Smart Group
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Smart groups allow you to automate the addition and removal of members in a group based on specific triggers. Unlike static groups, they evolve dynamically without manual intervention, making user segmentation much easier.
You can find Smart groups in the Groups section of the Audience page within your Spot's settings. A dedicated column helps distinguish them from static groups.
You can create a group in four different ways:
By clicking on the Create group button above the groups table.
By selecting Create group from the Actions menu in the top right corner of the audience table.
By selecting Create new group from the All members menu in the top left of the audience table.
By selecting specific members directly in the audience table, then clicking Actions in the top right and choosing Create new group from the Add to group menu.
A menu will appear with two options:
Static group: lets you create a manual group.
Smart group: lets you create an automated group.
After clicking on Smart group, a drawer opens where you can configure the group:
Choose an icon (optional), a name (required), and a description (optional)
Select the Smart toggle
Set the group membership conditions (required):
Click on New condition to create a group of triggers
Each trigger is configurable using selectors
Combine triggers using AND or OR operators
You can remove a trigger by clicking the X to the right
Conditions themselves are also combined using AND or OR
Click Save: a drawer opens showing a preview of the group's member list.
From this panel, you can:
See the list of members who will be added to the group
Blacklist certain members by clicking the X to the right of their name
Return to the setup panel by clicking Back to editing
A Smart group can contain different types of triggers.
Once a Smart group is created, its triggers cannot be changed.
There are 4 types of triggers:
This trigger type allows you to define the group based on user data:
First name, Last name, Email, Title
Status (Accepted, Invited, Pending)
Role in the Spot
Tags
Invitation date, Registration date, Last activity date
This trigger type allows you to use values from the custom properties you’ve set up in your Spot.
If you modify a custom property, the change is automatically reflected in the trigger.
Once a custom property is used in a Smart group, it cannot be deleted.
If a custom property of type Single select or Multi select is used as a trigger, its values cannot be deleted either.
This type allows you to use answers to your registration form questions as triggers.
If you modify a form question, the change is automatically reflected in the trigger.
Once a form question is used in a Smart group, it cannot be deleted.
If a question of type Single select or Multi selectis used, its values can no longer be deleted.
This trigger allows you to base the Smart group on whether a member belongs to another group (static or smart).
From the groups table, you can open a drawer with a Smart group's details by clicking on its name. The panel has three tabs:
In the General tab, you can update the icon, name, and description. You can also delete the group from this tab.
In the Members tab, all group members are listed alphabetically. You can search using the search bar above the list. To the right, a Filters button lets you narrow the list by Role (Admin, Member, or custom roles) and/or Status (Accepted, Pending, or Invited).
At the bottom of the panel:
A View in audience button redirects you to the audience table filtered on this group.
In the Resources tab, you can view all resources linked to this group.
A search bar helps you find resources, and chips below the bar let you filter by type (Live, Course, Channel, Forum, or Collection).
You cannot manually add members to a Smart group — not from the Spot, not via SSO, and not through the API. Membership is strictly determined by the defined triggers:
If a member matches the group’s triggers, they are automatically added and invited to the linked resources.
If a member no longer meets the triggers, they are removed from the group and lose access to its resources.
Members must have a status of Accepted, Invited, or Pending to be included in a Smart group.
However, you can blacklist specific members from the group. Even if they match the triggers, they will not be added. To blacklist a member:
Open the group’s editing drawer
Go to the Members section
Click the X next to the name of the member to blacklist
To see the full list of blacklisted members:
Go to the Members section
Click the Blacklisted members button at the bottom
The drawer will show a list of all blacklisted members. You can remove someone from the blacklist by clicking the X next to their name — they will then be re-eligible if they meet the triggers.
Smart groups operate based on a simple principle:
When a member meets the defined triggers, they are automatically added.
When a member no longer meets them, they are automatically removed.
An admin can blacklist a member to prevent them from being added, even if they match the group conditions.
Only members with statuses Accepted, Invited, or Pending can be included. Any change to Deactivated, Unsubscribed, Declined, or Rejected will automatically remove them.
Manual additions are not possible — not via API, not via SSO, not via the Spot UI. Membership is fully automated.
Within a condition, add one or more triggers by clicking Add and selecting the type of trigger (see trigger types )
Create the group by clicking Create group — done! Your group is now live, and members will be added within a few minutes.
A Copy group ID button lets you retrieve the group ID for use in your or integration.
Hovering over a member’s name will show a X button to blacklist them. More info
A Blacklisted members button opens a panel listing all blacklisted members. More info .
