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Group people in your audience for targeted content and reporting

Use Groups to label people in your audience so you can target personalized content and filter reports by who someone is.

Written by Diane Marshall

This article is for admins. Groups are labels you attach to people in your organization so you can target content to specific subsets of your audience and filter reports.

🚨 You can now create Custom Fields in Blissbook, which may be more user-friendly than Groups. Read the help article here. 🚨

What groups are

A group is a label or tag for a person in your organization that provides metadata about them. It's typically demographic information. Common examples:

  • Work location (state, county, country).

  • Whether someone is paid salary or hourly.

  • Overtime status like exempt or non-exempt.

  • Employment status like full-time, part-time, temp, or intern.

  • Whether someone is an employee or contractor.

  • An isManager flag.

  • Any custom code you use to classify people.

If a document has content that only applies to certain subsets of your audience, use Groups (or Custom Fields) to limit who sees it. This is Blissbook's personalized content functionality, one of the ways we help you reduce noise for readers.

Groups and Custom Fields also work as filters in your reporting center or org member list. That's helpful when you need to find a specific person or generate a report or screenshot for a subset of your audience.

There's no limit on the number of Groups or Custom Fields you can have, or the text inside them. Best practice: only create the groups you'll actually need. That keeps the noise down for you, too.

Groups vs. Custom Fields

Groups are values only. All groups are lumped together under a single "Groups" key in Blissbook. If you send us the state where someone works as a group, it shows up as Group: "CA", or you can merge the key into the value on your side to end up with Group: "Work State: CA".

Custom Fields are a key:value pair. "Work State" is the key and "CA" is the value, so it shows up as Work State: CA. Custom Fields improve usability and are typically easier to send, so we recommend them when possible.

Set up groups

There are three ways to assign or remove people from groups.

1) Edit one person at a time

  1. Click EMPLOYEES in the side nav.

  2. Click the person's row to open their details.

  3. Click the Actions dropdown and choose Edit Details.

  4. Click + and start typing to assign an existing group or create a new one. Click a group to remove the person from it.

  5. Click Save.

Edit Details panel for an employee with the plus button used to assign or remove groups

2) Import groups via your employee list sync file

Add groups to your employee list sync file and import them all together. The sync reconciles Blissbook with your file: people are re-assigned where they differ, new groups are created as needed, and unused groups are archived.

3) Sync from your HRIS

Set up an employee sync with your HRIS platform and choose the groups to sync over.

Filter employees by groups

  1. Go to EMPLOYEES in the side nav.

  2. Click Add a filter and choose Groups.

  3. Type the name of a group and choose whether to include or exclude it.

Clicking the search bar also shows the groups already available in Blissbook.

Employees filter dropdown with Groups selected and a text input for typing a group name

You can also do this in the reporting center under the Employees view.

Edit your full list of groups

Only Blissbook admins can manually edit the full list of groups today. To request changes, contact us in one of two ways:

Our team will make the changes for you.

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