Use groups to send the right questions to the right teams

How groups work, how to create them, and when they earn their keep.

What you'll do

Organize members into groups so you can send specific campaigns to specific people without picking individuals every time.

What a group is

A group is a named set of members. "Engineering," "New hires Q2 2026," and "Senior leadership" are typical groups.

A member can be in many groups at once. Groups don't change a person's role, just the audiences they belong to.

When to create one

You don't need a group for every campaign. Create one when you'd otherwise pick the same individuals over and over. A few good triggers:

  • A team's manager wants to run their own pulse.
  • You're onboarding a cohort and want a campaign just for them.
  • You want different question banks for different parts of the org.

How to create one

  1. Go to Groups in the sidebar.
  2. Click New group.
  3. Name it.
  4. Add members.
  5. Save.

Groups show up in the audience picker the next time you create a campaign.

Group ownership

Each group has an owner: an Admin or a Manager. The owner can edit the group's members and run campaigns for the group.

If a Manager owns the group, that Manager sees the group's dashboard. Other Managers don't.

Updating a group

  • Add members any time. New members start getting questions on the next campaign send.
  • Remove members any time. They stop getting questions immediately.
  • Rename the group. The new name shows up everywhere.
  • Delete the group. Active campaigns targeting the group stop sending. Their existing data stays.

Common questions

  • Can a person be in multiple groups? Yes.
  • Will overlapping groups send the same person two questions a day? If two campaigns include the same person, yes, one per campaign.

What's next