When you import a list of participants, you may also want to group them together to:
Send a welcome newsletter or the rules of engagement to a group of participants you collected offline
Create a participant group of imported participants for a community panel
Create a participant group of imported participants who have an interest in a specific issue
Create a participant group of imported staff members
Once you have imported the participants, you can group them:
Go to Participants in the main menu and select + Filters.
Select the Imported filter and choose Yes. The list will narrow down to only those who have been imported into the database.
If there have been previous imports and you want to filter it to a recent one, then select + Filters again and choose Joined.
Enter the number of days in the Less than field, 365 days for example, and select Apply filter. Your participant list will now be only those who were imported in the last year.
Select Group, enter a Group name, and Save.
Because you have used the Imported and Joined filters, the group's participants will change over time as more are imported or as the joined-by date parameter passes. This is effective if you are using this to send newsletters to participants.
If you need to make this a permanent group, if you are using it for a community panel, for example, you can:
With your filtered list, use the topmost checkbox to select all participants and select Bulk Tag.
Enter a tag into the Participant tags field and select Add.
Select Clear All to clear the Imported and Joined filters, then re-filter using the Participant tag you added.
Select Group, enter a Group name, and Save.
You can now use this permanent group to provide access to paneled or protected projects.