Groups is a powerful and unique feature that enables you to model multiple users belonging to the same organization/company/team in your app. This allows for efficient targeting, personalization and tracking.

Your app may refer to it as organizations, companies, teams, accounts etc. In Userflow we just use the common word, groups, to refer to a group of users who belong to the same entity.

Key benefits of Groups

With Groups, you can easily manage content (flows/checklists/surveys/launchers) based on group attributes, or events performed by any user in a group.

  • Elegantly manage users that belongs to multiple groups in your app. Userflow can understand if a user has different permission roles in two different groups.
  • Control content targeting and completion based on the entire group’s behavior, instead of just a single user.
  • Gain overview of users within a group. You get an aggregated overview of their activities.

Setting up Groups

Setting up Groups is easily done by calling in your Userflow.js installation. Just like with users, you can also pass group and group membership attributes via Userflow.js, Segment, or our API. Read how to set up Groups with Userflow.js

Using Groups

There are many ways to utilize Groups.

Once you have configured Groups, they’ll show up on the Groups tab next to Users.

Groups tab

Dive further into a group and see its members and attributes.

Group view

Control your auto-start conditions based on group attributes.

Group auto-start condition Group auto-start condition

Control checklist task completion based on any user in the group completing the task.

Group checklist completion

If a user belongs to multiple groups, you can constrain checklists to be tied to a specific group. When the user navigates to a different group in your app, the checklist will be hidden, or another checklist (potentially with different progress) may be shown.

Group checklist constrain

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