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Managing Group Contacts and Categories as an Officer
Managing Group Contacts and Categories as an Officer

How to manage your groups contacts and categorizing your members with officer privileges.

Anthony Pires, Jr. avatar
Written by Anthony Pires, Jr.
Updated over a week ago

As an officer you have the tools to manage all your members and contacts within your group page. Current members are active members within your group. Those under contacts are non-paying individuals with restricted access within the platform who may have signed up for events you sponsored or those you added for networking purposes.

To mange your group contacts, you can do so by these steps:

  • Go to your Groups page

  • Left Menu bar and click Members and Contacts

    managing contact within group settings

Separate your audience:

You can separate the different types of contacts depending on your group activity with creating member tags or sub-group tags:

  • Members

  • Students interested in receiving newsletters

  • Students interested in taking part of the group's management

  • Potential members

  • Potential speakers

  • Potential sponsors

  • Advisors, Campus staff, etc.

  • Event partners, suppliers, rentals, etc.

    creating sub-categories or tags for contacts

Situations in which you can collect/save prospects' emails:

Prospects are people who have expressed an interest in your group and are also identified by the following situations:

  • People signing up for an event, without being a member

  • Students expressing interest in attending a group presentation, whose emails you have collected and uploaded into CampusGroups even though they have not joined the group yet

  • Students having registered to your group but not (yet) paid membership (may not be the case when membership dues = $0)

  • Former members with expired membership, whether they plan to renew or not

CampusGroups has several ways to categorize groups:

  • Member tags (hidden from members) allow to tag members with tags only accessible to Administrators and Officers of the group

  • Sub-Groups (opt out/in possible) allow to tag members as well, and tagged members can see how they are categorized

  • Parent/child feature allows to restrict a group access to people who have joined the group's parent group

  • Group Types allow divisions to manage separate sets of groups

Please contact with any questions.

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