How can I add members to groups?

‍You can add members to new or existing groups directly via the Members list. Alternatively, you can add members to non-dynamic groups via a CSV import or via Automations.

Where can I access my Group data?

‍Group data per member is displayed in the Members table of the Members page.

To see all of your groups and group meta data, head over to the Groups page. This includes a list of all active and archived groups.‍

What are simple groups?

‍Simple groups are cohorts of Members used for tracking, filtering, and targeting. Simple groups can be used as a Broadcast audience or in your Flows and Automations.‍

What are Access groups?

Access Groups grant permission for users to view cohorts of Member conversations in the Inbox. Access Groups are not visible in the Inbox to organizers.

What does it mean if a group is 'dynamic'?

Groups can be set to dynamically refresh the results of filter(s) used. A dynamic group will automatically refresh your filter results each night and before a broadcast to the group. Use dynamic groups for tracking, filtering, and as an audience for a broadcast.

Dynamic groups can only be updated using the group's filter conditions. Dynamic groups cannot be created via CSV import or API. Users, flows, CSV imports, automations, the API, and webhooks cannot add members to a dynamic group.

Both simple groups and access groups can be set to dynamically add/remove members based on your filter conditions.

Note: Dynamic groups cannot be created using other dynamic groups in your filter conditions.

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‍Add members to a new group

1. Head over to the Members list page.
2. Click Add filter and apply filter conditions to narrow down your list.
   Note: if no filter is applied, this action will add ALL members to the new group.
3. Click out of the filter window (don’t click x!).
4. Click Apply Bulk Action.
5. Select Add to Group from the menu of bulk actions.
6. Click Create New Group.
7. Select if you would like to create a Simple group or Member Inbox Access group.
8. Name your new group.
9. Click Add.

Add members to an existing group

1. Head over to the Members list page.
2. Click Add filter and apply filter conditions to narrow down your list.
   Note: if no filter is applied, this action will add ALL members to the existing group.
3. Click out of the filter window (don’t click x!).
4. Click Apply Bulk Action.
5. Select Add to Group from the menu of bulk actions.
6. Click Existing Group.
7. Select the desired group you’d like to add your members to via the group dropdown. Groups are organized by Group type.
8. Click Add.

Make a group dynamic

1. Head over to the Members list page.
2. Click Add filter and apply filter conditions to narrow down your list.
   Note: these filters will be used to refresh your group daily.
3. Click out of the filter window (don’t click x!).
4. Click Apply Bulk Action.
5. Select Add to Group from the menu of bulk actions.
6. Click Create New Group.
7. Select if you would like to create a Simple group or Member Inbox Access group.
8. Name your new group.
9. Click Make Group Dynamic
10. Click Add.

Manually refresh a dynamic group‍

Dynamic groups are refreshed each night and before a broadcast is sent to the dynamic group. A refresh will update the current members in your group based on the dynamic group's filter conditions. During a refresh, members will be added that meet your filter criteria or removed if they no longer meet your filter criteria.
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To see when a group was last refreshed or to manually refresh a group:

1. Go the the Groups page
2. Click details next to the dynamic group you'd like to refresh
3. Click Refresh‍
   Note: You can refresh a dynamic group once every 4 hours.

To see group meta data and change logs, go to the Groups page and click details next to the group.