---
title: How to create dynamic groups
description: You can create dynamic groups to provide you with an ‘active’ list of participants, which can be updated with new participants, based on the group’s criteria. Dynamic groups can also be set to update overnight.
---

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# How to create dynamic groups

## You can create dynamic groups to provide you with an ‘active’ list of participants, which can be updated with new participants, based on the group’s criteria. Dynamic groups can also be set to update overnight.

A dynamic group is a consumer group that can automatically add or remove users based upon one or multiple factors. These factors can be any of the search criteria included in [account search](https://help.flexmr.net/en/account-search?hsLang=en) such as user fields, task completion or access behaviour.

The benefit of a dynamic group rather than a consumer group is that you can set them and forget them as they are actively updated each day. So long as the initial parameters are correct, newly qualified users will be added and any users that no longer qualify will be removed, ensuring your sample is always up to date.

### How to create dynamic groups

Through **Back room \> Database \> Consumer Groups** you are able to view all the existing consumer groups set up on your platform and filter these by project. 

![DGD - picture 1](https://help.flexmr.net/hs-fs/hubfs/Client_Support_Files/Help%20Centre/dynamic%20groups%20-%20database/DGD%20-%20picture%201.png?width=670&height=147&name=DGD%20-%20picture%201.png)

To begin, click on ‘Add Dynamic Group’ then select your chosen filters for that group. The filters/conditions match that of the 'Account Search' page. You can preview how many users will be returned by the dynamic group by clicking on ‘Calculate Current User Numbers’. Following this, click ‘save and run’. Your group is then created (it may take a few minutes to add all the users into the group; this happens in the background so you don't need to stay on the same page).

![](https://help.flexmr.net/hs-fs/hubfs/image-png-Sep-30-2026-01-41-26-8763-PM.png?width=1572&height=735&name=image-png-Sep-30-2026-01-41-26-8763-PM.png)

You then have two options for updating the dynamic group as shown below:

### Set the dynamic group to automatically update overnight

Simply click on the edit icon by your Dynamic Consumer Group. Then, under ‘Schedule Updating’ tick the ‘Run filter to a schedule that dynamically updates group.' The dynamic group will then be updated with any new members.  
![](https://help.flexmr.net/hs-fs/hubfs/image-png-Sep-30-2026-01-25-08-3978-PM.png?width=670&height=78&name=image-png-Sep-30-2026-01-25-08-3978-PM.png)  
![](https://help.flexmr.net/hs-fs/hubfs/image-png-Sep-30-2026-01-28-02-0221-PM.png?width=670&height=351&name=image-png-Sep-30-2026-01-28-02-0221-PM.png)

### Using the 'Save and run' option

If you would prefer to update the dynamic group manually, all you need to do is go to the Consumer Groups page \> find your dynamic group \> click on the **filter** icon (see below), then click ‘**Save and run**’. The dynamic group will then be updated with any new members. 

![DGD - picture 3](https://help.flexmr.net/hs-fs/hubfs/Client_Support_Files/Help%20Centre/dynamic%20groups%20-%20database/DGD%20-%20picture%203.png?width=670&height=177&name=DGD%20-%20picture%203.png)

You can also duplicate a dynamic group to create a new group with different criteria, and save the filters for that new dynamic group, so that you can re-run it as needed.

Important note: you **cannot** make an **existing consumer group** into a ‘dynamic group’. You will need to create the dynamic group from scratch in order to save the filters alongside it.

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