Can I add rules to a dynamic group?

Yes, you can add new rules to dynamic groups at any time, even if a group is connected to an active campaign. Exercise caution when adding rules because they are based on logic statements that impact all group members and will affect who receives assignments.

Some reasons why you might add a rule:

• To stop adding new members to a group. You can prevent a group from automatically adding new hires by adding a rule. This is helpful when preparing for a new training cycle. You can add a rule to For example: If your group includes the rule Hire date IS AFTER 12/31/2023, add the rule Hire date IS BEFORE 1/1/2025 to stop the system from adding new members.
• To keep specific individuals out of a group. You can remove individuals from training by adding an exclusion rule such as Email IS NOT name@company.com. DO NOT use Email IS name@company.com to exclude an individual, because it will exclude everyone who does not have that email address. 

Use this guide for a better understand about adding rules: Editing Dynamic Groups.