📖 Table of contents
ℹ️ This feature is currently in beta. If you'd like to get early access to the beta version of group sign-up for your organization and help us make the feature better, reach out to [email protected].
Our Group Signup feature helps supporters seamlessly sign up a group and make sure their group members register. In the dashboard, you can keep track of groups attending your events.
This is particularly useful for people bringing friends and family to an event who do not have email addresses. Or, maybe your organization hosts groups of volunteers from workplaces, and needs them to claim their spots upfront.
📝 How to enable group signup
When creating an event, find the section called "Group signup." When you activate group signup, you are required to specify the maximum number of additional signups a supporter can claim.
When group signup is turned on, supporters have the option to claim signups for additional group members on the signup page.
👨👩👦👦 What happens when a supporter registers a group
After registering a group for your event, supporters are prompted to add their group members' information. We recommend that group leaders add as much contact info as they are able to so that their members receive information about the event via email. However, email and phone numbers are not required for group members, making this a helpful feature for group members who do not have email addresses and group leaders who are in a hurry.
If group leaders choose not to add any information for a group member, the member will be considered an "unknown" signup. Unknown signups still count toward the total registered number for the event (more on this in the viewing group signups in the dashboard section).
Group leaders can also choose to add members later or share their unique signup link with their group members so that they can provide their information themselves. When a group member signs up using the group leader's unique link, Mobilize will know that they are a part of the group leader's group.
Group leaders can add members in their schedule at any time before the event where they can also edit their group size, and view their group members.
Your group leaders will receive a notification via Email and SMS of their group signup, and reminders to make sure their group members sign up on Mobilize.
Event organizers will get an email notification when a group leader registers a group, including the name of the group leader and size of the group.
NOTE: Some group members may not signup through Mobilize. While we encourage group leaders to sign all of their group members up so that they will receive the automated communications, and so that the organization has as much information to prepare for them as possible, "unknown" signups will still count toward the total registered number for the event (more on this below).
💻 Viewing group signups in the dashboard
Group signups, whether the group member signs up or not, are included in the total signup count for your event, and count towards filling any capacity you have set for a timeslot. Signups that have not yet been claimed are considered "Unknown signups" in your dashboard.
On the shift details page for your event, you can see which of your supporters are group leaders, which are group members, and detailed information about the composition of each group.
You can also edit the size of a particular leader's group.
Group leaders and members sync to our integration partners just like regular signups. They are currently not added as supporter groups, or with any other group identifier in EveryAction. Group members who are added without an email address are still synced as well. In EveryAction, they will appear as a regular person record with as much contact information provided.
Tools for Group Leaders
Group leaders can make changes to their group by selecting "manage group" in their volunteer schedule.
In the Group details section, leaders can see their reservation size and the number of contacts and unknown signups in their group, as well as the max group size for the event. They can also edit their reservation size number.
In the Members section, leaders can view their contacts, cancel contacts, or add a new contact.
📋 Sign up to be a beta tester for group signup!
ℹ️ This feature is currently in beta. If you'd like to get early access to the beta version of group sign-up for your organization and help us make the feature better, sign up here and we'll be in touch!
💬 This is a new Mobilize feature, and as always we're looking for your ideas and feedback. Let us know what you think