What is a Group?
Groups are used to segment different types of People that are part of your Event or Community. This is helpful to manage their rights and permissions and to communicate more efficiently with each Group separately.
Why are Groups useful for your events ?
Groups allow you to :
Manage rights to allow or block a feature (or vibility)
Manage meeting request rules
Target event emails
Target event notifications
Define products creation quotas for exhibitors
Allow/Disallow to register a session
Target interstitial ads
For each event, 3 default groups are created and automatically filled:
Memberd
Speakers (contains by default all people linked to a session as speaker)
Exhibitors (contains by default all people linked to an exhibitor as member and all exhibitors)
Default groups can be renamed but not deleted.
How to create a group
How to create a group at community level
To create a group at community level
How to manage rights for your events' groups
Each group has his own rights.
By default, groups have all the rights, it means that there is no restrictions, so group members can do all actions.
How to manage attendees' rights for your event
A group can include event people or exhibitors.
For now, groups can be filled by 3 means:
via an Excel file (adding group name in column "Group" for each people)
via Synchronisation (mapping ticket or category in a group)
Manually (specify the group in each attendee details
When creating a new group, you can initialise it:
with the same preferences (emails and some rights) than an existing group.
without specify an existing group, so emails will not be assigned and meeting rules will not be created for this new group, and the attaching rightd will be all enabled by default.
Groups can be managed both at Community and Event level:
Community: Community builder ➡️ Groups & permissions
Event: Event builder ➡️ Groups & permissions
Groups rights and permission
You can then define what each Group can see (People, Exhibitors, Sessions, Items) and who they can talk to. Please check Setting up Content Buttons for more information on how to segment your content.
For Groups that are composed of Exhibitors, you also have the option to define what information that is related to their Booth they can edit (vs the information that only you can edit as the Organizer). It is also possible to choose if they are allowed to add Members to their Booth, as well as the type and limit of Items they can upload.
For each Group type, custom fields can be created to use as conditions in this section to determine what each Group type is allowed to see in terms of People, Exhibitors, Sessions, and Items. To learn how to create custom fields, please refer to:
Groups Communications
With Groups, you can also segment Emails and Push Notifications in order to cater your communications to the right audience.
Group priority
If a member of your Community or someone who is attending your Event is part of Groups, only the Group with the highest priority will be taken into account to define their rights and permissions, the content they can access, the emails they will receive, and people they can network with. You can change the priority of the Groups by changing their order in the Studio – the first in the list has the highest priority:
Deleting a Group
It is not possible to delete the three Groups available by default (Attendees, Exhibitors, Speakers). However, you can delete any custom Group that you have created. For this, click on the Edit "pencil" icon, and scroll all the way down in the right-hand-side modal and hit Delete.