Smart Group Notifications

Want to get notified when you acquire a new lead or a new user signs up? Perhaps you're more interested in knowing if your biggest customer stops logging in? Whatever your use case, Smart Group notifications make this easy.

A Smart Group is a filtered group of users in People CRM. The groups keep themselves up to date as new users match the group's filter, and existing users unmatch it. For example if the filter was Last seen more than 2 weeks ago, this would create a self updating group of users that hadn't visited your site for over 2 weeks.

GoSquared can send you notifications when:

  • Somebody new enters the group
  • An existing user exits the group

If you want to create groups for more custom things like 'Viewed the pricing page', then you may need to track some custom events first – learn more.


Email notifications for Smart Groups

GoSquared can send you an email when the group changes. It's worth bearing in mind that if your group has lots of people regularly entering and exiting it, you could bombard yourself with notifications!

  1. First, navigate to one of your existing Smart Groups, or create a new one (your Smart Group must have at least one filter applied to it).

  2. After saving the group, click the Actions button at the top right of the screen and select Email notifications - this will take you to the Email Services page.

    Actions button
  3. In the Email Services page you can add email addresses that you want to be able to send notifications to. If you haven't already, you'll need to add your own email address. You can also add colleagues (they don't need to have a GoSquared account to receive notifications).

    Email Services
  4. Next you'll need to choose which Smart Groups should notify which email addresses. Click the Manage notifications button to take you to the Notification Settings page.

  5. In Notification Settings click Add a new notification to create a new type of notification.

  6. Use the Type drop down to select User enters Smart Group and then use the second drop down to select which Smart Group you're interested in.Smart Group notification trigger

  7. Then choose which email addresses you want to receive the notification.

That's it, you're all set. You can setup as many different notifications as you like!

Did you find this article helpful?