Set Up Teams on your Journey or Cohort

Teams help categorize participants inside a Momenta journey—especially helpful in large cohorts or when working with defined client groups.

You can use teams to:

• Send team-specific notifications or reminders
• Segment data in dashboards by team
• Assign participants based on region, workshop, or coach

1. Open the relevant journey from the Client Collection view in Admin.
2. Go to Journey Configuration > Team Types.
3. Click Add Team Type and fill in the name, purpose, and participant limit (if needed).
4. Click Save and Exit & Unlock when done.

Before creating teams in a cohort, participants must be uploaded. See: How to bulk upload participants

1. Go to Experiences & Cohorts and find your client.
2. Click the three dots next to the journey > Cohorts.
3. Click the Cohort name > Cohort Configuration > Teams.
4. Click Add Team under the relevant Team Type. Give each team a name and participant limit.

Tip: Use the same team names across cohorts for easier Excel assignment later.

Option A: Excel Upload

1. Click Export Roster from the cohort screen.
2. Enter the team ID in the Team Type column (from the Teams tab).
3. Click More > Import Roster and upload the Excel file.

Option B: Drag & Drop

• Go to the Teams tab inside your cohort.
• Drag and drop participants into the correct team.
• Only one participant can be moved at a time.

Note: Changes may take 2–5 minutes to reflect. Refresh your screen if needed.

• Do not use common field names like “user,” “role,” or “region” for team types. Use alternatives like “Team Role” or “Client Region.”
• You must add teams to each cohort individually—even if names are reused.
• You can’t create teams until participants are uploaded to the cohort.
• Drag-and-drop only works one participant at a time and per team type.

• Team Type setup (Journey Level)

• Create teams in the cohort

• Export and assign in Excel

• Drag and drop interface