Groups can currently be used on the following resources: Attendees; Events; Exhibitors; Members; News Stories; Tasks; Video.
Group display options can be set per group in the following ways: Selectable Filters; Tabs for Lists; On List Items; On Detail Pages; On CE Certificate.
Group display options
Group display options include Selectable Filters.
Group display options include Tabs for Lists.
Group display options include On List Items.
Group display options include On Detail Pages.
Group display options include On CE Certificate.
Creating Groups
To add a Group, select the + New button in the top right of the screen.
Fill in the title of your group and select the resource(s) you are going to be grouping from the right dropdown menu.
In the example below, a "Region" group has been set up for attendees to display and filter the attendee list by geographic region.
Once the Group is set up, select Save & View in the bottom right.
Adding Terms
Groups are divided into terms.
Select the + Edit Terms button on the right side of the screen to add terms to your group.
On the next screen, add terms.
Select the + New button from the top right to bring up a dialog allowing you to add any terms you would like to further divide your group.
Manually Setting Groups
To manually set a Group Term, go to the edit view of that resource and find the Groups section.
Select the term from the group dropdown and hit the blue Save button on the bottom of the screen.
Setting Groups via Spreadsheet Upload
When uploading a resource via a spreadsheet, you may designate a group with a column header labeled Group Header: Group Name.
Add one or more terms to the resource by specifying the term in the cell underneath your group header.
The pipe character | (shift + backslash) is used to separate multiple terms.