🏗️How to create a Cohort?

Manually create a cohort

Creating a Cohort

• Choose the specific milestone you want to add a cohort to.

• Click the three dots (︙) on the milestone card and select 'Create Cohort'.

• Provide a name and a description for the cohort that accurately represents the users within it.

• Set up the rules using 'AND/OR' logic to define which users should be in this cohort.

• Assign an emotion icon to the cohort for visual representation.

• Review your criteria and click 'Submit' to add the new cohort.

Editing a Cohort

• Find the cohort you want to edit and click on its name to open the editing window.

• Here you can modify the name, description, rules, and emotion icon.

• Make the necessary changes to the cohort rules to refine the user criteria.

• Click 'Submit' to save the changes made to the cohort.

To clone a cohort click on the clone button

Deleting a Cohort

• Navigate to the cohort you wish to remove.

• Enter the editing mode by clicking on the cohort's name.

• In the editing window, find and select the 'Delete' option.

• Confirm your choice to ensure the cohort is permanently removed.