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Setup Guide for Smart Groups & Automation

💡 What are Smart Groups & Automations?

Smart Groups are intelligently-defined segments of your user-base.

Smart Groups work in real-time, meaning whenever a User fits the criteria of a Smart Group’s filters, they will enter into it. Additionally, as soon as they no longer fit the criteria of the group, they will exit.

Automation is GoSquared’s messaging platform. There are four categories inside Automation:

✅ Messages - automated single-use messages
✅ Sequences - automated series of messages
✅ Broadcasts - manual single-use mass messages

✳️ Prompts - pop-up messages installed on pages of your website/app.

This video shows you how to use Smart Groups to get to know your user-base 👇


🤔 How do Smart Groups & Automations work together?

Use Smart Groups to intelligently define your users, then craft your accompanying messages within Automation to trigger when users enter/exit your Groups.

Create streamlined, targeted and relevant campaigns; fully automated to help you grow your business as rapidly & efficiently as possible.

You will start with a series of default filters, which you can use to segment Users into Smart Groups. You can create your own custom filters by adding custom Events; explored in detail here.

Check out our video tutorial on how to use Smart Groups & Automations to grow your customer base 👇


🛠️ Use-Cases


📤 Follow up with Live Chat Leads

1️⃣ Create Smart Group (Default Filters)

2️⃣ Create Sequence

3️⃣ Learn More


❇️ Convert Trials to Paid Plans

1️⃣ Create Smart Group (Default Filters)



  • Custom Filter Alternatives

2️⃣ Create Sequence

3️⃣ Learn More


📣 Announce new feature releases

1️⃣ Create Smart Group (Default Filters)

2️⃣ Create Sequence

3️⃣ Learn More


👥 Engage Users at risk of churn

1️⃣ Create Smart Group (Default Filters)

  • Custom Filter Alternatives

2️⃣ Create Sequence

3️⃣ Learn More


🎯 Target Decision Makers

1️⃣ Create Smart Group (Default Filters)

2️⃣ Create Sequence

3️⃣ Learn More


🤝 Onboard New Customers

1️⃣ Create Smart Group (Default Filters)

2️⃣ Create Sequence

3️⃣ Learn More


Have any questions about setting up your Smart Groups and Automations?
Our Support Team will be happy to help! Send us a message via Live Chat.