Working with profile groups

Use profile groups for data analysis and to target your broadcast message to users who have opted in to your campaign and who match the criteria you specify (recipients).

To work with profile groups:

• Select Home in the left pane, and then select Groups.

  The Groups table opens:

  

  The Groups table is sorted by the Group column, in ascending order. To sort the Groups table by name, select Ascending or Descending order.

  Tip: To sort the Groups table by date, select Ascending or Descending order to the right of the Updated or Created header.

  About the Groups table

  The Groups table contains the following information for each group:

  Column	Description
  	Checkbox to select one or more or all groups.
  Group	Name of the profile group and method by which it was added to the data set, for example, uploaded group.
  Group type	Type of group: Filtered group Uploaded group For more information, see Organizing profile groups.
  Approximate size	Number of profiles in the group. Because this number can change for dynamic groups, the count is updated every 30 minutes.
  Subscribers	The number of profiles that are subscribers to one or more campaigns.
  Updated	Date and time the count of profiles in the group was last updated.
  Created	Date and time when the group was created.
  	Available actions for a filtered group: Save as CSV Edit Delete Available actions for an uploaded group: Save as CSV Group Add - add profiles to a group Group Delete - remove profiles from a group Delete Additional actions are available above the table, on the right: CSV Template Save as CSV

  If the table is longer than one page, use the page-navigation options on the right to navigate to the next or previous page.

  To delete multiple groups at once, select the groups to delete from the Groups table and click the Delete icon.

  

  A confirmation message appears, select YES, DELETE to delete the selected groups.

  

  Once deleted, a message appears on the screen confirming the deletion of the selected group.

  

  The delete icon will be enabled only when you select at least one group.

Filtering Groups

You can display all of the groups or narrow the list by one of the preset filters:

1. Above the Groups table, on the right, select Filter.

2. Select Group Type and then select a group type from the following options: All, Filtered Group, Uploaded Group.

3. Select Date Range then specify a date range:

   1. Last 30 days (default option)

   2. Anytime

   3. This week

   4. Last week

   5. This month

   6. Last month

   7. This year

   8. Last year

   9. Custom range

      • Select the From field, and then select a date from the calendar selector.

      • Select the To field and enter a date from the calendar selector.

4. When you are done, select APPLY.

From the Groups table:

• Search the Groups table

• Export group data

• Export user data for a group

Searching the Groups table

To search the group records:

1. Select Home in the left pane, and then select Groups.

2. Above the Groups table, on the right, enter a search term in the Search box, and then select  Search.

   The Groups table displays groups that match the search terms.

Exporting group data

You can save data about the groups to a CSV (comma-separated values) file.

To export group data:

1. Select Home in the left pane, and then select Groups.

   The Groups table lists all of the profile groups for your company.

2. To save the data for all of the groups in a CSV file, above the table, on the right, select Actions and then select Save as CSV.

   The records in the Groups table are saved in a CSV file containing the following columns:

   Column	Description
   name	The name of the group.
   type	The method by which the group was added to Mobile Commons: Uploaded group or Filtered group. For more information, see Organizing profile groups.
   approximate_count	The number of profiles in the group, updated every 30 minutes.
   approximate_subscriber_count	The number of profiles in the group that are active subscribers.
   subscription_status	The filter type for a group, for example: An uploaded group will return an empty field for subscription_status as it’s not filtered. If a group includes all subscribers regardless of subscription, the subscription_status field will return All.
   created_at	The date and time when the group was added.
   updated_at	The date and time when the group was last updated.

3. To download the CSV file, select Home in the left pane, and then select Reports.

4. Locate the CSV file in the Exports table, select the link in the Name column, and then open the downloaded file.

Exporting user data for a group

You can save the user profile data in a group to a CSV (comma-separated values) file. For more information about profile data, see Exporting profile records.

To export user data for a group:

1. Select Home in the left pane, and then select Groups.

   The Groups table lists all of the profile groups for your company.

2. To save the user data in the group in a CSV file:

   • Locate the group in the Groups table, and then select Save as CSV from the menu at the end of the row.

   • Locate the group in the Groups table, and then select the group name link. In the Group Actions panel on the right, select Save as CSV.

   The records for every profile in the group are saved in a CSV file.

3. To download the CSV file, select Home in the left pane, and then select Reports.

Locate the CSV file in the Exports table, select the link in the Name column, and then open the downloaded file.

Group Details

Clicking on the Group link and Approx. Size link on the Groups page opens Group Details with the Profiles section (below the Group Details). For more information on profiles, see Working with user profiles.

The Profiles section includes the following:

• User Profiles

• Address

• First Seen

• Start Chatting

Within the Group Details section, on the left-hand side, the following fields are available:

• Name: Name of the group

• Type: Type of the group

• Profile

On the right-hand side, the following fields are available:

• Include

• Group Filters

• Created (To view the Group History, click View History available next to date and time when the group was created. This option is available only for Uploaded groups.)

  

• Updated

See the “About the Groups table” above to know more about the above-mentioned fields.

In the Group Details Actions panel on the right, the following options are available:

• Change Filters

• Subscribe to Campaign

• A/B Test

• Add Profiles

• Remove Profiles

• Save as CSV

• Make a static copy

• Clone

• Delete Group

For the Uploaded type group, the following options are available in the Actions panel:

• Upload More Profiles

• Remove Profiles

• Subscribe to Campaign

• A/B Test

• Copy

• Save a CSV

For the Filtered type group, the following options are available in the Actions panel:

• Change Filters

• Clone

• Subscribe to Campaign

• A/B Test

• Make a static copy

• Save a CSV

For more information on the actions mentioned above, see Editing Profile Groups, Organizing Profile Groups, and Setting up A/B testing groups.