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How to Group Participants in Fundlet

Organize your fundraiser participants into groups to make browsing and searching easier for shoppers and self-registering participants.


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

  1. In the Fundlet app, open your campaign and click Edit Campaign.
  2. Scroll to the Participants section and look for the Groups setting.
  3. 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).
  4. 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.