The Cohort step needs new Slack permissions (scopes) so Doozy can create cohort
channels for you. If you can’t see Cohort steps in your track builder,
update Doozy to grant the new permissions.
Only one Cohort step is allowed per track.
⚙️ Configuration
Grouping window
Users are grouped into a cohort based on when they reach this step:| Setting | Description |
|---|---|
| Window frequency | How often a new cohort channel is opened - daily, weekly, biweekly, or monthly |
| Anchor day | The day of the week the window starts on |
Channel
| Setting | Description |
|---|---|
| Channel type | Whether the cohort channel is public or private |
| Channel name template | The naming pattern Doozy uses when it creates each cohort channel |
| Permanent members | People added to every cohort channel - for example program leads or facilitators |
| Welcome message | An optional message posted when the channel is created |
📬 Unlocked Destinations
Once a Cohort step has run, later steps can post to the cohort channel, so the whole group receives messages, quizzes, or surveys together.⭐ Best Practices
- Match the window to your intake - Weekly windows suit steady hiring; monthly suits larger classes
- Add facilitators as permanent members - So every cohort has a consistent point of contact
- Open with a welcome message - Tell the group why they’re together and what to expect
- Follow up in the channel - Use later steps to post shared content to the cohort
🎯 Common Use Cases
- Onboarding classes: Everyone who joins in the same week onboards together
- Training cohorts: Group learners progressing through a program
- Bootcamps & programs: Build community among participants who start together
🔗 Related Steps
- Step: Message: Post welcome and update messages to the cohort
- Step: Introductions: Connect cohort members one to one
- Step: Delay: Space out cohort activities