Assigning members upon registration

You can add members to a group or segmentation group before they have registered accounts. When a member registers an account, they are automatically added to the group.

To automatically assign a user to a group when they register:

  1. Go to Admin > Manage > Groups > Assign on Registration > Add.
  2. Select the group to add members to.
    • If you add a member to a smart group or private resource group, they do not need to meet the criteria or apply.
  3. Add the user email addresses by:
    • Listing one per line
    • Uploading a CSV file
  4. Select Save.

Users who will be, or have been, assigned on registration are displayed. When they successfully register their account, their username appears in the User column. You can undo assign on registration by selecting Delete next to a member.

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