Create a New Member Group

Create a New Member Group

This article shares how to create a new member group with ecosystem members in your member library.
NOTE: You must add or upload your ecosystem members before you assign them to groups.

How to Create a New Member Group: Step-by-Step Instructions

1. First, login to PARTNER CPRM and open your ecosystem.

2. On the lefthand side of the screen, click "Members" within the ecosystem navigation menu to open your ecosystem member library.

3. Make sure you have your members uploaded first. Then, within your member library, click "Add" at the top of the screen.

4. In the dropdown menu that appears, click "Add Member Group".



5. Give the new group a name.

6. Search for and select the members to add them to the group. Use the "Group By" dropdown to sort the list by attributes if it is difficult to navigate.

7. When finished, click "Save" at the top right of the screen.



8. Back in the member library, click "Groups" at the top of the page to view your member groups.

9. You should see your newly saved member group within the library.

Use your new member group to quickly add members to captures and segment your member library contacts for easier sorting and filtering.

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