Settings: Group Properties

Group Properties let you categorize (or tag) your groups, making it significantly easier to filter and manage your database. Properties can be mass-assigned and are especially powerful when combined into Group Views for filtering, mass communication, and reporting.

 

Properties and Property Categories

Each Property Category will have multiple Properties. Here's an example of some Property Categories (in bold) and Properties (in italics) that may be helpful for you. 

  • Age Group
    • Children
    • Youth
    • Adults
    • Seniors
  • Small Group Type
    • Community
    • Growth
    • Outreach
    • Recovery
  • Small Group Region
    • North
    • South
    • East
    • West
    • Central

It often makes sense for a group to have more than one property assigned. For example, you could have a small group with these properties: Adults, Community, and North. Properties are meant to give you more context for your groups. 

Tip: Because the database is flexible in this area, consider planning the tag options you may need for reporting or group management. You can always add or edit properties as you go.

 

Add and Manage Group Properties

  1. Click the Gear icon and choose Settings.
  2. Click the Groups tab.
  3. Click Group Properties.

    people-settings-groups-group_properties.png
  4. To create a new category, type a category name in the Add New Property Category field and click Save.
    people-settings-groups-group_properties-add_category.png
  5. To create a Property within a Property Category, type a property name in the Add Property field and click Save.
    people-settings-groups-group_properties-add_property.png

 

Note: Your ChMS includes a few Group Properties set up by default. You can edit these to meet your needs and add more as needed. There is no limit on how many you can create.

 

Apply Properties to Groups

Properties can be applied to multiple groups at once or one by one. 

 

Apply to Multiple Groups at Once

  1. From the left-side navigation, go to Groups > List.
  2. Select all groups that should receive the property.
  3. Click the Tri-Dot icon at the top right, and select Apply Properties.

    people-groups-list-apply_properties.png
  4. Select the desired properties, then click GO.

Apply-Properties-Selection-Box.png

 

Apply to a Single Group

  1. Under Groups, click the group name to open it.
  2. Click the Edit Group button.
    people-groups-group-edit_group.png
  3. Expand the Properties and Settings section.
  4. Click the Properties dropdown.
  5. Select the property you would like to assign and click Done.

    people-groups-group-edit_group-add_property.png
  6. Click the Save button at the bottom of the page. 

 

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