How to manage segmentation groups

Groups let you segment your community to deliver targeted animations and activations to the right members.

To access to this feature or 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.

What are Groups

Groups are the segmentation layer of your Brand Community. You can create named audiences and use them consistently across all your activation tools: missions, contests, channels, product testing, and communications.

By directing your activations to well-defined audiences, you increase participation rates and get more return from each campaign: more UGC, more relevant feedback, and less effort spent on the wrong members.

What Groups are not:

  • A temporary targeting element
    Groups are persistent audience segments, use them to structure your community over time.
  • A community space
    To give a group its own space, configure a channel and restrict its access to that group.
  • A sub-community
    Members of different groups share the same community platform.

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

Visible

OpenMembers join freely from their profile

Visible

On applicationMembers apply, admin accepts or denies

Visible

On conditionAuto-assigned when conditions are met

Hidden

On conditionAuto-assigned when conditions are met

Hidden

HandpickedAdmin manually selects members

Differences between Visible and Hidden group in the community:

  • Visible groups appear in the community's discover flow. Members can see they exist and, depending on the access type, choose to join or apply.
  • Hidden groups are fully invisible to non-members: they do not appear anywhere in the community. Members can only see a hidden group in the My groups section of their own profile.

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.

 

From there, you can manually accept or deny members, view their profiles, send them messages, remove members and manage the group.

 

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 view members' profiles, send them messages, and manage the group.

 

Handpicked group detail page

The detail page for handpicked groups includes a tab that displays all members currently enrolled in that group

 

From there, you can manually add/remove members, see their profiles, send them messages & 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.

Group deletion

When a group is deleted, all linked missions and contests will be soft-deleted (members' history and points are preserved, but they will disappear from the list of active missions and contests).

The permissions associated with the channel will be removed, and the channel will be closed. 

Target activations with groups

Missions and permissions Contests Product testing Channel access Userview/Communications

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 automatically joins (On condition) 

User joins a group (Open) example:

User automatically joins (On condition) example:
User leaves a group (Open) | User automatically leaves (On condition)

User leaves a group (Open) explanation:

User automatically leaves (On condition) explanation:

This notification is for informational purposes and isn't a rejection.

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) explanation:
This notification is for informational purposes and can help members find other groups that are a better fit for them. 
User added by admin (Handpicked) | User removed by admin (Open, On application, Handpicked)

User added by admin (Handpicked) example:

User removed by admin (Open, On application, Handpicked) explanation:
This notification is for informational purposes and can help members find other groups that are a better fit for them. 

 

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