Creating Membership Groups
In order to sort your members into different categories, which can be particularly useful for contacting separate groups with different emails, you can create ‘Groups’ to help you manage this.
This will take you to the Groups section, where you need to click on the ‘Add Group’ button along the top bar.
Once you have filled out the details for the group you would like to create, click the green ‘Submit’ button.
If you need to edit or re-create your group, you can click the yellow and red ‘Edit’ and ‘Delete’ buttons on the bottom right of your new group.
To add participants to your new group, navigate to the member’s section on the left-hand side of your dashboard. Once in here, click the blue ‘manage’ button next to the member you want to add to your new group. This is in the ‘All Members’ section which you can see on the top grey bar.
Select the drop-down list in the Membership Category section and click on the group you would like to add that member to.
When you’re done click the green ‘Update’ button! Repeat this for each member who you would like to add to the group until your group is complete.
The team at Eventrac are on hand to assist with all components of your event. From advice on promoting your event through low cost channels such as social media, to a guided tutorial on a specific feature of Eventrac. We are here to help.