Custom Smart Groups

Created November 30, 2020
Last Updated On November 30th, 2020
Author admin
Category Account Set Up and Integrations, Smart Groups, Tags and Groups

See Custom Groups for static groups
See Smart Groups to view FundHero’s premade groups

Custom Smart Groups automatically update based on information in FundHero with the criteria you’ve set.

To create a custom smart group:

Click List Management in the main navigation bar
Scroll down to navigate to Manage Groups
Click Add Smart Group

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