Manage user groups

The user group management module provides two core functions: user group management and user group creation.

Create a user group

Overview

You can create a user group by using rules or by importing a file. A user group can serve as an analysis target or as a condition for creating other user groups.

Method

Two methods are available to create a user group:

Rule creation: Use a visual template to define user groups based on tags, behaviors, attributes, and existing user groups.

Import: Upload a local file that contains an existing user group. The system matches the uploaded users against existing users and generates the user group for subsequent analysis.

Create a scheduled start and stop rule

You can use five types of conditions to create a user group: tag, user group, behavior, attribute, and behavior sequence. You can calculate the intersection, union, or difference of these conditions. The difference is calculated by subtracting the preceding conditions from the following conditions. Up to 20 custom combination rules are supported.

Private or global tags: Tags generated in User Profile > Tag System can be added directly as user group conditions. If the selected tags have tag values, you must specify the tag values to complete the selection.

Existing user group: A user group that has been generated in User Profile > User Group Management. You can use it as a condition to create a new user group together with other filtering rules.

User behavior: Select behavior data of an application in the organization. For example, select users who clicked a purchase button.

User attributes: Filter users by attributes such as membership type and channel source.

Behavior sequence: Filter users based on a sequence of behaviors within a specified time range, such as launching an application and then clicking a product.

After you specify the conditions, use intersection, union, or difference to define the user group rules.

User group name: Enter a name for the user group.

Calculation method: Select a calculation method based on how frequently you want the user group to be updated.

Daily calculation: The calculation is triggered immediately after creation and then runs daily in the early morning. Results are available before 9:00 p.m.

One-time calculation: The calculation is triggered immediately after creation. Refresh the page to view the results after the background calculation is complete.

Account visibility: Select Not Public (visible only to you), Full Public (visible to all members), or Partial Public (visible to all members). This controls whether the user group is visible to other members in the organization for analysis.

Organization visibility: Select Full Disclosure (visible to all organizations) or Partial Disclosure (visible to specified organizations and applications).

Generated user group: After you save the user group, you can view it on the User Group Management page.

Import and Create

Upload an existing user group from a local file. The system matches the uploaded users against existing users and generates the user group for subsequent analysis.

Perform the following operations:

Download the user group import template, prepare the user group data locally, and then select the visibility scope and ID type.

The ID type you select affects how the user group is analyzed. Select the appropriate type based on your use case.

After you save the user group, it appears in the user group management list.

Manage user groups

Overview

In the user group management list, you can view the user groups that you created and the user groups that other members shared with you.

The following operations are available in the user group list:

Filter user groups

Filter user groups by name, creation method, or status to quickly find the user group you need.

View user group details

User group data

View the creation time, completion status, calculation rules, and historical data of the user group. For daily-calculated user groups, the daily output data is displayed. For one-time-calculated user groups, the data is updated manually.

Create a scheduled start and stop rule

View the detailed creation rules for the user group. To modify the rules, edit the user group to update its conditions.

Users

View individual user information in the user group, including entity ID, account ID, device ID, and other user and system attributes. Click Export to export the complete user list for operations such as sending SMS messages, push notifications, or manual callbacks.

Delete a user group

If you no longer need a user group, you can delete it from the user group management list.