Groups

A Sponsor Administrator can create a logical grouping of partners with attribute values within and across attribute types. The group can then be used to roll out activities to the selected list of partners.

You can create groups with the Groups option of the Settings menu. You can create a group on the Groups page by clicking Create. To edit or deactivate a group, select the group and right-click on the arrow in the Actions column, and choose Edit or Deactivate.

If a group is being used by a resource, you can still deactivate the group, and resources that are using the group continue to function as is. However, the deactivated group no longer appears in the list of groups.
Important: When a group is deactivated, it can not be activated again.

Use case

Say for example that you want to run a campaign with all your business partners who are rubber or tire suppliers, but only if their business is in the northeast region. The attribute types and values for your partners are as follows:
  • Attribute Type: Region
    • Values: NE, NW, South, Midwest, West
  • Attribute Type: Suppliers
    • Values: Glass suppliers, Sheet Metal suppliers, Rubber suppliers, Tire suppliers
To combine the appropriate partners into a group for the campaign, you add the attribute values NE, Rubber suppliers, and Tire suppliers into a group. The campaign and its associated activities are rolled out only to the rubber and tire suppliers that are in the northeast region.