Creating a Target Group from Message Reports

For situations in which there is a need for sending follow-up SnapComms messages to a subset of the Users targeted in a previous message, you can use the Add Users to Group functionality. 

There are currently 2 ways to achieve this depending on the report that holds the data you're interested in: 

• New Message Reports
• Success Reports

Prerequisite

Access to the User & Groups menu is required to view and use the Add Users to Group button.
This is managed within the Management > Administrators menu.

To give an Administrator access to the Users & Groups menu:

• Navigate to Management using the left navigation menu
• Click on Administrators
• Click on the Username of the Administrator to update
• Scroll down to Management Access and locate Users & Groups
• Toggle it ON
• Click on Save

New Message Reports

The following new Message Reports support the ability to add filtered Users to Groups: 

• Detailed Responses (available for Quizzes, Surveys, Registration Alerts and RSVPs)
• User Events (available for all messages)

Note: Add Users to Group is only visible on the Reports page if you have permissions for the Users and Groups Section. Read more.
 

How to create Target Group or Add users to Targeting Group

To send a follow-up message or further communication to specific users, access the Detailed Responses (new) or User Events (new) reports and locate the Add Users to Group button above the Users list.

In the example below, if you want to re-target the respondents who RSVP'd "Yes" with further communication about your event, simply filter the table for Q1 to look for "Yes" (Steps 1 and 2).



Once you have applied the filter, you can click the Add Users to Group button (step 3). Then you can choose whether you want to create a new group with those Users or add filtered Users to an existing Group. 

By default, it will offer you to Add to a new Group. 



You can also opt to Add to an existing Group instead. It is only possible to add Users to existing Groups that were manually created in SnapComms. It is not possible to add Users to groups synchronized from Active Directory. 



After clicking either Create or Add, you will get a confirmation message informing how many Users were added to the Group. 



The updated Group or newly created one depending on your selection, with the newly added members will be available in the Targeting Screen when creating Content. Those groups can also be managed by navigating to Users & Groups > Groups. 

 

Success Report

Administrators with Users & Groups permissions can now create new targeting groups or add targets to existing groups from filtered Success Report results using a new option called Add to Targeting Group.

Note: Add to Targeting Group is only visible on the Success Report page if you have permissions for the Users and Groups Section. Read more.

How to create Target Group or Add users to Targeting Group

1. Open a Success Report from which you want to create a new target group or add users to existing groups

2. Add a filter on any of the available columns in the report.

For example, I have placed a filter to show only users who answered "No" to Question 1:
 

3. Click on the button Add to Targeting Group

4. A pop-up will be shown with options to select a Group from the drop-down list or create a new group to add the filtered users. 

Note: In this Screen, you can also see the number of users you will be adding to a group

5. If you want to create a new Group, click on the Add New Group button in the above screen, type in the new group name and click the Add Group button

6. This will take you to the initial screen where you can confirm adding the selected users to the new group by clicking on "Add to Targeting Group"

7. You will get a message on the right top corner of your screen confirming successful group creation and users added to the group 

You can now find this newly created Group under the Users & Groups > Groups page and will be available in the Targeting Screen as well. 

    
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