In your account, you’ll see a section called Groups. In there, you’ll also see something called Smart Groups. Let’s go over what these are and how you should use them.
Groups function as you may expect: A group of people within your larger team has a specific need, so you create a group. You manually add people and remove people for the group – you do this by email address. This works well in instances where you have a specific set of people in mind, and you know the make-up of the group won’t change much over time.
Smart Groups differ from Groups in that you don’t manually determine who’s in and out. Instead, you set rules for who’s in and out, and then Cerego’s smart technology automatically adds and deletes the people based on those rules.
For example, let’s say you have a new hires orientation course. You set up the Smart Group so that new hires automatically join the group, take the course and then leave the group.
Remember it like this: Groups are manual. Smart Groups are automatic.