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That's right - you can have content on your website that displays only to a pre-defined group of users. And these groups don't have to be related by role, region, or account code. You can create groups made up of any users you choose.
Got a special promotion on accounting software? Create a User Group consisting of all your Finance users, and show them a promotional banner or campaign slider!
They can all be from different customer accounts, with different web roles - it doesn't matter with User Groups.
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It's another tool in your personalisation kit. Read on to find out how to use it.
In this guide
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- In the CMS, navigate to Users → User Groups.
- Click 'Add New User Group'.
- Give your group a Name and Description and click Save.
- An Options button should now appear near the Save button. Hover over it and select Add Users (we'll talk about importing later in this guide).
- In the Add User input box, start typing a user email address. Suggestions will be offered.
- Either select from suggestions, or finish typing the address. When you hit Enter, the user will be added (you can also use the 'Add' button).
- If the email address does not match a user, a 'User not added' message will be returned.
- Repeat for remaining users to be added.
- If you make a mistake, remove the user with the Delete option.
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Now all you need to do is decide what content you're displaying to these users. Locate the widget in question Add a new widget (Campaign slider? Banner?) or edit an existing one, and apply the Layer associated with your User Group! .
ONLY the users people in your User Group (or Groups, if you added multiple) will see the widget with this layer applied. Neat.!
Importing Users to a Group (Optional)
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- Navigate to Users → User Groups.
- Find your group in the list and click Users. (We're assuming you've already created your Group; if you haven't, follow the steps above for "Creating a User Group").
- Click 'Import User Group Users'.
- Click the Download Example Template button to get a pre-formatted CSV file.
(Admittedly, the format is pretty simple - 1 column with a header, consisting of the user's email address or numeric User ID)- Copy and Paste your own data into the spreadsheet and save it somewhere you can access it.
- Now, decide whether you want to add these users to any existing members of the group (Append), or replace any existing members with the ones on your list (Override).
- Click 'Select files' and browse to your saved CSV.
The import will start automatically once your file is selected. Failure or Success messages will be returned, along with feedback in the Import Log.
Note If your import fails, correct your data (errors are noted in the log) and try again.
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