Groups: Adding and Removing Members

After creating a custom group, you can add participants and sponsors and classify them according to their attendance and ticket types or remove them, if needed.

Content

    Adding Members to a Group

    After creating a custom group, you can add members and categorize them according to their attendance and ticket types.

    You can add members from two places:

    1. From the Invites tab - if your event registration is with the Invite-only (unique join link) OR 
    2. From the People tab - if your event registration is with the public join link 

    Method 1: through the INVITES tab

    When creating an invite, you can assign a group name to an invite and many members to the group through the Invites - tab.

    πŸ‘‰ To add an EXISTING PARTICIPANT OR SPONSOR to a group, you need to:

    1. First, go to the Admin Panel.
    2. Navigate to the People tab, and then select Invites.
    3. Click on the Pencil icon (left side) to start editing an existing invite.

      creating a new group with invites
    4. Once you have the Invite open, you can choose a Group name, Email, Seats. These are the mandatory columns to fill in, and the others are optional.



    5. Once you are happy with it, changes, save the changes.

     

    πŸ‘‰ To add a NEW PARTICIPANT OR SPONSOR to a group, you need to:

    1. Go to the Admin Panel.
    2. Navigate to People tab, and then select Invites.
    3. Click on New invite button.
    4. Once you have the Invite open, you can choose a Group name, Email, Seats. These are the mandatory columns to fill in, and the others are optional.
    5. πŸ’‘Once an attendee uses a join code from that invite to join the event, the attendee will be added to the group.

      new invite- groups

    ➑️ Method 2: Through the GROUPS tab

    You can also add members to a group manually through the Group card. This flow applies to both default and custom groups. 

    1. Go to the Admin Panel.
    2. Navigate to People tab and click Groups.
    3. If you need to add new participants to a new group, you will see a prompt to +Add members

      groups-card
      • πŸ“Œ If the group already has some members, you will have the +Add member button on the right side.

    4. Click +Add members.
    5. Inside the Add members drawer, the list of all attendees will be loaded. You can select multiple attendees at a time, search by attendee name. There is also a switch to show only Sponsor representatives for a quick selection.

    6. Make your selections and save the changes.


    Removing Members from a Group

    It's possible to remove one, multiple, or all participants of a group by clicking the checkboxes to the left of their names. Once at least one item in the table is selected, the table header will have a Remove button.

    ❗Removed members will be placed into a default group - Attendees / Attendees (Virtual), or if the members were a sponsor representative, to Sponsors / Sponsors (Virtual).

    πŸ‘‰ Removing an Attendee from a Group

    1. Go to People tab.
    2. Navigate to Groups.
    3. Select the attendee profiles you want to remove.
    4. Once you are done with your selections, click on Remove.

    πŸ‘‰ Removing a Sponsor Representative from a Group

    1. Go to Sponsor tab.
    2. Select the Sponsor profile you want to edit.
    3. Click on Remove.
    4. When you remove a Sponsor Representative from the last booth, they're assigned to, AND they’re not a member of a custom group. So the rep will be moved to the Attendees (Virtual) Group.

    5. MESSAGE: ❗Are you sure you want to remove these members?

      • If that person was in Sponsors (Virtual), the attendee will be moved to Attendees (Virtual). (Image above)
      • If the person was in Sponsors (In-Person) or Sponsors (Hybrid), the attendee will be moved to the corresponding Attendees group (Attendees or Attendees - Virtual). (Image below)




    Last updated on September 2021. 

    Written by Stephanie Campano Valenzuela. 

    Stephanie-rounded

    If you didn’t find an answer to your questions, please contact the Support Team here.

    πŸ‘‡