it does not work it is hard to get it working again.
There are some alternatives to smart groups. The SQL ...
- 3,641
4
votes
How can I show groups in membership report columns?
The current correct way to create a custom report is to use an extension, rather than the manual process linked to in the question.
Updated documentation for creating a report extension is found here:...
4
votes
Accepted
add to group automatically according to custom logic
Alternative is to use CiviRules extension: https://civicrm.org/extensions/civirules
Documentation can be found here: https://docs.civicrm.org/civirules/en/latest/
- 11.9k
4
votes
Exporting Drupal user account ID's through Civi search
We needed to do something similar, though not GDPR related. Because the Export does not access the Drupal user fields, we created a simple View (page display) to give us this data, based on CiviCRM ...
- 28.6k
4
votes
Restrict users who sign up for groups from viewing all groups they have been assigned to
If you go to Contacts menu » Manage Groups, you should be able to click the Settings link next to a group. Set the Visibility to User and User Admin Only (see screenshot). This should suppress the ...
- 39.4k
4
votes
Looking for contacts that are Pending (status by email) E-news Opt-in
Jon from Megaphone Tech created a custom report that that will allow you to filter by group status. Your system administrator would need to install it for you.
- 2,079
4
votes
Accepted
How to expose Mailing Groups in webform?
Edit the form Element -> change live to static -> and select the groups you would like to put on the form.
- 15.2k
4
votes
Accepted
how to retrieve non-grouped contacts?
If this is a one off exercise, you can use the advanced search to select all the contacts are in any group (just keep adding all your groups to the group selection box) and create a new group "in any ...
- 3,227
4
votes
Tracking Yard Signs
I would create a new activity type called ' Yard Sign' with associated custom fields. See below for an example:
- 3,691
4
votes
Accepted
Assign all contacts created by a user to one group automatically?
As per Erik's suggestion I created a new condition.
It will be included in the next version of civirules (2.12).
If you would like to get it before the official release of the new version you can ...
- 887
4
votes
Listing Groups in a mail template
As far as I know, that token doesn't exist, in core or in an extension. It's not a bad idea though; it would be quick to write. As with most tokens that list multiple fields, the real trick is in ...
- 39.4k
4
votes
Listing Groups in a mail template
As said by Jon its not available in core or in an extension. You can either write extension and implement hook_civicrm_tokens and hook_civicrm_tokenValues to add and generate token for the contact ...
- 34.5k
4
votes
Accepted
Can Civirules differentiate between 'pending' and 'added' group status?
You should add a Field Value Comparison condition. This lets you only fire the rule if a field has a certain value.
For Condition Parameters set the following values:
Entity: GroupContact
Field: ...
- 39.4k
4
votes
Is there a way to modify/customize the fields shown in the Group Contacts Window?
Alternatively, you can build your own using the rapidly-evolving Search Kit.
For example, try this on dmaster.demo.civicrm.org
(screenshot added for posterity)
Results:
- 13.6k
4
votes
How to find out when Contact added to a Group
If its a smart group I don't think you'll be able to do what you want as its actually a saved search and each time you look at membership its recalculated so there is no concept of when the contact ...
- 3,227
4
votes
Accepted
When should a CIVI group be disabled vs deleted?
Yes I would use the disable feature for that. Deleting is when you want to completely remove everything about it. Civi doesn't really have "archive" the way I think archive means. To me ...
- 24k
4
votes
Putting Contact Tags in Email Template
Welcome to CiviCRM SE.
I have contact group token extension which provides a list of group users added to, but not for tags.
- 34.5k
Only top scored, non community-wiki answers of a minimum length are eligible