The first step to creating successful queues is to target the right audience! Groups are here to help merge users by a common similarity.
The first step is to decide how you would like to group your users. Here are some examples of great groups to create:
- Departments: Marketers, Internal, Core, Management
- Branches: LA office, NY office, South America office
- Area of Interest: Company articles, Blog posts, Wall street journal
Once you have decided the structure of your groups, it is time to create them in the software. Groups can be managed on the User Management page.
From here, click the orange Manage Groups button to navigate to the Group Management page.
The Group Management page allows you to create and edit groups while also showing you how many users and queues are attached to each group. From here, you can enter the name of the group in the New Group Name field. This will create an empty group that has no users attached to it.
Adding Users to a Group
To populate your Groups, you will have to manually edit which group each user is a part of from the User Management page. Note: A user can be a member of multiple groups.
Editing a user is as simple as clicking on that user's name.
Navigate to the Groups field and click inside to open up a dropdown menu that displays all of the groups that your organization has created. Clicking on a group will add that user to the selected group.
Pro-tip: For faster group management, it's better to create your groups before adding your users. When adding multiple users, you can select which group they are a member of by filling in the groups column of the User Upload spreadsheet.
If there is anything else we can assist you with, you can contact ClearView Social Support either by emailing firstname.lastname@example.org or through the Intercom chat button in the bottom right of the site.