How to Edit Smart Group Rules

By Matt Todaro

Founder, Head of Product

1. After opening a group's admin page, open the Smart Group Rules tab.

2. Click the Add Condition Group button.

3. A table will appear with a list of rules that are part of that condition group. Select a rule from the dropdown field that shows within the table row.

4. Depending on which rule is selected, an additional field may appear in the table row.

   • For example, if you select the rule Submitted Document - Accepted an additional dropdown select box will appear that will let you pick a document to apply as part of that rule.

5. Add additional rules as needed by clicking the Add new condition link at the bottom of the table.

   • Conditions can be removed by clicking the red X button in the right column.

6. Add additional condition groups by clicking the Add another condition group link at the bottom of the table.

   • Condition groups can be removed by clicking the white Remove text found within the blue table row headers.

• As condition groups/conditions are added/removed we'll calculate how many of your club members match the rules created. You can view this information in the Member Count field located within the left sidebar.