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A Quick Way to Create a Smart Group
Victoria Levin avatar
Written by Victoria Levin
Updated over a week ago

Smart Groups work as an effective and strategic tool to structure your company and distribute information and content to the relevant people at the time you need. In addition to the ability to automatically create smart groups based on user details to facilitate the process of creation, there is another quick way to create a smart group: by quickly using the Save as a Group option. 

Let's take a look at how it works!

This article covers:

How to Quickly Create Smart Groups Using the "Save as a Group" Option

Whenever you use the filters, you can save the filtered users as a group directly from there. The functionality is available on the Users tab and the Manage User Details modal. This makes the smart group creation process feel like a breeze!

From the Users Tab

To quickly create a smart group from the Users tab:

  1. Access the Users section from the left sidebar and make sure you are in the Users tab where all existing users in the company account are located

  2. Click on the Filter button on the top left corner and filter for the users you need.

  3. Once you add your desired filters, simply click on Save as group

  4. A new modal will open so you can define the new smart group's details such as title, segment, description, and group's admins. Once you are done, click on Confirm.

  5. All done - your new smart group has been created! You can verify its creation by accessing the Smart Groups section from the left sidebar and searching for its name.

From the Manage User Details Modal

To quickly create a User Details Modal:

  1. Access the Users section from the left sidebar

  2. Navigate to the Manage User Details modal from the top right corner

  3. Click on an existing user profile field

  4. Click on the filter button on the left corner and filter for the users you need

  5. Click on the Filter button on the top left corner and filter for the users you need.

  6. Once you add your desired filters, simply click on Save as group.

  7. A new modal will open so you can define the new smart group's details such as title, segment, description, and group's admins. Once you are done, click on Confirm.

  8. All done - your new smart group has been created! You can verify its creation by accessing the Smart Groups section from the left sidebar and searching for its name.

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