Organization SetupGroup Management

Group Management

Group Management is where you organise recipients into named groups for targeted survey distribution. Instead of adding recipients one by one every time you create a survey, you build groups once and reuse them. Groups can represent departments, teams, locations, or any custom collection of people you want to survey together.

How to Access Groups

  • From the header/navigation menu, click on Groups

You will be redirected to the Groups page, where you can:

  • View existing groups

  • Create new groups

  • Manage group members (recipients)

What Are Groups?

A group is a saved list of recipients — people who will receive survey invitation emails when the group is selected during survey creation. Recipients in a group do not need an IndepHR account. They only need a valid email address to receive the survey link.
Examples of how groups are typically organised:

  • By department — HR, Finance, Engineering, Sales, Operations

  • By team — Leadership Team, Customer Support, New Joiners

  • By location — London Office, Remote Team, Mumbai Office

  • By custom criteria — Managers Only, Full-Time Employees, Contract Staff

Creating a New Group

If no groups exist or you want to create a new one:

  • From the Groups page, click the + Add Group button in the top right corner

  • Enter a group name in the popup that appears

  • Click Add to create the group

The group will appear in the left panel. It will be empty until you add members to it.

  • A popup will appear

  • Enter the Group Name

  • Click Add

  • Click Add

Selecting a Group

  • Click on any group from the list on the left panel

  • The selected group’s recipients will be displayed on the right

This is where you manage members of that specific group.

Adding Recipients to a Group

You can add recipients in two ways:

1. Add Members Individually

Adding Recipients to a Group
Once a group is created, select it from the left panel to open it, then add members using one of two methods:
Add Members Individually

  1. Click the + Add Member button in the group recipients section

  2. Enter the following details in the popup:

    • First name

    • Last name

    • Email address

  3. Click Add to save the member

Important:

  • Ensure the email address is valid

  • Survey links will be sent to this email

  • Click Add to include the member in the group

2. Bulk Upload Members (Import)

For adding multiple recipients at once:

  • Click on the Import button (next to filter options)

  • Upload a CSV or XLSX file

  • You can drag and drop or browse files

A sample file can be used as a reference for correct format.

  • Click Import after uploading

All recipients from the file will be added to the selected group.

Managing Group Members

Once members are added, you can:

  • View list of recipients

  • Check their email and details

  • Remove members if required

Recipient Status

Each recipient in the group will have a status based on their response to the group invitation:

  • Active → User has accepted the invitation and is active

  • Pending → Invitation sent but not yet accepted

  • InActive → User has declined the invitation

This helps you track who is available to receive surveys.

Why Group Management is Important

Group Management helps you:

  • Organize recipients efficiently

  • Target the right audience for surveys

  • Save time during survey distribution

  • Track participation readiness (InActive status)

  • without groups you cannot create survey

Best Practices

  • Create groups before building your first survey — having groups ready means you can publish immediately without stopping to add recipients mid-creation

  • Use bulk upload for large teams — manually adding recipients one by one is time-consuming for large organisations, the import feature handles hundreds of recipients in one step

  • Keep groups updated — when people join or leave the organisation, update your groups promptly so future surveys reach the right people

  • Double-check email addresses — incorrect email addresses mean recipients never receive the survey, always verify accuracy especially when using bulk upload

  • Create specific groups rather than one large group — targeted surveys get better response rates, a focused group of 20 relevant people will respond more meaningfully than a broad group of 200

This section ensures your surveys are sent to the right people, at the right time, in a structured and scalable way.

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