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New: Group promotion improvements

This is an entry about our IPS Community Suite 4.2 release.

The ability to automatically promote users from one group to another based on set parameters has been a staple of community software for some time. Traditionally, the most common determination of promotion has been post count. Additionally, the 4.x Community Suite supports promoting members automatically based on the time elapsed since the user joined the site and based on their total reputation count.

With 4.2, we have completely overhauled and enhanced the group promotion feature bringing many new options to administrators looking to promote members through different group levels.

To start with, the group promotion options have been removed from the groups configuration pages into their own area.

grouppromotion1.png

Group promotion rules overview page

You will notice that rules are no longer strictly tied to a single group, and that rules can be sorted however you desire. When you create and edit rules, you can choose which groups the rule applies to, what parameters the user needs to meet in order for the rule to be activated, and then finally, which primary and secondary groups the user will be moved in to. You can also configure the rule to remove specified secondary groups, which can be useful if one rule adds a secondary group for users, and then the next rule should change them to be part of a different secondary group (i.e. add a new secondary group, but also remove the previously awarded secondary group).

The system uses the same member filters available when configuring bulk mail, and we have made some updates to the member filters area (and have introduced some new filters) in this release as well. For example, you can create a rule that only applies to members who have won the daily leaderboard at least once, or members who have created a blog.

grouppromotion2.png

Some of the group promotion filters, which are also available when sending bulk mails

Any time a member account is updated for any reason (a new visit, editing the member, the member makes a new post, etc.), the software will loop through all configured rules and the last rule in the list that matches the member will be applied. This approach allows you to create promotion levels, for instance when a member reaches 100 posted content items they will be promoted to a new group, and when they reach 1000 posted content items they will be promoted to yet a different new group.

Groups can be wholly excluded from any promotion rules, which is useful when you have administrator and/or moderator groups and you want to ensure that they are never moved to a different group. These groups will be disabled from selection when configuring group promotion rules, and these groups will be ignored if "any group" is selected for a promotion rule.

Finally, if a user is moved to a new primary group by Commerce because they have purchased a product which moves them to a new group, they will also be excluded from group promotion rules (however, Commerce purchases that only adjust secondary groups will not exclude users from being checked by group promotion rules).

 

Developer note: You can add your own filters for group promotion rules (and bulk mails) by adding MemberFilter extensions in 4.2, available in the Developer Center for your application.

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On 4/18/2017 at 8:15 AM, Maxxius said:

great. would love to see as many requirements as possible for using this. (like must have a blog, must have a gallery, must have +50 pic in gallery, 5+ blog entries, made 100 status updates and so on and so forth) :)

Their criteria unfortunately doesn't include count items per application, which I agree would give admins much more granular control over unique membergroup promotions.  

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On 4/19/2017 at 5:33 PM, Tracy Perry said:

If done correctly, none of these should take effect (since they are promotions) UNTIL one has been validated.  YOU have control over when/how the promotions apply (dependent upon the criteria that IPS gives to use for promotions).

To help clarify for @Michael R, the first concept one needs to realize is that - technically - Validating is a membergroup.  It is a membergroup with very limited permission, but it is a membergroup nevertheless.  

You choose to have your promotion rules only apply to certain membergroups.  In your case, you may want to exclude Validating from being considered from any promotion rule you create.  Just make sure you set each rule that way.  Or, you may want to create promotion rules that specifically only apply for Validating.  It's your choice, but you're given the filtering abilities to choose what membergroups you want to be promoted.    

 

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18 hours ago, Joel R said:

Are you sure?

My understanding of the usergroup promotion is that it is "absolute".  The user will become:

  • Admin - no
  • Group 1 - yes
  • Group 2 - no
  • Group 3 - yes
  • Group 4 - no

The usergroup promotion of secondary groups is not 'relative', such as :

  • Add Group 1
  • Remove Group 4
  • (And retain all other groups as before).  

I'm not sure I understand what you are trying to say here.

The way the new system works with regards to Commerce is if Commerce alters your primary user group because you purchased a package configured to do so, the group promotion system will not adjust that member's group any further, until/unless the user is demoted because the package expires. If Commerce adjusts the user's secondary group(s), the group promotion system WILL still apply to the member.

18 hours ago, Joel R said:

To help clarify for @Michael R, the first concept one needs to realize is that - technically - Validating is a membergroup.  It is a membergroup with very limited permission, but it is a membergroup nevertheless.  

You choose to have your promotion rules only apply to certain membergroups.  In your case, you may want to exclude Validating from being considered from any promotion rule you create.  Just make sure you set each rule that way.  Or, you may want to create promotion rules that specifically only apply for Validating.  It's your choice, but you're given the filtering abilities to choose what membergroups you want to be promoted.    

 

Actually, validating status is a flag on the account and not a member group in 4.x.  There is no validating group for new installations, for instance.

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2 minutes ago, bfarber said:

I'm not sure I understand what you are trying to say here.

The way the new system works with regards to Commerce is if Commerce alters your primary user group because you purchased a package configured to do so, the group promotion system will not adjust that member's group any further, until/unless the user is demoted because the package expires. If Commerce adjusts the user's secondary group(s), the group promotion system WILL still apply to the member.

Actually, validating status is a flag on the account and not a member group in 4.x.  There is no validating group for new installations, for instance.

Thanks for the clarification

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Finally! Been waiting for promotions to have these sort of settings ever since I made the switch back to IPS in like 2012. Being able to promote/demote users based on last time they posted, or if the won the leaderboard, etc.. is a nice addition.

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