Groups

Cheetah Digital Loyalty Groups lets brands gather up members into explicit groups, such as for teams, households, or companies. You can then use the Groups for searching for members, targeting content, or aggregating metrics on Cheetah Digital Loyalty Leaderboards.

Setting Up Groups

Group Classes

Use the Members | Group Classes screen to setup your Group Classes. Use Group Classes to segregate your Groups into distinct sets of Groups. For example, you can create a Group Class for managing High School Teams and another Group Class for managing College Teams. You can then create a High School Team Leaderboard and another College Team Leaderboard: each Leaderboard would only show the Groups for their respective Group Classes.

Each Cheetah Digital Loyalty Group must belong to a Group Class, which provides shared attributes for Groups:

• Name. A unique name for the Group Class.
• Description. A short description for the Group Class.

On the Members | Group Classes screen, you can also view all the Groups for the Group Class and also Import Groups for that Group Class.

Using The Groups Screen

Use the Members | Groups screen to manage your Groups.

Searching and Sorting

The Groups screen includes a variety of facilities to make it easy for you to search, sort, and export/import records.

• Searching. Use the Search text box to search records by group name or group ID.
• Sorting. Use the Sort dropdown to sort records by date created, date updated, or group name.
• Export / Import. Use Cheetah Digital Loyalty’s built-in export and import capability to export existing Groups to and from .csv files.

Content Management

Use Cheetah Digital Loyalty’s Content Management capabilities to manage your Groups:

• Categories. Organize Groups into categories. Client applications use categories to show subsets of Groups to members.
• Tags. Add one or more tags to help you search, filter, and organize your records. Tags are only visible and usable in the Cheetah Digital Loyalty Marketing Console: you can modify and create tags, but your members are not be able to see or access the tags.

For more information about Cheetah Digital Loyalty’s powerful Content Management capabilities, see Content Objects.

Group Attributes

• Name. A unique name for the Group.
• Description. A short description for the group that is displayed to Members.
• Group Class. Specify the Group Class for the Group.
• Avatar. Upload an image for the Group.
• Show To Public. Enable this flag if you want the Group to be visible to all consumers, whether they are Members or not.

Group Members

Use the Group | Members screen to view and manage the Members of a Group. You can:

• Add Member. Add an existing Member to a Group
• Remove Member. Remove an existing Member from the Group