Creating Membership Groups

28 Nov, 2019 08:51 By: Nikki Hawkes

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.

Step 1: Navigate down the left-hand bar of your dashboard and click on ‘Groups’ 

This will take you to the Groups section, where you need to click on the ‘Add Group’ button along the top bar. 

Step 2: Submit your Group

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.

Adding participants to your group
Step 3: Go to your ‘Members’ section. 

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. 

Step 4: Click ‘Adjust Membership’

Step 5: Add the member to the group

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. 








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