--- title: "Create a Cohort based on the User List" slug: "create-a-cohort-based-on-the-user-list" updated: 2026-04-29T08:36:27Z published: 2026-04-29T08:36:27Z canonical: "support.whatfix.com/create-a-cohort-based-on-the-user-list" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a Cohort based on the User List Whatfix enables you to upload a CSV file with a list of User IDs and [create a User list](/product-analytics/docs/create-a-user-list). Use the User List in the following ways: - Add the [User List as a Visibility Rule to target Whatfix widgets](/product-analytics/docs/add-user-list-as-visibility-rule). - Add the [User List as a filter in Insights and Dashboards](/product-analytics/docs/add-user-list-in-trend-insights) to drill down on user behavior. - Create a Cohort using the User List to group users in the User List based on their actions and behavior. For example, identify Sales team members who engaged with a new feature. ![user_list_cohorts.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_list_cohorts.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) > [!WARNING] > Note: > > Whatfix enables you to add the Cohorts you create with a User List and other rules as [Visibility Rules](/product-analytics/docs/add-cohorts-as-visibility-rules) or [User filters](/product-analytics/docs/add-cohorts-in-insights). ### Use cases - Find out how many new users completed an onboarding Task List. - Identify the number of premium users who engaged with a new reporting feature. --- Use the following steps to create a Cohort based on the User list: 1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Audience**. ![ia_left%20nav_audience](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_audience.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 2. Click **Cohorts**. ![Click_coharts](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_coharts.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 1. Click **Create cohort**. ![cohort_click_create_cohort_button.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_click_create_cohort_button.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 2. Click the **Give your cohort a name** textbox and enter a name for your Cohort. ![cohort_enter_a_name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_enter_a_name.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) > [!NOTE] > Info: > > Provide a description that explains the purpose of the Cohort. 3. Click the **Data source** icon and select the stage from which you want to get the data. For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). ![cohort_click_data_source.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_click_data_source.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 4. To define the Cohort conditions, click **Add rule**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-09-27_12-54-01.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 5. Click **Belong to user list**. ![cohort_belong_to_user_list.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_belong_to_user_list.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 6. Select **Belongs to** or **Does not belong to**, depending on your use case. ![cohort_belong_to_user_list_condition.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_belong_to_user_list_condition.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) | Condition | Description | | --- | --- | | Belongs to | Users who are part of the User list. | | Does not belong to | Users who are not part of the User list. | > [!NOTE] > Info: > > You might want to use the **Does not belong to** condition to analyze users who engaged with Whatfix content but are not in the Sales team. 7. Select the User list. ![cochorts_select_user_list.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cochorts_select_user_list.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 8. Add additional conditions. For more information, see [Create a Cohort](/product-analytics/docs/create-a-cohort). 9. Scroll down to the **Users in this cohort** section, and then click **Refresh** to view the user count. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_refresh.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) 10. Click **Save**. ![cohort_click_save.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/cohort_click_save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A36Z&se=2026-11-12T08%3A34%3A36Z&sr=c&sp=r&sig=UG9eG77OBGZqqvklC%2FQM7l43sdl4%2BwiYWckyvK6SxxQ%3D) > [!WARNING] > Note: > > This Cohort can be used as a [filter in Insights](/product-analytics/docs/add-cohorts-in-insights) or as a [Visibility Rule](/product-analytics/docs/add-cohorts-as-visibility-rules).