Groups

Creating Groups

Creating user groups is the most effective way of segmenting your audience for targeted communication. User groups allow you to:

• Send a Campaign or Survey to a Group
• Assign permissions to a stream by group
• Filter your analytics based on team, location, etc.

It is recommended you think about the different groups you need to sort employees into within your app ahead of time and create those groups before uploading new users. This allows you to easily assign users to groups through the Excel/CSV upload. If necessary, you can also manually assign users to groups one-by-one after the fact. There is no limit to how many groups one user can be a member of. 

To create a new group:

1. From the Dashboard, select the “Users & Groups” tab to the left
2. Select the “Groups” subtab
3. In the top right corner, click the “+ Add Group” button
4. Fill in the name of the group and click the “Add Group” button

You will now see the new group within your Group list. From this list, you can edit the names of your groups, manage users for each group, or delete the groups as is necessary. To manage your groups, click the gear icon to the far-right hand side of any group.

Best Practice: Assign Group Admin rights to managers and team leaders to allow them to send targeted messages to their own teams, as well as assist their direct reports with logging in.

Adding Users to Groups

Users can be added to groups either from the Groups tab or directly from the user’s profile. They can also be sorted into groups via an Excel/CSV file upload.

To add a user to a group from the Groups tab:

1. From the Dashboard, select the “User & Groups” tab to the left
2. Select the “Groups” subtab
3. Click on the desired group
4. To the top right, click the “+ Add a user” button
5. Select “+ Add existing user” from the drop-down menu
6. Type in the name of the desired user
7. Click Add 

To add a user to a group from the user’s profile:

1. From the Dashboard, select the “User & Groups” tab to the left
2. Select the “Users” subtab
3. Click on the desired user
4. Towards the top of the profile, select the “Groups” tab
5. In the search bar at the top left, type in the name of the desired group and select it
6. Click the “Add to Group” button

If you need to assign users to groups in bulk, it is easiest to do so by adding an “X Group” column to your Excel or CSV file and marking the users with an “x” in the corresponding column. The system will automatically assign users to their designated groups during the import. Check the description in the “Imports” subtab under the “Users & Groups” tab for more detailed information.