To improve the clarity and efficiency of your community management, the concept of advanced group has been reimagined. This update aims to simplify your navigation and better distinguish the different levels of your structure.
What was previously grouped under the term "Advanced Group" is now split into two distinct concepts:
- Organizations: representing your different entities (sections, branches, etc.).
- Groups: to segment and manage your community members.
Let’s see together what these changes mean for you.
Why this change?
Advanced groups could be confusing because they combined the management of an entity (with its own accounting, website, etc.) and the management of contact lists. This update clarifies these two notions for a more intuitive experience.
From Advanced Groups to Organizations: Entity-Based Management
An advanced group now becomes an organization. An organization is a workspace for one of your entities, such as a local section or a regional branch.
What changes for you:
- Centralized navigation: You now manage your organizations from a dedicated page: "Browse the network". Here you can create, manage, and get an overview of all your organizations.
- Clear visual identification: To distinguish former "dependent" and "independent" advanced groups, new visual tags are used:
- Section (green): corresponds to a dependent organization.
- Association (yellow): corresponds to an independent organization.
- Simplified creation: A new assistant guides you through 3 steps to create a new organization.
To help you understand the differences, here’s a summary table:
| Feature | Section (formerly Dependent Advanced Group) | Association (formerly Independent Advanced Group) |
|---|---|---|
| Legal status | Not a separate entity from the main org | Legally distinct entity |
| Accounting | Consolidated at main org level, limited access | Separate, own configuration, full access |
| Payments | Uses main platform’s online account | Manages its own online account |
| Website | Choice: pages on main site or own site | Choice: pages on main site or own site |
| Emailing | Uses main platform’s settings | Independent configuration |
| Settings | Defined at the main platform | Manages its own settings |
From Simple Groups to Contact Groups: Simplified CRM
Simple groups are now called groups. Their main function is to segment your contact database for your communication and management (CRM) actions.
What changes for you:
- Dedicated page for groups: These groups are now managed on the Community > Groups page, which displays only groups.
- Link with organizations: To bridge your entities and contact lists, a contact group is automatically created for each organization. It’s easily identifiable with the label "🔗 Group linked to an organization".
Good to know: Organization management is found in “Browse the network,” but there’s a shortcut: from the groups list, on a “group linked to an organization,” you can use the contextual options ("...") to access the corresponding organization directly.
A new list view for groups
This new list view offers you:
- More visibility: Instantly see the number of contacts in each group.
- More efficiency: Search and filter more easily.
- Quick actions: Direct access to essential actions (view contacts, configure, delete, etc.).
The goal is to provide you with greater clarity and speed in your daily tasks.
How to find your way?
- Where are my old advanced groups?
They are now listed as Organizations on the "Browse the network" page. - How do I create a new entity (formerly an advanced group)?
- Go to "Browse the network".
- Click on "Create an organization".
- Follow the 3 steps: choose the type (Section or Association), configure features, and set up parameters and administrators.
- How do I create a static or dynamic group (formerly a simple group)?
- Go to Community > Groups.
- Click on "Create a group".
- Follow the simplified 2-step process.
- How do I delete an organization?
- Go to Community > Groups.
- Click on the contextual options ("...").
- Delete the organization.
In summary, here’s what’s changing:
🔄 Advanced groups are disappearing and splitting into two distinct concepts:
- Organizations = your entities (sections, associations)
- Groups = segmentation of your community
🏢 For your Organizations (ex-advanced groups)
- New dedicated page: "Browse the network"
- New visual tags: Section (green) / Association (yellow)
- Simplified 3-step creation on this page
👥 For your Groups
- Automatic group created for each organization (🔗 identifiable)
- New, more efficient list view (search, filters, quick actions)
📍 Where to find what?
- Create an entity → "Browse the network" > "Create an organization"
- Create a contact group → "Community > Groups" > "Create a group"
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