Create groups with dynamic filters for parents based on their children

In this Article

• Step 1: Confirm the Relationship in Constituent Manager
• Step 2: Dynamically filter members into groups
• Step 3: Add more than one dynamic filter to increase specificity

Schools can create parent groups based on their children's grades or other groupings by using group dynamic filters, which pull members into groups based on certain qualities. These dynamic filter groups can be used for Messages lists or directory pages.

Here's how to add dynamic filters so that you can have groups with the most accurate members, keeping them current as they are pulled dynamically according to the stated relationships with the students themselves.

Step 1: Confirm the Relationship in Constituent Manager

Before setting up a dynamic filter, Click Add a New Relationship in Constituent Manager for a particular constituent. This may have happened through an integration or will need to be set manually in the constituent profile. 

This will open the Relationship Properties window. Click Browse to connect a Related Person in case of a fellow parent or faculty member. Click the Relationship dropdown to select the relationship that you are trying to set (e.g. Parent, Father, Mother, Guardian, Step-Father, etc.) 

Step 2: Dynamically filter members into groups

Once the Relationship has been set, members can then be dynamically filtered into Parent groups. 

• Navigate to Group Manager from the people icon in your left navigation. 
• Click the green Add Group button or select the desired group.
• Click on the Settings tab, and then select Add dynamic filters.
  
• Once you click Add dynamic filters, some instructions in a blue box will appear to help you think through the process. Now you can begin setting the criteria for your dynamic filters. 
  
• Select the first dropdown with Grade and change the option to Children or what you are trying to create a filter for.
• In the third dropdown, select which group, grade, or year children are or are not in. Use this to designate whatever your dynamic filter will be. For example, if you wanted to filter in a group of parents of Grade 10 students only, you would add a dynamic filter: Children > in grade > 10. 

Step 3: Add more than one dynamic filter to increase specificity

Add another dynamic filter to create a group that is even more specific.

Select if the members must fit:

• all of the rules, or
• any of the rules. 

This displays as AND and OR.