Create and Manage Group Definitions

In the New Experience (mParticle’s new UI), you can create and manage groups from Customer 360 in the mParticle overview. In the classic experience, you can create and manage groups from the Data Master. For an introduction to the Group Identity feature, refer to the Overview.

Prerequisites

  • For members to be added to a group, you first need to ingest user data that includes user attributes you can use as group IDs and group attributes. You can ingest user data using the mParticle SDKs, Warehouse Sync, or the inbound Events API.
  • Only user attributes that exist in your data catalog are available to assign as group attributes when creating a group definition.

Create a new group definition

  1. If you’re using the classic UI, navigate to Data Master > Group Identities from the left hand nav bar. If you’re using the New Experience, Select Customer 360 from the Overview page.
  2. Click Create Group.
  3. Use the dropdown menu to select the user attribute that will act as the source for your group ID, and click Next.

select-group-id

  1. Enter a name for your group definition. This is how you will find your new group in other mParticle features, like the Audience builder.
  2. Enter a group description.

enter-name-description

  1. Click Create Group Identity.

After creating your new group identity, you are taken to the Group Identity Details page where you can begin adding group attributes.

Any users with the same value for the user attribute you selected as the group identifier are added to an instance of this group.

For any given group ID value, a group is only created if the group ID value is at least 5 characters long.

Add attributes to a group

To add user attributes to your group:

  1. Click Select Attributes.

click-select-attributes

  1. Use the two dropdown menus to select the user attribute to add as a group attribute and its type, either Boolean_or or Latest.

select-attribute-logic

  1. To add additional attributes, click Add Attribute. You can add up to 10 group attributes.
  2. Finally, click Save when you are done adding attributes.

After users have been added to a group, they will appear in the User Activity View when searching for the group identifier or group attribute.

Delete or modify a group definition

To modify a group or its attributes:

  1. Navigate to Data Master/Customer 360 > Group Identities.
  2. Select the group definition you want to modify.

modify-group-select-group

  1. To remove a group attribute, click the x delete icon next to the attribute.
  2. To add another group attribute, click Add Attribute and follow steps 2 through 4 in Add attributes to a group

delete-attribute-or-add-attribute

To delete a group definition:

  1. Navigate to Data Master/Customer 360 > Group Identities.
  2. Click the details icon on the right side of the group definition’s row in the Group Identity page, and click “Delete”.

delete-group

Was this page helpful?