If you use Staffbase Email together with the Staffbase Intranet or Employee App, refer to Types of Groups. Depending on the type of user group you want to create, refer to the corresponding documentation. The information below applies only when Staffbase Email is used as a standalone product.
You can create user groups based on conditions and manually from the Studio.
You can create user groups by manually selecting individual users. While this method requires more effort, it offers full flexibility when you need to create or modify user groups quickly. This approach is ideal for one-time or ad hoc group setups.
Creating a Group Manually
- In the Studio, navigate to Users > Groups.
- Click Create Group.
The Create Group dialog opens. - Enter a Name and Short Description for the group.
- Under Add Users, select Manually.
- Click Create.
- You have created a group.
Adding User to a Manually Created Group
- In the Studio, navigate to Users > Groups.
- Locate and open the group you created.
- Click Add members.
The Add members dialog opens. - From the Members dropdown, select the user(s) you want to add.
- Click Add member.
- You have added users to the group. You can edit or delete the group at any time.
Deleting a group can impact any emails you have scheduled with the target audience based on the user group.
You can create user groups by defining conditions that determine group membership. Groups can be set up with one or multiple conditions using the following logic:
- AND: Includes only users who meet all specified conditions to be a part of the group.
- OR: Includes all users who meet any of the specified conditions to be a part of the group.
- In the Studio, navigate to Users > Groups.
- Click Create Group.
The Create Group dialog opens. - Enter a Name and a Short Description for the group.
- Under Add Users, select Based on Conditions.
- Click Add Group Condition.
- From the Conditions dropdown, select the profile field on which your condition is based and the corresponding value.
- Optionally, click one of the following and select the profile field and the corresponding value:
- Add Condition: To add the OR logic.
- Add Group Condition: To add the AND logic.
- Click Create.
- You have created a group.
You can edit or delete the group at any time.Deleting a group can impact any emails you have scheduled with the target audience based on the user group.
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