Editing a group of contacts consists in changing the existing criteria of a group, either by adding, deleting or modifying a criteria.

Access Path > Contacts > Groups

How To

Adding a new criteria

Adding a criteria (AND) is used to create a new criteria to match for the contact to be included or excluded from the group. Each addition reduces the number of results.

  1. In the list of groups, select the group to edit and click Edit.
  2. In the Criteria section, click on Add a criterion (And).
  3. In the criteria edit window, you need to first specify whether contacts matching the criteria are to be included or excluded from the group. You can then choose to define a criteria for any of the different modules to which you have access to in Dialog Insight (Contact, Contest, Surveys, Events, Relational tables, etc.)
  4. You can add as many criteria as needed by clicking on Add a criterion (And) to add another main criteria, or on Or to add a sub-criteria.
Adding a sub-criteria

Adding a sub-criteria (OR) is used to add an alternate clause to an existing criteria. By adding a sub-criteria, the number of results is necessarily increased as the contact can match either of the different criteria.

  1. In the list of groups, select the group to edit and click Edit.
  2. In the Criteria section, locate the criteria to which you want to add an alternate clause and click on Or,shown at the right end of the corresponding line. If the main criteria includes multiple sub-criteria, the link Or will display only next to the last sub-criteria.
  3. In the criteria edit window, you will see all the possible criteria you can add as an alternate clause.
  4. Start by indicating whether the criteria will be used to include or exclude contacts from the group.
  5. You can add as many sub-criteria as needed by clicking on Or.
Deleting a criteria or sub-criteria

Deleting a criteria or sub-criteria from an existing criteria will result in increasing the number of contacts in the group.

  • To delete an entire criteria, click on the delete icon  shown at the right end of the corresponding line. Deleting a criteria also deletes all the related sub-criteria.
  • To delete a sub-criteria, you need to click on the delete icon  corresponding to the specific sub-criteria.
Modifying a criteria or sub-criteria

Editing a criteria or sub-criteria consists in editing the conditions of an existing criteria.

  1. Click on the edit icon  corresponding to the criteria or sub-criteria to edit.
  2. In the criteria edit window, make the necessary changes.
  3. Click on Save.