A "smart group" would automatically determine its members/accounts based on certain factors. The system could support "default" smart groups and "custom" smart groups.
----- Default smart groups: -----
Default smart groups would be ones that could be created without any admin input. Examples include:
• Streets (one group per street within the community, with all accounts that live on that street)
• Board members (a single group, with all members on the "board members" page type)
• Committees (one group per committee, with all members listed in that committee on the "committees" page type)
• Buildings (this would be more complex, but it’d look for patterns that indicated the community has 2+ multi-tenant buildings)
----- Custom smart groups: -----
Custom smart groups would be ones that could be created by the admin, but would need certain details to be provided. Examples include:
• Collection of streets (admin would select 2+ street names; useful for sections within a community)
• Last login (admin would indicate more/less recent than a certain time period; e.g., more recent than 30 days or less recent than 6 months)
It would be nice to be able to toggle the default smart groups on or off. For example, if you don't need smart groups based on streets, you could disable this type of default smart group.
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Will require this feature request to be developed first: https://feedback.hoa-express.com/feature-requests/p/add-accounts-to-groups
A gender option for the groups would be nice; e.g., for Ladies Lunch, etc.
@Toni Hullstrung: If you have your registration settings set to ask for the gender of your members, our system will automatically group them based on what they select. From there, you can send communications to a specific gender if desired.
I checked your website and noticed you currently have the settings set to not collect this information. Therefore, if you'd like to capture this moving forward, I would recommend updating that from the "Registration" tab in the "Settings" section of the Admin Control Panel.
Could the type of member be added to Default Smart Groups, such as Homeowners, Lot Owners, Renters, Property Managers. As I understand these type of groups have to be selected and corrected manually as the members of the group changes. It is very easy to miss a change and corrupt the members of a Group.
@Lindy Peters: Account types would not be included in the smart groups. This is because our system already organizes accounts based on their account type. Therefore, there wouldn't be a need to duplicate this in the "Groups" section.
I would like to create groups by sub-association name. The sub-associations properties are grouped together so this would be an easy way to communicate to things pertsinig to these owners, such as water turned off, street repair, etc.
I would like the ability to choose email recipients based on custom information within the database. For example: street name, address range, or last login date.
If I want to tell the 700 block of Hill Street about a block party, I could easily set that up. The current way would be to create a group, but making a custom group for everything that comes up is inefficient. Advanced options would allow for targeted communication.
Automatically group everyone who lives on the same street, and add that street as a recipient option when sending communications.
Automatically include those who've never logged in or haven't logged in within a certain timeframe as a recipient option for sending communications.
When creating a group would love to have the option to select a committee instead of individuals to send email to committee members only.
Automatically add accounts to groups based on street names of addresses inside the community. This would rely on this feature being implemented first: https://feedback.hoa-express.com/feature-requests/p/add-accounts-to-groups
Can this be incorporated into the current “Groups” feature? Can there be a selection process where a suggestion is made to add someone to a group (say if the address is on one street, but really belongs in a different group)?
I have done that but I was looking for a simple way to send those folks a message as to why they had not signed in to the site. It is tedious to do this manually.