Complex Smart Groups in Contacts

Within the Contacts application, how can I create Smart Group conditions with a combination of nested AND and OR criteria?

For example, how can I create a Smart Group that always meets one condition as well as one of two other conditions.

Concept: Condition1 AND Either(Condition2 OR Condition3)
Example: Email is set AND (Birthday is 1 day away OR Anniversary is 1 day away)

Such rule would give me a set of Contacts to send either birthday or anniversary greetings to.

Another syntax for constructing such rules would be by nesting Smart Groups

For example, can I create this pair of Smart Groups:

Group1: Email is set AND Contact is in Group2
Group2: Birthday is 1 day away OR Anniversary is 1 day away

Bottom Line: Is there any way to accomplish a mixture of both AND and OR criteria in a Contacts Smart Group?

Thank you.

I don’t think you can do it with one list, but you can do it with three.

Create two lists:

Birthday Soon – card has email and a birthday within 1 day
Anniversary Soon – card has email and an anniversary within 1 day

Third list to combine the two:
Combined Soon – card is in either Birthday Soon or Anniversary Soon list.

I didn’t test it out but I think it should work.

Yes, this would work but I couldn’t find a way to construct a Smart Group that refers whether a card is in another Group.

Would you please take a look and let me know if you can find a way? If so, would you please post a screenshot of such a rule?

Thank you.

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I didn’t see “is a member of” is a possible selection for Card :person_facepalming:t2:

Thank you for taking the time to post the image.

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