In this article:
- Where is it?
- Why is it useful?
- Creating an internal-use group
- Adding Attendees to the group
- Using an internal group in reports
Where is it?
You’ll create internal groups by setting up one or more Admin-only fields in the Form Editor. You can do this in the Attendee or Company registration form, or both.
To access the Form Editors, head to the Configure tab. Choose Form Layout:
Why is it useful?
MeetMax offers many ways to create groups. This method gives you a flexible way to sort participants for your team’s internal processes. The fields you create with this method are only visible to your team, but they can be used in creating reports.
Here are some examples of how you might use these fields:
- Your Attendees might represent different levels of potential sales value, and you want your internal team to be able to see how many meetings the high-value groups attended.
- Maybe you invited certain Attendees to register for your event, and you also opened public registration. You want your team to be able to see how each group participated in programming.
- Your event might have a group of VIP Attendees, and you want to track which presentations these people attended, so the presenters can follow up later.
You can include all of your participants in groups, or create a group for just a few people - whatever your event needs.
| If you need to group participants in order to control their access to MeetMax features, use the Group Name field instead. |
Creating an internal-use group
We’ll create a group by setting up a custom form field. Then we’ll add it to the Admin version of the registration form.
We’ll show this process for Attendees, but the process for Companies is the same.
- Step 1. Head to the Configure tab. Choose Form Layout, then Attendee, then Edit Form:
- Step 2. Once you’re in the Form Editor, use the Form Version menu at the top of the page.
Choose Admin, so you’ll be working on the Admin version of this form: 
- Step 3. Head to the bottom right corner of the editor. Click Create Field:
- Step 4. In the pop-up, add the details of your custom field. Learn more about creating custom fields here.
- In this example, we’re creating a Radio field that offers three choices. You can use any type of field for your internal groups:
- You can add as many choices to a field as you need. Click Submit to save it:
- Step 5. You’ll now be back in the Form Editor, with your custom field added to the form. Let's save the new version of this Admin form.
- Head to the bottom of the form. Make sure the box is unchecked, then click Save:
Adding Attendees to the group
Now that your custom field is in place, your team will fill it out for each Attendee. That’s what sorts Attendees into your internal groups.
- Step 1. Head to the Attendee List:
- Step 2. Filter the list to find an Attendee you need to update. Use the Action menu to choose Contact:
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Your event might have a different name for the Contact page, like Registration or Details. - Step 3. Now you’re seeing the Admin version of this Attendee’s registration form.
- You’ll see your custom field here. Make your choice for this Attendee, then click Submit to save:
- Step 4. If you need to update another Attendee, you can head to the top of the page and use the Switch Attendee menu:
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If you originally imported your Attendees to MeetMax, you can export your Attendee List in spreadsheet form. Add a new column for the group names, making sure the column name matches the name you gave this field. Then, reach out to our Support team, and they’ll do a supplemental import.
Using an internal group in reports
Once you’ve filled out the internal form field for all Attendees, you’re ready to start using it in reports.
Wherever you create reports in MeetMax, you’ll be able to access your custom field.
Columns tab
Look for the Custom/Misc section of the menu. You can add your custom field as a column to any list:
Filter tab
The Filter menu also has a Custom section, where you’ll find your field:
Creating reports
Here are some helpful resources:
