The Groups feature is used to provide a targeted and personalized experience for Groups of attendees - and to make your life easier! Groups can be used in a variety of ways, including when filtering, exporting, sending announcements to specific attendees, and managing access to content.

⭐️ Keep in mind, the Users & Groups page isn't available until after your event is published.

Navigate to Groups

Starting from the home screen in the Socio Platform, follow these steps to find the Groups page for your event:

My Events → Your Event → Groups

Group Basics

Group Name

Enter a name for the Group.

⭐️ Keep in mind, we recommend that Group names be straightforward enough that others can easily discern the Group criteria.

Group Color

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 app. We recommend choosing colors with a high contrast to each other.

Visibility

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, the users in the group will still be visible, but their group affiliation will not be.

Alternatively, to import Groups, click the Import Groups button and follow the instructions in the pop-up. Want more info on importing? Check this out!

Assign Users to Groups

When adding or importing new users, you have the option to assign them to Groups you have created. To assign an existing user to a Group, click the Settings (gear ⚙️) icon by their name in the Users list, and click Assign to Group. Users can be added to multiple Groups. 👍 

If you already have your Users uploaded, it's not too late to implement Groups! Export your Users and add their Groups to that column in the template, then re-import. 

Personalize the User Experience

Announcements

Use Groups to personalize your announcements to the audience. For example, you may have a Group for first-time attendees in order to send them a targeted welcome announcement with extra tips and guidance, while prior attendees receive a welcome back announcement.

Feature Visibility

Groups can be used to ensure features are visible only to those that should see them. For example, a Wall feature could be visible only to event staff, allowing for easy coordinating and communication between them. Click the Settings (gear ⚙️) icon on the feature to change the Visible To setting.

Track Visibility

Sessions can be made available only to certain groups, if desired, such as a VIP luncheon. Want more info on Attendance Management in the Agenda? Check this out!

Attendee Networking

Networking-savvy attendees will use the Attendees feature list to review who will be coming to your event, to find attendees that match their interests. They can toggle on/off groups in the feature list to make searching easier.

⭐️ Keep in mind, the group must be visible to attendees in order for the user to filter on it.

Pro tips! 😎 

  • When deciding on what Groups to create, first consider the smallest Group that you may need. For example, rather than having one Group including all presenters, you may want to be able to filter on Tuesday’s presenters exclusively.
  • You can use filters to export specific Groups of users. Want to learn more? Check this out!

        

Questions? Chat Us or Email [email protected]

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