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Create a Static Group 🎦

Author: Mark Rickard Updated

Static groups are community member segments that will not change unless you add users. These static groups are created by selecting members to add to the group or by uploading a file containing all the members.

Access groups from the Groups icon groups_FILL0_wght400_GRAD0_opsz24.png in the left navigation bar in the Fuel Cycle Platform.

Click Create Group to begin.

Group Type

RE Groups Select Type.jpg

  1. Click Static Group.
  2. Click the Group Name field. Add the name of your Group.
  3. Choose whether to Push Data to External Sources such as your survey provider.

Choose Members

  1. Under Choose Members, select a method to add members. You can use one or more of the methods below to add members:
    • Select Member(s) from a list—Choose members manually. We will do this in the next step.
    • Manually add member(s)—Type or paste user IDs, usernames, or emails, separated by commas (up to 20 members).
    • Upload Member(s)—Upload a CSV file of specific members that includes only username, email address, or User ID.
      • The format of the file must be one column only that uses one of the following:
        • User ID (Column header: USER_ID)
        • Username (Column header: USERNAME)
        • Email Address (Column name: EMAIL).
      • Under Add members in CSV File, select Append Members to Current List.
      • After selecting the file, you must click the Save button to process the list. Larger files will take longer to process.
  2. Click the + button to add individual members to the group.
  3. You can use the search to find individuals and add them.
  4. Click Remove All to start over with your selections. You may also click the X button next to any selected names on the right to remove them individually from your group.
    Static Group Members.png
  5. Save your current configuration and continue working by clicking Save Current Group in the right-side pane at the bottom.
  6. Click Exit.

Change Membership in Bulk

If you want to completely update a static group, or if you want to remove a large number of members from a group, you can use the Upload Members action, above.

Upload a CSV file of specific members that includes only username, email address, or User ID, as if creating a new Group. Under Add members in CSV File, select Overwrite Members in Current List.

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