Groups
See the groups one of your list fields makes — a department, a region, a project — with how many people are in each, how many are answering, who manages it and when it last got a pulse.
A group is one value of one of your list fields: the Sales department, the Benelux region, the Atlas project. Groups shows the groups one field makes, how big each one is and whether it is being heard. It is read only: people join a group by holding its value, so you change a group by changing the field or the people.
Every plan has it. Only Admins can open it, under Settings → People → Groups.
Open Groups
Open Settings in the sidebar, then Groups under People in the left menu. The page opens on the field your team questions are split by (see How Polzy recognises people), or your first list field. Choose another under Group by. Only List and Multi-choice list fields with Groups switched on in Sync & fields are offered.
Read a group
- Group: the value, as the field names it.
- People: how many active people hold it. Somebody with two values of a multi-choice list counts in each.
- Answering: how many of them sent a named answer in the last 90 days, and what share that is. Anonymous answers belong to nobody, so they count for no group.
- Manager: the one manager everybody in the group reports to. Shown only while the workspace keeps reporting lines; a group whose people report to different managers reads Several managers, and one with none a dash.
- Last pulse: when a pulse last invited somebody in the group. Reminders do not count.
Select a group to open Analytics → Contact insights narrowed to it: everyone in the group, members and contacts alike.
Too few to show
A group with fewer people than your minimum group size — or fewer people answering — reads Too few to show instead of its answering figure, so nobody can be picked out from it. The line above the table says how many groups of this field are under the floor. The privacy floor's notice opens this page on such a field with Too small to show only on; clear it to see every group. The minimum group size is set under Settings → General: see Privacy floor.
Add a group
For a field kept in Polzy, Add group opens the field's editor as Add a group to the field, on a new empty line under its options — its options are its groups. Type the group's name there and choose Add group, then give people the value — by hand, by import or through a sync.
A field your HR system or shop fills says Filled by and its name instead, and offers no Add group: add the group there, and the next sync brings it in.
Troubleshooting
- A field is missing from Group by. It is not a list, it describes a response rather than a person, or Groups is switched off for it under Sync & fields.
- No manager is shown. The workspace keeps no reporting lines, or nobody in the group has a manager. People who report to different managers read Several managers.
- Answering stays at zero. Nobody in the group has sent a named answer in the last 90 days — or the surveys they answered are anonymous.
- Last pulse says Not yet. No pulse has invited anybody in the group. Other campaigns do not count.
Related articles
Signed-in members can ask Polzy or message the team from Support. How fast we reply depends on your plan.