Attributes are pieces of information about your users that can be used to define membership in groups. Groups are the cornerstone of targeting the right information to the right people, as outlined in the article about how to use groups.
There is some information that we know about your users simply because they are part of the program. For example, are they registered? Do they access the program through Android, iOS, or web?
To take personalization to the next level, if you have an SSO or SFTP deployment you can provide additional information about your users in the form of group attributes:
- CSV via SFTP - Specify certain attributes as group attributes when configuring your SFTP deployment.
- SSO SAML - All attributes passed via a SAML claim attribute statement will be processed as group attributes, including first name, last name, and email.
Once you send group attributes to SocialChorus, we can generate groups for you automatically or you can create groups yourself. More details below.
Group Attribute Handling
The following group attributes will result in generated groups. Once the data is provided to SocialChorus, you do not need to take any action in Studio, we will automatically detect these group attributes and generate groups for each attribute value.
More details about generated groups, including how to leverage the wildcard 'Groups', can be found in the defining groups article under the generated groups section.
Create Custom Groups
All group attributes will be available as custom attribute criteria when creating custom groups (including country, department, title, and 'groups'), whether creating a basic custom group or advanced custom group.
Group Attribute Recommendations
Not all attributes are useful for creating groups. Before sending a group attribute, ask:
- Will there be at least two groups for this attribute?
- Will there be more than one person in each group?
- Does our content strategy include targeting these groups?
These attributes are so common that we generate groups for you based on the values for these attributes. However, you should still ask if this information will result in useful information for your program.
The following attributes can be helpful depending on your organization and content strategy. These attributes do not auto-generate groups, so you would need to create groups manually in Studio for each attribute value.
- Employee Type (Contractor, Full-Time vs Part-Time, Union)
- Job Code/Family
- Hiring MONTH
We recommend against sending the following because this data is not synchronized with the user's SocialChorus profile and is too specific to create useful groups. For example, there is no useful way to group users by phone number - each phone number would have a group with a count of one user.
- phone number
- home (or remote work) address
- program role (such as Member, Program Manager, etc.)