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).
Example: To build a list for parents of female students in 9th grade, you would need to create the following Groups and set their filters as so:
- All Girls - Membership in Group Student AND Gender is Female
- All 9th Graders - Membership in Group Student AND Grade is 9
- All 9th Grade Girls - Membership in All Girls AND Membership in All 9th Graders
- All 9th Grade Girls Parents - Membership in Group Parent AND Children in Group All 9th Grade Girls
Once you have the All groups for Genders and Grades, it is easy to combine them to get the various intersecting groups. If you then wanted to send a notice to 8th and 9th grade parents of girls, your Message List would be sent to the All 9th Grade Girls Parents group and the All 8th Grade Girls Parents group.
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:
Date of Birth
Name - First
Name - Last
Name - Prefix
Name - Suffix
How do I create and upload custom field data? I would like to provide parents with their child's portrait ordering code, but I don't have an easy way to send them that information.
We have an article specific about custom field data here: https://www.finalsitesupport.com/hc/en-us/articles/115002886432-Upload-constituent-data-to-Constituent-Manager
If you need to have a custom field created, please reach out to our support team via a ticket and we would be happy to help!
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