Creating and Updating Groups in CrowdCompass

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Groups give you the means of segmenting attendees within the EventCenter for more targeted push notifications, navigation icons, and content. This article will walk you through how to create groups and add attendees individually or in bulk.
 
NOTE: If attendees are registering in Cvent, you can use the integration to pull either registration types or admission items to CrowdCompass as groups. Having trouble deciding which to choose? Check out this article to learn more.

Creating Groups Individually

1 Navigate to the Groups section. After you have logged in to the EventCenter, click your event's name. Under Attendees, click Groups.
   
2 Add a group. Click New Group, give it a name, then click Create Group

Create Group
 
NOTE: Group names do not appear anywhere in your app.

​​​​​​3 Add attendees to the group. Click Manage MembersEnter a name in the Add Members field. As you type, a list of results will appear below. Click the plus sign beside an attendee and they will move to the list of members.
 
Add Attendee to Group
 
​​​​​​4 Apply your group to content. Reference this article to learn how you can apply your group to push notifications, navigation icons, and other content to limit who can see what in the app.
  

Creating Groups In Bulk

1 Navigate to the Invited Attendees section. After you have logged in to the EventCenter, click your event's name. Under Attendees, click Invited Attendees.

2 Assign attendees to groups. 
You can create groups and add attendees to them while importing your attendee list. Or, if you've already added your Invited Attendees, follow these steps to export your attendee list, assign attendees to groups, and import your changes instead.

In the attendee template, enter the relevant group names beside each attendee's record, separated by commas.

Importing Groups
NOTE: There is a limit of 300 groups per event.

When you're finished, save the template to your computer.

Import your template. Back in CrowdCompass, click Import, then Choose File to locate the template on your computer or network. Click Start Import. The groups will be added once the import is complete.

​​​​​​4 Apply your groups to content. Reference this article to learn how you can apply your groups to push notifications, navigation icons, and other content to limit who can see what in the app.


Updating Groups

1 Navigate to the Groups section. After you have logged in to the EventCenter, click your event's name. Under Attendees, click Groups.

2 Edit an existing group. If you want to modify a group name, click the Pencil Icon icon to the right of the current name.

 
Edit Group

Type the new group name, then click Update Group.

If you want to add or remove attendees from a group, click the People Icon icon to the right of the name.

 
Manage Members

Click the Trash Can Icon icon beside a member's name to remove them from the group. Or, to add an attendee, enter a name in the Add Members field and click the Plus Sign Icon beside the attendee in the list of results.

3 Or delete a group. To remove a group altogether, click the Trash Can Icon icon to the right of the name, then click OK to confirm. This action cannot be undone.

 
Delete Group

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