Attendees & Groups: Add and Remove members from groups

Learn how to add participants and sponsors and classify them according to their attendance and ticket types or remove them from groups.

To be covered

• Adding participants to a group
  • Method 1: through Groups tab
  • Method 2: through Invites tab (manually)
  • Method 2.1: through Invites tab (CSV file)
• Removing members from a group
  
  • Remove an attendee
  • Remove a sponsor representative

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

➡️ Method 1: 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. Navigate to the Admin Panel - People tab and click Groups.
2. If you need to add new participants to a new group, you will see a prompt to +Add members. 
   
   
   • 📌 If the group already has some members, you will have the +Add member button on the right side.
     
     
3. Click +Add members.

4. 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.
   
   

5. Make your selections and save the changes.

Method 2: through the INVITES tab

When creating an Invite, you will need to select a Group, so this new invite (unique join code) is assigned to the appointed Group. This way, you add new members to a Group through Invites. Let's see the steps:

👉 To add a NEW PARTICIPANT OR SPONSOR to a group, you need to:

1. Navigate to the Admin Panel - People tab - Invites.
2. Click on New invite button.
3. Once you have the Invite open, you can choose a Group name, Email, Seats. These are mandatory columns to fill in, and the others are optional.
   
   
4. Once you have completed filling in the details, the invite is created and is now waiting to be redeemed.

💡Once an attendee uses a join code from that invite to join the event, the attendee will be added to the group. You will see his name, his code, group, how many seats he has, and what email he used to join the event.

Method 2.1: through the INVITES tab (CSV file)

You can add multiple new members to a Group by importing their details and creating a new unique join code for each.

To do so, follow the instructions in this article.

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.

👉 Removing an Attendee from a Group

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

👉 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)

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Last updated - July 2022. 

Written by Natasha Santiago. 

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