Adding New Smart Groups from the People View

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The Smart Groups feature can be created on the People view or in your settings.

 Smart Groups organizes and manages information about your people for reports and for your own use.

 Adding Smart Groups from the People view allows you to efficiently segment your members and see results instantaneously.

  1. Within the People view, expand the Smart Groups drawer by clicking the icon with three horizontal lines (hamburger symbol).
  2. Create the parameters for your group by adding traits. Smart Groups can have as many or as few traits as you want.
  3. Click the “Save” button when you have completed adding traits.
  4. If you are adding a new Smart Group, type the name of the new group in the text box and click “Save.” 

 Note: If you attempt to name your Smart Group after a built-in Smart Group, Church360° Members will prompt you to select a different name for your custom Smart Group.

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