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How to manage groups automatically
How to manage groups automatically

Learn how to automatically manage your groups with automated rules.

Chris Ramlow avatar
Written by Chris Ramlow
Updated over a week ago


As an admin or site owner, you want to automate the process of assigning the right people to the right groups in PlusPlus and ensuring the group memberships remain accurate over time.


Set up automated rules to mange your groups.

  1. Read PlusPlus 101: Create automated rules for repetitive workflows to understand how automated rules work.

  2. Create People dashboard segments to define the people you want to put in groups.

  3. Create automated rules, using Assign to a group as the rule's action.

  4. Select the appropriate Group to assign those who meet the rule's condition to.

  5. Click Publish.
    The rule runs on a nightly basis, evaluating the People Segment and placing those who meet the condition into the specified group.

Go deeper

Use group name templates to create and manage groups

In addition to the Assign to a group action described above, you can also Assign to group(s) by template. With this action, instead of creating a people segment and a group separately, you can create a template group name that selects appropriate people from a segment and adds them to the named group, automatically creating a new group if needed.

You can use the following people attributes as placeholders: {{ title }}, {{ department }}, {{ location }}, {{ }}, {{ }}, and {{ custom.* }} (for example, {{ custom.employee_type }}, assuming that employee_type was a valid custom attribute).

For example, the following template:{% if manager %}{{ }}'s directs{% endif %} would evaluate to a group named <>'s directs for each manager, and add their directs to this group.

Empty space on either side of the name is automatically trimmed. Group templates that evaluate to an empty string are ignored.

Consider enabling the Delete stale groups feature to automatically clean up stale groups.

How the Assign to a group action works

The Assign to a group action assigns everyone in the condition's People Segment to the Group you select. This means that if people who meet the condition are already in the specified group, the action does not re-assign them to it. If people who were in the group no longer meet the condition, they are removed from the group. This ensures group membership lists always remain accurate automatically.

You can only select one group per rule, so to completely automate your group management, create a rule for every group.

Other actions

In addition to managing groups, with automated rules you can automate event enrollment, content assignments, and (coming soon) badge assignments.

See also

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