Steps to add users to a group
Access registrations.
Click Registrations from the main menu.Open the relevant registration form.
Select the registration form you are working with.View submissions.
Click Submissions to view all responses.Select users.
Use the checkboxes on the left of the users’ names to select the contacts you want to add to a group.Add users to a group.
Click Action and select Add users to group.
Choose the group and assign a role for the users.
Confirm and complete.
Click Done to finalize adding users to the group.
Filtering submissions
To find specific users based on their answers to the registration form:
Use filters.
Click the Filters button to refine the responses based on a particular answer.Select filtered users.
Check the boxes next to the filtered users who meet your criteria.Add users to the group.
Follow the same steps to assign the filtered users to a group with a specific role.
This process ensures users are organized into the correct groups based on their registration form responses.