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. Selecting registrations for group assignment
Selecting registrations for group assignment identifies which registrations will receive a group.
- Filter: Optionally, use the unlabeled drop-down list to choose a filter field: Attendee Type, or Questions.
- If Attendee Type is selected, a multi-select box appears listing only Attendee Types allocated to groups. This limits the registrations displayed to those with the selected attendee type.
- If a Custom Question is selected, a second drop-down appears listing questions. A second drop-down appears listing one or more of the answers. This limits the registrations displayed to those with the selected answers.
- 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.
- Example: if you type "Cer", registrants whose Organizations include "Certain" or "Ascertain" would be displayed, plus any whose email addresses include "certain.com".
- Click Search.
- Only registrations matching your filter are displayed.
- If no filter is applied, all registrations are displayed.
2. Selecting 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 column to select all the registrants displayed, or clear it to deselect 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.
3. Selecting the 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.
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