When creating user groups you have the option to organize your users into static groups or smart groups. Both types of groups can be assigned triggered campaigns, the difference is in how users are added to the group.
- A static group is one in which users are added manually by name.
- A smart group is a handy way to automate managing your users and assignments because it seamlessly pulls in users based on the attribute labels assigned to them. For example, the Revenue group may pull in users with the attribute sales or finance.
To turn your static group into a dynamic smart group, follow the steps below:
- Select or create an attribute to define the group. For example, the attribute Department = Sales can be used to create the Sales Team group.
- Once created, attributes can be updated in bulk via CSV upload.
- Create a new group and apply the attribute (or attributes) to make it a smart group.
- Pro tip: name the new group something like "Department (smart)" so you can easily differentiate between your original static and new smart group.
- Confirm that all the people who are added by name in the static group are populated into your new smart group.
- Delete or rename your original static group to avoid any future confusion.
Next, update your Campaign triggers to assign to your new smart group:
In the Campaigns section, edit any campaign that has a trigger sending to the original static group.
- Assign a "New to group" trigger for your newly created smart group.
- Make sure to leave the box unchecked to "assign to learners who currently match this criteria" as you don't want to retroactively assign to users from the original group who have already received the training.
Remove the original trigger that sent to the static group.
Need to bulk deactivate your groups?
You can bulk deactivate groups by hovering over the group name and using handy checkboxes to select groups for removal.