Group Creation, Filtering and Setup

Understanding Groups

If you're new to Groups and their role in ConveYour, check out Intro to Groups first.

Groups allow you to create saved searches of your contacts based on filters, which can be:

• Contact Data Fields (e.g., company, region, hire date)

• Contact Activity (e.g., course completion, poll responses, engagement scores)

Think of Groups as a way to segment your contact list for targeted communication and automation.

Groups creation is basically creating a subgroup of your contacts based on Filters that you set. Filters are based on either Contact Data Fields or Contact Activity.

Creating a Group

1. Navigate to Main Menu > Groups > New Group.

2. On the left-side panel, configure your group's settings:

   • Name your group.

   • Set filters based on contact attributes or activity.

   • Apply additional filters to refine the group further (optional).

Filtering Groups by Contact Data Fields

Filtering by Contact Data Fields is the most common way to create groups. It allows you to segment contacts based on standard information in your contact list.

Example: Grouping by Company Name

• You want to enroll only employees from "ACME Corp." into a follow-up program.

• You set the filter: Company Name is "ACME".

• Once created, you can add this group to a campaign or send targeted messages.

This method also works for sales regions, hire dates, or custom fields. Any data attribute stored in ConveYour can be used to dynamically filter contacts.

Here's a helpful video illustrating filtering based on Contact Data Fields:

Filtering Groups by Contact Activity

Beyond static data fields, ConveYour allows you to create groups based on contact behavior. This is useful for adaptive learning, personalized engagement, and follow-ups.

Scenario 1: Grouping Top-Scoring Participants

You’ve promised a prize campaign participants whose achieved a certain score in a campaign.

• Use the "Filter by $Campaigns" Group filter to select your ConveYour Campaign for the competition

• Use the "Filter by event" Group filter to only show learners whose score was over your selected threshold.

• The system automatically updates the group as new scores come in.

Scenario 2: Following Up on a Specific Question

You want to send a follow-up message only to participants who answered a particular question in a course.

• Use the "Filter by event" Group filter, set the "answered_question" event, "has any value," and select your ConveYour Lesson and Lesson Item.

Scenario 3: Filtering by Specific Responses

For assessments, polls, or challenge questions with preset answer choices, you can filter participants based on their response.

• Example: You ask, "Which product feature is most important to you?"

  • Filter based on responses like "Ease of Use" vs. "Advanced Reporting", then send personalized follow-ups.

Video on filtering by Contact Activity:

Using the completion of certain milestones in your course to reward and trigger a follow-up message from you can personalize the experience for your Learners.

Advanced Grouping: Using Tags for More Flexibility

Want to go beyond filters? Custom Tags provide additional ways to organize and trigger actions for contacts.

• Setting Up Tag Groups