Configure dynamic filters in eNotify

Dynamic filters are used to ensure that any and all constituents meeting certain criteria are included on a list, and that list remains continually up to date. When creating a dynamic filter in eNotify, you can create multiple conditions within the same filter or add multiple filters. The selection mechanism for dynamic filters varies depending on how the filter or filters are set up.

"AND" logic

Filters that are constructed with more than one criterion will use "AND" logic to choose which constituents to add to a mailing list. A single filter that has multiple restrictions will only select those constituents who meet ALL of the specified requirements.

For example, if you set up a filter for constituents who are members of the group "Parents," then add another clause to that same filter for members of the group "Faculty/Staff," that filter will only choose constituents who are both parents and faculty/staff members.

To create an "AND" filter that requires more than one condition to be met, add a dynamic filter to your mailing list and configure it with more than one selection criterion before you click "add filter." For example, a dynamic filter with "Children in grade 9" and "Children in grade 10" criteria will only reach parents with students in both 9th and 10th grade. 

The "AND" in the "Recipients" view of the mailing list indicates that the constituents selected by this list must have students in Grade 9 and Grade 10. 

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In general, "AND" logic results in highly restrictive selections that greatly limit the number of users added to a mailing list. Each constituent must meet several requirements in order to be selected.

"OR" logic

Conversely, "OR" logic is a much more permissive structure. Constituents who meet just one of any number of requirements will still be added to a mailing list.

When multiple filters with only one selection criterion each exist alongside one another, eNotify will use "OR" logic to populate the mailing list.

For example, two separate filters, one for "Parents" and one for "Faculty/Staff," will populate a mailing list with constituents who are either parents or faculty/staff members.

To use OR logic to create more permissive selections, create two filters, using only one selection criterion each. Create the first filter as above, then click "add filter" to save and go back to the "Recipient Sources" screen.

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Then use the green "Add Filter" button there to create a new, separate dynamic filter.

Each filter will be displayed on a separate line under "Dynamic Filters" on the "Recipient Sources" screen and will not be separated by an "AND."

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Constituents who meet ANY of these selection criteria will be added to the mailing list.

For an example of creating a mailing list with dynamic filters, refer to Dynamic filters in action: Set up a mailing list for parents.

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