How to create a dynamic group

Blank 4/5/2020 21:15 - 4/5/2020 21:15
Emails & Marketing User Management

Go to Groups from the menu, then click on ‘+ New dynamic group’ button to create a new dynamic group.

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Set a name for the group then click on OK (Eg: Region_DynamicGroup)

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Next, a new page of dynamic group will be opened, we can select a rule for profiles to be included in this group.

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Eg: Selecting a rule for profiles with a certain organization type (eg: region)

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Then ‘Save’ the rule. To check the list added profiles, just click on the ‘Group members’

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Now, all profiles that matched with the rule will be added into the dynamic group.

As the example, all profiles that belong of organization type ‘region’ will be added into a group ‘Region_DynamicGroup’

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