Creating and managing groups

In BlueConic, you can use groups to organize 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 profiles include the group ID as a special profile property.

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Getting started with groups

To get started with groups, first you create a new Group Type, such as Company. 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 (one household or one account, for example).

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

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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, select Add group type.
  3. Enter a name (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.
    group-icons.png
  6. Save your settings to create the new group type.
    create-household-group-type.png

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).
    household-properties.png
    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.). 
    new-groups-menu.png

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.
    select-ID-property.png

  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 "."
    profile-properties-household.png

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. 

Household_Properties.png

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 -- the data you will collect for each group.

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.

Profiles-and-Groups-Menu.png

 

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.

company-instance.png

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.

companies-profiles-in-group3.png

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

Learn more about groups

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