Introduction to Groups

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This article covers the following topics:

About Groups

Groups are placeholders to which users are added in order to scope the campaigns they should be assigned. 

Groups can be defined manually or by criteria or include all employees, they can also be dynamic or static.

All employees, manually or criteria-defined groups can be either static or dynamic. This article will shed a light on the different types of groups that can be added to your portal.

NB:   Campaigns can only be assigned to groups, not to single accounts. To know more about how to create a campaign, please read here.

 

Manually Managed groups

These groups are manually managed, meaning that adding or removing accounts will be done manually by someone that has the role to do so.

To know more about how to set up a manually managed group, please read here.

NB:   Groups can be either only manually managed or both manually managed and criteria defined.

 

Criteria Defined groups

These groups are defined by criteria, meaning that the parameter deciding if an account should or should not be part of the group is an attribute.

To know more about how to set up a criteria-defined group, please read here

NB:   Groups can be either only criteria defined or both manually managed and criteria defined.
   
tanya_warning.jpg Because of the nature of this group, any changes to a single account's attribute could change its inclusion or exclusion from the group. If the group is included in an active campaign with a welcome email, the update of the attribute could trigger a welcome email to the employee, regardless if they have completed the campaign assignments.

 

All Employee groups

These groups include all employees, meaning that all the active accounts on the portal will be included in these groups.

NB:   All employees groups can be either static or dynamic.

To know more about how to set up an all-employee group, please read here

 

Static groups

These groups are to be considered contingent groups, the accounts that are part of the group will not change/update over time.

This means that new accounts (or accounts that are unarchived) added after the static group has been set up, will not be included in this type of group.

To know more about how to set up a static group, please read here

 

Dynamic groups

These groups are called dynamic because the accounts that are part of the group will change throughout time based on changes in the accounts.

This means that new accounts (or accounts that are unarchived) added after the dynamic group has been set up, will be automatically included in this type of group if they follow the criteria that have been set up for it.

To know more about how to set up a dynamic group, please read here

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