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The Cohort step groups users who reach it within the same time window into a shared Slack channel. It’s perfect for onboarding classes, training cohorts, or any program where people who start together should get to know each other.
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.

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⚙️ Configuration

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Grouping window

Users are grouped into a cohort based on when they reach this step: Everyone who reaches the step within the same window joins the same channel.

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Channel

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📬 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.

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⭐ Best Practices

  1. Match the window to your intake - Weekly windows suit steady hiring; monthly suits larger classes
  2. Add facilitators as permanent members - So every cohort has a consistent point of contact
  3. Open with a welcome message - Tell the group why they’re together and what to expect
  4. Follow up in the channel - Use later steps to post shared content to the cohort

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🎯 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

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🔗 Related Steps