Last updated: 3rd August, 2018
Use Smart Groups to segment your users and trigger automation flows. Simply put, a Smart Group is a set of filters that you can save to quickly reference those users in the future.
We call these groups 'Smart' because they update in real time. When a new user matches the filter, they automatically get added to the group (entering the group). When existing users un-match, they will be removed from the group (exiting).
The real time entering and exiting is useful for setting up automation triggers. For example, when somebody enters the 'New Signups' group, send them a welcome email.
The default 'Users' group
This is the default group that you'll see when you first navigate to the People section. It's a complete list of all the profiles/contacts/leads that you have stored in GoSquared, including anonymous visitors that you've had a Live Chat conversation with.
You cannot delete the 'Users' group or save over it. Whenever you refresh the page it will go back to it's default arrangement of columns. If you do want to save your changes, you'll have to save them as a new Smart Group. Just click the button in the top right to save your current filtering options as a new Smart Group.
Creating a new Smart Group
In your People dashboard, just start adding filters. When you're happy with your filters, click 'Save Smart Group' in the top right hand corner and give it a name. Anybody on the team can create, delete and modify Smart Groups.
Saved Smart Groups will appear in the sidebar.
To start filtering, go the the People tab and click the '+ Add a filter` button. The list of users that match the filter will update as you adjust it.
You can filter based on any property or event that you track. By default GoSquared Analytics will track lots of properties for you (such as number of visits, location etc) that will already be available for filtering.
If you're tracking custom properties, the filtering options available depend on the type of data each property is.
AND filters will only find users that match all of the filter conditions
OR filters will find users that match any of the filter conditions.
When you add a filter, the column for that property/event will be added automatically. You can selectively add and remove columns using the settings cog on the left, or the + button on the right hand side.
Sorting a list of users by a column
You can sort a list of users by clicking on the head of column that you want to sort by. Depending on the data type of the column you can sort by:
- Number – click to switch between ascending and descending order.
- Text – click to switch between alphabetical or reverse alphabetical order.
- Date/timestamp – click to switch between chronological or reverse chronological order.
Drag and drop columns to change the arrangement. You can also adjust the width of a column if it is too wide/narrow.
Saving your Smart Group
After you've added filters and tweaked your columns – just hit the 'Save Smart Group' button in the top right hand corner. Give it a name and hit Save.
Saved Smart Groups will appear in the sidebar with the number of users currently in the group next to it – it could take a few mins for the number of users to update when you first save the group.
Deleting a Smart Group
All your groups are listed in the sidebar under the People section. Just hover over a Smart Group and click the red 'x' to delete the group. Deleted groups cannot be recovered. Deleting a Smart Group only deletes the filter configuration, it does not delete the users within the group.
You cannot delete the 'Users' group.
Actions and Automation
The 'Actions' button in the top right hand corner will reveal a list of actions you can take on the users in this group. A lot of the options will only become available after you've saved the group This could be as simple as exporting the list to use in another application, or triggering an automation flow in a 3rd party app using our integrations.
Guide to email notifications.
Guide to exporting profiles.
Guide to Automated Messages.