Adding Constituents from Report Results to a Group

You can add constituents from the results of a report to a group to use this information for another purpose, such as target them for a special email or assign them a certain role. You can create a new group and populate it immediately from the results or add them to an existing group that already defined in the system.

You can add the constituents from within an open report itself with  the (Add to Group) icon or the Add to Group action from the Report Results list.

Note: The steps for adding the constituents to groups are the same for both methods discussed above, but the pages the steps are displayed in may look slightly different (for example, one set may be displayed within the page wrapper and the other set may display in simple pop-up windows).

For information about Convio groups, refer to Managing Groups.

Click one of the following links to learn more about:

• Adding Constituents to an Existing Group
• Adding Constituents to a New Group

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Adding Constituents to an Existing Group

When you add constituents to an existing group, only the constituents who are not currently members are actually added. That is, if a constituent is already an active member of the group, they will not be added again.

To add the constituents to an existing group:

1. From:
   • The Reports Results list, click Add to Group from the Actions column of the appropriate report. The Select Constituent Type pop-up displays.
   • Inside the report itself, click the (Add to Group) icon. The Select Constituent Type page displays.
2. Click the appropriate option from the choices displayed and click Next. The Select a Group page displays.
3. Click the Select Existing Group option. The Group Selector area displays on the page.
4. Click Select from the Actions column of the appropriate group. The name of the group displays in the Selected Group area.
   Note: To locate a group that is not showing in the list, enter all or part of the group name in the Search field and click Search or click the Next link to display the next page of groups.
5. Click Next. The Populate Group page displays with the constituent type and group name displayed.
6. Click Finish. The Report Results page displays with the Successfully added report results to group message showing.

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Adding Constituents to New Group

When you create a new group and add constituents, you must select from the existing group types or create a new group type to gather similar groups together.

Although most groups are not in a special security category, you can make the new group a:

• User Security Group to use with a specific Security Category to direct certain content to a set of appropriate constituents (for example, the members on the board of directors or your paid subscribers).
• Admin Security Group that you can use with a Security Category to define a specific type of administrative role (for example, the junior administrators who can author your Spring Gala pages).

For information about group security modes, refer to Managing Security.

To create a new group and add the constituents to it from the results of a report:

1. From:
   • The Reports Results list, click Add to Group from the Actions column of the appropriate report. The Select Constituent Type pop-up displays.
   • Inside the report itself, click the (Add to Group) icon. The Select Constituent Type page displays.
2. Click the appropriate option from the choices displayed and click Next. The Select a Group page displays.
3. Click Create New Group. Additional fields display on the page.
4. For Group Name, enter a descriptive label for this new group that may help distinguish it from other groups (for example, by purpose).
5. For Group Type, to associate this group with other similar ones that:
   • Already exist, click the appropriate option from the drop-down list.
   • Should be grouped together, click the Enter a new value option and enter a meaningful label for this new type.
6. For Group Description, enter a phrase or sentence to help describe the reason for forming the group or its purpose.
7. For Group Security Mode:
   Note: For information about group security modes, refer to Managing Security.
   • Leave the default selection.
   • Or, click User Security Group to use this group to direct certain content to them based on a Security Category.
   • Or, click Admin Security Group to define a specific type of administrative role to this group.
8. Click Next. The Populate Group page displays with the constituent type and group name displayed.
9. Click Finish. The Report Results page displays with the Successfully added report results to group message showing.

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