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Create and Manage Event Groups

Learn how to create event groups, assign leaders, and organize users into smaller groups for orientation and other campus programs.

Event Groups help you organize participants into smaller groups for events such as Orientation, Welcome Week, Family Orientation, leadership programs, and other campus experiences. You can create multiple groups within an event, assign group leaders, set capacity limits, and automatically place participants into groups based on registration data and audience criteria.

In this article, you'll learn how to create an event group, add leaders, create individual groups, and manage participant assignments.


Before you start

Before creating Event Groups, you'll need:

  • A registration event in CampusESP

  • Any student leaders or staff leaders added to the portal as users

  • Access to the Content area and User Imports

If you plan to assign Orientation Leaders, Family Ambassadors, Student Mentors, or other staff members as group leaders, import those users before creating your Event Groups.

Import group leaders

Group leaders must exist as users in the portal before they can be assigned to groups.

  1. Navigate to Users > User Imports.

  2. Click New User Import.

  3. If the users you’re importing are student leaders, select New Student Import from the dropdown menu.

  4. Complete the import process.

You may also choose to automatically add leaders to a dedicated community, such as:

  • Orientation Leaders

  • Family Ambassadors

  • Student Mentors

  • Welcome Week Leaders

💡Pro-Tip: Creating a dedicated community for leaders can make it easier to communicate with them throughout the event.

Create an event group

  1. Navigate to Orientation.

  2. Select Event Groups.

  3. Click Create Event Group.

Complete the following fields:

Event group name

Enter a name for the overall event group structure.

Examples include:

  • Fall 2026 Orientation

  • Transfer Orientation 2026

  • Family Orientation 2026

  • Welcome Week Groups

  • Student Leadership Retreat

Description

Add an optional description to help administrators understand the purpose of the event group.

Registration event

Select the registration event associated with these groups.

Examples include:

  • New Student Orientation

  • Transfer Orientation

  • Family Orientation

  • Family Weekend

  • Leadership Conference

Accent color

Choose an optional accent color to help visually organize your Event Groups.

Click Update Event Group to save your changes.

Add groups

Groups are the individual sections within an Event Group.

Examples include:

Orientation groups

  • Group A

  • Group B

  • STEM Students

  • Business Students

  • Transfer Students

Family groups

  • Family Group A

  • Family Group B

  • Out-of-State Families

  • First-Year Families

  • Transfer Families

Leadership groups

  • Peer Mentor Team 1

  • Student Ambassador Team 2

  • Leadership Cohort A

To create a group:

  1. Open your Event Group.

  2. Click Add Group.

Configure group settings

Group name

Enter a name for the group.

Example:

  • Group A – STEM Majors

  • First-Year Families Group 1

  • Transfer Student Cohort

This name is visible to administrators and leaders.

Group leaders

Assign one or more leaders to the group.

Examples include:

  • Orientation Leaders

  • Family Ambassadors

  • Student Mentors

  • Staff Facilitators

Start typing a user's name or email address to search for them.

Maximum capacity

Set the maximum number of participants that can be assigned to the group.

This helps ensure balanced group sizes and prevents over-assignment.

Audience criteria

Use audience filters to determine which participants are eligible for the group.

Examples include:

  • Session

  • Admission Category

  • College

  • Major

  • Community Membership

  • Registration Type

Leave a field blank if you want all participants to be eligible for that category.

Click Create Group to save your settings.


Automatically assign participants

Participants are automatically assigned to groups as they register for the associated event.

Depending on your configuration, assignments can be based on:

  • Group capacity

  • Session registration

  • Admission category

  • Academic college

  • Major

  • Other audience criteria

This helps distribute participants evenly while ensuring they are placed in the most appropriate group.


Reassign participants

You can manually move participants between groups at any time.

To reassign a participant:

  1. Locate the participant within a group.

  2. Click the Move icon next to their name.

  3. Select the new group.

  4. Click Move Here.

This is useful when:

  • Balancing group sizes

  • Accommodating special requests

  • Correcting assignments

  • Adjusting leader workloads


Remove participants from a group

You can remove a participant from a group without affecting their event registration.

To remove a participant:

  1. Locate the participant in the group.

  2. Click the Remove User icon.

  3. Confirm the removal.

When a participant is removed:

  • They are unassigned from the group.

  • Their event registration remains active.

  • They can be manually reassigned to another group later.


Review your event groups

Before your event begins, confirm that:

  • Group names are accurate

  • Leaders have been assigned

  • Capacity limits are configured correctly

  • Audience criteria are working as intended

  • Participants are assigned appropriately

  • Registration events are connected correctly


Common use cases

Student programs

  • New Student Orientation

  • Transfer Orientation

  • Welcome Week

  • Leadership Programs

  • Peer Mentor Programs

Family programs

  • Family Orientation

  • Family Weekend

  • Family Ambassador Programs

  • Parent and Family Leadership Councils

Event Groups help you create smaller, more personalized experiences while making it easier to manage participants, leaders, and event logistics at scale.

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