Dynamic Crowds Overview
SocialCrowd has a Dynamic Crowds feature that allows customers to create rules that define which members of the organization get included and excluded from crowds.
Rather than manually adding and removing crowd members, instead a crowd can become Dynamic and run automatically based on its rules.
NOTE: For now this feature is managed by our Customer Success team. It will soon be available to Admin users, but in the meantime if you'd like to get a Dynamic Crowd set up for your organization, please reach out to your Customer Success manager!
How To Tell If A Crowd Is Dynamic
When you're on a given crowd you will now see a badge near the search bar that will either be Green or Yellow and will indicate whether the crowd has any Dynamic Rules active or not.
A green status indicates there are rules active for the crowd and therefore it is a Dynamic Crowd.
A yellow status indicates that there are no rules active for the crowd and therefore it is a manual crowd.
How Does It Work?
When a crowd is Dynamic, it will reference a set of rules configured by the user (for now, as a reminder, this is only set by Customer Success at SocialCrowd). Any member of your org that falls into those rules will stay in the crowd, any that do not, will not be in the crowd.
Let's look at an example.
Example:
We have a crowd where we want to make sure that it ONLY includes Managers.
We add a rule to the crowd which will make it Dynamic, and the rule will state that the crowd will only include members of the organization whose Job Title property equals "manager"
Now, any other members of the crowd that do not have this property value will be removed instantly
Moving forward, any time any member in your organization has the Job Title value of "manager" they will not automatically be added to the crowd.
Notice that this crowd used to have Frank Harris in it, but once we create this rule, Frank, who does not have "manager" as his Job Title, will be removed from the crowd, and both Edward and Gail, who do, will be added.
What about crowd managers and admins? Since we may not always want admins and crowd managers to have to fall into the same rules as other members, they are set differently.
Notice in the screenshot above that Manager Assignment is its own field? This is because Crowd Managers are set separately and independently of the rules. They can also be removed as managers from dynamic crowds.
Can I Make A Crowd Manual Again?
Dynamic Crowds can become manual just as manual crowds can become dynamic. However, for now, this action can only be done by Customer Success Managers at SocialCrowd.
Once the crowd's rules are deleted, the crowd will become manual again. When a crowd becomes manual, all of the members and crowd managers in it will stay in place, they just will no longer be automatically added or removed since there are no longer any rules in place.
Let's look at another example:
Example:
Going from our previous example, let's say we added one more rule, making our Managers crowd have a total of two (2) rules.
When JUST one rule is deleted, then the crowd will add/remove people accordingly.
However, if BOTH rules are deleted, leaving no rules on the crowd, it will become manual.
In this instance, when all (or the final) rule is deleted, no members or crowd managers will be removed.
Until the crowd is dynamic again, it will simply be manual, meaning Crowd Managers and Admins will have to manually add and remove members to the crowd.
We plan on bringing Dynamic Crowds to admins in an upcoming release - we're excited for you all to get your hands on this feature and in the meantime reach out to Customer Success today to get your first Dynamic Crowd set up!