Groups & Terms

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Keywords: Groups, Terms, Touchpoint, Attendees, Events, Spreadsheet Upload, New Term, Manual setting, Filters

Document ID: touchpoint-support_certain_com_hc_en-us_articles_360033132814-Groups-Terms

Groups allow users to filter lists more easily. Groups can currently be used on the following resources:

Group display options can be set per group in the following ways:

Adding Groups

To add a Group, select the + New button in the top right of the screen. Fill in the title of your group and select the resource(s) you are going to be grouping from the right dropdown menu. In the example below, a "Region" group has been set up for attendees to display and filter the attendee list by geographic region. Once the Group is set up, select Save & View in the bottom right. Next you may divide the group into different terms.

Adding Terms

Groups are divided into terms. Select the + Edit Terms button on the right side of the screen to add terms to your group. On the next screen, add terms. Select the + New button from the top right to bring up a dialog allowing you to add any terms you would like to further divide your group.

New Term

New Term dialog appears with a text field. The term entered in the example is California. There are Cancel and Save buttons.

Manually Setting Groups

To manually set a Group Term, go to the edit view of that resource and find the Groups section. Select the term from the group dropdown and hit the blue save button on the bottom of the screen.

Setting Groups via Spreadsheet Upload

When uploading a resource via a spreadsheet, you may designate a group with a column header labeled Group Header: Group Name. Add one or more terms to the resource by specifying the term in the cell underneath your group header. The pipe character | (shift + backslash) is used to separate multiple terms.

On List Items

The page demonstrates how Groups appear on the List Items view.

On Detail Pages

The page demonstrates how Groups appear on the Detail Pages view.

On CE Certificate

The page includes an image example of a Continuing Education Certificate showing group information.

On CE Certificate (continued)

The page includes a certificate image illustrating how region grouping may appear on CE materials.

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