It is highly recommended to create groups of your participant database which will be useful for several of your consultation activities including, sending specific newsletters and giving restricted access to projects.
This article describes how to create a new group of your participants, edit an existing group and delete a group that is no longer required. Site admins cannot be added to a group as they have access to all projects.
Create a new group
Click the Participants link from the left menu of EngagementHQ.
2. This displays the Participants page
Note - Group button will be greyed out until you add filters and a group name
3. To select the required participants to create a group, one or more of the filters have to be used. To create a small group of participants to test or restrict visibility, we recommend you read the article on Bulk Tagging of Participants.
For this example we will create a group of gmail users. So click the "+Filters" option, select "Emails" from the dropdown menu that displays, then type "Gmail" and click "Apply Filter."
Read this article for details on each of the filters.
4. The filtered list is displayed. Click on the Group icon, then enter the name of the group in the box that appears, and then click "Save."
5. The new group is now displayed when you click the "All participants" dropdown menu.
Edit an existing group
6. To edit an existing group, first select the group to edit from the All participants dropdown.
7. The filters used to create the group are listed alongside the group name. You can delete any of the existing filters by clicking on the x.
8. You can choose to add more filters by selecting the "+Filters" option, and then save the new group by selecting the Group button.
Delete a group
If a group is no longer required, you can permanently delete the group without removing any of the participants of the group from your database.
1. Click on the All participants dropdown. Find the bin symbol alongside the group you wish to delete and click on it
2. A confirmation dialog box appears. To complete the deletion click on Delete.
What's next?
Read our article on knowing your participants.
Contact our support team if you need any further assistance via chat or email support@engagementhq.com