Engagement

Cohorts
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Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!

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Purpose of Cohorts

Cohorts serve as an easy way to manage a group of people at once. Cohorts are designed to send content to multiple people, who are often in a small group external to the platform, such as a Leadership team, Bible study club, and more. 

 

Users have no indication that they are a member of any Cohort. It is strictly a management tool for Champions.

 


Accessing Cohorts

  1. Log in to polymer.gloo.us
  2. Switch to a Champion perspective by clicking on your profile image in the top right and clicking the Champion from the list
  3. Click Admin from the top navigation
  4. Click the Cohorts tab from the Champion Management navigation bar

 

Creating a Cohort

  1. Follow the steps above to access Cohorts
  2. Click Create a Cohort
  3. Create a Cohort Name
  4. Write a description of the Cohort
  5. To add people to the Cohort, search for them by name
    • Only people with existing user accounts can be added to the Cohort
  6. To add content to the Cohort, search for the content title
  7. Click Create

 

Cohorts will also be created automatically when an Invitation is created. Anybody who accepts the Invitation will be added to the Cohort.

 

Adding Users to a Cohort

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click More Info for the Cohort you want to add users to
  3. Click the Add Users to a Cohort button
  4. Search for and click to add one or many users
  5. Click the Add button

 

Recommending To-Dos to an Entire Cohort

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. Click Create To-do
  4. Configure the To-Do
  5. Click the Send button

 

Assigning Content to an Entire Cohort

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. Click Assign Content
  4. Search for and click to select the Content to assign
  5. Click the Assign button

 

Assigning Action Items to a Cohort Member

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. From the list of users, click the dropdown arrow next to "Manage" for the user you want to assign an Action Item
  4. Click Add Action List Item
  5. Configure one or more items and (optional) due dates
  6. Click the Send button

 

Assigning Content to One or More Cohort Members

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. From the list of users, click the dropdown arrow next to "Manage" for a user you want to send a To-Do
  4. Click Assign Content
  5. Search for and click to select the Content to assign
  6. Set an (optional) due date
  7. Search for and click to add additional connected users to Assign Content to
    • You can select users who are or are not part of the Cohort already. Anyone who's added that is not a Cohort member will not be added to the Cohort.
  8. Click the Assign button

 

Reviewing a Cohort Member's Progress

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click More Info for the Cohort with a user you want to review the progress of
  3. From the list of users, click the Manage button for a user you want to review the progress of

 

Removing a Cohort Member

  1. Follow the steps above to access Cohorts
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. From the list of users, click the dropdown arrow next to "Manage" for a user you want to send a To-Do
  4. Click Remove From Cohort
  5. Click the Remove button
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