How to use Groups to organize attendees by interest or role
How to use Groups to organize attendees by interest or role
Use Groups to Organize Attendees by Interest or Role
The Groups feature in Cadence allows you to segment attendees based on shared interests, departments, or roles for easier management and targeted communication. From the Groups Menu › Settings section, you can create specialized groups that help organize your event participants, control content visibility, and streamline communication to specific audience segments.
When to use
When organizing attendees by department, interest, or professional role
When creating targeted communications for specific attendee segments
When controlling access to specialized content or sessions
When facilitating networking among attendees with similar interests
You must have System Administrator or Event Manager permissions to create and manage groups. Groups must be created before you can assign content visibility or send targeted communications.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Groups" from the left sidebar menu.
Click the "+" button in the top right corner to create a new group.
Enter a descriptive name for your group that clearly indicates its purpose.
Use role-based or interest-based names like "Marketing Team," "Product Specialists," or "Workshop Participants" to make the group's purpose immediately clear.
Add a detailed description explaining who should be in this group and its purpose.
Set the group visibility by selecting "Public" or "Private."
Public groups are visible to all attendees, while private groups are only visible to members and administrators.
Upload a group image that visually represents the group's purpose (optional).
Click "Save" to create the group structure.
Select the newly created group from the groups list.
Click the "Members" tab to add people to your group.
Click the "+" button to add members to the group.
Members must already exist as attendees in your event before they can be added to groups.
Search for attendees by name, email, or role in the search field.
Select the attendees you want to add to the group.
Click "Add Selected" to add the chosen attendees to your group.
Return to the Groups list by clicking "Back to Groups."
Navigate to "Settings" in the Groups menu to configure group creation permissions.
Toggle "Allow Users to Create Groups" based on your event strategy.
Enable this setting for collaborative events where you want attendees to form their own interest-based groups.
Click "Save" to apply your settings changes.
Troubleshooting
If you cannot add certain attendees to groups:
Verify they are registered for the event
Check that they have the correct attendance type
Confirm you have proper permissions to manage groups