Event Assignments allows you to create groups for your event that you can then assign your event purchasers to. These groups can be anything you want, ranging from tables to teams to any other breakdown you would like. To enable Event Assignment, select the Use Event Assignments toggle button to YES at the bottom of the Attendee Info Tab on the event page.
From the Events Module, go to Event Assignments page. On the Event Assignment dashboard, you first need to select an Event from the dropdown in the upper left corner with the title, "Select Event". Once the correct event is selected the Groups that you created within that event's setup will be displayed on the Groups Grid.
To assign an attendee to a group first select the group, it will highlight in blue. Then go down to the Attendees Grid and check the box under the "Assign" column. You will then see the name of the group added to that row under the "Group Name" column.
You are also able to edit each ticket purchase on the Assignment grid by clicking on the blue edit icon on the left of the grid. Clicking this icon will launch a dialog box that allows you to edit the following:
- Event Group - Change which group they are assigned to.
- Group Name - This will auto-populate based on the Event Group assignment
- Group Number - This will auto-populate based on the Event Group assignment
- Actual Attendee - You can update the actual attendee's name by searching for an existing constituent in the database. If the constituent is not already in the database, you will need to add them via the Constituents grid or Event Attendance grid.
- Actual Attendee Email - This will auto-populate based on the constituent record selected. If you need to update this information, go to the constituent's record by clicking on their name from the grid.
- Group Leader - If this constituent is the group leader, change the toggle to YES.
- Attendee Info Fields - If your event's Attendee Info tab included custom questions, you can update the answers to those questions for this attendee
Click Update to save the changes.
The group assignment information is also shown on the Event Attendance grid Including Group Name, Group Number and Group Leader.