Dynamic User Groups

 

You can automatically populate user groups (sub-groups of your community members) based on community platform participation (i.e. whether they have added an idea to a challenge, commented on a forum, or given a specific answer on a questionnaire) or on profile information (i.e. age, location, or interests).

Creating a user group with members who have participated

The following steps describe how you can create a user group with members who have participated:

  1. Go to the Manage page at the top menu in the Admin section.
  2. Underneath Users choose User Groups in the left menu.
  3. Click Add User Group.create a user group with members who have participated
  4. Fill in the Name and Category.
  5. Turn on the switch to make your group a Dynamic User Group.dynamic user group
  6. Go back to your User Groups.
  7. Click the Options button and select Edit Triggers.
  8. Add a new trigger based on participation in the assignment of your choice and save the user group trigger(s) with the save button in the upper right corner.
  9. All members who participated will be added to the user group.
  10. Triggers are not connected by default, so when there are multiple triggers a user will be added to that group if any of the criteria are met (they work like an “or” statement).
  11. Connect triggers by selecting them and clicking on the Connect Triggers button. When the triggers are connected, the users will only be added to the group if they meet all of the criteria (they work like an “and” statement). Dynamic user groups are updated with the system queue.

When creating a dynamic user group based on profile fields, you must use profile fields with preset answer options (Dropdown List, Radio, and Checkbox). The exception to this is that you can also use “Age” a profile attribute that is calculated on member birthdays and is not a traditional profile field.

Creating a user group with members who have not participated

The following steps describe how you can create a user group with members that have not participated in some community activity:

  1. Create a user group with members that have participated (see steps 1-4 above).
  2. Create a second Dynamic User Group.
  3. Click the Options button and select Edit Triggers.
  4. Add a new trigger based on the user group created in step 1, make sure to choose Not in user group as the action.

All members who are not in the first user group will be added to the second user group. Your new user group will have only members who have not participated in the specified activity.

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