Event Groups

Knowledge Base Article

Admin Dashboard > Customers > Event Groups

Purpose

The Event Groups section in the Admin Dashboard is a powerful tool for organizing and managing customer-related events and activities. This feature enables the creation of groups for specific events, the assignment of customers to these groups, and the centralized management of group details. Event Groups are particularly useful for businesses events, weddings, proms, entertainment events, etc.

Key Features

• Add New Event Groups: Create and configure event groups for organizational purposes.
• Manage Existing Event Groups: Edit, update, or delete previously created groups.
• User Assignments: Assign customers to event groups and manage their participation.
• Search and Filters: Easily locate specific event groups using robust search and filter options.
• Quick Add New Customer: Add a new customer directly while managing event groups without leaving the page.

How to Use the Event Groups Section

Adding a New Event Group

1. Navigate to the Event Groups Section:

   • From the Admin Dashboard, go to Customers > Event Groups.

2. Click on “Add New Event Group”:

   • This will open a form for creating a new event group.

3. Fill in Event Group Details:

   • Event Group Name: Enter a unique name for the group.
   • Event Description: Provide a brief description of the event or group’s purpose.
   • Event Date(s): Specify the date(s) for the event or activities related to this group.
   • Assigned Admins: Select any admin users responsible for managing this group.
   • Custom Tags (Optional): Add tags to help categorize or identify the group.

4. Save the Event Group:

   • Click Save to add the new group to the system.

Managing Existing Event Groups

1. Locate an Event Group:

   • Use the search bar or filters (e.g., by name, date, or tags) to find an event group.

2. Edit an Event Group:

   • Select the desired group and click Edit.
   • Update any details, such as the event name, description, or assigned admins.
   • Click Save to apply the changes.

3. Delete an Event Group:

   • Locate the group you wish to remove.
   • Click Delete and confirm the action.
   • Note: Deleting a group will remove all associated customer assignments.

Assigning Users to Event Groups

1. Open the User Assignment Panel:

   • From the Manage Event Groups page, select the group to which you want to assign users.

2. Search for Customers:

   • Use the search bar to find specific customers by name, email, or customer ID.

3. Add Customers:

   • Select the customers to add and click Assign to Group.
   • Assigned customers will appear in the group’s user list.

4. Remove Customers:

   • To remove a customer from a group, select their name from the list and click Remove from Group.

Quick Add New Customer

1. Navigate to the Event Group:

   • While managing or creating a new event group, locate the Add New Customer button within the user assignment section.

2. Click on Add New Customer:

   • A pop-up form will appear.

3. Enter Customer Details:

   • Fill in the required fields such as name, email, phone number, and any other relevant information.
   • Save the new customer.

4. Assign the Customer:

   • Once saved, the new customer is automatically available for assignment to the current event group.

Viewing and Managing Customer Assignments

• Bulk Actions:
  • Assign or remove multiple users at once using the checkboxes and bulk action menu.
• Activity Log:
  • View a history of user assignments and changes within the event group for audit purposes.

Tips for Effective Use

• Use Descriptive Names: Clearly label event groups to make them easily identifiable.
• Leverage Tags: Tags can simplify searching and filtering, especially for businesses managing multiple events.
• Review Assignments Regularly: Periodically check user assignments to ensure accuracy and relevance.
• Utilize Filters: Use filters to quickly locate groups by event date, tags, or assigned admins.

Example Use Cases

1. Recurring Training Sessions:
   • Create a group for a specific training session and assign participants.
2. Exclusive Product Launches:
   • Organize VIP customers into an event group for a special product unveiling.
3. Membership Activities:
   • Manage groups for annual membership events or community engagement activities.

Available Data Fields

• Event Group Name: Name of the group.
• Event Description: A brief description of the group’s purpose.
• Event Date(s): The date(s) for the event or activity.
• Assigned Admins: Admin users managing the group.
• Custom Tags: Tags for categorization and easy searching.
• Customer List: List of all customers assigned to the group.