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Groups Overview 🎦

Author: Mark Rickard Updated

Fuel Cycle groups help you better understand and connect with specific cohorts in your research.

There are three types of groups you can create:

  • Static Groups—Segments of community members that change as you add users to the group. They are created by manually adding users to the group.
  • Dynamic Groups—Segments of community members based on set conditions, such as demographic data, custom profile questions, and community activity.
  • Subset Groups—Subsets of members that are "locked in" based on AND/OR logic and various criteria. For example, highly active responders, first responders who are potentially over-positive, or speeders. This group type is perfect for differential sampling.

Access your groups from the Groups groups_FILL0_wght400_GRAD0_opsz24.png icon in the navigation menu on the left.

Groups List

RE Groups List.jpg

The Groups list provides the following details:

  • Marking your group as a Favorite (filled star).
    • Mark groups as favorites by clicking on the empty star to fill it.
    • To remove the favorite, click the solid star to clear it.
    • Favorited groups will always appear first on the listing page in the order of most recently created, followed by unfavorited groups in descending order of creation date.
    • Please note that clicking on any column to sort the data will sort without taking the favorite status into account.
  • Group Name
  • Group Type
    • Static
    • Dynamic
    • Sub-Group
  • Status—This field identifies whether the Fuel Cycle Platform has started actively processing candidates for this segment.
    • Draft
    • Processing
    • Completed
  • Date Created—This field identifies when this group was created.
  • Push—This field indicates whether or not to push this group to an external source, like a survey provider.
  • Actions—The rightmost column contains the following actions you can take on your groups:
    • Download—This will trigger a CSV file download containing that group's members.
    • Duplicate—This prompts the duplication of a group, taking you into the group builder and carrying over the associated criteria.
    • Archive (or Unarchive)—This action places groups in an archive rather than an active view.
    • Check Size—This prompts a pop-up showing 2 charts: one with the breakdown of user status for activated members and another for pending activations.
    • Check for Member—Check whether a member exists in that group, and whether the member is part of the community.

Sort the Groups List

Groups in the Group List will be sorted by default by favorites at the top and non-favorites next.

Click on any of the column headers to sort your table. Click once to sort in ascending order and twice to sort in descending order. Favorites do not factor into any other sorting order.

Filter the Groups List

Use the filters above the table to view only a selected subset of your groups.

  • Favorites/Non-Favorites/All
  • Active/Archived Groups
  • Static/Dynamic/Subset Group Types
  • Draft/Processing/Completed/Locked Group Statuses

Filters on listing pages stay active even after refreshing the page. Set your filters, and the platform will save them automatically. They remain until you refresh again. However, saved filters are cleared when you log out or when your session expires.

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