Adding or Creating Groups

Adding or creating Groups is a key step in the segmentation process. It will allow you to segment by, and therefore communicate with, members based on their group regardless of the company or the building that they work in.

This article contains:

Adding Groups from the Catalogue

The Groups Catalogue enables you to select from example Groups and apply these to your site. Equiem Admins are able to add additional roles to the Catalogue.

To add groups from the catalogue, open Site Settings, head to the Taxonomy page and click the Groups tab at the top of the page. Scroll down to Groups Catalogue. Click Open Catalogue to view the example Groups.

Open

Click to highlight the Groups you’d like to apply to your site.  Once highlighted, click the Right Arrow to move them to the My Groups column. You can highlight multiple Groups at a time, and you can also click on a Group a second time to deselect it. 

Open

If you accidentally move a Group into My Groups, you can click to highlight it and use the Left Arrow to move it back to the Catalogue.

Click Add Groups to apply the Groups to your site.

You will see that the roles you have applied are now added in your My Groups list.

Creating New Groups

If your desired Group is not available in the Groups Catalogue, you can create your own.

To begin, open Site Settings, head to the Taxonomy page and click the Groups tab at the top of the page.

Scroll down to Add Groups.

Type the name of the required Group, select the plus sign and then select Add Groups.

The Group will now be available within the My Groups list.