Contact Smart Groups

Create a Smart Group

• Logon to your banter account
• Click on ‘My Apps’ from the left bar
• Select ‘Contact Manager’ 
• From the contacts general menu click ‘Smart Groups’ tab
• Click on the ‘Add Segment’ button
• Enter the name and description of the smart group and click next
• On the next screen add saved groups to the smart group by clicking the ‘Add Group’ button
• Or add contacts to the smart group by using filters and banter will automatically populate contacts based on the chosen filter

The following filters can be used

1. 1. 1. 1. Equal
         2. Not Equal
         3. Like
         4. Greater than
         5. Less than
         6. Greaterthanequal
         7. Lessthanequal

• Once filters are selected click on ‘Save’
• The banter system will automatically update contacts in the smart group based on filters.

Edit a Smart Group

• Logon to your banter account
• Click on ‘My Apps’ from the left bar
• Select ‘Contact Manager’ 
• From the contacts general menu click ‘Smart Groups’ tab
• Click on the Edit button next to the name of the smart group
• Update name or description if required and click on next
• On the next screen change filters or add contact groups
• Click on ‘Save’

Delete a Smart Group

• Logon to your banter account
• Click on ‘My Apps’ from the left bar
• Select ‘Contact Manager’ 
• From the contacts general menu click ‘Smart Groups’ tab
• Click on the checkbox next to the name of the smart group
• Click ‘ok’ on the pop up asking for confirmation
• The smart group is now deleted