Create a cohort
1
Name it
Choose Create cohort and enter a name. Members are picked on its page.
2
Choose how membership is maintained
- Static — members change only when edited.
- Dynamic — rules maintain members. Attendees who start or stop matching move in and out.
3
Fill it
A static cohort’s members come from picking from attendees — filter or search the table and select people — or from freezing the current result of rules as a one-time snapshot. A dynamic cohort keeps its rules. The member list is whoever matches now.
Rules
Rules are conditions 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. Preview shows how many attendees match now. 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 Marketing.
- Membership resolves against the live attendee list when applied. Registrations that no longer exist drop out.
- A snapshot does not follow its rules. Freezing rule results into a static cohort keeps those people even as facts change. Use a dynamic cohort to track the current set.
- Automations can add people only to a static cohort. A dynamic cohort derives its own members.
- Deleting a cohort does not change anything already sent. 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, or branch a flow on membership.