For each project (phase) on your platform, you can define access rights (viewing rights and participation rights) for different types of users or user groups. Learn how you can easily create smart and manual user groups and define access rights in your projects.
Access to smart groups depends on your plan
Creating manual or smart groups of users + 🎥
It is easy to organize registered users into manual and smart groups. You can use these groups to do targeted communication and create projects with group-specific access. Click on the + sign above ‘Users’ in the Users tab and create your groups.
Manual groups
Allow you to simply add your selected users in a manual user group you created. Simple go to ‘Users’, create a manual group and then add the user to that group manually.
Smart Groups
Allow you to subdivide your users into groups based on their profile settings. These groups can then be given permission rights to access certain projects.
STEP 1: Determine on the basis of which information you want to subdivide your users
The domicile can be an important criterion. Think about projects that take place at neighbourhood level. And for other projects you may only want to ask people from certain professional groups or age groups.
The 'Registration' tab in 'Settings' shows all current registration fields.
STEP 2: Create a Smart Group 👩🔧
Next, each registration field can be used as a condition when creating a Smart Group. 'Users' will show an overview of all users on the right and of all existing groups on the left. Smart Groups are indicated with a ⚡️.
You can then determine one or more conditions that users must meet to be part of this group.
For example, you can determine that 'Lives in' 'has as value' a certain neighbourhood, if you only want to add residents of that neighbourhood to the group.
It is important to know that when using multiple conditions, a user must always comply with each of these conditions.
You can now select multiple options at once to define a smart group rule. You can only use the AND logic here, but add multiple values and conditions.
Please note that the smart group attribute "Posted an input" is used to filter both for users that submitted an idea in an ideation phase as well as users that submitted a survey in a survey phase.
STEP 3: Using smart groups for an email campaign
Here are common scenarios and the conditions that you use to get the right user groups
I want to sent an email to all registered users who have not yet participated in a project
condition: "contributed to project" > "didn't contribute" > [project name]
I want to sent an email to all registered users.
condition: "Registration date" > "is not empty"
Please note that we cannot create smart groups based on email tracking or email clicking attributes. This means you cannot create a smart group on all users that have not opened an email campaign for example. You can ask the support team to give you a list of those users and you will need to contact them manually.