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How to Create Smart Groups

May 20, 2020

How to Create Smart Groups with SnapDesk

Smart groups make it easy to create large groups of contacts for messaging without having to add people one-by-one. This step-by-step tutorial will walk you through how to:

  1. Create a group of all your contacts

  2. Segment your contacts into multiple groups

  3. send a group text without reply all

Creating an 'All-Contacts' Group

To create an all contacts group you must first upload your contacts to your account. If you haven't done so already you can learn how Upload Contacts. Once your contacts are uploaded simply follow the steps below.

  1. Navigate to the dashboard

    dashboard-shot

  2. From the dashboard click on the orange 'Groups' tile

    Groups Tile

  3. Now you are in the Groups section. Click on the orange plus button in the bottom right hand corner to start creating a group

    groups-module

  4. On the pop-up that appears click on 'Smart Group'

    Group type select

  5. Give your group a name, maybe something like "All Contacts"?

    Smart Group Create

  6. Now click on "select contact property". The pop up below should appear

    Smart Groups Query select

  7. Scroll down and click on "All Contacts"

  8. Click "Save Group"

Congrats! You have successfully created a group of all your contacts!

Segmenting contacts into Multiple Smart Groups

SnapDesk provides users with the ability to add custom fields to contacts. You can then create smart groups based on which contacts have the same custom field values. For example, you could create a custom field called "Customer or Staff". Then you can set this field to "staff" for any contacts who are staff and "Customers" for any contact who is a customer.

From here you can create a Smart Group that contains all "Staff" members and another Smart Group for "Customers".

If you want to learn how you can make your own custom Smart Group follow the steps below.

  1. Let's first make a "Custom Field" for your contacts. Navigate to settings by clicking the blue circle with your initials in the top right hand corner of the screen

    settings dropdown

  2. Click on "Custom Fields" from the settings list

    settings-general

  3. Click on the blue plus button on the bottom right-hand corner of the screen

    Custom Field menu

  4. Give your custom field a name, we are going to call ours "Customer or Staff"

    Custom Field Create

  5. Now Click on "Select type here" and choose "select" from the drop down

    Custom field create dropdown

  6. In Extension Options add the different select options separated by a comma like below. These will be the options for this custom field

    custom field extension options

  7. Wait for a notification to pop letting you know the Custom Field was installed properly (click the bell icon on top-right of screen)

    Custom Field notification

  8. Navigate to contacts and update their custom field (You can also bulk update contacts with a .csv file upload)

    Contact profile custom fields

  9. Once your contacts have the right custom field settings navigate to the Groups Module and click on the orange plus button in bottom right-hand corner

    groups-module

  10. Click on "Smart Group"

    Group type select

  11. Give your group a name and do the following

smart group query custom fields gif

Congrats! You just created a custom Smart Group based on your contacts.