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.

What makes groups useful?

There are a number of reasons groups are useful inside Cialfo. The top 3 are working with Tasks (Resources), Messages, Student Dashboard views specific to Groups and Questionnaires.

Smarter Bulk Tasks via Resources

Task lists created inside Resources can be assigned/delivered to students en masse by linking the task list to one or more groups. Edits you make to those tasks also get bulk-delivered to students on those linked groups.

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

Smarter Bulk Messaging via Broadcast

Groups can also be used to filter students for communication purposes, so you're not having to constantly rebuild email lists from scratch.

Smarter Student Dashboards via Views

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.

Streamline surveys with Questionnaires

Please refer to Using Questionnaires article to find out more!

How to Create a Group

Step 1  

When creating a group, start with clicking on Groups on the left hand menu followed by Create group button. 

Step 2

On the create group's screen the only required field is Group Name, but several other fields are recommended and configurable too. You can decide whether all students in your group will automatically start out with similar settings for:

  • Degree Type
  • Application Region (countries of interest)
  • Included Schools (maximum number of supported applications)

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

  • K-12 (for boarding school applications)
  • Undergraduate (for university, associate's degree, and BS/MD applications)
  • MBA (for business school applications)
  • MD (for medical school applications)
  • Postgraduate (for all postgrad applications beyond MBA and MD)

Step 3

Select one or more Application Regions if you know your students are interested in particular countries.

Note: School Research is dependent on your selections; no schools appear in the research section until at least one application region has been selected.

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.

Step 4 

Once you are happy with the group details, scroll down to click on Create Group that is at the bottom right corner of the page.

How can I view, edit or deactivate existing Groups?

You, as an admin, can view a group that has already been created by clicking on the Groups button in the left main menu. 

Step 1

Once you have selected a group to view you will see the Group Details page and you can edit details and deactivate a group. 

When you edit a group (e.g. by changing application regions, degree types, or more) Cialfo saves these changes under a new revision. 

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. 

Step 2

Click on Save details after necessary changes are made 

How to add students to a group?

Bulk Assign Group

Step 1 

An counselor can bulk assign students to a group from the Students page. 

Step 2

To select the students you want to add to a group, check mark all the students or apply filters such as current grade, application region, applying school, etc. 

Step 3

Click on Bulk Actions followed by Assign Group and a new right hand menu will appear.

Step 4

On this right hand menu, select one or more groups you would like to assign to the selected students and click on Assign Selected.

Assign or remove groups from a specific student

Step 1

Select Students from the main menu on the left and click on a student's name whose group you would like to update/edit/change.

Step 2

Under Profiles, select Application from the top blue navigation bar.

To remove a group assigned to your student, click on the trash icon. Your group will still apply to other students who are assigned to it. However, the student whose profile you are on will no longer be assigned to the group.

To add a new group or edit a current group, click on the blue 'Add & Edit' icon.

Step 3

Scroll down to Save changes before exiting.

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