Assign Groups

Overview

This Assign Groups feature is used by event organizers. The Assign Groups page allows you to assign a group to a number of selected registrations. Before you can perform this action, you must set up groups on Groups > Group List.

Step 1: Filter registrations

Use the unlabeled drop-down Select list to choose Attendee Type or Questions.
If Attendee Type is selected, a multi-select box appears listing Attendee Types allocated to groups.
This filter limits the registrations displayed to those with the selected attendee type.
If Custom Question types are selected, a second drop-down appears listing possible answers.
This filter limits the registrations displayed to those with the selected answers.
In the text box, the prompt reads First name, last name, email or organization.
Type text to find in any of those four fields.
For example, typing Cer shows registrants whose Organizations include Certain or Ascertain and those whose email addresses include certain.com.
Click Search.
Only registrations matching the filter are displayed.
If no filter is applied, all registrations are displayed.
The registrations are listed with a checkbox next to each one.
Select the check boxes for those to which you want to assign groups.
You can select the top checkbox to select all the registrants displayed, or clear it to deselect them all.
Registrants must have attendee types for which the target group is set up.
Use the First, Previous, Next and Last buttons to page through the registrants displayed.

Step 2: Select group

Select a Group. This field is required.
Choose the group you want to apply to the selected registrations.
The list is of those set up on Groups > Group List.
Click Save.
This saves your changes.
All the selected registrations will then be in the selected group.

Assign Groups

Overview

Step 1: Filter registrations

Step 2: Select group

See Also

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