Account owners have access to the User & Group Management area of iQualify settings. Group management allows you to create your own groups for messaging and reporting purposes. You can:
Create a group by uploading a CSV file.
Search groups by name and/or filter by whether groups are populated or not.
Edit and refresh your groups to keep them current.
Download data about your group as a CSV file.
Send messages to your group using the message function.
How to access Group Management
Select your avatar (profile icon) in the top right, and then choose iQualify settings.
Select User & Group Management from the left navigation menu.
Select the Group Management tab to begin creating your group.
How to search and filter
Search groups by name, and/or filter by whether groups are populated or not.
How to create a group
To create a group, select the button + Create Group.
Give your group a name, and select Create.
You will then be prompted to upload a CSV file to create a group list from. Select Upload CSV.
Note: Your CSV file needs to contain a header row named email_address. And all formatting needs to be removed from the CSV file before uploading it. See the example below.
You will then get a chance to check the learners in the group. To save the group, select the Update button.
How to view group details
To view your group, search for your group and/or select your group from the list of groups at the bottom of the screen.
Select the pencil icon on the group to open the details and options for that group.
From here you can edit the group, download data, or send a message.
How to edit group data
Edit group data using Replace CSV to upload an updated CSV with the new group data. Then select Refresh.
How to download group data
Download group data using the download icon (down arrow with underline) to download your groups’ data as a CSV file.
The information available will be what you uploaded e.g. First name, Last name, Email.
How to send a message to a group
Send a message to a group using the envelope icon. A form will display with Subject and Message fields.
When you're ready, select Send to email your message to the group.