Filter Smart Lists by Community Group in Sparkforge
Sparkforge CRM Smart Lists now include a Community Groups filter that segments contacts by their community membership, with no manual tagging needed.
The Community Groups filter in CRM Smart Lists segments your contacts by their community group membership. Pull together everyone in a specific group in a few clicks, then run targeted campaigns or follow-ups.
What the filter does
Instead of tagging contacts manually, the filter pulls live group membership data from your communities. You can:
- Segment contacts by one or more community groups
- Build targeted campaigns and personalized comms
- Combine with other filters (tags, custom fields, activity) for refined lists
How to use the Community Groups filter
- Go to Contacts > Smart Lists.
- Click Filters in the top panel.
- Find the Groups filter under Client Portal, or type "community" or "Client Portal" in the search bar.
- Click Groups and select the community group(s) you want.
- Your Smart List now shows only contacts who belong to the selected groups.
What this unlocks
- Targeted campaigns: send personalized messages to specific groups
- Time savings: skip manual tagging
- Cleaner lists: organized by community structure
- Better engagement: messaging matches the segment
FAQ
Can I select multiple groups?
Yes. Pick one group or several to build flexible segments.
Does this combine with other filters?
Yes. Layer the Groups filter with tags, custom fields, activity, or any other filter for a more refined list.
Do I need to tag contacts manually?
No. The filter reads live group membership, so no extra tagging is required.
Where do I manage Community Groups?
In the Client Portal settings under Communities.
Frequently Asked Questions
How do I filter Smart Lists by community group?
Can I combine the Community Groups filter with other filters?
Do I need to manually tag contacts to use this filter?
Can I select more than one community group at a time?
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