Group List Overview
Group List is the page used to set up groups to ease the management of registrants attending an event as a group.
Registrants can be allocated to a group.
Group membership can restrict some registration form choices to those available to their group.
Agenda items or sessions can be automatically assigned to group members.
Group numbers can be tracked.
Group Definition
Group is a collection of registrants set up to categorize attendees.
Attendee Type is a category that identifies a registrant's type.
Assigning Attendees to Groups
Registrants can select or specify their group on the registration form.
Registration form sections named Groups or Logic Rules enable this selection.
A registrant can be assigned to a group on the Registration Details section of the Attendee Profile page.
Groups can also assign groups in bulk on the Assign Groups page.
After assignment, group numbers can be tracked on the Groups > Reports page.
Adding, Editing, Importing, and Deleting Groups
To add a group, click the Add New button in Group List.
To edit a group, click the edit icon in the Actions column for that group.
To import groups from a CSV file, click the Import Groups button.
To delete a group, click the delete icon in the Actions column for that group.
Note: Deleting a group removes registrants from that group.
Group Detail
Group Name is a required field that describes the group.
Group Code is a required, unique code identifying the group.
Associated User is optional. If present, the user is linked to the group.
Description is optional. A more detailed description than the Group Name.
Notes are optional. Free text notes about the group.
Attendee Types are required. This field displays a list of attendee types that can be in the group.
If no attendee types are selected, no attendee can be assigned to the group.
Attendee Types Section
Attendee Types is a required field when adding a new group.
A table lists the Attendee Types selected above.
The table contains three columns: Target Number, Capacity, and Actual Number.
Target Number is the targeted number of attendees in the group for the attendee type.
Capacity is the maximum number of attendees in the group for the attendee type.
Actual Number shows the current number of registered attendees in the group for the attendee type.
Capacity and Actual Number values are reported in the Group Summary Report.
Capacity, Numbers, and Reports
The Capacity limit is only used in forms.
An event planner can assign attendees to the group manually even if the group has reached its Capacity.
If the group membership reaches Capacity, a warning may appear on the registration form.
Actual Number shows the current registered count for the attendee type within the group.
Capacity numbers and actual group sizes are reported on the Group Summary Report.
Agenda Items
Agenda Items are optional.
Agenda Items with unlimited inventory can be assigned automatically to any attendee who registers as a member of the group.
Agenda Items may have fees, including fixed fees and percentage discounts.
Using Agenda Items, a group can trigger discounts automatically on a registration form.
Session Occurrences
Session Occurrences are optional.
If the Session and Speaker Management Module is enabled, non-fee-based session occurrences can be assigned automatically to attendees who register as a member of the group.
Assignments occur only when attendees register on a form with a Groups section.
Transportation Preferences
If the Travel module is enabled and Event Airports and/or Transportation Types are configured, then the available options can be limited by the group on the Travel section of a registration form.
If Limit Transportation Preferences by Group is selected on the form, then only the airports and transportation types specified for the group are available.
Airport Preferences require typing three or more characters for each airport code.
Transportation Type Preferences require typing three or more characters for each transportation type.
Custom Fields
This section appears when adding or editing a Group.
Group custom fields set up on Groups > Custom Fields are listed for entering values for the group.
The values for these fields appear on the Group Summary Report.
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