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Groups: Advanced Features & Tips

Master advanced audience targeting with Edlio Groups using dynamic rules, compound filters, multi-site broadcasting, and batch permissions.

🔄 Target Lists are now Groups. As of June 2026, Target Lists have been renamed to Groups in the Edlio app. This is a rename with a redesigned interface, not a new system — all your data is preserved (members, filter rules, restrictions, and communication history remain intact). You do not need to recreate or migrate anything.

Groups: Advanced Features & Tips

💡 Transition Note for Broadcasts, Broadcasts & Target List Users

Moving from legacy Broadcasts Contact Lists, Broadcasts, or App Target Lists? Groups is our unified audience engine. Unlike separate lists managed across disconnected tools, Groups powers App Push, SMS, Email, Voice, and Conversations from a single place with automated SIS dynamic rules. Existing Target Lists have automatically transitioned to Groups under People > Groups.

Get more out of Groups with these advanced workflows.

Master dynamic membership

Dynamic Members keep a group current automatically — as people records change, the group updates.

  • Combine multiple filter rules and watch the AND/OR indicators to understand how they interact. The member list preview updates live as you adjust rules.

  • All the filter rules from the former Target Lists are available and behave identically, including the Person filter type (kept for backward compatibility — for picking individuals, the Static Members search is now the friendlier option).

  • Pair dynamic rules with the right Relationship option. For example, filter to Grade 5 students and choose "Only Parents" to message just those parents.

Mix membership methods

A single group can combine all three methods:

  • Dynamic rules for the bulk of the audience (stays current automatically)

  • Static members for individual additions the rules miss

  • Additional contacts for people outside your records (e.g., a vendor, a volunteer coordinator)

District tip: multi-site groups

On district sites, use the Add people from selector in Step 2 to build groups spanning several schools — or check "All sites in the district" for a true district-wide audience.

Use reachability to clean up contact data

The reachability badges aren't just informational — use them as a to-do list:

  1. Open a group with red/amber badges.

  2. Click a channel statistic (e.g., Text) to filter the members table to people unreachable on that channel.

  3. Hover the reachability icons on a member row to see exactly which emails/phones are invalid or missing.

  4. Fix the records in People > Manage People, then Sync the group.

Organize the Groups page

  • Pin the groups you use weekly — they stay at the top of the table.

  • Use consistent naming conventions (e.g., "2026 – Grade 5 Families") so search-as-you-type works well.

  • Add descriptions so colleagues know what each group is for (and when not to use it).

  • Give important groups a recognizable avatar — icon + color for program groups, photos for school-wide ones.

Duplicate instead of rebuilding

Need a near-copy of an existing group (e.g., this year's version of last year's group)? Use Duplicate — you get the create wizard prefilled with everything, named "Copy of [group name]." Adjust the rules and save.

⚠️ Administrator Access Control is Essential: Groups default to open access for all messaging users in your school. For any district-wide, building-wide, or grade-level audience, administrators must actively apply access restrictions so that unauthorized staff or teachers cannot broadcast to audiences outside their scope.

Bulk permission management ("Limit Access")

When you manage dozens of groups across a building or district, setting access controls one group at a time can be tedious. You can configure sender permissions across multiple groups simultaneously using the Bulk Edit Restrictions / Limit Access workflow:

  1. Navigate to People > Groups.

  2. Select the checkboxes next to the regular groups you want to update. A floating action bar will appear at the top of the table showing the number of selected items.

  3. Click Edit Restrictions (pencil icon) in the action bar. The Bulk Edit Restrictions modal will open.

  4. Under Communication Filters / Limit Access, click + Add Filter Group to designate the specific administrative roles or individual staff members authorized to broadcast to all selected groups.

  5. Click Apply. Note: This will overwrite any existing individual sender restrictions on the selected groups.

⚠️ Important Note on Classroom Groups: Classroom-synced (Connected) groups are automatically excluded when your bulk selection mixes regular and classroom groups. To adjust permissions on classroom-synced groups, manage them directly within the classroom or filter to select classroom groups only.

Import at scale

  • Use the Import button on the Groups page for bulk imports (file-based, like the former Target List import).

  • Within a group, upload CSV/XLSX files: Student/Employee IDs for static members, or contact details for additional contacts. Click the info message in the upload area for exact column requirements.

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