How to Create a Custom Group

Go to People > Audience. Click on the + Create custom group button.

1. Group Name: Enter a group name.
2. Active group:  The attendees get automatically added to the active group if they match the filtering criteria. Also, the attendees who register after active custom group creation and still fit with the group filtering criteria get added to that group.
3. Static group: The attendees who match the filter criteria during group creation. A static group is not updated automatically even if attendees that match the filter criteria register later.

4. Enable access control: Toggle the enable access control to see the new custom groups on the access control page. You can enable/disable this feature anytime later during the process of custom group creation.

   

The attendees can be assigned to different groups, as shown in the All Audience section. To filter the attendees, click on the + Add filter button.

In the Where field, select any filter based on Tickets, Registration, and Event and Sessions for example, Status under the Registration category.

The Status filter opens up, allowing you to select True/False. Select True to filter the attendees who have attended the event and False to filter the attendees who did not.The list gets auto-populated based on your filter selections.

You can add click +Add filter to add more filters and apply AND logic between the filters.

For example, if you add an Email filter with the condition that the email should be a part of invite list, and a value. The result will be an AND operation of the Status and Email filter.

To apply a combination of filters with AND and OR operation, toggle on Advanced filters and select all or any for the governing statement.

1. 1. If you select all, all added filters and filter groups will have AND operations
   2. If you select any, all added filters and filter groups will have OR operations

You can click Add filter button, to add:

1. 1. Filter: This adds a single filter with the same operator

   2. Filter group: This adds a new filter group with a separate governing statement.

      
      

Click the Create group button in the top right corner to create a custom group.

A new Custom groups section in the Audience Groups tab shows the list of custom groups created.

Click on the Enable access control button to enable the access control for the custom group.

You can manage access permission on the custom groups from the Access Control tab.