Welcome to another AlertFind Nugget training session. This nugget is how to create a smart group.
First, you need to log into your account and in the left menu, under groups, we need to select smart groups. Once you have selected smart groups, click on new.
In the next window, you will need to add the group name. Remember, this must be unique and can use both letters and numbers. In this example, we are going to name it “Test Smart Group.”
Next you need to add a description. While this is not mandatory, we do recommend it. In this example, we used “Test Smart Group.”
The owner team will appear as default and cannot be changed.
Now click on the edit criteria button.
In this new window, you will need to go under criteria filters, new, and select the custom field you want to use as a filter.
In the next window, we need to configure the criteria for the smart group. The field name is the one you need to filter on.
Operator is the condition you want to use for the smart group. You can click on the drop-down menu and select the most suitable for your smart group.
For this example, we are going to use equals. In the value field, we are going to type CSM. Then, click save.
Now the smart group shows the criteria and in the right side you will find all the users that meet the selected criteria.
Click save, then check the name and description and save again.
The last step is to click the close button. That’s it, you have just created a smart group!
If you have any questions or concerns regarding this topic, please do not hesitate to contact your customer success manager for further guidance.