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 to allow more than one selection to 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.
   • 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.
   
   
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.