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  1. How to...

Create & Assign Groups

Last updated 5 months ago

The Groups feature makes it possible to segment your audience based on their interests, registration responses, breakouts, teams, and more. Use this as a way to target your Program, Information, and individual Dialogue items to one or more participant groups.

Assigning groups enables the option for participants to only be able see information relevant and intended for them.

There are several ways you can create and assign participant to groups:

Ventla Invite

Have Ventla Invite automatically create and assign participants to groups based on the responses to a single choice custom question.

  1. In the Admin panel, navigate to the Invite section on the left side menu.

  2. Once in the registration manager, select the "registration questions" tab at the top.

  3. Select "Add a question" under the custom questions heading.

  4. Change your question type to "single choice (dropdown)."

  5. Select the checkbox "divide participants into groups depending on the response."

Import with file

Indicate your groups within the template for Participant import.

  1. Download the Participant import template

  2. In the last column of the import file, name the group(s) that each attendee should be segmented into.

For attendees belonging to multiple groups, separate each group by using a semicolon.

Manually Assign

Manually create and assign groups within the Participants section of your Admin panel.

  1. Navigate to the Participants section in the left side menu of your admin panel.

  2. Select the Groups tab at the top.

  3. Create all of your intended groups.

  4. Navigate back to the Participants tab at the top.

  5. Using the checkboxes, select the attendees you would like to assign to a given group.

  6. Once selected, a button will appear to "assign to group."

  7. From there, you can select the intended group and assign.

Hidden Groups

Watch this video to see how you can hide parts of the Program, Information and Dialogue.

Click to enlarge