Smart Group

Smart Group allows you to dynamically add users to groups based on predefined rules. These rules can be defined using user properties such as risk grade, actions, campaign interactions, and training history. Once created, Smart Groups can be used to target specific user segments with tailored phishing campaigns.

A maximum of five Smart Groups can be created. For a user to be added to a Smart Group, they must be part of at least one phishing campaign. This ensures that the necessary parameters (risk grade, actions, campaign interactions, training history) are available for comparison with the defined rules during Smart Group creation.

• Creating a Smart Group

• Viewing Smart Group details

• Editing a Smart Group

• Deleting a Smart Group

To create a Smart Group:

1. Navigate to Recipients > Group List.

2. Click Create > Smart Group.

3. Enter a Name and Description for the Smart Group. Click Next.

   

4. In the Rule Builder page, define rules.

   1. Property: Select the user property you want to use for the rule.

   2. Operator: Choose an appropriate operator based on the selected property.

   3. Value: Enter the desired value for the rule.

   4. Click add + to add additional rules. Select And or Or to combine multiple rules.

      A maximum of five rules can be added. For a list of all supported properties, see Supported properties for Smart Group rules.

   

5. Review the rules. The added rules will be displayed in a readable format in the Rule section.

6. Click Submit.

To view Smart Group details:

1. Navigate to Recipients > Group List.

2. Click the Smart Group name. Smart Groups are indicated by the Smart Group value in the Created field.

3. The Smart Group details page includes the following information.

Overview	The Overview section displays the following information. Name - The name given to the Smart Group. Description - Provided description of the Smart Group. Member Count - The total number of users currently assigned to the Smart Group. Created at - The date and time the Smart Group was created. Updated at - The date and time the Smart Group was last modified. Smart Groups are refreshed every 24 hours. Sync Status - The current synchronization status. Last Synced At - The date and time the Smart Group was last synchronized. It may take up to 24 hours for initial population or after rule changes. Rule - The rule or set of rules used to determine membership in the Smart Group.
Risk Grade	The Riskgrade History chart shows the group's performance across campaigns from the oldest to newest. Hover over the chart to view the group's grade. See Risk Grade History.
Recipients List	A list of users that match the defined rule. Click the View User button next to the user you want to view detailed information. The corresponding user profile page is displayed. See User Profile.

To edit a Smart Group:

1. Navigate to Recipients > Group List.

2. Click the Smart Group name that you want to edit.

3. In the details page, Click Edit.

4. Make necessary changes and click Save.

Deleting a Smart Group

1. Navigate to Recipients > Group List.

2. Click the Smart Group name that you want to delete.

3. In the details page, Click Delete.

4. Click Yes to confirm.