Campaign Groups and Requests

You can create groups 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, you can add as many groups as needed for each campaign.

1. Navigate to a campaign and click the Groups tab.
   
   
   
2. Click Add Group in the left-side menu.
3. Enter the Create Campaign Group Name, and then click Create.
   • If you want to change the sort order from A-Z, enter a Sort Order for the group.
     

If options are provided for a registrant to select during online registration, such as a food preference or t-shirt size, you can create requests. Requests will appear on the online registration page where registrants can make their selections. The requests will appear in a multi-select menu, so if you only want them to select one, make sure they are mutually exclusive. You can add as many requests as needed.

1. Navigate to a campaign and click the Requests tab.
   
   
   
2. Click Add Request in the left-side menu.
3. Enter the Create Campaign Request Name, and then click Create.
   

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, and click the Groups or Requests tab.
   
   
   
2. Click the Groups/Requests ID to which you want to add the guest.
   
   
   
3. Click Edit Guests in the left-side menu.
4. Check the boxes next to the names you would like to assign to that group/request, and then click Update Guests.
   • 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 and click the Profiles tab.
   
   
   
2. Click the profile name of the guest to whom you want to add the group or request.
   • The profile name must have "Yes" in the RSVP column.
     
     
     
3. Click the Guest name.
   
   
4. Click Edit Group/Request in the left-side menu. 
5. Complete Group/Request changes, and then click Save.
   • Select a group from the Group drop-down menu.
   • Check the Guest Request box.