In the past, we have always helped our customers set up dynamic groups for their automated campaigns. Our newest feature puts control back in your hands, allowing any user to set up dynamic groups on the fly.

What is a dynamic group, you ask?

A dynamic group will run a query automatically, each day or on demand, to find contacts in your account that match a specific set of criteria. This is especially useful for setting up birthday, anniversary or re-engagement campaigns. With these types of campaigns, you need a recipient group that is ever-changing or dynamically created based on your contact data at the time of the send.

For example, everyone whose date of birth is equal to today’s date should go into a dynamic birthday group.  Or, anyone who has an appointment date set in a custom field that is equal to 7 days from today, would go into a dynamic group that is tied to an automated email to remind them of their appointment. Dynamic groups find your recipients for you just before the email sends, putting the automation into your marketing!

With this new feature, we are replacing the advanced search tool with a powerful query builder to provide you with more robust search options. This will allow you to build out segments of contacts based on the data saved in your account. In addition to creating dynamic groups, you will also have the option of creating a static group from your query results, meaning no new recipients will be added over time unless you add them manually.

And if that wasn’t cool enough, we have even created example queries to help you get started with your own custom queries. Try our birthday campaign query and check out our Help section for more advice on how to set up automated birthday emails.


Dynamic groups are super powerful, but be careful when you are tying them to automated emails. You don’t want to create a dynamic segment that pulls in the same people over and over again, because those people will receive the same message each time they are added to the dynamic group.

Typically, you should only be using relative dates when creating dynamic groups that are tied to an automated email, so that it is triggered to a unique group of recipients for each send. A relative date calculates a date based on today’s date, which will cause your list to update each day.

For example, let’s say I want to send special offers to my Kansas City customers. I create a dynamic group that finds everyone who has Kansas City listed in the City field on their contact record. If my automated email is scheduled to send every day, then the same set of people will receive my email each day. To avoid spamming my customers, then I should also include a relative date like the date the contact was added to the Platform (ex: Date Added = 1 day ago).

And remember: your query results are only as good as your data. So be sure the information stored within your contact records is accurate and up-to-date.



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