Sometimes you need a data point that’s isn’t in your CRM. For example, you may want to combine “Canada,” “United States,” and “Mexico” into a group called “North America,” but may not have region as an existing data point in your CRM. Or perhaps you want to group your Customer Success Managers by the supervisor they report to.
To fill in the gaps, you can create a Custom Group in AskNicely. Using a custom group creates a new data point that will be added to any applicable contacts on your people page and again on any future responses from that contact.
Here's how to get to Custom Groups:
- Click the Cog Wheel to open you Settings.
- Click Data Management
- Choose Custom Groups
How Custom Groups Work
Custom Groups let you select data points to group together. You can use these to sort data in leaderboards, or filter, or even to pull in as custom data points. Let’s take a look at what this looks like.
At the very top, you’ll see your Group Name (a). If you have multiple types of groups, their names will be lined up here. The group name is what will be used as a custom data field.
Below that, you’ll find each group (b). This is the data you want to display when you look for the group. In our example here, we want this to be the supervisor’s name. If we were going by region, we might want the group to be the region name, like “North America”.
Clicking on a group will show you the items in the Edit Group modal (c). You can add or remove items from the group using the list. Any time one of these data points is present in someone’s People Data, the group will also be applied.
As always, if you make any changes, make sure to click Save.
Click Apply Changes to apply these new groups to your contacts. This will run through all of your contacts, and apply the new data point where applicable. This process can take a little while, depending on your contacts.
In our example, AskNicely will look through the contacts and whenever Jamie Lannister is the Customer Success Manager, AskNicely will add the data point “Supervisor,” with Matthew Berninger as the value. This process can take a little while, depending on your contacts. You can verify this on your People page when the process is complete.
Note: This process will apply the custom groups to your People data immediately and going forward. It will not apply these data points retroactively to responses that you’ve already collected.
You can now use this data point just like any other data point. Use this to insert into text, to sort leaderboards, and more! If you come up with a creative use, let us know.
If you need to create or edit custom groups in bulk, check out our article on using a CSV to upload custom groups.
If you have any questions, please reach out to our awesome support team by clicking the chat button in the bottom right, or by emailing email@example.com.