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 Sessions and content in the Event App and Registration.
Any feature in your Event App can use groups, and tracks and categories leverage groups to hide specific Sessions and feature items. Read the instructions, examples, and links below to learn more. 🧠
Create groups
In your Event navigation bar under ‘Attendees’, click Groups. Click the New group button.
💡 Keep in mind, if you have a lot of groups to add, click the Import button to upload them all in bulk. Our Import and Export Data in Webex Events article has complete instructions.
In the modal that appears, enter the following information:
Group name
Enter a clear, simple name so attendees can easily identify the group's purpose and scope.
Group color
Click the dropper icon to select a color for the group. Select bold colors that provide enough contrast against light or dark backgrounds. This color appears in the platform on the Attendee list and the attendee profile Overview page, and anywhere groups display in the Event App.
Exclusive group
Activate this toggle if you want this to be an exclusive group.
Exclusive groups uniquely identify different types of attendees, such as in-person or virtual attendees. Attendees must belong to an exclusive group, and they can only belong to one exclusive group at a time.
In Registration, tickets must belong to an exclusive group.
Groups also identify different types of attendees. Attendees can belong to as many groups as you want them to.
💡 Keep in mind, you can't edit the Exclusive group toggle after clicking 'Save.'
Visibility
Under Visibility, select a radio button to determine whether you want this group to be visible in the Event App to attendees not assigned to it.
Select Visible to attendees if you want the group to appear to attendees in the Event App who aren't part of that group. Attendees can filter the attendees list based on that group to discover who's in it.
Select Hidden from attendees if you don't want the group to appear in the Event App to attendees not assigned to it. For example, you may choose to hide Volunteer, Staff, or Testing groups from other attendees.
💡 Keep in mind, if you hide a group, attendees in the Event App can still find the attendees associated with the groups, though they won't know their group affiliation.
Click Save changes, and your new group is done! 🎉
Repeat the process as many times as necessary, then start putting those shiny new exclusive and non-exclusive groups to use. ✨
Assign attendees to groups in Registration
If you're using Webex Events Registration, you must assign each ticket type to one exclusive group, and you can assign tickets to as many non-exclusive groups as you'd like. The associated exclusive group and non-exclusive groups automatically assign to the attendee based on the ticket they select during registration, completely removing the need for manual group assignment! 🎉
You can also give registrants the option to choose which non-exclusive groups they want when you create questions for your checkout forms.
Manually assign attendees to groups
Assign a single attendee to groups
To assign a single existing attendee to a group, go to the Attendees page, click the Settings (⋯) icon by their name in the attendees list, then click Manage groups. In the modal that appears, select the following:
Select an exclusive group from the Exclusive group drop-down.
Select one or more non-exclusive groups from the Assign to groups drop-down.
Click Save changes when you're done.
Assign multiple attendees to groups
On the Attendees page, check the boxes next to the attendees you want to assign groups to, click the three-dot (⋯) icon, then select an option from the drop-down.
Assign to groups - Use the 'Assign to' field to select any non-exclusive groups you want to assign the attendees to. If you also want to remove the non-exclusive groups currently assigned to them, check the 'Remove existing group(s)' box.
Remove from groups - This option lets you remove current group(s) assignments for the attendees you've selected in the list. Select one or more groups to remove.
Assign exclusive group - Select one exclusive group from the drop-down to change the exclusive group assigned to the attendees selected in the list.
Import attendee group assignments
When adding or uploading new attendees to the Attendees page in the Webex Events platform, assign them to existing exclusive and non-exclusive groups. If you've already uploaded your attendees, it's not too late! Simply export your attendees, add their exclusive and non-exclusive groups to the correct columns in the template, then re-import.
Use groups to limit attendee access to content
Limit feature access
A feature's 'Visible To' setting lets you assign any feature in your Event App to one or more exclusive and non-exclusive groups. Only attendees who are part of selected groups can access the feature and its content.
Here's an example: You create 'Virtual' and 'In-person' tickets for your hybrid event and assign each to a corresponding exclusive group. After attendees register with either one, they're automatically added to your Event and assigned to the correct exclusive group.
One of the features in your Event App is a city guide with maps, links, and information about local restaurants. Since this is only relevant to in-person attendees, you assign it to the 'In-person' group, and virtual attendees won't even know it exists. Simple! 😄
To limit feature access to only certain groups, go to your Event App's 'Features' page, hover over any feature, and click the Settings (⚙️) icon. In the feature's Settings modal, select as many exclusive and non-exclusive groups as needed in the Visible To field.
Click Save changes when you're done. Now, the feature is only visible to attendees assigned to the groups you selected. 👍
Limit feature item, Session, and Event App content access
Feature items - To limit access to a certain set of feature items instead of an entire feature, combine groups with categories! Categories classify different items listed in a feature, like tiers of sponsors, sets of speakers from different organizations, or types of resources for attendees. For more information about categories and features that support them, read our article about creating categories for feature items.
Sessions - Tracks categorize Sessions in your Event, and combining groups with tracks lets you limit Session access to certain groups in the Event App and Onsite Session Check-in. To learn more, read our article about using tracks to categorize Sessions.
Event App banners - Assign groups to banners so that they only appear to attendees in the selected group(s). This is great for tailoring content to virtual or in-person audiences, creating sponsorship tier opportunities, and more! To learn more about banners, read our Event App Layouts article.
Announcements - Send attendees targeted announcements based on their location, language, interests, and purchase levels. To learn more, read our Announcements feature guide.
Manage groups
On the Groups page, the list of groups shows the group name, number of attendees assigned to the group, and whether the group is an exclusive group. Use the filter to narrow the list down to either exclusive groups or non-exclusive groups.
Click the Settings (⋯) icon next to a group to take any of the following actions:
Select Edit to adjust the group's name, color, and visibility. The 'Exclusive group' setting isn't editable after you create the group.
Select Make default (exclusive groups only) to make an exclusive group the default assignment for attendees.
Select Delete to completely delete the group, including its association with any features, feature items, and Sessions.
💡 Keep in mind, you can't delete groups that are assigned to attendees or tickets.
To export a list of your groups, check the box next to the 'Group name' label to select all groups in the list. Click the three-dot (⋯) icon and select Export.
To learn more about managing Webex Events data in bulk, read our Import and Export Data in Webex Events article.
Groups in practice
Event App
In the Event App, attendees can access content associated with groups they're assigned to. If you're using tracks or categories with groups, Sessions and items belonging to those are also tailored based on groups. Features, items, and Sessions not associated with groups are visible to everyone.
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 find visible groups and groups assigned to them.
Onsite Session Check-in
If you're limiting Onsite Session Check-in access based on tracks assigned to a Session, only attendees who belong to groups associated with those tracks can check in to the Session.
Here are some more examples of how you might use groups:
Send Registration emails containing content customized to address certain exclusive and non-exclusive groups.
Create VIP or staff-exclusive feature items using categories.
Show attendees banners or announcements tailored to their location, language, 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 App to make sure everything is working as expected.
Questions? Chat with us or email support@socio.events