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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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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) :)

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I LIKE it!

We can automatically move members who have no posts and haven't logged in for a year into a group we can prune. I still have no faith in the Advanced Search in Members.  A shame we still can't log anonymous logins.

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1 hour ago, GlenP said:

I LIKE it!

We can automatically move members who have no posts and haven't logged in for a year into a group we can prune. I still have no faith in the Advanced Search in Members.  A shame we still can't log anonymous logins.

That's a great idea - not a complete replacement for the old 3.4.x addon I have that would automatically move members into a "restricted" group after 180 days of inactivity, then delete the account after another 180 if they still hadn't done anything.

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I like this, but to take it a step further....I would like to see an option to return members to lower groups if they don't maintain a certain level of activity.

example..

In order to remain in "Group X" you must have 25 posts over the last 12 month, otherwise you go back to "Group Y"

This would keep up forum activity, rather than just having a member do a one time burst of creating topics and replies.

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1 hour ago, Phillyman said:

I like this, but to take it a step further....I would like to see an option to return members to lower groups if they don't maintain a certain level of activity.

example..

In order to remain in "Group X" you must have 25 posts over the last 12 month, otherwise you go back to "Group Y"

This would keep up forum activity, rather than just having a member do a one time burst of creating topics and replies.

Pretty sure that's possible. "If member posts X times between period Y and period Z, then move to group A."

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Awesome!

I'm not sure if this is already a feature in 4.2, but would be even better if we had the option to promote a member after X posts in Y forum, or for even more granular control, promote a member after a member starts X topics in Y forum.

^ Is that possible in 4.2?

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@bfarber, the old confusion is back because of the terms used. POSTS is related to the FORUMS app. COMMENTS to the rest. AFAIK, content items count is everything (posts + comments + reviews + images, + downloads files, etc)...

As you mention POSTS all the time in this new feature, will this be tied to FORUMS only?

Edited by Adriano Faria

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5 minutes ago, Adriano Faria said:

@bfarber, the old confusion is back because of the terms used. POSTS is related to the FORUMS app. COMMENTS to the rest. AFAIK, content items count is everything (posts + comments + reviews + images, + downloads files, etc)...

As you mention POSTS all the time in this new feature, will this be tied to FORUMS only?

The current filtering options check content item + content comment counts (the same count shown in a user profile, for instance).

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This is another great addition! :thumbsup:

I need to ask: will this have Clubs functionality, i.e. if condition(s) X(,Y,Z, etc.) is/are met, add/remove member to/from a Club?  Or even change (promote/demote) their status in a Club from Member to Moderator (or vice versa), for example?

Edited by liquidfractal

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this is nice addition for promoting users by different ways. is it possible to add default award option in group promoting settings and also a pm notification or email for user when reach to next level. ?

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55 minutes ago, Michael R said:

How will this work with validating users? Are there any changes to members in validation (I hope)?

I'm not sure I follow. Validating users cannot use the site until they are validated, so they wouldn't be able to hit most of the filtering capabilities, except days since joining. This change does not affect account validations.

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51 minutes ago, bfarber said:

I'm not sure I follow. Validating users cannot use the site until they are validated, so they wouldn't be able to hit most of the filtering capabilities, except days since joining. This change does not affect account validations.

I understand. But since Validating is no longer a group we have less control than before.

I don't want Validating members to have the ability to upload photos. On my site, we don't approve anyone who registers. Validating members should NOT be allowed to start modifying their profile until they are approved. I don't even want other members to SEE these members until they are approved.

 

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(however, Commerce purchases that only adjust secondary groups will not exclude users from being checked by group promotion rules).

Why is this? Something keeping the user as "Member" than they buy something change them so they get access to "content" than when it up it best to change it back to none. So using the secondary groups would very well but it being over written by this seems a little odd. Why not allow a box are something to be over look from Nexus so that it can work more with peoples systems?

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11 hours ago, Michael R said:

I understand. But since Validating is no longer a group we have less control than before.

I don't want Validating members to have the ability to upload photos. On my site, we don't approve anyone who registers. Validating members should NOT be allowed to start modifying their profile until they are approved. I don't even want other members to SEE these members until they are approved.

 

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).

Unless there have been extensive modifications to the core code, those criteria for promotions will probably be limited (at least compared to a few other scripts I use) at first.  Hopefully on down the line those criteria will be expanded to allow more specificity.  

I know with XenForo the "awaiting validation" is not a "Group" but an actual account status.  In addition, the script itself - even though the user is in a "registered" state - does not grant the user permissions other than guest have UNTIL they have verified their email account.  There is no "group" for those that are pending validation (awaiting email confirmation) - although you CAN run a promotion for those with a status of "awaiting email verification" as a specific criteria and place them in a group that has restricted/elevated access.  You would then also have a promotion configured so that when their status changed from "awaiting email verification" to "valid" it would remove that secondary group.

With that software it also (the groups) is based upon a "ladder" outlook.  You have your base group that ALL belong to (including the admins/moderators) then you add secondary groups to those to allow more (or sometimes restrictive) privileges.  Those groups can be promoted into/out of based upon a wide variety of criteria. It was an entirely different design paradigm from most scripts and is what gives the most trouble to those coming over to XenForo from any other script since the "attitude" is having one group for each need - with replication of permissions in all of them.  This can be very confusing to new XenForo admins at first, but the more you use it the more you come to appreciate the granularity of control it allows you.

 

 

Edited by T. D. Perry

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On our site, permissions rely on groups that are controlled by promotions using message counts. I hope during upgrade these changes will correctly be converted to new rules. :unsure:

This will be on top of the check list :)

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19 hours ago, ZakRhyno said:

(however, Commerce purchases that only adjust secondary groups will not exclude users from being checked by group promotion rules).

Why is this? Something keeping the user as "Member" than they buy something change them so they get access to "content" than when it up it best to change it back to none. So using the secondary groups would very well but it being over written by this seems a little odd. Why not allow a box are something to be over look from Nexus so that it can work more with peoples systems?

If Commerce adds 'Content' as a secondary group, the group promotions system will not remove that secondary group, unless the user hits a group promotion rule that says to do so. The group promotion system, thus, can be used to add (and remove) other secondary groups, giving you more flexibility.

5 hours ago, ABGenc said:

On our site, permissions rely on groups that are controlled by promotions using message counts. I hope during upgrade these changes will correctly be converted to new rules. :unsure:

This will be on top of the check list :)

The upgrader is designed to retain existing group promotion configurations by converting them to the new group promotions rules system.

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On 4/20/2017 at 6:33 AM, bfarber said:

If Commerce adds 'Content' as a secondary group, the group promotions system will not remove that secondary group, unless the user hits a group promotion rule that says to do so. The group promotion system, thus, can be used to add (and remove) other secondary groups, giving you more flexibility.

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).  
On 4/19/2017 at 5:28 AM, WAQAS DAR said:

this is nice addition for promoting users by different ways. is it possible to add default award option in group promoting settings and also a pm notification or email for user when reach to next level. ?

No, unfortunately this does not tie into a first-party awards / trophy system yet.  This only applies to membergroup promotions.  

As @bfarber wrote in the News post, they've used the criteria in email bulk filtering too.

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