Creating groups – OutThink

OutThink provides three primary methods to group users:

Upload a Local File: Group users by uploading a CSV file containing a specific list of users.
Use Learner Attributes: Group users based on shared attributes, such as country, department, organization, or smart tags
Leverage Platform Dashboards and Statistics: Group users using insights and data from platform dashboards and performance statistics.

This article outlines the steps and best practices for maximizing the use of groups to streamline learner management and enhance risk mitigation.

The platform, fundamentally supports 2 types of groups. Static groups and dynamic groups.

Static groups

Admins can easily create static groups by uploading a CSV file to the platform. These groups can be manually modified by adding or removing users, allowing for seamless management. They can also be leveraged to segment campaigns, filter campaign dashboards, and efficiently organize groups of users.

From within the Groups menu, select “Create group” > Static
Download the template from the modal
Choose the organization where you want to create the group. Note that groups can only include users within the same organization. Any users who do not exist on the platform or belong to different organizations will be rejected during verification.

Dynamic groups

Admins can easily create dynamic groups by defining a set of rules that automatically add or remove users based on specific criteria. These groups are automatically updated, ensuring seamless management without manual adjustments. They can be used to segment campaigns, filter campaign dashboards, and efficiently organize groups of users based on real-time data.

From within the Groups menu, select “Create group” > Dynamic
Choose the dynamic rule to set the conditions for the group
Inspect the users inside the segmentation
Manage the dynamic rule by manually adding or removing users

How can I use groups?

Groups are essential for efficiently organizing and managing users within the platform. By using groups, admins can easily segment users based on specific criteria, whether through static groups created via CSV uploads or dynamic groups that automatically update based on set rules. This segmentation enables targeted campaign management, better filtering of campaign dashboards, and streamlined reporting. Additionally, groups help to maintain an organized user structure, making it easier to manage permissions, analyze performance, and tailor communications effectively. Overall, groups enhance both operational efficiency and campaign effectiveness.

Can I add users to an already existing group?

You can manually add users to any group through the user management interface. Additionally, you can quickly add multiple users to existing groups at once, either by selecting them in bulk or by uploading a CSV file directly within the group’s details.