Groups

Groups

Overview

Groups in Learn Amp allow you to dynamically segment users based on specific criteria—whether that's behavioural data (such as content completion) or user properties (like role, location, or team). Unlike static lists, Groups automatically update as users meet or no longer meet the defined criteria.

Groups are ideal for:

  • Targeting content to specific audiences

  • Automating task assignments based on user behaviour

  • Creating dynamic reports

  • Issuing surveys or enrolling users into events

  • Applying batch actions to users who share common characteristics


Functionality Breakdown

Groups work as intelligent, filter-based collections of users. Once you define the criteria, the system continuously evaluates which users match and adjusts membership accordingly.

Key Features

  • Dynamic membership: Users are automatically added or removed based on current criteria

  • Flexible refresh rates: Choose from hourly to weekly refresh intervals

  • Multiple filter types: Combine behavioural and user property filters

  • Logical operators: Use AND/OR logic to create sophisticated filter rules

  • Time-based conditions: Filter by when actions occurred (e.g. "completed within last 30 days")

  • No membership limits: Users can belong to any number of Groups

Common Use Cases

Use Case

Example

Use Case

Example

Event follow-up

Group all attendees of a specific event to send a feedback survey

Compliance tracking

Identify users who have failed a compliance assessment

Location-based content

Target announcements to employees at a specific office

Progressive learning

Automatically assign advanced content when users complete prerequisites

Performance monitoring

Track users who are overdue on mandatory training


Pre-requisites

To use Groups, your organisation must have the Perform or Connect package enabled. Contact success@learnamp.com for more information about upgrading.

Role Requirements

Action

Required Role

Action

Required Role

Create a Group

Owner, Admin, Learning Designer, Curator

Edit a Group

Owner, Admin, Learning Designer, Curator

View Groups

Owner, Admin, Learning Designer, Curator, Reporter

Delete a Group

Owner, Admin

Archive/Deactivate a Group

Owner, Admin


FAQs

Q: What's the difference between Teams and Groups?
Teams are structured and usually mirror your organisation's formal department hierarchy. They represent reporting lines and can have parent-child relationships. Groups, on the other hand, are flexible, criteria-based collections that can span across departments. Use Teams for organisational structure; use Groups for dynamic segmentation based on behaviour or attributes.

Q: What are the refresh limits for Groups?
To ensure system performance, there are fair usage limits: a maximum of 75 active Groups, with up to 5 refreshing hourly and up to 10 refreshing every 6 hours. We recommend using the longest refresh interval that meets your needs.

Q: Are there size restrictions for Groups?
There's no limit to the number of users in a Group. However, very large Groups with frequent refresh rates may impact performance. Choose appropriate refresh intervals for your use case.

Q: Do users without a Confirmed status get added to Groups?
Yes, users can be added to Groups regardless of their confirmation status, as long as they meet the filter criteria. The Group filters don't distinguish between confirmed and unconfirmed users unless you specifically add a status filter.

Q: What happens when a Group is Active vs Inactive?
Active Groups refresh automatically based on their schedule, and any associated content assignments will apply to new members. Inactive Groups stop refreshing and won't assign content to users. Deactivating a Group preserves it for future use without counting against your active Group limits.

Q: Where can I use Groups?
Groups can be used when issuing Tasks, Surveys, and enrolling users into Events. They're also available when setting content visibility and when filtering reports.

Q: Can I add other Groups or Teams to a Group?
Yes! You can include sub-Groups and Teams as part of your Group's membership. This is useful for combining multiple existing segments without recreating filters.


Troubleshooting

Issue

Solution

Issue

Solution

Can't see Groups in navigation

Ensure your organisation has the Perform or Connect package enabled. Contact your administrator.

Group not updating membership

Check if the Group is set to Active. Verify the refresh interval hasn't been set too long for your needs.

Users not appearing in Group

Review filter criteria—users must match ALL conditions within a filter group. Check for conflicting filters.

Hit Group limit

Deactivate Groups you're not actively using. Review refresh frequencies and extend where possible.

Can't create a Group

Verify you have the required role (Owner, Admin, Learning Designer, or Curator).

Filters not working as expected

Review the logical operators (AND/OR) between your filter conditions. See the related article on using operators.


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