Member groups

Create a member group by finding community members who meet certain criteria. You can then use the member group as a template when filtering the community to find members to invite to activities.

When you create a new member group, you can filter members based on any combination of the following:

• Member status
• Profile variables
• Activity participation status
• Survey question responses
• Member participation
• Email
• Community

The following examples show several ways you can use these filter conditions. You can also use these types of filter conditions in combination. For example, your filter might include member status, activity participation status, and survey question responses to identify a very specific member group.

Example: Member group based on profile information

You want to ask the top tier of shoppers (the Super Shoppers) at a cosmetics chain about their shopping experience in retail stores in major Canadian cities.

To do so:

1. You create a new member group.
2. You add a filter condition based on the Shopper Type profile variable and include Super Shoppers.
3. You add another filter condition based on the City profile variable, and include Vancouver, Toronto, Calgary, and Montreal.
4. You click Create and save the member group as Canadian City Super Shoppers.

Example: Member group based on calculated date profile variables

You select a member group dynamically based on the current age of each member when the member group filter is applied.

To do so, you create a filter with the Calculated Age profile variable, which is a Calculated Date type profile variable that references a Birthdate profile variable that contains each member's birthdate. All members that are currently between the ages of 35 and 44 are selected whenever the member filter is applied.

Example: Member group based on activity participation status

You run a Community for a TV show that sends surveys to fans about each new episode. Fans receive a survey about a new episode only if they have already completed a survey about a previous episode.

To do so:

1. You create a new member group each time you distribute a survey for a new episode (for example, Home Makeover Episode 23).
2. You add a filter condition based on an activity participation status of Completed in the Home Makeover Episode 22 survey.
3. You click Create and save the member group as Home Makeover Episode 23.

Example: Member group based on survey question responses

While analyzing the data from a customer satisfaction survey, you notice that a subset of participants who have shopped your website said they were extremely dissatisfied with the shipping/return policies. You want to follow up with participants who have bought something recently and were dissatisfied with shipping/return policies and get their feedback on how these policies can be improved.

To do so:

1. You create a new member group.
2. You add a filter condition to include participants who answered Yes when asked Have you bought anything from our website in the last 3 months? in a previous survey.
3. You add another filter condition to include participants who answered Very dissatisfied when asked to rate shipping/return policies in the customer satisfaction survey.

Related information

• Create or edit a member filter