Auto-Groups take the work out of creating groups by letting you automatically segment users through the information included in their user profiles. Create an auto-group and use the platform’s filter tool to identify the user attributes that should connect the users in the group. Then, the platform goes to work - bringing that group of users together for your.
This article gives an overview of the auto-group creation process and explores the filters available for auto-group creation.
Create a New Auto-Group
Navigate to Groups in the admin navigation.
Click Create New Group.
Fill in the General Properties for the Group.
Enable Automatically find users who should join this group.
Use the filter tool to define shared user attribute(s) for the auto-group members.
Filters and the Filter Tool
The filter options available for auto-group creation exactly mirror the fields included in your user's profiles - including your custom user fields. Each of field can be used, or combined with other fields, to create a unique filter for auto-group creation.
Auto-Group Filters can help segment users by:
- LOCATION - using fields like city, state, zip, timezone
- FUNCTION - using fields like position, manager, authority
- AUDIENCE - using fields like email, locale, registration code
Get started by using the filter’s dropdown menu to select the first user attribute auto-group members should share.
A great place to start is by including only Active users. Add the column User is Active and set the filter to True.
Continue building your auto-group using the filter tool. Click the + button to add a new user attribute for filtering.
- Adding the same column for filtering creates an OR operator in your query and broadens your search.
- Adding different columns for filtering creates an AND operator in your query and narrows your search.
Edit your filter by either removing a column or clicking the Clear button.
Click the Create button to create the auto-group.
The auto-group’s Members tab lets you review the current group members and manually add, or bulk import, new members into the group.
If you manually add users to an auto-group, those users will remain in the auto-group until they are manually deleted. Users added to an auto-group manually are not affected by updates to the auto-groups filter.
The auto-group’s Properties tab let you manage the auto-group General properties, update the auto-group filter, set access levels across apps and content in the platform, and review any auto-enrollments set up for the group.