Sometimes, when managing large number of users, you might need to group them in different categories, depending on the type of users and the way the interact with your site. Being able to assign different groups to your users can be beneficial for a better organization of your WordPress users list.
The Users Insights user groups feature allows you to easily create custom user groups and assign one or more groups to each WordPress user. After creating and assigning groups to users, you can then view the groups assigned to each user in the Users Insights users table. You can also filter your users by the group that they belong to.
Creating Custom WordPress User Groups
Users Insights includes an interface that allows you to easily create new user groups. For each group that you create, you can set a name, description and select a color for the group. Having groups in different colors can be helpful to visualize the user groups in the Users Insights table:
Assigning Groups to Users
Once the groups are created, you can change the groups settings for each WordPress user in the user profile section of the Users Insights page. You can assign one or more groups or you can remove existing groups:
Additionally you can bulk assign/remove groups to users on the user table. For example, you can first apply some filters to find the users whose groups you would like to change. Then you can select the users with the checkboxes next to their usernames and use the “Bulk actions” button to manage the groups for these users.
Displaying the User Groups in the Users Insights Table
In the users table, you can view the groups assigned to each WordPress user by making the “User Groups” column visible. The User Groups column lists the groups with their color, which helps to more easily see the groups assigned to each user:
Filtering the WordPress users by their group
The Users Insights filters allow you to filter the users by their group settings. You can find the users that belong or do not belong to a particular group. You can also find the users that have at least one group assigned, or the ones that don’t have any groups assigned.
Here is an example of how you can list the WordPress users that belong to the “loyal” group:
You can also apply more than one user group filter, so you can segment the user list further. For example, you could also apply another filter to exclude the “active” group:
Another group filter that you can apply is to list the users that have at least one group assigned:
In a similar way you can also list the users that don’t have any groups assigned.
The user groups feature can be combined with the rest of the Users Insights features. For example, you can create mixed filters – by groups and other criteria.
Here is a short video that is showing how to create user group, how to add users to the group and how you can filter your WordPress users by the groups they belong to:
You can also use the Geolocation functionality and see the locations of your users on the map based on different group criteria. Here is an example, showing the locations of the users on the map after applying group filters:
Additionally, you can export your users in a CSV format with their group names and any of the other fields that you need. You can also filter the users by their groups and any other supported filters before exporting them.
Here is an example of exporting all users from the “loyal” group who have visited our website in the past 30 days:
Here we have chosen to export the user’s name, number of sessions, country, orders and phone number. And this is how the exported data will look like:
User Groups is a key CRM feature that can be helpful to better organize your WordPress users list. Being able to assign and explore the user groups can be beneficial to understand how the different types of users interact with your WordPress installation. It can also help you provide more customized services based on the group that each user belongs to.