There are four types of groups: standard, generated, custom, and snapshots.

Both standard and generated groups are pre-populated for you. We anticipate the criteria you may want to apply to group creation to save you the work. In addition, you can create custom groups yourself by applying filters using criteria or specifying users individually.

Use snapshots as static user lists you can save from any group to capture the number of users in that group at a single point in time.

Groups at a Glance

Standard Groups

Standard groups use information common to every program, such as user device type or user activity, to automatically segment users for you. Different programs will have the same standard groups.

Standard groups are automatically created and updated for you. The criteria are defined by Firstup based on information of interest to many Administrators and Program Managers. You cannot edit the membership of these groups, but you can view the filters that define them.

Standard groups update automatically to include users who meet the criteria. Here are some examples of the kinds of criteria that we use to define standard groups:

• Role (Members, Topic Managers, Program Managers, etc.)
• User activity (Inactive This Month, Joined Last Month, Sharers, Top Advocates)
• Device status (Reachable by Push Notification)
• Device usage (Android, iOS, Web)
• Registration Status (Blocked, Not Blocked, Registration Complete)

Generated Groups

Generated groups use program-specific data to anticipate your most common user segments. Unlike standard groups, generated groups are based on program-specific criteria and therefore are unique to each program.

Generated groups are created and updated for you automatically. The criteria are auto-generated based on your program's data. You cannot edit the membership of these groups, but you can view the filters that define them.

We create one group for each value in a set of the program's data; for example, each separate answer to a drop-down question generates a separate group. This table describes the rules that govern the groups that are generated.

*Groups is like a wildcard attribute name for both SSO SAML and CSV via SFTP. You can pass any attribute value under the attribute name 'Groups' and we will auto-generate a group in Studio called 'SAML Group: <value>'. This is very useful if you have an attribute other than country, department, or title that you want to result in auto-generated groups.

Custom Groups

Custom groups are created by Administrators and Program Managers, and can be edited at any time. There are several ways to create custom groups:

• Filters - Select criteria to specify which users should be included in the group. As users meet those criteria, they will be automatically added to the group. When a user no longer meets the criteria, they will be automatically removed.
  Note: You can select up to 1,000 filters when creating or editing a group.
  
  Available criteria:
  • The same program-agnostic criteria used to define standard groups (e.g. role, status).
  • The same program-specific criteria used to define generated groups (e.g. follows x topic, x drop-down answer).
  • All group attributes provided via SSO or SFTP (whether the group attributes result in generated groups or not).
    
    
• Individual users - Select a specific set of users to include in the group. Users must be added or removed from this type of group by an Administrator or Program Manager.
• Advanced - Use free-form query language to define groups using the same criteria as the filters, but with your own BOOLEAN logic and other flexibilities.

Snapshots

Snapshots are created by Administrators and Program Managers, and are static lists of users who are in a group at a specific moment in time. A Snapshot acts like a user list that does not update.

Almost all groups in the Firstup platform update automatically to include users who meet the criteria and remove those who don’t. This ensures that the users in the group are always up-to-date and correct so you can use them in any part of the Firstup platform. However, you may want to see more than just the current number of users in a particular group.

Snapshots can be leveraged to track growth over time (e.g. how many iOS users you had on January 1, 2020 versus July 1, 2020), retarget specific users with campaigns, and review data for reporting purposes. Anywhere you can target or report on groups you can target or report on a snapshot as well.