Add Members to a Group Using a Custom Filter

A dynamic filter defines conditions for matching member records. Kanri reevaluates the filter when resolving the group, so the audience can change as member details change. Use it when the group should follow profile data rather than remain a fixed list.

Create a filter assignment

1. Open Groups and choose a group.
2. Select Assign, then choose Dynamic Filter.
3. Add a condition using the field or relationship that describes the audience.
4. Choose whether all conditions must match or any condition may match, then review any nested condition groups.
5. Save the filter.
6. Return to the group and select Preview Members.
7. Adjust the conditions if the preview includes people who should not receive the communication.

Filter options depend on the fields and relationships available to your school. Prefer precise conditions. For example, use a program and active-membership condition for enrolled students rather than relying on a free-text note.

Separate group assignments are combined as alternatives: matching any assignment includes the member. A filter assignment cannot exclude someone included by another assignment.

Example: members in one program with a current status

Build a filter for the intended program and membership status, save it to the group, then preview the resulting list. Before sending a time-sensitive message, preview again because new members may have started matching since the group was created.

Use individual assignments for a fixed hand-picked list or Program & Level for a program cohort with a level range.

Next steps

• Review how groups work
• Create a group
• Send a broadcast to a group