Groups

Groups help you organize and sell your offerings to existing and prospective students, including by cohort and to other organizations. 

In this article

What is a Group?

Why use Groups?

Create a Group

Adding Users to a Group

Removing Users from a Group

Creating User Reports

Creating Group Progress Reports

Viewing Group Progress Exports

Group Share Links

What is a Group?

Our Group feature allows you to easily organize students by cohort. You can assign specific students to Groups for reporting and filtering purposes.

Why use Groups?

Sell to Organizations with Company-Specific Packages

Groups allow customers to create a specific price, and custom reporting that can be shared with a specific client-company. You can easily filter and run reports for groups as well as group progress reports. You can also assign third party Group Analysts to run their own progress reports to monitor their students!

Team-Based Tracking

Groups allow customers to indicate and track specific people by their team/discipline, or a job. For example, your sales team vs. in-house crew.

Internal Organization and Tracking

You can stay organized using Groups when running student imports and bulk enrollments. Easily refer to imports or enrollments you have done in the past to run user reports or make bulk enrollments updates at a later date.

Create a Group

1. Go to Users
2. Select Groups
3. On the top right, select + New Group 
4. Name your Group. You need to give your group a unique name. 
5. Click Save
    

Adding Users to a Group

In the Users page, Site admins can create filtered segments, add students to groups and track progress of students within each group. You can use combinations of the data selector and filters to segment your Users.

You will need to create a Group before you will be able to add a user to your Group.

To Add a User to a Group:

1. Go to Users
2. Select All Users
3. Optionally use the search field or filters
4. Locate your desired user
5. Select the checkbox to the left of the user name
6. Select the + Groups icon
    
7. Search for desired Group or locate in the dropdown menu
8. Select the checkbox to the left of the Group name
9. Select Apply
    

Depending on your Thinkific plan, you will have the ability to add a certain number of users per Group. These numbers (by plan level) are as follows:

To help you keep track of your Group numbers, the number of students you have added in each Group will be visible beside the Group name from your Admin Dashboard.

Removing Users from a Group

Users can be removed from a group similar to the steps shown above, instead using the remove option.

1. Go to Users
2. Select All Users
3. Optionally use the search field or filters
4. Locate your desired user
5. Select the checkbox to the left of the user name
6. Select the - Groups icon
7. Search for desired Group or locate in the dropdown menu
8. Select the checkbox to the left of the Group name
9. Select Apply

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Creating User Reports

You can easily filter and export a list of your active Groups to CSV file format.

1. Go to Users
2. Select All Users
3. Select Filters
4. In the Filter field, select Group name
5. Optionally adjust the center field to add conditions (is, is not, contains, does not contain)
6. In the 3rd field, select your desired Group
7. Filtered users will now be displayed in the table below!
8. Optional: Export to receive a CSV report

Emails from Thinkific are sent from noreply@notify.thinkific.com or notifications@notify.thinkific.com. If you are using Email White Labelling, students will receive emails from the custom email domain you have set up with Thinkific.

Creating Group Progress Reports

You can view and export Group Progress reports from the Progress menu in your Admin Dashboard. You can find out more about reporting in our Progress Reports article here, and if you would like to have Group reporting options for other members of your team or 3rd parties, check out our Group Analyst role.

To run a Group Progress report:

1. Go to Users
2. Select Student Progress
3. Select the Groups tab
4. Locate your desired Group
5. Select Progress Reports
6. Select Export CSV
7. You will receive an email with a link to download your CSV!

Viewing Group Progress Exports

Your Group progress CSV will contain the following data:

• Student First Name
• Student Last Name
• Student Email
• Company - deprecated field that a Site Admin can input in a student profile. We recommend using custom fields instead
• Completed At - Date student reached 100% completion
• Started At - Date student first accesses the Course Player for this course
• Activated At Date - Date student enrolled in the course
• Expires At - Enrollment expiry date (only included in the CSV export)
• Course Name
• Last Sign In - The last date the student logged into their account
• % Viewed - Lessons that student has navigated to within the course
• % Completed - Lessons where student has clicked Complete & continue in the Course Player to mark the lesson complete
• Custom Fields (only included in the CSV export)

Creating a Share Link

You can create a share link that will automatically assign students to a specific Group once they click it. You can also apply coupons to your Group link if desired!

1. Go to Users
2. Select Groups
3. Click the ellipses then Generate Link on your desired Group
4. Under Student will land on, select your desired Course
5. Select Product landing page or Product checkout page
6. Optionally Add discount to apply a coupon
7. Select Copy Link
8. You can start sharing this link!

More About Groups

Group Analysts

Group Analyst Dashboard (For Group Analysts)

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