What are Groups and how do I use them?

Discover how to make the most of the Groups feature.

In this article we'll explain all about the Groups feature and how it can be used.

Let's start with the basics.

What is a Group?

Group is a selection of people who meet the criteria defined by the filters you can add based on behavioural properties (has/has not completed/started certain content) or user properties (name/role/location etc).

Key summary: 

  • You can use Groups to group together a number of people using filters.
  • The group will automatically refresh every 24 hours, so the list of users remains up-to-date. 
  • There is no limit to the number of groups a user can sit in.

How do I create a group?

Step 1: In the top navigation bar, select '+' > Group

Step 2: Add the properties you want to filter by

You can also add AND or OR filters:

Step 3: Apply the filters, then click save 

Step 4: You'll then be able to see the Group as a whole, and select 'Batch actions' for them

Example use cases:

1. Event attendees

For example, you might want to group together all the attendees of an event, so that you can later send them a survey to gather feedback on how it was.

You could create a Group of those are enrolled or have attended:

2. People who have failed an exercise/quiz/assessment

For example, you might want to group together the people who have failed an exercise/quiz/assessment so that you can get them to redo it, or just so you can be aware if anyone is underperforming.

3. Employees at a certain Location 

For example, you might want to group together all employees at a certain location (employees at the London office, employees at the New York office, etc), so that you can send out information/quizzes/surveys etc that is relevant to people at that office only.

4. Employees who have finished a particular item

For example, you could create a group for people who have now finished a particular channel on the platform. Once they finish that channel they automatically go into the new group which could have a new channel assigned as a task. That way the Admin can manage assignments with more automation. 

Remember, you can also use the And / Or filters to narrow down your search even more.