Smart groups (automatically created)
Wes Cossick
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
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Meredith Owens
Merged in a post:
Reflect changes on Board and Committees pages in groups
Doug Homeier
Only way to do this now is a more manual process of creating groups with the same members.
So each time a member is changed on these special pages “Board Members” & “committees” it would be automatically updated on page restrictions.
Meredith Owens
Merged in a post:
Auomatically create group based on streets
S
Stu Timerman
It would be great to have the capability to create a Group based on an address instead of just an individual member. This will be especially useful for sending emails to target streets or areas of the community. It also will be useful for USPS mailings to specific addresses. Currently we have to select a specific person living at an address when creating a Group. This results in emails being sent just to that person, not all members at the address. For USPS purposes, selecting just one person at an address requires the Admin to know who lives at specific target addresses because the Group creation option only lists member names.
Meredith Owens
Merged in a post:
Automatically add members to groups
Sarah Sheehan
Our community has a few social clubs and they keep in touch via email with notification pages set up to go to all group members per social group. Currently, I have to become involved in maintaining membership lists for book club, pickleball, gardeners, etc. I have a custom page set up for them to checkmark all groups they want to join and when I get the email request for that I have to then go in and manually add them to those groups. Would it be possible to have a more automated way for people to be added to groups?
Dean Vermeire
It would be nice to have a group that users can opt into or out of. That way, we could have a forum page that is accessible only to those who have opted in.
Meredith Owens
Dean Vermeire: You can currently set this up by following a few steps!
First, create a "Custom form" page where members can submit if they'd like to join a forum. Once you have this information, you can create a group with only those members. Then, create a new "Forum" page and set the page restrictions so only the group members can access it.
If you need further assistance creating this, please reach out to our customer success team! https://help.hoa-express.com/en/articles/2390052-contact-our-customer-success-team
Dean Vermeire
We currently group members together with Account Types that represent their neighborhoods. This is so that members can select their neighborhoods when they register. Having a Smart Group for each neighborhood, based on Account Type, would solve a lot of issues for us.
Meredith Owens
Merged in a post:
Create groups by address
Adrienne Kinney
I would like the option to create groups at the account level (or by address) as an alternative to member name. Grouping by address irrespective of name would allow a formed group to remain static regardless of subsequent owner turnover.
Meredith Owens
Merged in a post:
Add custom groups as recipient options for "Resident Alerts" page
Mitch Letho
Provide the ability to select custom groups as the recipient on a "Resident Alerts" page.
ORIGINAL POST:
Even though multiple "Resident alert" pages are allowed to be created, which implies you can have different restrictions on who can view or edit that page, when an alert is sent, it is sent to every registered,active member ignoring the page restriction settings for that page.
If this can’t be resolved easily, suggest changing the button at the bottom of the Alert page to allow for a drop down selection of Accounts, Groups, All Active Members so the user can direct the alert accordingly.
Meredith Owens
Thank you for explaining this further! We are open to considering allowing users to select custom groups, but not account types. That is because we don't recommend using account types to indicate what section a member lives in. The groups feature would work best for that, and you can learn more about it here: https://help.hoa-express.com/en/articles/2350247-about-groups
We're going to update the description on this post and merge it with another post we have open that aligns with being able to do this!
Meredith Owens
Mitch Letho: Would you please explain further why you'd like to have these recipient options and what you would use that for on this page type?
Mitch Letho
Meredith Owens: Our community is divided up into different sections. If a Bear is sighted in one section it may not be worth alerting residents 5 miles away in another section. We plan on using Account Type to represent these different divisions of the community. Maybe there is a burst fire hydrant again do we need to alert everyone or only those in the vicinity. Maybe I lost my keys in a particular division and only want to call that out those in that division. I attempted to solve this by setting up alerts pages for specific “Account Types” and restricting those Alert Pages to only be visible by those Account Types, but the button communicates to all active members irrespective of who can see and use the Alert page. Hope this helps.
Meredith Owens
Mitch Letho: Thank you for explaining this further! We are open to considering allowing users to select custom groups, but not account types. That is because we don't recommend using account types to indicate what section a member lives in. The groups feature would work best for that, and you can learn more about it here: https://help.hoa-express.com/en/articles/2350247-about-groups
We're going to update the description on this post and merge it with another post we have open that aligns with being able to do this!
Meredith Owens
Merged in a post:
Default group HOA Board
A
Andrew Ferayorni
There should be a default group created that is the HOA Board. Members are those from the HOA Board page, and thus emails used are the 'leader' ones setup in the associated members accounts.
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