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This article guides control users, including community managers, administrators, and moderators on how to create and edit groups.

Overview

Groups help control users to better organize the community and drive growth and retention by providing a sense of belonging among community users. Control users create groups to:

  • Manage multi-product communities, providing a space to encourage product-related discussions.
  • Gather feedback on products, allowing them to gain insights into customer needs and preferences.
  • Provide a private space for discussions, encouraging feedback on beta features.

The Groups page in the Control view provides an overview of all active groups in the community. To access the Groups page, log in to Control and navigate to Platform > Groups. The Groups page lists all groups available in the community. The following elements provide specific information for each group.

  • Group name: Name of the group.
  • Group type: Type of group, public, private, or hidden.
  • Members: Members who are currently part of the group.
  • Join requests: Pending approval requests from members to join the group. 

Note: Groups in the Destination view appear in the same order as they are in the Control view. Reordering groups is not possible in the Control view.

Create a Group

To create a new group:

  1. Log in to Control
  2. Navigate to Platform > Groups. The Groups page appears.
  3. Click New group. The Add group screen appears.
  4. In the Group details pane, provide the following information:
    • Group name: Enter a name for the group.
    • SEO settings: Enter the SEO title and description for search engine results.
    • Group tags: Enter tags for the group to improve search performance.
    • About this group: Enter a description for the group to help users understand group guidelines.
    • Hero image: Upload a hero image as per the defined settings.
    • Thumbnail image: Upload a thumbnail image as per the defined settings.

 

  1. From the Group type pane, select the type of group you want to create. For more information, refer to The different group types: Public, Private and Hidden groups article.
  1. In the Feature topics pane, enter the title and the URL of the topic you want to highlight in the group.
  1. Click Save Changes. The new group appears on the Groups page.

Edit a Group

To make changes in an existing group:

  1. Navigate to Platform > Groups. The Groups page appears.
  2. From the Group name column, select the group you want to edit. The group screen appears.
  3. In the Group Details tab, make the required changes.
  4. To view the list of members part of the group, click the Members tab.
  5. In the Members tab, you can take following actions:
    • Click Refresh to refresh the members list.
    • Click Export CSV to download the members list.
    • Click Remove to withdraw a member from the group.
  6. To remove the group, click Delete this group. All topics must be removed before deleting the group.
  7. To change the current group type, click Edit group type.
  8. To add new members to the group, click Invite members.
  9. To create and publish a new article, conversation, or question in the group, click the New article dropdown list and choose the appropriate option.

 

If you have any queries or feedback, please drop an email to docs@gainsight.com or post a reply to this article.

 

Hello @Yoeri :) 

we want to open an alumni group for our former customer advisory board members, so right now there would be only these 14 former members who we want to have in the group. 

Is it possible to add some special users in a private group or do I have to write them, that the group is available and that it would be awesome if they would join? 

If it’s possible, I wasn’t able to find the right way to do it. :sweat_smile:

Thank you in advance! 

 


Hi Seline,

Yes, it is possible to invite contacts and add them into a group, the only condition that should be met is that the user is not a member of the community yet. See this article for more information: How to Invite Contacts to Join the Community or a Specific Group

If these alumni users are already a community member there is is no way to add them to a group. You will then need to send them a private message and point them at the group that you would like them to join.

Hope this helps


Hi @Yoeri,

thank you for your quick response. :) 

Is there a reason why it’s not possible to add community members to a specific group or do you plan to make this possible in the future? 

 


The plan is to make this possible in the future, but there is no expected delivery date determined for this yet


@Yoeri - this is great! To clarify, when you say “You will then need to send them a private message and point them at the group that you would like them to join,” if the group is private, is there a link we would provide them so that they could join? Is this just the user-facing link to the group where they would need to request to join? 

 

 


Hi @LizZaps,

This would be the user-facing link indeed (the public URL). If you sent this over the user will land on the private group landing page where he/she can request to join :)


Want to get started using groups in your community, in this article we’ll explain how to create your first group! 

  1. Navigate to Groups in Control

Hi @Yoeri, How do I, as a moderator Navigate to Groups from the control UI? 

I was expecting it under (+) when I logged in as the Moderator but I cant see, so lost wondering?

P.S. Not asking this for myself who has provisioned groups, but creating tips for Onboarding new Moderators & Group-owners to be :)  

Is the only way to Navigate to Groups in Control is to hit the direct url?


Hey @anirbandutta 

You need to be logged in as Community Manager or Admin to see and access the groups (Platform → Groups). I’ve updated the first post to make this more clear :) 

Hope this helps


Ah… that explains it @Yoeri.

Am I able to create a new Custom role which is a mix of some of the ‘Community Manager’ & ‘Moderator’ magic?

Like for e.g. ‘Program owners’ and I’d like them to be able to 

  • Moderate content
  • Create new groups
  • View Analytics

...without the other powers?


Yes, it is possible to configure custom roles that have additional permissions in Control - see this article for an explanation on the different permissions: 

 


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