Groups

In this article you will learn how to define your groups and what you can use them for.

Use of the groups

To view or edit your groups, first click on “Guest management” in your navigation and then select the menu item “Groups”.

In addition to a better overview of your participants, the groups allow you to organize your event group-specifically.

For example, you have the option of setting different registration limits for your different groups, both for the main guests and for the accompanying guests. You can also set up your “Forms” to be group-specific so that not all participant groups are shown the same questions. 

If you also assign groups to your program items and activate the group-specific schedule in the “Program” module on the website, your participants will only see the program items on the website that they are allowed to see according to their group assignment. 

In addition, you can set up your communication, i.e. your “messages”, on a group-specific basis and can therefore decide which participant group should receive which message and can vary the content of the messages accordingly. 

Define groups

Click on the plus sign at the top right to add a new group:

You can define the following points for each group:

1. Name of the group (e.g. In-person)
2. Color of the group, which provides a better overview.
3. The limit of companions per main guest per group
4. The maximum participant limit per group

Once you have defined your groups, you can confirm the settings by clicking on the "Save changes" button. 

Create groups by uploading contacts

In addition to setting up the groups manually, it is also possible to have the groups created automatically by uploading the contacts.

To do this, simply enter the desired group names in the Excel spreadsheet and assign them to the "Groups" contact field during the upload. If the tool finds unknown groups in the list during this upload, these are created automatically.

The following message is then displayed in evenito:

The newly created groups can then be edited as described in the "define groups" section. 

Delete groups

To delete one or more groups, click on the tile to the left of the group name. As soon as one or more groups have been selected in this way, the trash can icon in the top right-hand corner is activated. The selected groups are deleted by clicking on the trash can.

Fallback groups

The fallback group is the group to which a participant is automatically assigned if he/she has not been assigned to any other groups yet (e.g. when creating the contact). It is possible to define several fallback groups.

In order to define the fallback group, click on the gear wheel in the upper right hand corner and select your desired groups in the drop down menu. You can choose from all the groups that you have previously defined in the Groups tab.