Introduction

Welcome back to another session of ACT Group Therapy with Tony Holowitz, the practical ACT expert behind 365 ACT Tips and Tony the Teacher. In this tutorial, Tony delves into the world of group membership rules and demonstrates how to create dynamic groups to streamline contact management. Learn how to set up criteria-based groups that automatically include contacts meeting specific conditions, making contact organization a breeze.

1: Clear Goals Drive Efficient Contact Management

Tony reiterates the importance of setting clear goals when using ACT to ensure a more effective approach to contact organization.

2: Simplifying Contact Grouping with Group Membership Rules

1. Dynamic Groups: Tony introduces the concept of dynamic groups or group membership rules, which automatically add contacts to a group based on specific criteria.
2. Creating the Chocolate, Vanilla, and Pistachio Group: Tony demonstrates step-by-step how to create a dynamic group of contacts who like chocolate, vanilla, and pistachio ice cream. He sets up membership rules for each flavor and previews the results, showcasing how many contacts meet the defined criteria.

3: The Power of Dynamic Grouping

1. Changing Criteria: Tony highlights the key benefit of dynamic groups – as contact information changes, the group automatically updates to reflect the current criteria. Contacts are seamlessly added or removed based on their preferences.
2. Time-Saving Efficiency: By utilizing dynamic groups, users can eliminate manual effort and efficiently manage contacts with changing preferences.

4: Applying Dynamic Grouping for Follow-up Individuals

In the next tutorial, Tony promises to create another dynamic group – one that helps users keep track of contacts that require follow-up. Stay tuned for practical tips on managing follow-up contacts more effectively.

5: Conclusion

By leveraging group membership rules, ACT users can create dynamic groups that automatically update based on specific criteria. This smart approach to contact management saves time and ensures contacts are always organized efficiently. Tony Holowitz’s expert tips continue to empower ACT users, making the most out of this powerful CRM tool.

Maximize your contact management potential with dynamic groups and group membership rules. Stay tuned for the next tutorial, where Tony will share efficient ways to manage follow-up contacts in ACT. Thank you for joining us, and elevate your ACT journey with Tony Holowitz’s expert advice.