Overview
Participant groups let you organize participants into categories — like classrooms or grade levels — so shoppers can narrow down the list before selecting a participant. Groups also appear in the searchable dropdown as designators alongside each participant's name.
Step 1: Enable Groups in Edit Campaign
- In the Fundlet app, open your campaign and click Edit Campaign.
- Scroll to the Participants section and look for the Groups setting.
- Give your group a label (e.g. "classroom") and enter the group values as a comma-separated list (e.g.
PreK, K, 1, 2, 3, 4, 5). - Hit Save. The groups are now created and ready to use.
Step 2: Assign Participants to Groups
When adding a new participant in Edit Campaign, you can assign them to a group at the same time. You can also go back and assign groups to existing participants.
If you're uploading participants via CSV, include a group column — participants will be assigned automatically during the import. See Upload Participant CSV for the format.
Step 3: How Groups Appear on the Storefront
In the theme customizer, the Welcome block has an option to show participants in a searchable dropdown. When groups are enabled, each participant appears with their group as a designator — for example, "Liam - PreK" or "Liam - First Grade" — making it easy for shoppers to find the right person.
Groups and Self-Registration
If self-registration is enabled for your campaign, participants signing themselves up will also be prompted to select their group during registration. This keeps the list organized without requiring manual sorting afterward.