Creating a Smart Group
- Click on the icon titled Groups (people with plus sign).
- Enter a title for the group.
- Click Show More Options
- Click make this group a smart group
- Add a filter to search for the information
- Click Save
- Click Finished
- Click Add.
- The group will appear in the Smart Groups section below Groups.
Smart Group Limits
If you have a limited number of a particular option available, for example you only have 10 photo opportunities available, you can add the limit to the form by choosing the limit option.
- Click Limit this group and add the limit number
- Select the field that has the limit from the pulldown
- Choose the option for what to do if they limit is reached. The field can be hid or a message can be displayed
- Enter a note to appear next to the field
- Enter a message to be displayed if you selected that option
- You can display the amount remaining on the registration form.