Skip to main content
Share Your Experience: Take the 2024 Developer Survey
8 votes
Accepted

How can I create a smart group with no matching contacts?

The easiest way would be to create a test contact with city Cottonwood, search on it. Create a smart search out of it and then delete the test contact.
Catorghans's user avatar
  • 3,544
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 ...
petednz - fuzion's user avatar
  • 28.4k
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 = ...
jitendra - fuzion's user avatar
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(...
Pradeep Nayak's user avatar
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.
Sean's user avatar
  • 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.
Jon G - Megaphone Tech's user avatar
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 ...
Jon G - Megaphone Tech's user avatar
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 ...
Kainuk - CiviCooP's user avatar
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 ...
petednz - fuzion's user avatar
  • 28.4k
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 ...
alec's user avatar
  • 407
5 votes
Accepted

How do you report group history? (audience growth/change)

You can try this Group Growth extension
artfulrobot's user avatar
  • 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 ...
Andy Clark's user avatar
  • 4,845
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 ...
Christian Wach's user avatar
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.
petednz - fuzion's user avatar
  • 28.4k
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 ...
Jaap Jansma - CiviCooP's user avatar
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:...
Jude Hungerford's user avatar
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/
ErikH - CiviCooP's user avatar
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 ...
petednz - fuzion's user avatar
  • 28.4k
4 votes

Restrict users who sign up for groups from viewing all groups they have been assigned to

If you go to Contacts menu ยป 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 ...
Jon G - Megaphone Tech's user avatar
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.
Tamar Meir - Cividesk's user avatar
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.
KarinG - Semper IT's user avatar
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 ...
Mick Kahn's user avatar
  • 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:
Andy Burns's user avatar
  • 3,681
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 ...
Marko's user avatar
  • 877
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 ...
Jon G - Megaphone Tech's user avatar
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 ...
Pradeep Nayak's user avatar
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: ...
Jon G - Megaphone Tech's user avatar
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:
Aidan's user avatar
  • 13.5k
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 ...
Mick Kahn's user avatar
  • 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 ...
Demerit's user avatar
  • 23.2k

Only top scored, non community-wiki answers of a minimum length are eligible