Assign Groups

(Event) > Plan > Groups > Assign Groups

On the Assign Groups page you can assign a group to a number of selected registrations.

Before doing so, you will need to have set up the groups on Groups > Group List.

1. Select registrations for group assignment

Filter

1. Optionally, select one of the fields in the unlabeled drop-down Select list:
Attendee Type, or Questions.

• If you select Attendee Type, a multi-select box is displayed, listing only those Attendee Types allocated to groups. Select one or more of them. This limits the registrations displayed to those with that attendee type.

• If you select one of the Custom Question types, select a question in the drop-down list . A second drop-down list is displayed; select one or more of the answers in that list. This limits the registrations displayed to the ones with those answers.

2. In the text box, with the prompt text "First name, last name, email or organization", type any text to find in any of those four fields.

(For example, if you typed "Cer", registrants whose Organizations included "Certain " or "Ascertain" would be displayed, plus any whose email addresses included "certain.com".)

3. Click Search.

Only registrations matching your filter are displayed.

If no filter is applied, all registrations are displayed.

Select Registrations

The registrations are listed, with a check box next to each one.

Select the check boxes for those to which you want to assign groups.

You can select the check box at the top of the colu7mn to select all the registrants displayed, or clear it to de-select them all.

You need to be selecting registrants who can all be assigned the same group – they must have attendee types for which the group is set up.

Use the First / Previous / Next / Last buttons to page through the registrants displayed

2. Select group

• Select a Group – (Required) Select the group you want to apply to the selected registrations. The list is of those set up on Groups > Group List.

Click Save to save your changes.

All the selected registrations will then be in the selected group.

See Also

For a detailed illustrated guide to using groups , see the Registration Groups Quick Guide.