Overview
This article provides a comprehensive guide on utilizing Groups within a platform to filter users, segment content, and analyze data effectively. It outlines the three primary purposes of Groups—content segmentation, data reporting, and leaderboard contests—and offers a step-by-step process for creating new Groups. Additionally, it suggests best practices for Group setup based on various criteria and recommends limiting user membership to optimize reporting accuracy.
Information
Best Practices for Groups
Learn what Groups are, how to create Groups, and best practices for structuring groups based on your goals.
In this article, we will go over:
Groups Overview
Groups are used to help filter Users in order to display appropriate content. There are 3 primary purposes of Groups:
Segment content based on audience
Every piece of content is assigned to a Group. If the post can be seen and shared by everyone on your platform, assign it to the 'All' Group. Otherwise, you can decide which Groups see what content. For example, only sharing content in French to users in the Quebec Group.
Segment data for reporting & analytics
You can pull reports based on the performance of the different Groups in the platform. This can be leveraged to send downloadable Group reports to the team leads of those Groups so they have visibility into who is sharing and who isn’t. These analytics can be found in the Admin view, under 'Analytics', then 'Groups'.
Set up multiple leaderboards & run specific contests
You can set up multiple Leaderboards when there are region or department specific contests. As well, if your program is very large it may make more sense to keep the Leaderboards divided by the different Groups.
Map Your Groups
Use this exercise to determine how to divide your employees into Groups:
How to Create Groups
Creating a group within your team can help organize your workflow and enhance collaboration. Follow these steps to create a new group:
Step 1: Navigate to 'Team', then 'Groups'
Begin by selecting 'Team' from the main menu, and then choose 'Groups' to view the existing groups within your team.
Step 2: Click 'Create New Group'
Click on the 'Create New Group' button located in the top right corner of the groups page to start the process of creating a new group.
Step 3: Name Your Group and Define Its Place
Assign a name to your new group and decide where it should be placed within the existing hierarchy. Once named, you can begin adding users and content to the group.
Best Practices for Setting Up Groups
We recommend that Admins set up Groups based on criteria such as region (e.g., North America, South America), department, language, or any other segmentation that may be necessary for reporting, leaderboards, or content segmentation.
Group Membership Recommendations
While users can be a part of many Groups, we advise limiting membership to 3 groups if possible. Having users in too many Groups can skew the Group reporting data, as they will be counted across multiple Groups several times.
Helpful Resources
Explore the following resources to learn more:
FAQ
What are the three primary purposes of Groups in a platform?
The three primary purposes of Groups are to segment content based on the audience, segment data for reporting and analytics, and set up multiple leaderboards for specific contests.
How do I create a new Group in my team?
To create a new Group, navigate to 'Team', then 'Groups', click 'Create New Group', name your Group, define its place in the hierarchy, and then add users and content to the Group.
What criteria should be considered when setting up Groups?
Groups should be set up based on criteria such as region, department, language, or any other segmentation necessary for reporting, leaderboards, or content segmentation.
Why is it recommended to limit user membership in Groups?
Limiting user membership to ideally 3 Groups is recommended to prevent skewing Group reporting data, as users in too many Groups will be counted multiple times across the reports.
Where can I find analytics for the performance of different Groups?
Analytics for Group performance can be found in the Admin view under 'Analytics', then 'Groups', where you can pull reports and send downloadable Group reports to team leads.