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Dynamic Groups

  • Updated

Contents

Condition Logic
Create Your Logic Statements
Check Group Size
Information Page

Dynamic groups update automatically over time as members meet the criteria of the group you created. For instance, if you created a group targeting females aged 18-34, every female aged 18-34 would be added to the group when they joined the community.

To get started, navigate to Members > Groups. Select the Create Dynamic Group button. This is the button to the right with the wrench icon.

screenshot-dynamic-groups.jpg

You’ll first give the group a name (this can be edited or changed later if needed), then click Save and Continue.

Grouping-Group-name.jpg

On this screen, you’ll see that the first logic group is created (called Logic Group #1) and you’ll want to add your first statement or criteria here.

Grouping-Logic-condition.jpg

You’ll also see toggles for OR/AND at the top. The very top toggle is related to the logic used by Logic Groups. For example, you can create the following:

Logic Group #1: Males AND 18-24
- AND-
Logic Group #2: Females AND 45-55

The AND/OR toggle that you see in the Logic Group #1 gray area sets the AND/OR between all statements inside the logic group. For example, you can set Males AND 18-24 with this toggle. Each logic group you create will have its own AND/OR toggle and you can change it per grouping.

Condition Logic

When creating the logic for your dynamic grouping, you'll see the following conditions:

  • Is Exactly—Users must answer with the exact options you specify. Users may only select one option.
    • If you are using a source question that is multiple choice and users select this option, it will only work if you want to target members that have only selected one specific option. If you want to target members who have selected more than 1 option, you will need to use the IS ANY OF and/or IS NOT ANY OF conditions.
  • Is Not Exactly—Users must not have selected the exact options you choose. For example, if you choose "Is Not Exactly" "A," the user must not have selected only A as an answer. If the user selected answers A and B, they will be included in the group.
  • Is Any Of—Users must select at least one of the options you specify. For example, if you choose "Is Any Of" "A," "B" or "C," the user who selected A would be included (even if he didn't also choose B and C).
  • Is Not Any Of—Users must not select at least one of the options you choose. For example, if you choose "Is Not Any Of" "A" or "B," the user who selected B would not be included in the group.

Create Your Logic Statements

To start creating a logic statement, click on the Select Criteria dropdown to display the following options:

DynamicGroups_NewCriteria.jpg

Logic Criteria

  • User Status
  • User Role
  • Gender
  • Age
  • Login Count
  • Recruitment
  • Profiling Point
  • Take Survey
  • Post Comment
  • Upload Attachment
  • Post Content
  • Create [Delta Testing] Ticket
  • Attend Live Chat
  • RSVP to Live Chat
  • Complete FC Live Event
  • Complete Poll

Once you select the initial criteria type, another drop-down will display called Select Condition. The conditions available will depend on the type of criteria selected.

Dynamic_Grouping-Gender.jpg

Once you select the condition, the available options display to the right. This will change depending on what criteria and conditions they have selected.

Examples of each condition type:

User Status

If you select Is Exactly or Is Not Exactly the options on the right will be radio buttons and you can only select one status. If you select Is Any Of or Is Not Any Of the options on the right will be checkboxes and they can select any status combinations.

DynamicGroups_UserStatus.jpg

User Role

If you select Is Exactly or Is Not Exactly the options on the right will be radio buttons and they can only select one role. If you select Is Any Of or Is Not Any Of the options on the right will be checkboxes and they can select any role combinations.

Gender

This option uses the Gender profile field from the Fuel Cycle profile. If you use a custom poll or a survey question to determine Gender for your community, use the Profiling Point option to set gender logic. When using the default Gender, the options on the right will be radio buttons and they can only select one.

Age

For Age, you can choose is exactly or is not exactly a precise age, for example, 25. You can also choose an age range, such as is between or is not between 18 and 24.

Login Count

For Login Count, you can choose is exactly or is not exactly a precise number of logins for the user history, for example, 25. You can also choose a range, such as is between or is not between 25 and 200.

Recruitment

For Recruitment logic, you will need to enter one (or possibly more) recruitment campaign names from the search box that displays to the right. If you select is exactly or is not exactly you’ll only be able to select one recruitment campaign for the logic. If you select is any of or is not any of, you can enter multiple recruitment URLs.

Profiling Point

All logic related to polls or survey questions must be first created as a profile point before it can be used in dynamic grouping logic. Once you create profile points and have clicked the Refresh Data button in the P2 Engine tab, then you can use them here.

Create Logic for Qualitative Profile Point

From the search field on the right, type the profile point name. Matching results will display as you type. Select the profile point you want to use and the answer options will display.

Dynamic_Grouping_profiling-point.jpg

Creating Logic for Grid Profile Point

In a grid profile point, type and select the profile point, and then another search field will display for Choice.

grid-logic.jpg

Type the choice name and select the match as you type. Once you select the choice, the answer options will display.

grid-logic-2.jpg

Take Survey

Select users who did or did not complete a survey. You will be required to enter a survey name and can only select one survey per logic statement.

Post Comment

Select users who did or did not comment on an activity. You will be required to enter an activity title and can only select one activity per logic statement.

Please note that this does not apply to Member Forum comments.

Upload Attachment

Select users who did or did not upload a file to the main file attachments area of an activity (does not include uploaded added to comments). You will be required to enter an activity title and can only select one activity per logic statement.

Post Content

Select users who did or did not submit a post in a Member Forum. You will be required to enter a member forum name and can only select one member forum per logic statement.

Create Ticket

Select users who did or did not comment on an activity. You will be required to enter a delta test name and can only select one delta test per logic statement.

Attend Live Chat

Select users who did or did not attend a live chat. Specifically, this means they joined the live chat -- they do not have to post in the live chat to be considered in attendance. You will be required to enter a live chat name and can only select one live chat per logic statement.

RSVP to Live Chat

Select users who did or did not RSVP for a live chat. You will be required to enter a live chat name and can only select one live chat per logic statement.

Complete FC Live Event

Select users who did or did not complete an FC Live event. Specifically, this means they were in the FC Live Event for more than half of the session's duration. You will be required to enter an FC Live event name and can only select one event per logic statement.

Complete Poll

Select users who did or did not complete any poll, whether a quick poll or not. You will be required to enter a poll name and can only select one poll per logic statement.

Check Group Size

At the bottom of the logic builder page, click the Check Group Size button to check the group size to verify how many members fall into the logic parameters of your Dynamic Group before saving:

Check-Group-Size.jpg

Once the button is clicked, a process will run to check how many total users match the criteria. The group size will be broken down into:

  • Total—Total members that match the group criteria.
  • Activated—Activated members that match the group criteria.
  • Pending Activation—Pending activation members that match the group criteria.

This will help determine if your criteria are too restrictive or need adjustment to fit your needs. It will also prevent you from having to take the extra step of generating an export to see the total members in a newly-created dynamic group.

Once you are done creating the logic, click the 'Save' button at the bottom of the page and you’ll be returned to the main information page for the group.

Information Page

On this screen, you’ll see an overview of the logic conditions you created, as well as some helpful actions to help you manage your Dynamic Group:

dynamic-groups-information_page.jpg

  1. Check Group Size—Use this button to review the community members that match your dynamic group logic criteria, organized in the following categories:
    1. Total group members—Total members that match the group criteria
    2. Total activated members—Activated members that match the group criteria
    3. Total pending members—Pending activation members that match the group criteria
  2. Conditions—Click the 'Edit' icon next to conditions to make any changes to your Dynamic Group logic criteria.  You will be returned to the Logic Criteria builder to make and save any changes.
  3. Membership Verification—Search your Dynamic Group for an individual member.  You can search for a member based on the member's Username, Email Address, or Unique ID:
    1. Member Found—The member is included in this Dynamic Group.
    2. Member Not Found—The member is not included in this Dynamic Group.
    3. Invalid Member—The member does not exist in the community.
  4. Total Linked Activities—This is a listing of all Published and Scheduled Activities that are associated with your Dynamic Group.  Once an Activity is Closed, Archived, or Deleted, it will be removed from this list.  Clicking an Activity will take you to the 'Invite' tab of that Activity, where you can make changes to the invite list.
  5. Export Member List—Clicking this button will generate an instantaneous file download that contains the user ID, username, and email address of every member in your Dynamic Group.
  6. Push Data to External Sources—Select "Push to survey providers" means that this particular group will be pushed as a variable for use in analysis and reporting in survey providers like Alchemer and Qualtrics.  This data is pushed to these sources in the following format:
    1. GROUP | {Group Name}
      1. True = Member is included in this group
      2. False = Member is not included in this group
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