Creating a Group

Overview

Creating a Group in Learn Amp allows you to dynamically segment users based on specific criteria. Once created, Groups automatically update their membership as users meet or no longer meet your defined filters.

This article walks you through the steps to create a new Group and provides tips for effective Group setup.

Functionality Breakdown

When you create a Group, you define:

• Name: A clear identifier for the Group

• Status: Whether the Group is Active (refreshing) or Inactive

• Refresh frequency: How often the Group re-evaluates membership

• Filters: The criteria that determine which users belong to the Group

• Sub-Groups and Teams: Optionally include other Groups or Teams

Groups support sophisticated filtering using:

• User properties (role, location, team, hire date, etc.)

• Behavioural data (content completion, event attendance, etc.)

• Logical operators (AND/OR) to combine conditions

• Time-based operators (within last X days, before/after date, etc.)

Pre-requisites

To create a Group, you must:

• Have the Groups feature enabled (requires Perform or Connect package)

• Have one of the following roles: Owner, Admin, Learning Designer, or Curator

Quick Start Guide

Creating a Group from the Add New Menu

Step 1: Open the Group Builder

1. Click the + button in the top navigation bar

2. Under People, select Group

Step 2: Configure Basic Settings

1. Set the Group status to Active or Inactive using the toggle

2. Enter a clear, descriptive name for your Group

3. Select the refresh frequency (Hourly, Every 6 hours, Every 12 hours, Daily, Every 2 days, Every 3 days, or Weekly)

Tip: Choose the longest refresh interval that meets your needs—shorter intervals consume more of your Group refresh allowance.

Step 3: Define Filter Criteria

1. Click Add filter group to start building your criteria

2. Select the filter type (user property or behavioural)

3. Configure the filter conditions

4. Add additional filters as needed, using AND/OR operators

Step 4: Preview and Save

1. Click Apply filters to see how many users currently match

2. Optionally click Show matching people to review the user list

3. Click Save to create the Group

You'll see a confirmation message once the Group is created.

Creating a Group from the Groups Page

1. Go to Manage > People > Groups

2. Click Add new or the + button

3. Follow Steps 2-4 above

Including Sub-Groups and Teams

You can include other Groups or Teams as part of your Group's membership:

Adding Sub-Groups

• In the Group builder, look for the Sub-Groups section

• Search for and select existing Groups to include

• Users in those Groups will be included in this Group

Note: There's a limit to the number of sub-Groups you can add to a single Group.

Adding Teams

• In the Group builder, look for the Teams section

• Search for and select one or more Teams

• All members of those Teams will be included in the Group

Best Practices for Naming Groups

Clear naming makes Groups easier to find and manage:

Avoid: Very long names or putting the location/qualifier first (e.g., "LONDON OFFICE - Marketing" is harder to scan than "Marketing (London)").

FAQs

Q: Can I edit a Group after creating it?
Yes! Click on any Group to open it, then use the edit (pencil) icon to modify the name, filters, or settings.

Q: What happens if I save a Group with no matching users?
The Group will be created but will have zero members. As users meet the criteria in the future, they'll be automatically added.

Q: Can I duplicate a Group?
Currently, you'll need to create a new Group and configure similar filters. Note down your existing filters before creating the new Group.

Q: How do I know if my filters are working correctly?
Use the Apply filters and Show matching people options before saving to preview the results.

Troubleshooting