Create a cohort
1
Name it
Click Create cohort and give it a name. Members are picked on its page.
2
Choose how membership is maintained
- Static — you maintain the members; the set changes only when you change it.
- Dynamic — rules maintain the members; attendees who start or stop matching move in and out automatically.
3
Fill it
A static cohort’s members come from picking from attendees — filter or search the table and tick people in — or from freezing the current result of rules as a one-time snapshot. A dynamic cohort just keeps its rules; the member list is whoever matches right now.
Rules
Rules are conditions combined with a match mode — match all conditions (intersection) or match any condition. Each condition tests one fact about a registration:
With no conditions, the rules match every attendee — add conditions to narrow. A live Preview shows how many attendees match right now, and every condition needs a value before the cohort can be saved.
Static vs. dynamic
A dynamic cohort applied to a send draft brings in its current members at that moment; the send then records exactly who was addressed.
Rules to know
- Cohorts are per event and live under the event’s Marketing group.
- Membership resolves against the live attendee list when applied — registrations that no longer exist drop out automatically.
- A snapshot does not follow its rules. Freezing the result of rules into a static cohort keeps those people even as the facts change; use a dynamic cohort if you want the set to track reality.
- Automations can only add people to a static cohort — a dynamic one derives its own members and cannot be added to by hand or by flow.
- Deleting a cohort is allowed and does not touch anything sent with it: send records keep their own recipient lists.
Next
Sending email
Apply a cohort as the audience of a send draft.
Automations
Add people to a cohort automatically, or branch a flow on membership.