How to manage segmentation groups

Groups let you segment your community and deliver targeted missions, contests, and exclusive channel access to the right members.

Groups feature is currently in beta. Access to this feature is limited. If you have any questions, need help, or want to know how Groups can support your community strategy, contact the Brand Communities team.

Group creation and deletion are handled by the Brand Communities team. Reach out to your contact to set up new groups based on your needs.

Group types

Groups combine a visibility setting and an access type. These are defined at creation depending on your needs or use case and cannot be changed afterwards.

Visibility

Access

How members join

Availability

Visible

OpenMembers join freely from their profileAvailable

Visible

On applicationMembers apply, admin accepts or denies

Visible

On conditionAuto-assigned when conditions are met

Hidden

On conditionAuto-assigned when conditions are metComing soon

Hidden

HandpickedAdmin manually selects members

Please note that for all access types except “On condition”:

  • A user can choose to leave the group at any time if they wish
  • An admin can add or remove a user from the group

Access the groups listing

In Configuration > Groups, the listing is available to all admins and sorted alphabetically. Each row displays:

  • Name and icon of the group
  • Visibility
  • Access type
  • Member count

Group detail page

Click a group to open its detail page. The header shows the icon, name, description, visibility and access type. This is also where you can directly manage a group or its members.

The group detail page will be displayed differently depending on the access type:

Open group detail page

The detail page for open groups includes a tab that displays all members currently enrolled in that group. From there, you can manually add members, view their profiles, send them messages, and manage the group.

 

On application group detail page

The detail page for on application groups is divided into two tabs: one to manage applications, the other to manage group members.

 

Applications tab:

Members tab:

On condition group detail page

The detail page for on condition groups includes a tab that displays all members currently assigned in that group depending on the defined conditions

 

From there, you can manually add members, view their profiles, send them messages, and manage the group.

 

Edit a group

Admins can update the name, icon and description of any group at any time. To do so:

  1. Open the group detail page and click on Edit
  2. Update the name, icon, and/or description of the group
  3. Click Save to confirm, or Cancel to return without saving changes

Visibility and access type cannot be changed after a group is created. If you need help, contact the Brand Communities team.

Manage members

The detail page shows a pre-filtered member list with the following columns:

  • User ID
  • Profile picture and username
  • Joining date
  • Action buttons: See profile (opens in a new tab) and Message (opens the inbox in a new tab)

Depending on the access type, you can also:

Add members

Adding members manually is available for Open and Handpicked groups.

  1. Click + Add members on the group detail page
  2. Select members from the pop-up (pre-filtered to users not already in the group), you can select in bulk
  3. Click Confirm selection
Remove members

Individual removal of members is available for all group types except "On condition". In "On condition" groups, a member is automatically removed when their profile no longer meets the group's access requirements.

From the members list, you can click Remove next to the member you want to remove from the group.

 

Managing group applications

For On application groups, the member management view is split into two tabs:

 

Applications tab

This tab shows the number of pending applications and displays user ID, profile picture, username and application date for each applicant. From this tab, you can:

  • Accept the application
  • Deny the application
  • Use action buttons (See profile in a new tab and Message to open inbox in a new tab)


Members tab

This tab is the equivalent of the detail group page, it shows all accepted members.

Target activations with groups

Missions and permissions Contests Product testing Channel access Userview

A targeting condition is available in mission and permission configuration: Is in the group

With this condition:

  • Only members of the selected group can see and complete the targeted mission
  • An Exclusive label is displayed on the mission for eligible members
  • Non-members cannot see the mission at all
  • Only one group targeting condition is allowed per mission or permission (selected from a dropdown list of active groups, sorted alphabetically)
  • No start or end date can be set on this condition

Notifications

User joins a group (Open) | User leaves a group (Open)

User joins a group (Open) example:

 

User leaves a group (Open) explanation: 

 

This notification is for informational purposes only and is not a rejection.

User automatically joins (On condition) | User automatically leaves (On condition)

User automatically joins (On condition) example:

 

User automatically leaves (On condition) explanation: 

 

This notification is for informational purposes only and is not a rejection.

It may indicate new opportunities for the member (for example, if they move from being a nano to a micro-influencer).

Application accepted by admin (On application) | Application rejected by admin (On application)

Application accepted by admin (On application) example:

 

Application rejected by admin (On application): Coming soon

User added by admin (Handpicked)

Coming soon

Coming soon

Hidden groups (On condition and Handpicked) & notifications

Hidden groups will be fully supported with two access modes: On condition (members are automatically added or removed based on defined conditions) and Handpicked (admin selects members individually or in bulk). 

 

Non-members will have no visibility of hidden groups or their content. Members will see their hidden groups in the My groups sections of their profile only. 

 

Hidden groups and On application notifications will be available soon.

Cascade deletion

When a group is deleted, all linked missions and contests will be soft-deleted (member history and points are preserved). Associated channel permissions will be removed and the channel will be closed. Until this is available, avoid deleting groups in production.

 

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