Add People to Groups
Instructions to add people to groups from various places in the Platform, including the Group record, Participant record, Check-In Suite, Group Life, and more.
There are multiple ways to add individuals to groups. Choose a way that works best for you!
From the Group Record
You can add a person to a group from the Group record on the Groups page.
- Go to Groups, and open the record of the group you want to add a person to.
- Click the Participants tab.
- To add one person to the group:
- Click New Group Participant.
- Enter their information.
- Click Save.
- To add multiple people with the same group role and start date:
- Click .
- Find and select the participants you want to add.
- Enter the general information.
- Click Add.
From the Participant Record
You can add a person to a group from their Participant record on the Participants page.
- Go to Participants, and open the record of the person you want to add to a group.
- Click the Groups tab.
- To add the person to one group:
- Click New Group Participant.
- Enter their information.
- Click Save.
- To add the person to multiple groups with the same group role and start date:
- Click .
- Find and select the groups you want to add the person to.
- Enter the general information.
- Click Add.
From Check-In Suite
You can add a person to a group from a Check-In Suite kiosk in Attended Mode.
From Group Life
You can add a new person to a group from within the Group Life application.
A group leader or primary contact can add a new person to their group through Group Life. Remember, a group is only visible the Group record has Available Online set to Yes.
- Log in to the page that displays the My Groups widget.
- Locate the group to add the person to, and click Group Life.
- Click the Participants tab.
- Click Add Participant.
- Enter the person's information along with the date they started with the group.
- Click Save.
Based on a Custom Form Response
You can add a person to a group based on a custom form response.
You may have a custom form that asks a question related to different groups you have at your church. For example, a VBS form may ask which grade a child is going into. From that response, you can add a person to a relevant group. So, if a form response indicates that Timmy is going into second grade, you can add him to the Second Grade Group.
Based on Event Participation
You can add a person to a group based on their participation in an event.
After an event, you may want to add the attendees to a group. For example, a few new people attended a Singles Coffee event last Friday. You can add them to your Singles group so they can get communication about other upcoming events.
During Event Registration
You can set up an option price that automatically adds a registrant to a group during event registration.
On the Option Price record, in the Add to Group field, select the group you want to add people to when they select that option price on the registration form.
- A Participant record does not already exist in the group.
- A Participant record exists but has a past end date.
In either case, a new Group Participant record is created with a start date of the date registered and no end date. If the participant did not already exist, they are assigned the default group role for the group's group type.
- They are already a current group participant.
- Their Participant record already exists in the group and has a future end date.
Put Participants from Multiple Groups into a New Group
- Make sure you already created the new group you want to assign these participants to.
- In the navigation menu, click .
- Clear any current/unsaved selection.
- Select your group participants and change the selection drop-down to Current/Unsaved Selection.
- Click .
- In the Copy Selection tab, select Participants from the Target Page drop-down list.
- Name your selection.
- Make sure Select Head Instead is set to No.
- Click Transfer.
- In the navigation menu, click Groups.
- Open the group and click the Participants tab.
- Click .
- In the Participant field, click the .
- In the selection drop-down list, click the name of the selection you created using the Transfer Selection Tool.
- Click Confirm Selection.
- Complete the additional information for these group participants.
- Click Add.
- Click Close.
Add People with Similar Attributes to a Group
- In the navigation menu, click .
- Search for the attribute.
- Select all the results, and change your selection to Current/Unsaved Selection.
- Click the .
- Click .
- Click Transfer, then click OK.
- In the navigation menu, click Groups.
- Open the Group record you want to add participants to.
- Click the Participants tab.
- Click .
- In the Participant field, click the .
- In the selection drop-down list, select From Contact Attributes.
- Click Confirm Selection.
- Enter any additional information, and click Save.
Managing Mishaps
Some options to try if you have any mishaps adding people to groups.
If you forgot to clear your selection when adding people to a group and now the wrong people are in a group, you can delete the Group Participant records. You should only delete Group Participant records when you shouldn't have added the person to the group in the first place. Do not delete Group Participant records if the person participated in the group and no longer participates. In the latter case, we recommend you end-date participants.
Reassign One Group Participant
- In the navigation menu, click .
- Open the Group Participant record of the participant added to the wrong group.
- Click Edit Record.
- In the Group field, select the correct group.
- Click Save.
- Click Close.
Reassign Multiple Group Participants
- In the navigation menu, click .
- Select the group participants you want to move to a new group.
- Select Current/Unsaved Selection.
- Click .
- Select the check box next to Group.
- Select the new group from the Group drop-down list.
- Click Assign.
Delete Group Participants
- Go to the Groups page.
- Open the group you want to delete participants from.
- Click the Participants tab.
- Select the participants you want to remove.
- Click .
- Click Delete.
- Go to .
- Select the group participants you want to remove.
- Click .
- Click Delete.
Correct End-dated Group Participants
- In the navigation menu, click Groups.
- Open the Group record you end-dated.
- Click the Participants tab, and change the view to Past Participants.
- Select the participants that were incorrectly end-dated and click .
- Select the Group Participants folder, click Transfer, and click OK.
- In the navigation menu, click .
- In the selection drop-down list, select From Participants.
- Click .
- Select the End Date check box, and leave it blank.
- Click Assign, and then click OK.
- Clear your selection.