{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","results":{"codes":[]},"settings":"","params":[]},"next":{"description":"","pages":[]},"title":"Groups","type":"basic","slug":"grouping-campaigns-segments-beacons-and-geofences","excerpt":"","body":"The ability to add multiple elements to unique groups is available in Pulsate for the following elements: \n\n- Campaigns \n- Segments\n- Beacons\n- Geofences\n\nNo matter which of the above list you are using, the grouping mechanism remains the same. This guide will concentrate on grouping for beacons but the process is identical for campaigns, segments and geofences. \n\nGroups can also be used to sort elements in the targeting section of the campaign builder if you are sending a segment, geofence or beacon campaign. \n\n** Segments: Creating a New Group**\n1. To create a new name for the group, click groups, scroll down, click \"Create Group Name\" button. \nA new modal window will open with option to insert a new group name.  Type in a new group name and click save. The new group name will be created.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://readmetemppulsate.s3-eu-west-1.amazonaws.com/New+Group+name.gif\",\n        \"New Group name.gif\",\n        1313,\n        720,\n        \"#0bbea9\"\n      ],\n      \"caption\": \"Add to Group\"\n    }\n  ]\n}\n[/block]\n  2. To add elements to a new group, first, select the elements that you want to be added to the group. You can use the checkboxes at the left of each element to select one or multiple elements. \n    When you have selected an element, the action button will appear on top of the panel. You can use this button to carry out bulk actions such as adding or removing the selected elements from a group or deleting them. To add the selected elements to a new group, click Add to Group in the action menu. \n     This will open a new modal where you can either add the elements to an existing group. Click on the group name you wish to add selected elements. \n\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://readmetemppulsate.s3-eu-west-1.amazonaws.com/Add+segment+to+the+goup.gif\",\n        \"Adding to Group.gif\",\n        1313,\n        726,\n        \"#808081\"\n      ],\n      \"caption\": \"Create New Group\"\n    }\n  ]\n}\n[/block]\n**Remove Segments From the group**\n\nTo remove segments from the group select the group the select a checkbox for a segment you wish to remove from the group. Action button appears in the top bar. Click \"Delete segments\" button.  A confirmation modal will pop up. Click the \"Delete\" button. Selected segments will be moved from the group.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://readmetemppulsate.s3-eu-west-1.amazonaws.com/Remove+Segment+from+the+group.gif\",\n        \"Navigating between groups.gif\",\n        1313,\n        726,\n        \"#0bbea9\"\n      ],\n      \"caption\": \"Group Navigation\"\n    }\n  ]\n}\n[/block]\n**Edit group name**\nIf you want to edit group, click on the group's button, it will open a list of groups. Beside each group, you will see a pen symbol. Click on pen symbol. It will allow you to change the group name.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://readmetemppulsate.s3-eu-west-1.amazonaws.com/edit+goup+name.gif\",\n        \"edit group name.gif\",\n        1313,\n        726,\n        \"#0bbea9\"\n      ]\n    }\n  ]\n}\n[/block]\n**Deleting Group**\n\nIf you want to delete group, click on the group's button, it will open a list of groups. Beside each group, you will see a bin symbol. Click on bin symbol. A new modal will pop with a confirmation message. Click delete. Now the group will be deleted. Please note it will delete the group only, segments will not be deleted.\n\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://readmetemppulsate.s3-eu-west-1.amazonaws.com/delete+group.gif\",\n        \"delete group.gif\",\n        282,\n        400,\n        \"#f7f7f8\"\n      ],\n      \"caption\": \"Deleting a Group\"\n    }\n  ]\n}\n[/block]\n\n\n**Segment Groups**\n\nGroups can be extremely useful when you are adding segment rules-based on-location events. You can choose to segment users in beacon or geofence groups based on the last time that users entered those locations or how many times they entered those locations. To add a group, select the Location Events segment rules and select a beacon or geofence group. \n\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://readmetemppulsate.s3-eu-west-1.amazonaws.com/create+segment+beacons.gif\",\n        \"create segment beacon.gif\",\n        1313,\n        726,\n        \"#ebfbfb\"\n      ],\n      \"caption\": \"Segmenting Groups\"\n    }\n  ]\n}\n[/block]\n**Targeting Groups**\n\nIf you are sending a campaign to a segment, beacon or geofence group, you can filter the targeting options in the campaign builder based on any groups that you have previously created. This makes it easier to find and select the elements that you wish to target. 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The ability to add multiple elements to unique groups is available in Pulsate for the following elements: - Campaigns - Segments - Beacons - Geofences No matter which of the above list you are using, the grouping mechanism remains the same. This guide will concentrate on grouping for beacons but the process is identical for campaigns, segments and geofences. Groups can also be used to sort elements in the targeting section of the campaign builder if you are sending a segment, geofence or beacon campaign. ** Segments: Creating a New Group** 1. To create a new name for the group, click groups, scroll down, click "Create Group Name" button. A new modal window will open with option to insert a new group name. Type in a new group name and click save. The new group name will be created. [block:image] { "images": [ { "image": [ "https://readmetemppulsate.s3-eu-west-1.amazonaws.com/New+Group+name.gif", "New Group name.gif", 1313, 720, "#0bbea9" ], "caption": "Add to Group" } ] } [/block] 2. To add elements to a new group, first, select the elements that you want to be added to the group. You can use the checkboxes at the left of each element to select one or multiple elements. When you have selected an element, the action button will appear on top of the panel. You can use this button to carry out bulk actions such as adding or removing the selected elements from a group or deleting them. To add the selected elements to a new group, click Add to Group in the action menu. This will open a new modal where you can either add the elements to an existing group. Click on the group name you wish to add selected elements. [block:image] { "images": [ { "image": [ "https://readmetemppulsate.s3-eu-west-1.amazonaws.com/Add+segment+to+the+goup.gif", "Adding to Group.gif", 1313, 726, "#808081" ], "caption": "Create New Group" } ] } [/block] **Remove Segments From the group** To remove segments from the group select the group the select a checkbox for a segment you wish to remove from the group. Action button appears in the top bar. Click "Delete segments" button. A confirmation modal will pop up. Click the "Delete" button. Selected segments will be moved from the group. [block:image] { "images": [ { "image": [ "https://readmetemppulsate.s3-eu-west-1.amazonaws.com/Remove+Segment+from+the+group.gif", "Navigating between groups.gif", 1313, 726, "#0bbea9" ], "caption": "Group Navigation" } ] } [/block] **Edit group name** If you want to edit group, click on the group's button, it will open a list of groups. Beside each group, you will see a pen symbol. Click on pen symbol. It will allow you to change the group name. [block:image] { "images": [ { "image": [ "https://readmetemppulsate.s3-eu-west-1.amazonaws.com/edit+goup+name.gif", "edit group name.gif", 1313, 726, "#0bbea9" ] } ] } [/block] **Deleting Group** If you want to delete group, click on the group's button, it will open a list of groups. Beside each group, you will see a bin symbol. Click on bin symbol. A new modal will pop with a confirmation message. Click delete. Now the group will be deleted. Please note it will delete the group only, segments will not be deleted. [block:image] { "images": [ { "image": [ "https://readmetemppulsate.s3-eu-west-1.amazonaws.com/delete+group.gif", "delete group.gif", 282, 400, "#f7f7f8" ], "caption": "Deleting a Group" } ] } [/block] **Segment Groups** Groups can be extremely useful when you are adding segment rules-based on-location events. You can choose to segment users in beacon or geofence groups based on the last time that users entered those locations or how many times they entered those locations. To add a group, select the Location Events segment rules and select a beacon or geofence group. [block:image] { "images": [ { "image": [ "https://readmetemppulsate.s3-eu-west-1.amazonaws.com/create+segment+beacons.gif", "create segment beacon.gif", 1313, 726, "#ebfbfb" ], "caption": "Segmenting Groups" } ] } [/block] **Targeting Groups** If you are sending a campaign to a segment, beacon or geofence group, you can filter the targeting options in the campaign builder based on any groups that you have previously created. This makes it easier to find and select the elements that you wish to target. To filter the targeting elements by group, click the groups filter at the top of each section and select the group of elements that you wish to target using the checkboxes. [block:image] { "images": [ { "image": [ "https://files.readme.io/6334c88-Targeting_Groups.gif", "Targeting Groups.gif", 1326, 691, "#eefbfb" ], "caption": "Targeting Groups" } ] } [/block]