Groups let you classify different types of attendees to provide targeted and personalized experiences! Assign groups to attendees, then use them to manage access to content. Any feature in your Event App can use groups, and tracks and categories leverage groups to hide specific items within features! Take a look at the instructions, examples, and links below to learn more. 🧠

Contents

From any page in your Event, click Users & Groups, then click the Groups tab.

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

Screenshot of the process just described.

If you need to create a lot of groups, click Import Groups and follow the instructions in the modal to create groups via import. Our Export and Import Feature Content article has complete instructions for importing.

If you only need to create a few groups, click New Group. In the modal that appears, fill in the following information:

Screenshot of the New Group modal.

Group Name

Enter a clear, simple name so attendees can easily understand the group's purpose and scope.

Group Color

Click the dropper icon to select a color for the group. Select bold colors that will stand out. This color appears in the User list in the platform and anywhere attendees see groups in the Event App.

Screenshot of the Users page.

Visibility

Under Visibility, click the radio button next to the appropriate option. For example, you may choose to hide Volunteer or Staff groups from other attendees.

⭐️ Keep in mind, if you hide a group, app users can still see the users associated with the groups, though they won't see their group affiliation.

Click Save Changes, and your new group is done! 🎉 Repeat the process as many times as necessary, then click the Users tab to start putting those shiny new groups to use. ✨

Assign users to groups in Registration

If you're using Webex Events Registration, you can link Registration to your Event and automatically assign attendees to groups based on the ticket they select, or let them choose groups themselves when you create your checkout forms. This completely removes the need to manually assign groups to attendees! 🎉

Assign users to groups manually

Assign via upload

When adding or importing new users into your Event App, you can assign them to one or multiple existing groups. If you've already uploaded your users, it's not too late! Simply export your users, add their groups to the correct column in the template, then re-import.

Assign to a single user

To assign a single existing user to a group, go to the Users & Groups page, click the Settings (⚙️) icon by their name in the Users list, then click Assign to Group.

Screenshot of the Assign to Group modal. Two Groups are selected.

In the modal that appears, select the correct group(s) from the drop-down, then click Save Changes.

Screenshot of the Assign to Group modal. Two Groups are selected.

Assign groups to features

To limit features to only certain groups, go to your Event's 'Edit Event' page, hover over any feature, and click the Settings icon.

Screenshot showing the process just described.

In the modal that appears, select groups using the Visible To field, then click Save Changes when you're done. Now, only attendees assigned to the groups you selected can see the feature. 👍

Assign groups to feature items

Instead of limiting entire features, you can limit individual items within the features to only certain groups.

Groups in practice

In the Event App, attendees see content associated with groups they're assigned to. If you're using tracks or categories with groups, items belonging to those are also tailored based on groups. Features and items not assigned to groups are visible to everyone.

For example, here's a pair of screenshots showing the same Agenda feature for someone on the 'In-person' track (left) and someone on the 'Virtual' track (right). The in-person track's sessions are only visible to the 'In-person' group, and the 'Virtual' track isn't assigned to a group, so it's visible to everyone.

Screenshots showing the comparison just mentioned.

When people visit the Attendees feature, they can filter the list by groups to locate attendees that match their interests.

⭐️ Keep in mind, attendees can only see visible groups and groups assigned to them.

Screenshots showing the filter button on the Mobile App.

Here are some more examples of how you might use groups:

  • Use groups in Registration to automatically assign attendees to groups, or let them pick their own

  • Create VIP or staff-exclusive feature items using categories

  • Show attendees banners or announcements tailored to their location, interests, and purchase levels

  • Create different Game features for virtual and in-person attendees

The applications for groups are nearly endless, so play around and let your imagination run free. 🏃 Always test your event to make sure everything is working as expected.

Questions? Chat us or email support@socio.events

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