Assign Groups

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Keywords: Assign Groups, Registration Groups, Attendee Type, Custom Question, Group List, Event Plan

Document ID: https://platform-support.certain.com/hc/en-us/articles/30760217756695-Assign-Groups#split1

Assign Groups is a page in the Certain Help Center that allows a user to assign a group to a number of selected registrations. Before performing the assignment, groups must be created on Groups > Group List.

Step 1: Prepare and filter registrations

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

If Attendee Type is selected, a multi-select box is displayed listing Attendee Types allocated to groups. This limits the registrations displayed to those with that attendee type.

If Custom Question types are selected, 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 those 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.

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

Click Search.

Only registrations matching the filter are displayed.

If no filter is applied, all registrations are displayed.

Step 2: 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 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.

Step 3: 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.

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