Assign User Fields to a Cohort Assign User Fields to a Cohort

Assign User Fields to a Cohort

Cormac O'Dwyer Cormac O'Dwyer

This guide will take an Admin through the steps for assigning users to a Cohort based on User Fields. The manual method for adding users to Cohorts can be found here. If you want to discover what the Cohort function is used for, please read this article.

 

1. Navigate to the 'Manage Cohorts' page by clicking Admin > User Management > Manage Cohorts.

 

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2. Assign User Fields to a Cohort by clicking the Screen_Shot_2022-04-08_at_4.51.47_pm.png on the Cohort then selecting Screen_Shot_2022-04-12_at_2.18.10_pm.png. Add an assigned User Field by clicking Screen_Shot_2022-04-12_at_2.25.22_pm.png. Select the field from the dropdown, adjust the equation, and enter a field value. Click Screen_Shot_2022-04-12_at_2.29.14_pm.png to finalise.

 

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Users matching the assigned User Fields will be automatically assigned to the Cohort. Selecting "Users much match - All" will only see users that match all the assigned User Fields be assigned to the Cohort. Selecting "Users much match -Any" will see users that match any of the assigned User Fields be assigned to the Cohort.

 

3. To view a list of the users in the Cohort, select the Screen_Shot_2022-04-08_at_4.34.45_pm.png icon.

 

4. To remove assigned User Fields from a Cohort, click the Screen_Shot_2022-04-08_at_4.51.47_pm.png on the Cohort then select Screen_Shot_2022-04-12_at_2.18.10_pm.png. Locate the User Field, then click the Screen_Shot_2022-04-07_at_11.25.55_am.png icon to the right of the field. Click Screen_Shot_2022-04-12_at_2.29.14_pm.png to finalise.

 

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You have now successfully assigned User Fields to a Cohort! Please contact Support if you require further assistance.

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