SportsEngine

How do I create and use Groups and Smart Groups?

Last Updated: Jul 19, 2016 01:12PM CDT
Creating groups provides a way an organization can keep a collection of members together to be able to assign to pages or to email.

Group: A collection of members that can be added to a single group from the list of members in the directory.

Smart Group: Either created for the list of members or from a registration session. As people become members to the site or register, depending on how the filters are set up in the smart group, members will dynamically be placed in these groups.

Note: Only a Webmaster or user with access to the registration information (such as the Registrar) would be able to create a Smart Group.  They would also be able to assign a Smart Group to a specific page so the 'owner' of the page could access the group

How do I create a Group or Smart Group from my Membership Directory?
How do I create a Smart Group from my Registration?
How do I create a Group on a Page

How do I create a Group or Smart Group from my Membership Directory?

Step 1: Log In
Step 2: Select Admin Control Panel
Step 3: Select Members
Step 4: Select Groups
Step 5: Select CREATE NEW GROUP

Step 6: Select either Group or Smart Group

Group (a collection of selected members): Add Members to the Group> Create Group
Note: If you enabled Make Group Public then Members of a public group will be able to see and send messages to any other members of the group.

Smart Group (a collection of members, that can changed based about filters set in a report): Select Members from Member Directory or from Survey/Registration> Filter out specific group of members> Create Smart Group.



How do I create a Smart Group from my Registration?

Step 1: Log In
Step 2: Select Admin Control Panel
Step 3: Select Registration Tab
Step 4: Select the Registration Name
Step 5: Run a Report

Step 6: Create Smart Group


How do I create a Group on a Page

Step 1: Log In
Step 2: Select Edit Mode
​Step 3: Navigate to the Page the Group needs to be attached to
Step 4: Select Groups



Step 5: Select Members
Step 6: Create Group





Note: If a member has 'Owner' access to a group you will see the group that was put on their page along with each profile that belongs to that group. If there is more than one group on that page, there is a 'select group' drop down menu in the upper right corner and they can select which group they wish to view.


How do I add members to an existing group?
How do I create a SportsEngine account?
How do I give or remove permissions to a Member or Group?

Still need help?

Start a Live Chat on the Contact Us page. If you cannot reach us via Chat you can Email Us or call 1.888.255.7840 (Option 1, then Option 2) for additional help.

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