To assign groups to registrations, you must select registrations on the Assign Groups page. Before performing the assignment, you must set up the groups on Groups > Group List.
1. Select registrations for group assignment
The Assign Groups page supports filtering to select registrations for group assignment.
Filter options
- The unlabeled drop-down list includes Attendee Type and Questions.
- If Attendee Type is selected, a multi-select box is displayed.
- The multi-select box lists only Attendee Types allocated to groups.
- This limits the registrations displayed to those with that attendee type.
- If Custom Question types are selected, a question is displayed 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.
- 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 typed "Cer", registrants whose Organizations included "Certain" or "Ascertain" would be displayed.
- Example: registrants whose email addresses included "certain.com" would be displayed.
- Click Search.
- Only registrations matching your filter are displayed.
- If no filter is applied, all registrations are displayed.
Registrations selection
- 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.
- Registrants must all be able to be assigned to the same group.
- They must have attendee types for which the group is set up.
- Use the First, Previous, Next, and Last buttons to page through the registrants displayed.
2. Select group
- Select a Group is 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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