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Types of Groups
Groups can be designed to be static or dynamic. Watch this quick video for a high-level overview of the difference between the two:
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Create a Dynamic Group
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📎 Download Example Dynamic Groups.docx
📎 Download Common Dynamic Groups (One-Offs, Excluding Users, Custom Fields)
Important!
- If you need to send a one-off training to someone OR remove a duplicate assignment, download the Common Dynamic Groups document linked above for guidance.
- When tying our a value in a dynamic group rule, text-boxes are case-sensitive and require an exact match. Be sure they match exactly what is listed in your user profiles.
- Editing a Group: If a group is tied to an active campaign, changing any rules could result in assignment changes for your learners (the removal/addition from a group can result in the removal/addition of an assignment). You’ll see a very clear disclaimer if this is the case.
- Deleting a Group: If the group was ever used for a campaign in the past, you will not be able to delete it from your Group List.
Create a Static Group
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How to Know Who is in Each Group
For any group you've created, you can double check who is included by either (1) Previewing your group rules, or (2) Sorting the Group column within your User table.
(1) You can see a sample list of users that fall into the group in question by clicking Preview Rules. A preview list of up to 20 users will populate below so you can spot check and see if your rules are operating properly.
(2) With the User table, sort the Group column by selecting the group you'd like to check. The table will load a complete list of all learners in your roster that fall into that group.