Add employees and groups

Employees are the recipients of your simulations. Groups let you target part of the company, such as a department or a pilot cohort, instead of everyone.

Employees

Open Employees to see everyone in your company: name, employee ID, email, department, job title, phone, score, and group and campaign counts. From here you can add someone by hand (New employee), import many at once (Import CSV), or send login credentials to employees who need portal access. Use search and the Include archived filter to find people in a long list.

A campaign can only target employees whose email address is on a verified domain (see Settings → Domains & network).

Groups

Open Groups to see every group, its member count, how many campaigns have used it, and when it was last used. Create a New group, then add members from the employee list or the group's own page. You pick groups in the campaign wizard's Targets step when you choose "Specific groups" instead of "All company users".

See Add, import, and organize recipients for step-by-step instructions.