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.
|Group type||Created how?||Updated how?||Can I edit these?|
|Standard||Pre-populated by Firstup based on program-agnostic information.||Updated automatically to include users who meet the criteria and remove those who don’t.||No, but you can view the filters that define them.|
|Generated||Pre-populated by Firstup based on program-specific information.||Updated automatically to include users who meet the criteria and remove those who don’t.||No, but you can view the filters that define them.|
|Custom||Created by your Administrators and Program Managers.||If created based on criteria (using filters or advanced query), a custom group is updated automatically to include users who meet the criteria and remove those who don’t.
If created by specifying individual users, the custom group is not dynamically updated.
|Snapshot||Created by your Administrators and Program Managers.||
|No, but you can view the filters that define them.|
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 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 are generated for...||How many groups are generated?||Where does this information come from?|
|Subscribed to: <Topic Name>||A separate group for each topic that has at least one subscribed user||If you create a new topic and users join or follow that topic, a job that runs every 24 hours creates a new group for all the followers of that topic.|
|Answers to Questions||A separate group for each drop-down answer to a question and a 'no response' group||When you onboard new users to a program, you can request that they answer questions you’ve created as part of their registration. The questions you ask them can either allow free-form responses, or require them to select a response from a drop-down list with finite choices.
Groups are created for every possible response within each drop-down list; in addition, a group is created for every such question to include the users who have not selected any response.
Format of group names:
<Answer> (<Question> Question)
|Country||One group for each country||
You can pass group attributes to Firstup through a CSV via SFTP or an SSO SAML claim.
We recognize the following attribute names and will automatically create generated groups for each attribute value that falls under these names. Each group will be generated after at least one user with that value exists in the Firstup program.
We can even index on multiple values and the data is passed in an array (e.g. a single user belongs to multiple departments).
|Department||One group for each department|
|Job Title||One group is generated for each value passed as 'title'|
|SAML Group||One group is generated for every value passed under the attribute name 'groups'|
*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 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.
- 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 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.