Conditions/Business Rules Procedure
When you set conditions rules, users will automatically be added and/or removed from cohorts based on your rules.
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Note that it might take a few minutes for the users to be added or removed from the cohort. This is particularly true if you have a large user base that meet the conditions.
Manual Procedure / Override
If you add a user to a cohort manually, then the conditions no longer apply to this user. In other words, even if the user no longer matches the conditions of the cohort, that user will remain a member of the cohort. However, if you manually remove a user from a cohort, he/she will be added back automatically if the user's profile meets the business rules.
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Note that the change is effective immediately and there is no need to click on a save button on this page.
User Upload
You can also manage cohort assignments by uploading CSV files to the system. Please see the "Uploading Users" documentation to learn more. Keep in mind that the cohort conditions override the user upload. So if you plan on using the user upload procedure to add users to a cohort, it is best not to enable the conditions for that specific cohort.