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Use filters and conditional sections to target your content
Use filters and conditional sections to target your content

Learn how to send the right information to the right people and manage less versions

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated this week

Using groups

In Pyn, we use groups to help you target your content.

There are four kinds of groups: standard, lifecycle, demographic, and custom.

Standard groups are always available in Pyn. They are: All Employees, Joiners, All Managers, and Rehires.

Lifecycle groups are also always available in Pyn. They are: Accepted, Pre-Onboarding, Onboarding, Active, and Terminated.

Demographic groups are dependent on the data held within your HRIS. These can include options such as Location, Department, or Team. These groups have to be turned on by a Pyn superuser in order to be used.

Custom groups are created by you or your team to group employees who are not defined by an existing category in Pyn or your HRIS. Examples could include a training cohort or a group that needs to sign up for benefits.

Using these groups, you can select who to send messages to (recipient filters) or create text within your message that will only be seen by specific groups (conditional sections).

To learn more about groups, please see Understanding Groups in Pyn.

Recipient Filters

What is a filter?

โœ๏ธ A filter enables you to send a message only to specific groups.

For example, let's say you want to send a message to only your managers.

You could send the Pyn and create a filter:

  • Only include recipients in the group All Managers

How do I create filters?

For instructions on how to create filters, please see How to create Recipient Filters.

Conditional Sections

What is a conditional section?

โœ๏ธ A conditional section allows you to create one message with formatted blocks of text that when delivered will only appear for the groups you select.

For example, in your message congratulating new managers, only those in the engineering department need to join the engineering leadership group.

By using a conditional section, you can send the same message out to all new managers and format the text about the engineering leadership group so that only recipients in the engineering department see it.

How do I create conditional sections?

For instructions on how to create conditional sections, please see How to create conditional sections.

โœ‰๏ธ Best practice tip: It's better to create one message with conditional sections than to create multiple messages using recipient filters.

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