When you import a list of participants into EHQ you may want to create a group based on that import. This is particularly important if you are importing a list of people for a community reference group, citizens jury or any other list of people whom you would like to import and tag together.
To import a list of participants into EHQ, use the detailed instructions provided in the article Bulk importing participants into EHQ.
Follow the steps below in order to make a group of your recently imported participants.
Grouping Imported Participants
Once you have imported your participants, you can filter your participant database using the Imported filter, to select only the imported participants.
If there have been previous imports as well, then use the Other filter to filter by the Joined date, in this example use Joined date, less than, 1, to filter the imported participants who were recently imported.
You should now see a list of your recently imported participants.
If you create a group of only the Imported and Joined date, less than, 1 filters you applied to reveal your list, the group will change over time because it will constantly update to reflect a list that fulfills those parameters.
To avoid this you should firstly tag the participants using the Bulk Tag Participants field.
To tag these participants, select the checkbox next to each of the participants you'd like to tag, or simply select the top checkbox to select all.
Provide a tag name in the Bulk Tag Participants box and click Add Tag. This tag should be something relevant to the group of people you have just uploaded.
Now that you have added a participant tag to each group member, clear your filters and search for the participant tag you have just entered in the Participant Tag drop down menu.
You can now create a group based on this participant tag to ensure that it is a fixed group.
To create this group, enter the group name into the Create New Group field and click New Group.
You have successfully created a new group of your last uploaded participants which can be used to assign to protected projects or for direct email communications.