Hot answers tagged

11

Welcome to Civi! A great place to start is this wiki post about Groups vs Tags vs Custom Fields: http://wiki.civicrm.org/confluence/plugins/servlet/mobile#content/view/86213742 There are also sections of the Civi book that might help: http://book.civicrm.org/user/organising-your-data/groups-and-tags/ http://book.civicrm.org/user/organising-your-data/...


10

The following are all different: No bulk emails (User opt out): This is what happens when someone opts out using the link in a bulk mailing. This means they won't be included in any bulk mailing. It doesn't affect sending single messages to that contact. Do not email: This means we can't/shouldn't email them at all, even singly. Actions > Send an Email won'...


10

You can use Search Builder (Search > Search Builder) to search for contacts in a group A and add another search field for contacts in Group B. See screenshot from demo.


9

With situations like that I simply just disable the group. The ACL still works, but users don't have access to add anyone to the group. If you need to add someone else to the group, just enable, add and disable again. Heather.


9

You should use the custom search "Include / Exclude Search" that does exactly what you want civicrm/contact/search/custom?csid=4&reset=1 on my install, likely the same custom search id on your install


8

You should think of a smart group as two parts: A static group (and all the tables it involves) A query and its associated tables The final list of contacts is the union of the above two (minus the contacts who have been explicitly removed from the static group) I think the above design allows a lot of flexibility and power. I think the main issue with ...


8

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.


8

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 like that, then search for each option and via Actions 'add to group'. Or (as Pradeep suggests in comment below) Custom field of type text and then using Search ...


7

Another possible reason for the difference in the count is if you have (allow) multiple contacts to have the same email address and you have duplicate elimination turned on for a mailing. This has happened a number of times with various installs that I have worked with. I am not aware of any magic solution that provides you a way to easily determine which ...


7

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 = civicrm_api3('GroupContact', 'create', [ 'group_id' => <group_id>, 'contact_id' => <contact id>, ]);


6

I've done this sort of thing by using the Include / Exclude custom search (Search => Custom Searches => Include/Exclude Contacts in a Group/Tag) Include a group that has all the contacts that you're looking at. In your case you may need to create a smart group that has all the people in the country. Then in the exclude list all the groups that they should ...


6

The manage groups page does not force a refresh of the smart group cache but there is a button to do so on the right-hand side: Without clicking that button, what it does do is count the number of contacts already in the cache, but this query has been optimized and tested against a very large (6 million group_contact records) database. You'll find more ...


6

In Advanced Search, try searching for contacts in your mailing group with "Email On Hold". See Maintaining Healthy Email Lists.


6

I think this should be possible with using the CiviRules extension.


5

CiviCRM by default does not have an option to import groups. However, there is a third-party extension that provides a user interface to import anything through the more powerful CiviCRM API. First, install the API CSV GUI extension: https://civicrm.org/extensions/api-csv-import-gui Then click the new menu item that appears and select Entity to Import: ...


5

To extend on peterdnz answer: On drupal, you can install webform and webform_civicrm modules and build the form you want. Once you have enabled civicrm on that form, you can choose the various fields existing in civicrm (first or last name, email... and groups) For the list of groups, you can then chose which one(s) you want to display and in which order. ...


5

While it's more work to set up, I think you'd be very well served by taking advantage of multi-site capabilities of CiviCRM, especially in conjunction with the excellent Multi-site Permissioning extension. That said - I'm very nervous recommending these tools to someone who hasn't set up CiviCRM before! It takes a fair amount of web development know-how to ...


5

Two hints: A contact can be in a group but have the status removed. This means, he will not receive bulk mailings send to that group but may receive bulk mailings sent to other groups(=different from optout) An email-address can be inactive (e.g. CiviCRM sets it to inactive if it was bounced several times)


5

The EntityRef field on the form can be given that restriction. Best way to do it is probably via a hook, e.g. hook_civicrm_preProcess($formName, &$form) { if (is_a($form, 'CRM_Activity_Form_Activity')) { $form->_fields['assignee_contact_id']['attributes']['api']['params']['group'] = 1; } } (where "hook" is the name of your module and "1" is ...


5

There's more than one way to view the contacts added to a group, here are a few, all of them will list the contacts belonging to the searched group. Option 1) Navigate to Search -> Find Contacts, select your group filling the field in any group, leave the rest of the fields blank and hit search. Option 2) Navigate to Search -> Advanced Search, select your ...


5

I would create a custom extension as explained here or using an existing one and implementing hook_civicrm_buildForm Updated function myextension_civicrm_buildForm( $formName, &$form ) { if ("CRM_Group_Form_Edit" == $formName) { if ($form->getAction() == CRM_Core_Action::ADD) { $defaults = array ("group_type[2]" => true); $form-&...


5

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 contacts that have a membership, you can start with an advanced search. For example - Go to Search -> Advanced Search. Expand the membership section (this takes a bit ...


5

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 the profile AND then set up subgroups based on language, add the primary Group X via the Profile, then create a Smart Group based on 'is added to Group X AND has ...


5

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 parent group of volunteers it will be sent to all the members of monday weeders and any other group that's a sub-group of volunteers. Is that what you're ...


4

For anyone not using Drupal and relying on the standard /civicrm/mailing/subscribe page, you can also just add a number to the front of your group name to order them as you want. So Event updates General newsletter Service news becomes ... General newsletter Service news Event updates No coding skills required! :) Heather O.


4

I agree that a Webform is the best solution if you are using Drupal, but to answer the exact question that was asked: CiviCRM profiles do not currently have a UI to alter the display of groups on a form. Doing so would require a little bit of custom code. If you are more comfortable with PHP, use hook_civicrm_buildForm to modify the options in that form ...


4

You can also create a smart group based on other regular groups and other smart groups. This works well unless the smart group criteria is edited. In general you can go about 4 levels before nesting causes performance issues. I agree, I avoid adding users directly to smart groups.


4

In CiviCRM you cannot assign email-adresses to groups but only contacts, including all their related information such as email-adresses. Could you specify, what you want to do with the contacts in question (e.g. sending an email to a specific address, create a pdf-letter...)? Maybe there is another solution for your task at hand. I think the non-primary ...


4

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: https://docs.civicrm.org/dev/en/latest/extensions/civix/#generate-report The link in Donald Lobo's answer is now broken, but an old version of the document ...


4

IMHO it seems like you really need a consultant for this stuff. Hopefully an organization of your size (400 chapters with an unknown # of people per chatper) has budget for help. But let me offer a few bits of advice: the "corresponded Organisation Group" as you put it CAN be a smart group, thus people (not admins) can self-select their own groups when ...


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