Groups are exactly as the name suggests - collections of students who may have similar needs. Students in the same group can have their college application settings, tasks, learning content, and communications all standardized and set up in just a few clicks.

Counselors can assign multiple groups to a single student - so for instance Johnny could receive content that relates to him as a Student Athlete, Scholarship Seeker, and someone interested in European colleges.

There are a number of reasons groups are useful in Cialfo. The top 3 are working with Tasks & Assessments, Broadcast, and, Student Dashboard views specific to Groups.

Task lists created in Resources can be assigned to students in bulk by linking them to one or more groups. Any edits made to these task lists will also be automatically applied to the tasks assigned to students in the linked groups.

To access Tasks & Assessments, click the More button located at the bottom of the page.

If you want to create a new task list, click on "Add Resource" and then click on "Task List".
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This will open a sidebar, where you can see the Tasks List and can assign the task by Groups.

Read: How to send Tasks lists to groups of students via Resources 

Groups can also be used to filter students for communication purposes, so you're not having to constantly rebuild email lists from scratch via using Broadcasts. Click on "More" - "Broadcast".

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Now create a new broadcast and select a group to whom you want the broadcast to go.

Groups can also be used as a filter in your Counselor Dashboard. Create as many Views as you like, with as many filters as you can imagine, so you can quickly catch up on different groups of students when you need to.

Please refer to Creating Surveys article to find out more!
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First, head to the Groups page by clicking on your profile at the top right of the page and clicking on the 'Groups' button.

Now click on "Create Group"
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The only required field is the Group Name. You can also choose whether all students in the group should automatically start with the same Degree Type settings.

Select a Degree Type to make our database of schools visible to your students. You can choose from a range of degree types:

Indicate a number of included Schools if you would like to place a hard limit on the number of applications your students can create / submit. While this is not relevant to all contexts, some schools do enforce a limit.
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Once you are done with the group details, scroll down and click on 'Create Group' button.

As a counselor admin, you can view a group that has already been created by clicking on Groups and clicking into that group.

Here, you can view the Group Details page, where you can edit the group's details or deactivate the group if needed.

When you edit a group, Cialfo saves the changes as a new revision. Once you have finished making your updates, click Save Details to save the changes.

Note: Depending on the size of the group, it may take up to 30 minutes for the changes to be fully reflected in students' accounts.

Note: Updating students to the latest revision of a group can cause data loss (this will happen in those circumstances where you remove a degree type in the new revision), so your students will keep their existing revision until you update them. Inactive students cannot be updated to the latest revision. 

The first way is to bulk assign a group with Bulk Actions on the Students List page. Select the students you want to add to a group with the checkbox next to their names, click on Bulk Actions followed by Assign Group and a sidebar will open.

Select the group(s) you would like to assign to the selected students and click on Assign Selected

On the Students List page, click on Profile under the student's name whose group you would like to update/edit/change, scroll down to the Application Details section and click on 'Update Application Details' and a sidebar will open.

Scroll down to the Groups sub-section and you may edit the groups for that student here. Once you're ready, click on 'Save Changes'.
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Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.
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If you’re unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].