🧑‍🤝‍🧑Groups

Groups allow you to segment your audience without their knowledge: unlike tags, they are not visible to Spot members!

In the Groups section of the Audience page of your Spot's settings, you can find all your Spot's groups. Your groups are grouped together in a table that lets you see at a glance for each group the number of members it has, as well as the number of resources it is associated with.

You can filter all this data to more easily see which groups require action on your part!

From this table, you can also send a bulk message to all members of one or more groups by selecting the group(s) of your choice and clicking on the Send message button. 👉 Find out more here.

Create a group

You can create a group in 4 different ways:

• By clicking on the Create a group button above the group table.

• By clicking on Create a group in the Actions menu at the top right of the table.

• By clicking on Create a new group in the All members menu at the top left of the table.

• Select the desired members in the table, then click on Actions in the top right-hand corner. Then click on Create new group in the Add to group menu.

A drawer opens so that you can enter your group's information:

• An icon - Optional.

• A name - Mandatory.

• A description - Optional.

• A search bar to add members to your group - Optional.

You can add members whose status within a group.

Once you've filled in your details, click on Create a group in the bottom right-hand corner, and that's it! 👏

View group details

From the group table, you can open a drawer containing the details of this group by clicking on the group name. This drawer contains 3 different tabs:

• General tab

• Members tab

• Resources tab

Edit group information

In the General tab, you can modify all general information about the group: icon, name and description.

You can also delete the group from this window. 👉 Find out more here.

A Copy Group ID button lets you retrieve the group id for reuse in the API or when you connect your members in SSO.

View group members

In the Members tab, all group members are listed in alphabetical order. You can search these members using the search bar at the top of the list. To the right of this, a Filters button lets you refine your search by Role (Admin, Member or custom roles) and/or Status (Accepted, Pending, Rejected, Invited, Declined, Deactivated or Left).

From this list, when you move the mouse over a member's name, an X button allows you to remove the member from the group. 👉 Find out more here.

At the bottom of the drawer, you'll find 2 buttons:

• An Add members button opens the drawer for adding members. 👉 Find out more here.

• A View in audience button which redirects you to the filtered audience table for the group in question.

View resources linked to the group

In the Resources tab, the list of resources linked to this group is displayed. You can search these resources using the search bar at the top of the list. Below this, you can refine your search by filtering by Type (Lives, Courses, Channels, Forums or Collections).

Manage group members

Add members to a group

To add members to a group, you have several options:

• By clicking on the Add members button at the bottom of the Members tab in a group's details drawer. A drawer for adding members to the group opens. All you have to do is select the members of your choice!

• In the audience table, select the members you wish to add to this group, then click on the Actions button in the top right-hand corner. Then select the group name from the Add to group menu!

Beware of the consequences of adding a member to a group

• If a group is added to private content (secret live, private discussion channel or private collection), adding a member to this group automatically invites him/her to the content in question.

• If a member awaiting validation of their registration is added to a group that has itself been added to a live, the member is automatically invited to the live and thus accepted into the Spot.

Delete group members

To remove members from a group, you have several options:

• By clicking on the X button that appears on hovers over a member's name in the Members tab of a group's detail drawer.

• By selecting the name of the member(s) from the filtered view of your group in the audience table, then clicking on Remove from group in the Actions menu.

Please note that if you delete a member of a group linked to a resource, that member will no longer be part of that resource unless he or she is a member of another group also linked to that resource.

Add a group to resources

Sharing group-specific resources allows you to customize their experience on your Spot. Once you've created your groups, invite them :

• To a secret live 🤫

• To a private channel 🔒

• To a secret forum 🥁

• To a private collection 📚

• To a secret course 🗃️

Please note that if you delete a group from a resource, current members of the group will no longer be invited to the resource unless they are members of another group also linked to the resource. Future new members of this group will not be invited.

Delete a group

You can delete a group by clicking on the Delete button in the General tab of the group's drawer. This action is irreversible, but don't worry: deleting a group does not mean removing its members from your Spot! You can create the same group again.

Please note, however, that if you delete a group, its current members will no longer be invited to the resources linked to that group, unless they are members of another group also linked to those resources.