Create an Excel sheetΒ (Download Example file) with these columns:
User groups are your distribution lists. They can be based on departments, functions, projects, etc. Create user groups that make it easy for you to match relevant content to relevant employees.
π Tip: The number of groups you need is up to you, but we recommend not having more groups than you can manage.
Create a list with this structure to add users to groups:
First Name | Last Name | Department | All Employees | Sales | Sustainability | |
---|---|---|---|---|---|---|
Peter | MacMillan | p@m.n | Sales | x | x | x |
In the user list, tick off the employees who are to be included in the groups. Remember, employees can participate in multiple groups! β
With these steps, youβre all set to import your users and organize them into the right groups for better content distribution! π