Smart Groups - Advanced Options

1. HOW TO RETRIEVE HISTORICAL DATA

When creating a Smart Group (and only at creation), it is possible to retrieve historical data for the members who were part of the group at creation (Manual or Smart) with the recompute option. This includes feedback and quantitative data.

Note: This process can take up to 10 minutes.

2. CREATING SIMPLE SMART GROUPS WHILE CREATING AN ATTRIBUTE 

During an Attribute creation, it is possible to create simple Smart Groups based on the Attribute. This advanced option is beneficial in some cases (e.g. creating a Smart Group for each Value choice defined for a "Department" Attribute).

However, it is not beneficial when:

You want to set multiple Rules and/or combine Attributes in a Smart Group (It is however possible to create Simple Smart Groups and edit them afterwards to adjust or add additional Rules).

If you want to retrieve the historical data of the users of the group (because this option is only available at creation of the group).

If you have existing Manual Groups you want to convert to Smart Groups