Creating and managing groups

In BlueConic, you can use groups to organize, segment, and target profiles as a group -- such as Households, Accounts, Companies, or another group type that works for your marketing plans.

Individual profiles can be associated with groups such as companies, accounts, or households (one of each type: one company, one account, one household, and so on) when the profile includes a group ID as a special profile property.

To learn more about Groups in BlueConic, watch the video: 


Getting started with groups

To get started with groups, first you create a new Group type, for example: a Company group type (or Household, Account, etc.). Then you create groups of type Company, such as BlueConic or Microsoft.

Individual profiles can be associated with a company by using a unique group property. An individual profile can be part of one group per group type (only one one household or one account, for example).

When you define customer segments, you can filter both on profile properties (e.g. all residents of Florida under the age of 50) and on group properties (e.g. all residents of Florida under the age of 50 employed by a software company).

Contact your BlueConic Customer Success Manager to learn more about adding groups to BlueConic.

What is the CDP data model or BlueConic data model that shows customer profiles, groups, and timeline events?

Groups and resource usage

Existing BlueConic customers can use the Group feature free of charge as long as your total data storage remains smaller than the amount that is allotted to your subscription. Contact your Customer Success Manager at if you intend to use this feature, to ensure your subscription can accommodate your intended usage. We'll discuss your requirements and upgrade your subscription as necessary.

Group properties

Each group type has its own properties, including a unique identifier (group_ID). For each group type, BlueConic creates an ID property that contains the unique group ID and becomes a unique identifier for individual members of the group. You can associate individual profiles with a group using this profile property, for example, Household = [household account number] or Company = "Microsoft."

So if you are creating a group type of company, you would first set up the group type, then create instances of the group for individual companies (creating a group of type company for Microsoft), and then use the company's unique ID property in individual profiles to associate that profile with a company (so Bill Gates' profile would contain a profile property value of Company = Microsoft).

Creating group types

To create a new group type, follow these steps:

  1. In the BlueConic Settings menu, choose General.
  2. At the bottom of the General settings page, under Group settings, click Add group type.
  3. Enter a name for the group type (add both singular and plural forms).
    For example, to market to households, create a group type Household.
  4. In the ID field, enter a unique ID for the group type. The default ID is the name you entered above, but you can change it here.
    BlueConic uses this ID to create the group's unique ID property, which becomes a shared identifier for individual members of the group.
    Once you save your settings, you cannot change this ID.
  5. Choose an icon to represent the group type.
    How do I create groups in BlueConic to collect customer profiles by households, accounts, companies, or groups?
  6. Save your settings to create the new group type.
    Does BlueConic group profiles into households and accounts?

Groups and properties

The first time you create a Group type, you will notice a few changes in BlueConic:

  • The Profile properties menu is renamed to Properties, with a submenu for Profiles and each of your group types (for example, new submenus for households, accounts, or companies).
    How do I manage group profile properties in BlueConic?
    Here is where you can define new group properties, such as household properties, account properties, or company properties.
  • The Profiles menu is renamed to Profiles & Groups, with a similar submenu for inspecting the members of each group (for example, all of the individual accounts or households in a group, etc.).
    How do you associate profiles into families households accounts or company groups in BlueConic?

Setting the group ID profile property type

Now that you've created a Group type, you can specify the data type for the group's ID property.

  1. In the Group type settings section, click the ID property link for the group type you just created.
    How do I set up Group type settings and group IDs in BlueConic for households, accounts, companies, and groups?
  2. The profile properties page for the group ID property appears, where you can set the profile property type for this group's ID: text or number.
    Note: For most uses, the group ID would be a text string; set the type to number only if you are sure that values for this property will always meet the restrictions for this type (that is, the only characters allowed are numbers 0 to 9, "-", ",", and "."
    How are profile properties and group properties organized for groups in BlueConic?
  3. Under Expert settings for the group ID profile property, you can set the data sensitivity (PII or non-PII), permission level, merge strategy, visitor access, and hide from UI settings, as for other profile properties.
    Note that in order to view group data with data sensitivity set to PII, BlueConic users must have a user role with data visibility privileges. See users and roles for more information.

Creating group properties

The first time you create a group type, you will notice a few important additions to the BlueConic navigation bar.

The BlueConic Profile properties menu is renamed to Properties (because it includes both profile properties and group properties). A new submenu appears with your group types. Use the Properties window to set up properties to define your group.

How do I define new groups and new group properties in BlueConic?

To define new group properties

  1. Select the Properties menu, and choose the group type, for example, Households or Companies.
  2. In the Household Property page, select the Add Household Property button.
  3. Define new profile properties for the household group. You can add as many group properties as you like. This is how you create the data model for new groups, i.e. the data you will collect for each group.

Importing group data

You can import data into BlueConic groups via CSV imports with the SFTP Connection or the Amazon Web Services (S3) Connection

How to import customer data into BlueConic groups

To learn more about importing data into BlueConic groups, watch the video: 

Examining group instances and properties

The BlueConic Profiles menu will be renamed Profiles & Groups. (or just Profiles & Households if you have created only one group type so far).

To see all the group instances associated with the Group type Company, choose Companies from the Profiles and Groups submenu.

How do I manage group profiles in BlueConic?

From this page, you can select an individual company to examine the property values of individual companies you want to inspect. For example, to see the profile property values for a company in a group, select the unique company ID to see all the group properties or all profiles that are linked to this company.
Note that in order to view group data with data sensitivity set to PII, BlueConic users must have a user role with data visibility privileges. See users and roles for more information.

Can I create a company property to group employee profiles in a company group in BlueConic?

Finding the members of a group

Once you have created a group, you can use the profile import tool to add members of the group.

Select Profiles in group to see all individual profiles that are part of this group, for example, to find members of a certain household, or employees of a company, as shown below.

How do I find all the members of a group in BlueConic?

Viewing the groups associated with an individual profile

To see which groups an individual profile is a member of, use the Profiles menu to see the Profile detail view.

How to see which groups a profile is member of in the BlueConic CDP

Defining customer segments using group properties

You can define BlueConic customer segments based on a mix of profile and group properties. This also allows you to target profiles based on the activities of others in the same group. For example, you could offer a promotion to all profiles at one company (or household) based on recent events or browsing habits of others at that company (or in that household).

This example shows how to define a BlueConic customer segment in the Segments tab using both a profile property (recent high engagement) plus a group property (company size), to create a segment of profiles of highly engaged profiles of people employed by large companies with more than 1,000 employees:

How do I create a customer segment based on group properties in BlueConic?

How do I define a customer segment in BlueConic using group properties?

Learn more about BlueConic Groups

Contact your BlueConic Customer Success Manager to learn more about adding groups to BlueConic.