Create dynamic filters with profile data

Dynamic filters use the information in a person's Constituent Manager profile to determine what sort of content that user can see on the website. They can be used to sort and filter across various modules, delivering it only to constituents who meet specific criteria. Any data stored in Constituent Manager can serve as the basis for creating a dynamic filter (see the list of fields in Constituent Manager which can be used in a filter.)

With regard to Group Manager, dynamic filters can be used to populate groups with only those constituents who meet the group's requirements. After establishing the filter(s), group membership is handled automatically, without any intervention needed by a site admin. For example, you could create a group for "Parents of 11th graders" that automatically includes as members any constituent who has a child enrolled in grade 11. After that group is established, each year when a new group of students enters the 11th grade their parents will be added to it automatically.

To add a dynamic filter to a group, use Group Manager to create a new group, or navigate to one that already exists. In the "Settings" tab, click the "Add dynamic filters" link.

Three dropdown menus will appear. Use the first menu to select which field from Constituent Manager you want to use as the criteria for your filter. In this case, we will create a dynamic filter that selects all students currently enrolled in the 10th grade:

Note: The options in the second dropdown menu may change, depending on what type of data is selected in the first dropdown. Numerical data, such as "Current Grade," "Room number", etc., will use the mathematical comparison symbols demonstrated above. If you select a text-based field (such as "FirstName," " Occupation," etc.), you will see a more limited set of comparison criteria.

The complete dynamic filter is now set: "Grade is 10" - this group will therefore contain all Constituents who have a Current Grade value of 10. To ensure that only Students are included in this group, you will need to add an additional criteria of Membership in group Student.

Multiple dynamic filters can be stacked together to create highly selective criteria, such as a group for 10th grade boys. To create such a group, two filters would be used - one for "male students" and another for "10th grade students." Finally, the group is set to include only those constituents who meet BOTH criteria (as opposed to including any students who meet at least one of them).

Which fields can be used to create dynamic filters?

Almost any field used to store personal data in Constituent Manager can be used as sorting criteria for creating dynamic filters in Group Manager:

Address
Biography
Bus Route
Business Name
Carpool
Children
City
Class Of
Country
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Date Deceased
Date Employed
Date Enrolled
Date Married
Date of Birth
Date Retired
Degree
Degree School
Email
Faculty Advisor
Gender
Grade
Homeroom
Homeroom Teacher
Industry
Job Title
License Plate
Locker Number
Marital Status
Membership
Name - First
Name - Last
Name - Prefix
Name - Suffix
Occupation
Organization
Phone
Portal Login
Room
State/Province
Team
Team Division
Team Gender
Team School
Team Season
Team Sport
Title