Can I Create a Smart Group From The Users Tab?

Learn the trick to easily creating smart groups

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Yes, there is! In 2 quick steps, you can easily create a Smart Group from the user's tab.

Let's go over how to do this:

Step 1: Use the filter at the top to filter for the user you want to be in the group. In our example, I want to create a smart group with all my employees in the New York Branch, so I filtered for Branch is New York. Automatically, all the employees whose branch is set to New York will appear.

Step 2: Now ill simply click on Save as a Group. You'll be asked to name the group and select which segment the group is under. Finally, press next and confirm.

After you created the smart group, you will be able to see it in the smart groups tab of your dashboard. Take a look at how this looks below.

To learn more about smart groups click here.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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