How do I edit and add Smart Groups while in People view?

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  1. Make sure you are on the People page by clicking on the "People" tab on the menu bar at the top.

  2. 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.

  3. 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:

 

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