Managing Groups

The Manage Groups screen allows you to create and import recipients from a .csv file format. Also, it provides a one-stop screen to view details of all the imported group segments within the system.

While on the Groups screen, you can easily navigate to the Campaigns and Recipients screen by clicking the Manage Campaigns and View Recipients quicklinks respectively.

To access the Manage Groups:

1. Click the Manage Groups quicklink on the Campaigns dashboard.

   Note: If you are a Manager or Trusted Advisor accessing Communication Hub through the Portal, you can only view the Groups associated with the companies that you have permission to access, so that you cannot view groups related to clients or employees outside your data security.

2. On the Manage Groups screen, you can search, filter, and sort the imported groups.

3. The dashboard displays the following columns:

   • Group Name - The name of the Group.

   • Description - A brief introduction to identify the group.

   • Available To - It displays a clear visual indicator showing whether each Group is available to “All” companies or only specific companies if Service Provider has given access to SMBs.

     Note: If a group is available to All companies, then the Available To column displays All Companies as a text. However, if a group is available for only specific companies, then the Available To column displays the count of companies with a hyperlink text (if the count of companies is more than 10.) You can either hover or click the hyperlink to view the list of companies.

   • Source - The source from which the Group is created. You can either import or create a Custom Group.

   • # of Recipients - Number of recipients in a Group.

   • Last Updated - The date on which the Group was last modified.

4. On the screen, enter one or more keywords in the search field to display a list of items that contain the keyword(s).

5. You can search by the Group Name or the Description column fields. Type two or more characters to filter the list.

6. Click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid:

   • Select a date range from the Last Updated date picker

   • Select one or more source in the Source drop-down

7. You can view more information about a recipient of a group by clicking the Group Name. The details displayed include recipient's Name, Client ID, Client Name, and Employee ID.

   You can also configure the columns that you want to be displayed on the screen using the icon.

   To configure the columns, complete the following:

   • Click the icon. A small pop-up displays.

   • The important employee attributes such as First Name, Last Name, Client ID, Client Name, and Employee ID are displayed by default. Other employee attributes available are:

     • UserlD

     • Personal Email Address

     • Work Email

     • Preferred Email

     • Cell Phone

     • Preferred Language

     • User Type - Client Contact value is available in this column that allows you to distinguish a Client Contact from an employee or manager. Additionally, two filter fields, Contact Title and Contact Type is also available for Client Contact that allows you to further filter and target Client Contacts based on their role and title.

     • Employee Status

     • Worksite State

     • Resident State

     • Department

     • Division

     • Project

     • Shift

     • FLSA Exempt flag

     • Employee Type

     • Benefit Group

     • Service Type

     • Preferred Text Number

     • Email Opt In

     • Text (SMS) Opt In

   • Turn to toggle on for the columns that you want to see on the screen. The screen gets updated with the addition of the selected column.

   • Click Activate All to toggle all the columns at once.

   • To remove all the selected columns, click Reset. The screen is updated accordingly and displays the mandatory columns.

   • To re-order the columns according to your preference, simply drag the column names and place at your preferred order. You can see the screen updating the column name orders with your preferred order in real-time.

   Note: When you open a Custom Group, the Conditions tab is displayed by default where you can view and edit the rules that define the group’s recipients.

8. (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

9. (Optional) Sort data that displays in a list by completing the following:

   • Click a column header once to sort data in a list in ascending order by the value in that column.

   • Click the a column header a second time to sort data in a list in descending order by the value in that column.

   • Click the column header a third time to remove the sort option for that column.

Procedures