How to Create Automatic Groups

You have the ability to create automatic groups based off of searches within the Recruit, Roster, Alumni and Contact databases.

To create a saved Automatic Group in the recruit tab:

1. Click more to the right of the search bar

2. Scroll to the Field (Example: Graduation Year) and enter your criteria (2017)

3. Scroll Up and Click Search

4. Scroll to the right and below the blue search bar, click "save this criteria as an automatic group"

5. Name the Group, then click Add

To view suggested automatic groups that are already in your account please click this link: Pre-Created Automatic Groups

Below is a video showing the Automatic Groups feature:

Note: the functionality for Auto Groups is the same in Recruits, Roster, Alumni, and Contacts

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