SmartGroups: What are they and what are they used for?

1 min read

What is a Smart Group?

A Smart Group is a dynamic group created based on various criteria (for example: seniority, department, role, location). As soon as a user matches these criteria, they are automatically included in the group. This allows you to precisely target specific populations (e.g.: employees with more than 5 years of seniority in the marketing department).

Why “smart”?

Because the group is automatically updated: anyone who meets the defined criteria is added to the group without any manual action.

What is it used for?

  • Target specific populations for sending surveys or actions (e.g. new hires, managers, full-time employees, etc.)
  • Run more relevant and targeted campaigns without time-consuming manual segmentation

Related articles

Was this page helpful?