Maybe this is a support issue because I haven’t found “the way” to do it, but here is a recurring scenario for me.
When a new user joins the community, I want to add them to a “monthly” group (ie, the month they joined in).
If the monthly group already exists, I can add them to that group just after approving them, that works.
But if it doesn’t exist (this is on the phone app):
there is no way to add a user to a group that doesn’t exist yet (ie, create the group on the fly as we can with tags)
so I go off to the “groups” space and create the group
from the group, I can add users, but only if I know their username (the drop-down doesn’t show a user list unless I type something in it, I think I posted about this previously), and of course by that time I’ve completely forgotten the username of the new user
so I go to the users listing and there, I can’t see how to “sort” the users so that the most recently approved ones are on top
Are the groups strictly by month, or by month and year?
This could be a good scenario for using Workflows. You could set a trigger when the user is created, extract the current month, and add them to the corresponding group.
What’s your use case for having them in these groups, if you don’t mind me asking? I ask because perhaps there’s a way to simplify what you’re aiming to get.
Month and year! Oh yes… I definitely need to look at workflows.
Use case: progressive onboarding, and also checking in with people. Eg if somebody joined three months ago we will send them a specific message and point them to some ressources. Or if we haven’t heard from somebody « new » in a week we’ll want to ping them, not not in the same way as somebody who had been there for a few months.
But you’re right. I’d forgotten that workflows showed up in the meantime and they should address a lot of my needs!
I moved this to Community Building because I think the most interesting part about this conversation is what you’re doing and why – and I think there’s plenty of room to discuss the different approaches to “how” here too.
Workflows are definitely worth a look.
I imagine doing the following:
one workflow that creates a group named something like YYYY-MM, runs on a scheduled trigger, creating the group at least a few days in advance
another workflow (or could be an additional trigger/graph within the same workflow) that adds users to the right group
Once you arrive at a system that you think works well, would love to hear more about how you’re using these cohort groups too (and even better – occasional updates about how they fit into your community over time).
On second thought, let’s separate the two discussions. Let’s consider this first a Support topic.
Once you’ve found “the way” that works for you, let us know and mark a solution.
Separately I’d love to hear more about the context and make space in a separate topic in Community Building for the discussion about this aspect of community building. Would you be up for kicking off that discussion in parallel?
