Video Tips: Creating & Using CiviCRM Smart Groups

We've been asked a couple of times recently about CiviCRM smart groups - what they are, how they are created, and how they're used.  This short video demonstrates how to set one up:

Some words of caution, before you get carried away with creating smart groups galore on your site:

  • Once you create a smart group, don't manually add contacts to it. That can potentially break the group's functionality, and it's not necessary - the site will periodically update the group and add/remove contacts as appropriate.
  • Be selective in the smart groups you create - having too many groups can really slow down your site. 

Do you have more CiviCRM/Drupal questions you'd like to see answered in a video?  Let me know your suggestions and we might answer your question in one of our next videos!

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