Overview

This article guides users through the process of bulk regrouping multiple users into different groups within the PostBeyond platform using a CSV file. It provides step-by-step instructions on how to navigate the Admin panel, prepare the CSV with user emails and group IDs, and submit the file for processing. The article emphasizes the importance of including all relevant group IDs to avoid removing users from existing groups unintentionally.

 

Information

Want to change the group of many users at once? You do not have to submit a request to your Customer Success Manager (CSM); you can simply complete the following action on your own, anytime.

 

Navigation

In the Admin panel, navigate to 'Team' > 'Users'.

 

Regrouping Users

Click the 'Regroup Users' button at the top of the Users page:

 

Then download the sample CSV to prepare the file for bulk regrouping of users:

 

The sample CSV contains 2 columns:

• Email
• Group IDs

 

Under Email, add the email of the user you wish to move. Under Group ID, add the group ID found on the group page. Ensure that users in multiple groups have their group IDs separated by a colon [:] with no spaces.

IMPORTANT: If you are moving users to a new group but they should remain in other groups, include all existing groups in the Group IDs column. Otherwise, the user will be removed from all other groups and only be in the new group.

Group IDs can be found by going to the Admin panel > 'Team' > 'Groups'.

 

After preparing your document, save it as a CSV file.

 

When submitting the CSV, you will be prompted to type REGROUP as a confirmation of the changes you wish to make:

 

And that's it! The changes may take a few minutes to reflect, so be sure to check back. The larger the CSV, the longer the update may take.

 

Helpful Resources

Below are some resources to help you get started and make the most out of your PostBeyond experience.

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

 

 

FAQ

How do I find the Group ID for a user in PostBeyond?

Group IDs can be found by navigating to the Admin panel, then to 'Team' > 'Groups' within the PostBeyond platform.

What should I do if I want to move a user to a new group without removing them from their current groups?

Include all existing group IDs in the Group IDs column of the CSV, separated by a colon with no spaces, to ensure the user remains in all relevant groups.

How long does it take for the bulk regrouping changes to reflect in the system?

The changes may take a few minutes to reflect, but the larger the CSV file, the longer the update may take.

What confirmation do I need to provide when submitting the CSV for regrouping?

When submitting the CSV file, you will be prompted to type 'REGROUP' as a confirmation of the changes you wish to make.

Who can I contact if I need further assistance with bulk regrouping users in PostBeyond?

For further assistance, you can reach out to PostBeyond support at support@postbeyond.com.