Add a Program to a Group

A program assignment includes members with an active membership in the selected program. You can optionally set a minimum and maximum level. Kanri reevaluates the assignment as matching memberships change.

Add a program assignment

1. Open Groups and select the group.
2. Select Assign, then choose Program & Level.
3. Select the program.
4. If only some levels belong in the group, choose the minimum and maximum levels.
5. Submit the assignment.
6. Select Preview Members and confirm the list matches the intended cohort.

The level range follows the order of levels configured for the program. If you leave the range unrestricted, active members at any level in that program can match.

Both limits are inclusive. With either limit set, memberships without a level do not match. With both limits blank, an active membership can match even when no level is assigned. Active means the membership’s status is marked active, not that the member has a paid subscription.

Example: intermediate class reminder

To message intermediate students in Adult Karate, create a group called Adult Karate Intermediate. Add the Adult Karate program and set the lowest and highest levels included in the reminder. Preview before sending so you can catch an incorrect range.

Use an individual assignment for exceptions, such as a member attending as a guest. Add another program assignment only when members from that program should also be included. See Groups for how combined assignments work.

Next steps

• Create a group
• Add selected members
• Send a broadcast to a group