Church360° Members includes the capability to filter and organize your views and reports using traits found in person records using a feature called Smart Groups.
Smart Groups cluster people together based on a certain set of criteria that you determine that you can then save for future use.
You can create these groups either from the Smart Group page, which lists all of the built-in and created Smart Groups for your site, or directly from the People View.
To create a Smart Group from the Smart Group view,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Smart Groups” under the People section.
3. Click to “Add Group” to create a new Smart Group. The new entry will appear last in your list.
4. Type in the name for your group.
5. Click "Add Trait" to add criterium to your group and use the drop-down menus to customize. Continue to add traits as you need.
6. If you'd like, you can also add a description to your Smart Group, up to 120 characters.
7. Once your Smart Group is set up, click "Save" to save your entry.
To create a Smart Group from the People view,
1. Click on the gear icon to go to People.
2. Go to the any of the first four People views.
3. Expand the Smart Groups drawer by clicking the icon with three lines between the Smart Group and Column drop-down lists.
4. In the dark area that shows, click "Add trait" to add parameters to filter your people list and use the drop-down menus to customize. Continue to add traits as you need.
5. Once your Smart Group is set up, click "Save Group" to save your entry.
6. Type in the name of your new group where it says "New Group".
Notes:
- Once a Smart Group is saved in Church360°, it will automatically stay up-to-date.
- As profiles are added or changed, people will be included in or removed from the group based on whether they meet the criteria.
- These updates are recorded in the Event Log. For example, you might see a message like:
Church360° added 1 person to [Smart Group name] - To improve performance, the group data is cached daily, allowing for faster access when the group is selected.