Filter Contacts by Community Group

Run a campaign at community members without manual tagging — group membership is a Smart List filter.

Setting up the filter

1. Contacts > Smart Lists.
2. Open Filters.
3. Search "community" or "Client Portal" for the Groups filter.
4. Select the group(s).

Reads membership data directly — no extra tagging step, updates automatically as people join/leave.

Combining with other filters

Stack with tags, custom fields, pipeline stage, etc. — e.g. "VIP" group members who haven't opened an email in 30 days.