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Contact Group vs Contact Type

  • 1.  Contact Group vs Contact Type

    Posted 06-03-2021 04:40
    Hi! I am interested in learning more about the difference between contact groups and contact types. Can anyone explain the difference / when you would use each most? 
    Thank you!
    #Flex-Creating/ManagingEvents

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    Berkeley Morris
    Project Coordinator
    Meeting Alliance LLC
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  • 2.  RE: Contact Group vs Contact Type

    Posted 06-03-2021 09:52
    HI Berkeley, I create a Contact Group for everyone that is on one of our committees, for example. This allows me to send emails to everyone in that contact group. Contact Types are attached to individuals in the address book which is different than Registration Types that can be created in an event and used to send people down specific registration paths (you can also set it up so that a registration type is updated as a contact type in the address book though). I hope this helps.

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    Jayne Ferro
    Support Staff Specialist
    NYSUT
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  • 3.  RE: Contact Group vs Contact Type

    Posted 06-03-2021 11:05
    An example of Contact Types and/or Registration Types I use are Participant, Staff, Presenter, Exhibitor, Board of Directors Member.  I then associate registration paths to them if we are asking for different information from each type. I meant to give you this example earlier.

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    Jayne Ferro
    Support Staff Specialist
    NYSUT
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  • 4.  RE: Contact Group vs Contact Type

    Cvent Staff
    Posted 06-04-2021 13:03
    Hi Berkeley,

    In addition to Jayne's helpful answer, I wanted to share these two articles with you as well that walk through these two features and how to set them up:

    Adding Contact Types in the New Experience

    Managing Contact Groups in the New Experience

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    Julia Plymack
    Lead Client Success Advisor
    Cvent
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