Viewing the users in a group can be helpful when you want to verify its members, review its rules, or choose a group to duplicate for a new campaign.
Navigating to the Member List
Navigate to the list of members in a dynamic group by taking the following steps:
- First, locate the group whose list you want to view in the Groups list and select the edit icon (a pencil) for that group.
- At the bottom of the screen, you’ll notice the total number of members in the group. Display the member list by selecting the Show List button.
Member List Table
The Dynamic group members list displays in a table.
The table includes two types of columns. The default columns are always present: First Name, Last Name, Email, and Employee ID.
Rule-based columns vary based on the rules you set up for your group. When you create rules for your group, each rule will appear as a column in your member list. For example, if you include a hire date rule, a Date of Hire column will appear. These columns come from the standard roster fields such as Role, City, US State, Hire Year, or Supervisor?, as well as any custom fields.
Searching the Member List
Use the search bar at the top of each column to search on that field. For example, if you are searching for a group member with the last name Jones, you can type “Jones” into the last name search bar.
Sorting the Member List
Use the column headers to sort by a particular column topic, such as Last Name, to sort that column alphabetically by name or numerically (for employee IDs). For example, a group member with the last name of Adams will appear near the top of the list.
Downloading the Member List
Select the Download CSV option to save a copy of the group member list. The downloaded file will use the group name as its filename.
The CSV file is a snapshot of the current group members at the time of download. Dynamic group membership changes when employees are added or removed from the roster, or when employee information updates, such as changes in an employee’s role or region.