Campaign Groups and Requests

Groups can be used within a campaign to assign registrants to specific groups such as table assignments, rooms, or golf teams. Groups are internal only and are not visible to registrants during online registration. A registrant can only be assigned to one group; however, as many groups as are needed can be added for each campaign.

1. Navigate to a campaign.
2. Click the Groups tab.
   
    
3. Click Add Group in the left-side menu.
4. Enter the applicable Create Campaign Group information, and then click Create.
   • Change the sort order from A-Z by entering a Sort Order for the group.
     
      

Request types are used to organize more than one request on a campaign. Request types can be multi select or single select. Single select options will display on the Giving Hub as radio buttons, while multi select options will display as check boxes. 

1. Navigate to a campaign.
2. Click the Requests tab.
    
3. Click Add Request Type in the left-side menu.
4. Enter the applicable Create Campaign Request Type information, and then click Create.
   • Check the Multiple Requests box if more than one selection can be made on the Giving Hub.
     
      
   • Click Edit to add a short name to the campaign type. 
     • This will display in the Request Report.

If options are provided for a registrant to select during online registration, such as a food preference or t-shirt size, requests can be created. Requests will appear on the online registration page where registrants can make their selections. As many requests as needed can be added.

1. Navigate to a campaign.
2. Click the Requests tab.
   
    
3. Click Add Request in the left-side menu.
4. Complete the applicable Create Campaign Request information, and then click Create.
   
    
5. Repeat as needed for all requests.

Requests will be displayed together by type.

There are two ways to add registrants to groups and requests.

Add to Group/Request From Group/Request Tab

The workflow for adding guests from the Groups and Requests tab is the same. The example below utilizes the Groups tab.

1. Navigate to a campaign.
2. Click the Groups or Requests tab.
   
    
3. Click the Groups/Requests ID to which guests will be added.
   
    
4. Click Edit Guests in the left-side menu.
5. Check the boxes next to the names to be assigned to that group/request, and then click Update Guests.
   • The profile must first be marked as "Yes" in the RSVP column on the Profiles tab in order to be available in the Campaign Guests list.
   • Anyone that has been assigned to another group will not appear on this list; however, since guests can be assigned to multiple requests, they will appear under each request.
      

Add to Group/Request From Profiles Tab

1. Navigate to a campaign.
2. Click the Profiles tab.
   
    
3. Click the profile name of the guest to be added to the group or request.
   • The profile name must have "Yes" in the RSVP column.
     
      
4. Click the guest name in the Profile Guests section.
    
5. Click Edit Group/Request in the left-side menu. 
6. Complete the applicable Group/Request information, and then click Save.
   • Select a group from the Group drop-down menu.
   • Check the Guest Request box.
      
7. The selected group and requests will display on the Profile Guest record.

Once event tickets have been purchased, the donor will be able to enter guest information and select requests. Please review the event ticket checkout process for adding and paying for tickets. The steps included below will only show the process for adding guests and selecting a request.

1. Click Add Guest Information.
    
2. Click the blue Add button.
   • Donors may enter contact information manually. The option is available for the donor to add themselves as a guest.
     
      
3. Add the applicable information, and then click Save.
    
4. If the donor is also bringing one or more guests, they will be able to enter the additional guest information and select request options. Click Add Guest Information.
    
5. Add the applicable information for additional guests.
6. Once all guest information has been provided, click Done.