You can re-organise subscription groups by importing updated user data or merging two groups by setting up automations. This keeps user progress intact while helping you clean up or consolidate groups.
🛠 Method 1: Using the user importer (for groups with sub-groups)
Use this method to reorganize users from a parent group that includes multiple sub-groups. This ensures you capture all users and import them into a new or cleaned-up group.
Step 1: Export the progression file (document 1)
Go to /control > Reporting > progression > filter groups
Choose the parent group that needs to change
Click Export and select detailed user progression file
📄 Document 1: This export now contains user details from all sub-groups within the parent group.
Step 2: Download the user importer file (document 2)
Go to Users > Integration > Importer
Choose any existing importer and download the Excel sheet
📄 Document 2: This shows the correct column structure used for importing users.
Step 3: Prepare the import file
In Document 2 (the importer file), delete all data but keep the column headings
From Document 1 (the progression export), copy and paste relevant user data into Document 2
Match the data to the correct columns (you can leave non-required columns blank)
Ensure email, first name, last name, group, and any relevant fields are filled in
Save the file (e.g. as "New import file")
💡 Tip
Using Document 2 ensures the document that will be imported is compatible with the platform’s importer and avoids upload errors.
Step 4: Test the import on QA
Go to QA of your platform
Navigate to /control > User > User > Invite users > Import new users > Select file "New import file"
Upload the file and confirm the results
✅ If the upload is successful and users are in the correct groups:
Repeat the exact steps on the production environment
🤖 Method 2: Using automations (for groups without sub-groups)
There are two ways for merging users from multiple groups into one:
Option 1: Move users from one group to another
This method adds users from Group A into Group B using an automation.
Go to Behaviour > Automations > Create automation
Set a name and choose the event type: Check periodically
Under Condition:
Select Is group: [Group A] (the group to merge from)
Under Action:
Select Add user to group: [choose Group B]
Set User source to: event → user
Save the automation
Option 2: Create a new group for everyone
This method moves users from multiple groups into a new group (e.g. Group C):
Create a new group:
Go to Groups > Groups
Click the blue + icon next to the search bar
Fill in the form in the New group window and click Create group (i.e Group C)
Create a new automation:
Set a name and choose the event type: Check periodically
Under Condition, choose Is group: [Group A] OR [Group B]
Under Action:
Select Add user to group: [Group C]
Set User source to: Event → user
Save the automation
💡Tip
The second way is cleaner if you want to avoid confusion between original group names (when there are no sub-groups)
📋 How to confirm it worked
Go to Groups > Groups and open the target group
Check the People tab: bottom-right corner shows total users
Go back to Automations and click the eye icon to preview affected users
For Option 1: Group B will include all users from Group A
For Option 2: Group C will include all users from Group A and B
🟢 Activate the automation when you're ready then check the number of users in the groups
✅ What happens after users are moved
User progress and activity data stays the same
Users remain in their original group(s) unless you delete those groups
Permissions may change depending on the settings in the new group
🔥 Important:
Check the User roles article to review access levels for the new group
🗑 How to clean up the old group
After the automation has run and user counts look correct:
Go to Groups > Groups
Select the old group
Click Delete
🏁 Good to know:
If Group A was created by the user importer, deleting it won’t stop it from coming back
The next import could recreate Group A and re-add users
To prevent this, update your source system so the group is no longer included