Organizing profile groups

Use profile groups to target your broadcast message to users who have opted in to your campaign and who match the criteria you specify. This way, you can send the right message to the right recipients at the right time.

You can also use groups to refine data analysis.

Profile groups can be dynamic or static:

A dynamic group is built from filtered profiles and updates when user data is added or subtracted.
A static group is built from data in an uploaded CSV file and does not update.

To organize profile data into groups:

Create a dynamic (filtered) group
Create a static (uploaded) group
Create a copy of static group

For more information, see Editing profile groups.

Creating a dynamic (filtered) group

To create a dynamic group from user profiles in your company's data set:

Select Home in the left pane, and then select Groups.
Select New Group above the Groups table.

The Create a New Group form opens.
Enter a descriptive name.

Note: Even though this name is available to internal users only, take the opportunity to assign a descriptive name that is meaningful to your organization.
Select Using filters to select profiles.

Select NEXT.

The Setup Group Filters form opens.

Choose the type of profiles to make up the group:

Profile type	Description
All profiles	All profiles in your company account regardless of opt-in status.
Active subscribers	Only those profiles that are opted-in and subscribed to one or more active campaigns.
Profiles with no subscriptions	Profiles that are opted in for text messaging but not subscribed to any active campaign. (This can occur when a group of profiles is uploaded via CSV file but not subscribed to an active campaign.)
Profiles with pending double opt-in	Any profile that is still pending a confirmation to an opt-in message, for example: Profiles with valid subscriptions to other campaigns that have never confirmed an opt-in for a different campaign. Profiles that have no active subscriptions, just the pending opt-in.
Opt-outs and undeliverable phones	Profiles that cannot receive text messages, for example, because the user has fully opted out of active campaigns or the phone number is a landline or has been deactivated.
Declined opt-in confirmation	Any profiles that interacted with an opt-in but replied No to the opt-in confirmation message, for example: Profiles with valid subscriptions to other campaigns that have declined an opt-in for a different campaign. Profiles that have no active subscriptions, just the decline.

Note: Individual profiles may be valid for more than one filter. When you select All profiles, though, each profile appears only once.

To filter the profiles that match the selected type:
- Select ALL from the drop-down list to narrow the match to include every one of the filters you select.
- Select ANY from the drop-down list to expand the match to include any one of the filters you select.
Select +CONDITION (AND / OR) under any profile filter group to add nested sub-conditions (subgroups). When you click +CONDITION, a new condition row is added within that group. Each row includes its own field, operator, and value selectors. This allows you to build complex filter logic by combining multiple conditions with mixed AND/OR operators within the same group.

Building Your Filter Logic

Understanding how to combine filters is key to creating the right audience. mCommons uses AND/OR logic to help you build precise segments.

Understanding AND vs OR Logic

ALL (AND logic) narrows your audience

• Profiles must match every filter you add

• Use when you want to be more specific

• Results in a smaller, more targeted group

ANY (OR logic) expands your audience

• Profiles must match at least one filter you add

• Use when you want to be more inclusive

• Results in a larger, broader group

How to Apply AND/OR Logic

At the top of your filter group, select:

• ALL to require profiles match every filter (AND logic)

• ANY to include profiles that match any filter (OR logic)

![Filter group showing ALL/ANY selector at the top]

Adding Nested Conditions

For more complex targeting, that allows you to address scenarios like:

(A AND B) OR (C OR D)

(A OR B) AND C

You can add nested conditions within a filter group:

1. Select +CONDITION (AND / OR) under any profile filter group.

2. Each new condition row includes its own field, operator, and value selectors.

3. You can mix AND/OR operators within the same group to create sophisticated logic.

Note: When you use both AND and OR conditions within the same filter group, AND conditions are evaluated first and take precedence over OR conditions. For example, if your nested condition includes (A OR B AND C) then, mCommons will evaluate B AND C first before applying OR A.

Common Use Cases

Example 1: Highly Targeted Group (ALL/AND)

Filter Group (ALL selected, A AND B AND C)

• Subscribed to "Monthly Newsletter" campaign.

• Clicked Link in the last 60 days.

• Located in California.

Result: Only profiles that match ALL three criteria.

Example 2: Broad Reach Group (ANY/OR)

Filter Group (ANY selected, A OR B OR C)

• Subscribed to "Donors" campaign.

• Subscribed to "Volunteers" campaign.

• Subscribed to "Event Attendees" campaign.

Result: Profiles subscribed to ANY of these campaigns.

Example 3: Mixed Logic with Nested Conditions

Filter Group (ALL selected, A AND (B OR C) AND D)

• Subscribed to "Advocacy" campaign.

• Condition: First Name is not blank OR Last Name is not blank.

• Clicked Link in the last 30 days.

Result: Advocacy subscribers who have at least one name field AND Clicked Link in the last 30 days.

Note: The AND condition is applied when ALL is selected from the top-level drop-down, and the OR condition is applied when ANY is selected from the top-level drop-down.

When the group is created, the applied group filters will be displayed under group details along with their configured conditions.

Select ADD FILTER and then select a profile field from the dropdown list. You can also filter the dropdown options by entering text in the search bar to quickly find them in the dropdown menu. To remove an added filter, click the remove icon available next to an added filter.

If you choose a custom field of the following types: Gender, Identity, String/Text, Age, or Number, a drop-down menu with "matches" and "contains" options are available for filtering purposes. This dropdown allows you to specify whether they want the filter to look for exact matches (matches) or partial matches (contains) within the selected field.

group filters

You can enter a single or comma-separated multiple values.

separate values

Filtering Profiles by Name Availability

You can now easily filter profiles based on whether they have a first name, last name, both, or neither.

Two filters are available for this purpose: First Name and Last Name.

Example:

If an account has 10 profiles:

3 with both first and last names
2 with only a first name
5 with no names at all

You can filter to view:

Profiles with only a first name
Profiles with only a last name
Profiles with both first and last names

Filters	Result
First Name is blank	Profiles where first name is empty
Last Name is blank	Profiles where last name is empty
First Name is not blank	Profiles with a value in first name
Last Name is not blank	Profiles with a value in last name
First Name is blank + Last Name is blank	Profiles with no name at all
First Name is not blank + Last Name blank	Profiles with only a first name
First Name is blank + Last Name not blank	Profiles with only a last name
First Name is not blank + Last Name not blank	Profiles with both first and last names filled

Filtering Groups by Engaging Networks Email Events

Note: The Engaging Networks Email Events filter is available only for companies that have an active Engaging Networks CRM integration configured. It will appear in the filter list only when at least one Engaging Networks email event has been successfully synced.

You can filter groups based on Engaging Networks email activity, allowing you to segment profiles by their actions such as opening or clicking an Engaging Networks email event.

A new filter category, “Engaging Networks Email Event,” is now available under Group Filters. This lets you filter profiles based on how they interacted with Engaging Networks email campaigns.

Using Engaging Networks Email Event Filter

1. In the group filter dropdown, select Engaging Networks Email Event.

2. Choose the specific campaign name (for example, EBC 30-Oct-2025 71664344).

3. Select the condition you want to apply, such as opened or clicked.

4. Click PREVIEW to view the profiles that match the applied filter(s).

Using Relative Time/Date Filters in Dynamic Group Creation

You can apply relative time/date filters across all date-based filters. This makes it easier to create flexible groups without being limited to fixed calendar dates.

The relative filters are available for all date-based conditions in dynamic group creation, such as:

is after
is before
on date

It supports relative time, for example, 5 days ago, 2 months ago, and others.

To build a filter, select an operator and then enter a value.

Tip: You can filter profiles by the political party of their elected representatives.

From the profile field drop-down list, go to the Government section, and select Political Party. Select the party to match: Republication, Democrat, or Independent, then select the position: U.S. senator, U.S. congressperson, State representative, or State senator.

To see the results of your selections, select PREVIEW.

You can expand and collapse include and exclude profiles sections by selecting the arrow icon available next to these sections.

You see the total number of profiles that will be included and excluded, as well as the list of profiles that will be added to the group.

If any filters are invalid, they'll be highlighted in red, and an error message is displayed showing the total count of invalid filters.
Adjust your selections as needed.
When you are done, select CREATE GROUP.

To create dynamic groups based on link activity within a timeframe, refer to Creating Dynamic Groups based on link click activity within a timeframe.

Creating a static (uploaded) group

You can create a static group by uploading profile data stored in a CSV file.

To create a static group:

Select Home in the left pane, and then select Groups.
To download a template with headers matching the fields in the profile, select CSV Template above the table.
Populate the CSV file with user data to add to mCommons. All fields are character fields, with maximum length of 255 characters, except phone numbers, zip codes, and email addresses:
- Phone numbers and zip codes must only contain numerical digits (0123456789):
- Emails should be formatted according to the RFC 5321 protocol.
Tip: Be sure to save the file in CSV format; other file types will not be accepted.
Select New Group above the table.

The Create a New Group form opens.
Enter a descriptive name.
Select Uploading a CSV file of phone numbers with this template.
Select NEXT.

The Upload Profiles form opens.

You can expand and collapse the Upload by CSV File and Upload by Text Numbers sections by selecting the arrow icon available next to these sections.
Select Upload by CSV File, browse files to select the CSV file to upload, and then select Open. To delete the selected file, select DELETE.

If there are any errors in the CSV file, an error message is displayed.

You can review the errors by clicking on “review the errors” hyperlink in the error message. This opens the “CSV Error Details” page that shows any unrecognized columns or unprocessable rows. You can download the CSV file by clicking the “download the CSV here” link available under Unprocessable Rows section to view the errors. After reviewing the errors, you can upload a correct CSV file.

Note: If you add text instead of numerical values in the “Upload by Text Numbers”, they will not be processed.

Tip: If you are uploading phone numbers only, you can paste the numbers, separated by commas, in the text box.
Select one of the following:
- Create/Update Profiles to import all of the data in the CSV file.
- Segment only to select existing profiles by phone number.
  
  Tip: Use this option only if you are certain that all of the phone numbers are already included in your account database.
Note: You cannot create multiple records for the same phone number. If your upload file contains multiple records for the same phone number with different field values, the upload will add the data in the first row and skip the next rows.

Select Preview to see the number of profiles that will be added to the Members table for the uploaded group.

The Members table previews the profiles to be added:

Column

Description

User profiles

List of phone numbers identifying a user, one phone number per profile.

Note: The key identifier in a user profile is the mobile phone number.

Address

The user's mailing address

Custom fields

Any custom fields that will be populated by the uploaded data

When you are done, select CREATE GROUP.

The new group page opens.

Creating a copy of static group

To make a copy of an existing static (uploaded) profile group:

Select Home in the left pane, and then select Groups.
Locate the static group in the Groups table, and then select the group name link.
In the Group Actions panel on the right, select Copy.

You return to the Groups table, which is filtered to include the original group only. A message in the upper-right corner indicates that the group is being copied.
After a few minutes, select Refresh in your browser to reload the page.

The new static group is added to the table, named groupname copy. The group record includes the number of profiles in the group, the number of profiles that are subscribed to campaigns, and the date and time when the group was created.
To edit the new group name, locate the copied group in the Groups table and then select the group name link. The Group Details page opens.
Click the Rename Group icon in the Name field.
Enter the group name in the Name field and select SAVE.

Organizing profile groups

Creating a dynamic (filtered) group

Creating a static (uploaded) group

Creating a copy of static group

Related articles