Static groups are community member segments that will not change unless you add users. These static groups are created by selecting members to add to the group or by uploading a file containing all the members.
Access groups from the Groups icon in the left navigation bar in the Research Engine.
Click Create Group to begin.
Group Type
- Click Static Group.
- Click the Group Name field. Add the name of your Group.
- Choose whether to Push Data to External Sources such as your survey provider.
Choose Members
- Under Choose Members, select a method to add members. You can use one or more of the methods below to add members:
- Select Member(s) from a list—Choose members manually. We will do this in the next step.
- Manually add member(s)—Type or paste user IDs, usernames, or emails, separated by commas (up to 20 members).
- Upload Member(s)—Upload a CSV file of specific members that includes only username, email address, or User ID.
- Click the "plus" button to select individual members to add to the group.
- You can use the search to find individuals and add them.
- Click Remove All to start over with your selections. You may also click the X button next to any selected names on the right to remove them individually from your group.
- Save your current configuration and continue working by clicking Save Current Group in the right-side pane at the bottom.
- Click Exit.