Set up Smart Groups

Ian Finn

Updated 09 November 2026 07:54

Smart Groups are dynamic groups of learner based on the criteria you set up. This criteria can be based on Learner Data, Training Data, Simulated Phishing Data, Security Pulse data, or any attribute you have synchronised to the platform from you your active directory.

These groups can be used to dynamically and automatically assign learning paths (Baseline, Trainings, Campaigns) and to target phishing templates only to Smart Group members. Visit our Smart Groups Use Cases page to learn more.

How to Set up a Smart Group

Log into your Phriendly Phishing dashboard, navigate to the Smart Groups tab, then select New Smart Group.

Note : A default Smart Group has been set up that includes all learners in the platform named All Learners (Default).
Enter Smart Group Name (mandatory) ,Description (optional) and add inclusion Criteria(mandatory).
You can select 1 criteria or several to fit your organisation's requirements. A list of all the criteria and their description can be found at the bottom of this article.

In addition you are able to set the operator for the criteria to be either AND or OR.

In this example, you can see the 'AND' operated has been selected. This means a learner must meet both criteria before being dynamically added into this group.

If the operator was changed to 'OR', it would mean any learner that mets either criteria will be added dynamically.
Lastly there is the Exclusion criteria. This is an optional field that allows you to remove learners out of group included from in inclusion criteria.
Once you have added all criteria in your Smart Group, select Save. Then you will be taken back to the Smart Groups homepage and you should see your new Smart Group populated on the list. Now that you've set up Smart Groups, visit the Smart Groups Use Cases page to see how you can start utilising this feature.

Video tutorial: Setting up Smart Groups

Smart Group Criteria Description

This is a description of each criteria to help select you understand each option.

Criteria	Description
Learner Details
Segment	The Segment column in learner details.
Specific Learners	You can select specific learners that have been added in to the platform without any dynamic criteria.
Learner Sophistication level	The current level sophistication level of the learner
Join Date	The date the Learner was added into the platform.
{{Attributes from your Active Directory}}	These are any attribute that you have chosen to synchronise to the platform. As an example the most common would be Department, Manager, Location, etc
Training Data
Has been assigned course X times	How many times the selected course/s has been assigned to a learner. If multiple courses are selected, total assigned count will included all courses collectively.
Has not completed this course in last X months	If a learner has not completed a specific course in the last x months. This criteria is used for annualised training.
Has not Completed this course	Has not completed the selected course/s. If multiple courses are selected, all must be complete to not be included in the group.
Has this course Scheduled in the future.	Has this selected course/s scheduled in the future If multiple courses are selected, all must be scheduled in the future for the criteria to be met.
Has the course Running	Has the selected course/s currently running. If multiple courses are selected, all must be running for the criteria to be met.
Has completed this course	Has completed the selected courses. If multiple courses are selected, all must be complete for the criteria to be met.
Simulated Phishing Data
CTR%	The Click Through Rate of the selected simulated phishing events in last X months. This will include all actions (clicked link, clicked QR code link, opened attachment, or submitted credential capture).
Clicked Links	Has clicked X amount of simulated phishing link/s within last X months of the selected simulated phishing events.
Click QR code	Has clicked X amount of simulated phishing QR code links within last X months of the selected simulated phishing events.
Open Attachment	Has open X amount of simulated phishing attachments within last X months of the selected simulated phishing events.
Submitted Credential Capture	Has submitted credentials on X amount of simulated phishing credential capture pages within last X months of the selected simulated phishing events.
Email Themes	Has either clicked link, clicked QR code link, opened attachment, or submitted credential capture on a simulated phishing email X amount of times that contained the selected email themes within last X months in the selected simulated phishing events.
Cognitive Biases:	Has either clicked link, clicked QR code link, opened attachment, or submitted credential capture on a simulated phishing email X amount of times that contained the selected cognitive biases within last X months in the selected simulated phishing events. .
Phishfit and Security Pulse
Phishfit Score	Has a Phishfit level above or below the specified Phishfit Score
Phishfit Level	Has the selected Phishfit level/s
Security Pulse Score	Has a Security Pulse level above or below the specified Security Pulse Score.
Security Pulse Level	Has the selected Security Pulse level/s