• In the top right corner, click Settings
• On the left sidebar, under Admin Tools click Cohort Management
• Click the green Create Cohort button

• Fill out required info and upload images
  
  • Add the cohort name, subtitle, and description 
  • Upload a logo that will appear on the cohort card and detail page
  • Add a thumbnail image that shows on the dashboard 
  • Upload a banner image that appears at the top of the cohort detail page
  • Upload featured images to give the page more visual context
  • Assign a leadership team by adding one or more leaders who will help manage the cohort. If leaders have not been identified yet, add yourself or another point of contact in the meantime

• Add optional but helpful details
  
  • Add communication channel info if there are other places where your cohort connects, such as Slack or Microsoft Teams
  • Include recommended resources that users can view or download. You can drag and drop to reorder the resources using the icon at the front.
  • Enable Yearbook View if you want participants to see who else is in the cohort

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• Click Preview Page to view how the cohort page will appear to users
• Double-check all details, including leadership and resources
• Click Create Cohort to publish
• Make sure the new cohort appears under the Active Cohorts tab

• On the left sidebar, under Admin Tools click the Cohort Management 
• Go to the Active Cohort tab
• Click Edit on a cohort in the table, or if you're already in a cohort managing events, CTAs, or others, you can click Cohort Details in the left sidebar under Cohort Management‍
• Make your changes and click Save to update the page

Events and CTAs can be created and published within Cohorts, just like Communities. However, with Cohorts, this content will only be visible to users who have been added to the cohort by an admin.

• Learn how to create and manage events‍
• Learn how to create and manage CTAs

• Click into the specific cohort, then select Manage Participants on the left sidebar
• If you’d like to upload a CSV file of participants for a bulk import, click the three-dot kebab menu and select Bulk upload
  
  • Download the example CSV to see the required format
  • Create a spreadsheet with participant email addresses
  • Click + Select file and upload the CSV file
  • Click the green Import button to add all users
  • Review the import to ensure all users have been added, and address any errors
• To add users individually, click the green Add Participants button and search for users by name or email address
  
  • Select as many users as needed, then click the green Add participants button

• Within the specific cohort, click Manage participants
  
  • Filter the participant list by locations, title, department, or even specific names if necessary
• Click the three-dot kebab menu and select Batch Email
• Compose your message, including a subject line, body text, and attachments as relevant
• Click the green Send button to deliver the email to selected participants