Attendee Groups provide a targeted and personalized experience for subsets of attendees – and they make your life easier! You can use Groups in a variety of ways, including when filtering and exporting, sending Announcements to specific attendees, and managing access to content.
If you're using Socio Registration, you can use Groups there, too.
⭐️ Keep in mind, the Users & Groups page isn't available until after you publish your event.
From any page in your Event, click Users & Groups, then click the Groups tab, then click New Group.
In the modal that appears, fill in the following info:
Enter a name for the Group. Attendees will see this unless Visibility is set to ...should not be visible...
⭐️ Keep in mind, we recommend that Group names be straightforward so others can easily discern the Group criteria.
Click the dropper icon to select a color for the Group. This color will appear in various places, including the User list in the platform and Attendee feature in the Event App. We recommend choosing colors with a high contrast to each other.
Under Visibility, select the radio button next to the appropriate option. For example, you may choose to make your Volunteer or Staff group not visible to other attendees.
⭐️ Keep in mind, if you make a group not visible, app users can still see the users in the Groups, though they won't see their group affiliation.
Alternatively, to import Groups, click the Import Groups button and follow the instructions in the modal that appears. Check out Export and Import Feature Content for more info on importing.
Assign users to Groups
When adding or importing new users, you can assign them to one or multiple Groups that you've created.
To assign an existing user to a Group, click the Settings (⚙️) icon by their name in the Users list, then click Assign to Group.
In the modal that appears, select the Group(s) for that user from the drop-down, then click Save Changes.
If you've already uploaded your users, it's not too late to implement Groups! Export your users, add their Groups to that column in the template, then re-import.
If you're using Socio's Registration, you can automatically assign attendees to Groups based on the Ticket they select, or you can let them choose Groups themselves when you create your Checkout Forms.
Personalize the user experience
Use Groups to personalize your Announcements to the audience. For example, you could set up a Group for first-time attendees and send them a targeted welcome Announcement with extra tips and guidance, while returning attendees receive a welcome back Announcement.
Check out our Announcements Feature Guide to learn more about Announcements.
Set up Groups to make features visible only to those that should see them. For example, a Wall feature could be visible only to event staff, allowing for easy coordination and communication between them. Click the Settings (⚙️) icon on the feature to change the Visible To setting.
Make sessions available only to certain Groups if you'd like, such as a VIP luncheon. For more info Attendance Management in the Agenda, check this out.
Using Groups to curate banner content for your attendees helps create the best attendee experience. Choose which Groups should see certain banners to leverage targeted marketing opportunities, or to tailor relevant content to those Groups. For instance, if your attendee base is multi-lingual and you have Groups for each language, you could assign banners in different languages to respective Groups so that attendees see banners in their spoken language.
For more info on Banners, check this out.
Networking-savvy attendees will use the Attendees feature list to review who's coming to your event and to find attendees that match their interests. They can toggle on/off Groups in the feature list to streamline their search.
⭐️ Keep in mind, the Group must be visible to attendees for a user to filter on it.
Pro tips! 😎
When deciding which Groups to create, first consider the smallest Group you might need. For example, instead of one Group including all presenters, you may want to filter to show Tuesday’s presenters exclusively.
Use filters to export specific Groups of users. To learn more about managing users, check this out.
Questions? Chat Us or Email firstname.lastname@example.org