Groups are created in one of three ways: 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. However, in case the pre-populated groups we provide are still not enough, you can create custom groups yourself, by applying filters to specify member criteria, or adding users individually.
|Group type||Created how?||Updated how?||What are the criteria?||Can I edit these?|
|Standard||Pre-populated by SocialChorus based on program-agnostic user attributes||Updated automatically to include users who meet the criteria and remove those who don’t||These come from program-agnostic attributes, such as user activity or device status.||No, but you can view the filters that define them|
|Generated||Pre-populated by SocialChorus based on program-specific information||Updated automatically to include users who meet the criteria and remove those who don’t||These come from program-specific attributes, such as the answers to drop-down questions and attribute data provided via SSO or a user data file.||No, but you can view the filters that define them|
|Custom||Created by your Administrators and Program Managers||If created using filters, a custom group is updated automatically to include users who meet the criteria and remove those who don’t.
If created by adding individual users, the custom group is not dynamically updated.
|These groups can be created by defining filters or by specifying individual users.||Yes, anytime|
Standard groups use attributes common to every program, such as user device type or user activity, to automatically segment users for you. If your organization has multiple programs, you can see that every program has standard groups for blocked users, guest users, and registration-complete users.
Standard groups are automatically created and updated for you. Their criteria are 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, Analysts, Publishers, Program Managers)
- device usage (Android, iOS, Web)
- status (Blocked, Not Blocked, Registration Complete)
- social network information (Facebook Connected, Disconnected, Expired, etc.)
- user activity (Inactive This Month, Joined Last Month, Sharers, Top Advocates)
- device status (Reachable by Push Notification)
Generated groups use program-specific data to anticipate your most common user segments. To spare you the effort of creating custom groups, SocialChorus uses standard attributes for your program to generate groups we think you will use.
Generated groups are also created and updated for you automatically. Unlike standard groups, generated groups are program-specific and use the information that defines your program. 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. Here are some examples of the kinds of criteria that we use to define generated groups:
- channels; for example: subscribed to: <channel name>
- drop-down answers to questions that have been configured by the Administrator or Program Manager and answered by users
- attribute data passed to SocialChorus via SSO or a user data file (uploaded via SFTP), depending on the authentication and user verification configuration of your program
We generate groups for each channel, for each possible answer to a drop-down list question that new users are asked, and then for every country, department, job title, or permission group describing one or more users. This table describes the rules that govern the groups that are generated.
|Groups are generated for...||How many groups are generated?||Where this information comes from|
|Channels||A separate group is generated for every channel in your program.||If you create a new channel, a job that runs every 24 hours creates a new group for all the users of that channel, so you will see the resulting new groups within a 24 hours.|
|Answers to Questions||A separate group is generated for every possible answer to a question with a drop-down list format, as well as a group for users providing no response to such questions.||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.
|Country||One group is generated for every country where one or more users are located.||
We create a generated group for every value received under four specific attributes: country, department, groups, title. We can even index on multiple departments if a single user belongs to multiple departments and the data is passed in an array.
|Department||One group is generated for every department to which one or more users belong.|
|SAML Group||One group is generated for every group (organizational entity in your company) to which one or more users belong.|
|Job Title||One group is generated for every job title describing one or more users.|
Custom groups are created by Administrators and Program Managers, and can be edited at any time. There are two 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.
- Filters leverage both the criteria used in Standard and Generated groups, and also includes "custom" attributes provided via program configuration such as SSO passing SAML data.
- 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.
In addition, any groups from the old Groups page that are not defined as a standard or generated group are migrated to the new Groups page as "custom" groups.
To create a custom group, refer to Working with Custom Groups .