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Create a Group

Groups are where your people live in Eventene. Every participant, attendee, staff member, volunteer, speaker, or guest is managed through a group.

Groups are also how access works:

  • People belong to Groups
  • Groups are connected to Activities
  • Activities determine what people can see and respond to

People are not invited to a program directly. Instead, they are added to a group, and that group is assigned to one or more activities.

Main Groups and Subgroups

Eventene has two types of groups:

  • Main Groups – the source-of-record for your people
  • Subgroups – filtered views of a main group

A main group contains the full list of people. A subgroup uses rules to show only part of that main group, such as staff, volunteers, speakers, or attendees from a specific location.

Subgroups stay connected to the main group. When people are added or updated in the main group, matching subgroups update automatically.

Create a Main Group

  1. Go to Groups from the left-side menu
  2. Click New Group
  3. Select Create from Scratch
  4. Enter a group name
  5. Click Create

Your new main group is now ready for people to be added.

Add People to a Group

You can add people in two ways:

  • Manually – add one person at a time from the People tab
  • Import – upload a CSV file or paste data from a spreadsheet

Manual entry works well for small lists. Importing is better when you already have a spreadsheet or CRM export.

Default Fields

Every group includes basic fields such as:

  • First Name
  • Last Name
  • Email
  • Full Name, which is generated automatically

You can also add custom fields to store additional information.

Add Custom Fields

Custom fields help you organize people and create useful subgroups later.

Examples include:

  • Type, such as Staff, Volunteer, Speaker, or Guest
  • Location
  • Phone
  • Department
  • Membership level

To add a custom field:

  1. Open the group
  2. Go to the Layout tab
  3. Click New Field
  4. Select the field type
  5. Enter the field name
  6. Click Create

If you plan to import people from a spreadsheet, it is usually best to create your custom fields before importing so your data can map cleanly.

Use Groups with Activities

Groups become active in your program when they are assigned to activities.

For example:

  • Create a main group called All Participants
  • Create a subgroup called Volunteers
  • Assign the Volunteers subgroup to a Volunteer Training activity

Only people in the Volunteers subgroup will see and respond to that activity.

Important Notes

  • People are managed in main groups
  • Subgroups are filtered views, not separate copies
  • You can only delete people from a main group
  • Assigning a group to an activity controls who can see that activity

What to Do Next