- Make sure you are on the People page by clicking on the "People" tab on the menu bar at the top.
- Click on the icon with three horizontal lines next to the Smart Group drop-down menu. This action will reveal the current traits that define your Smart Group. From here you can add or remove traits to reconfigure your Smart Group.
- Once you have made changes to your current smart group, click "Save." If you want to save as a different Smart Group, choose "Save as a new group" and type in the new name.
Adding a new one while in people view:
Editing an existing smart group in people view: