Groupize Learning Workshops (2025)
Join members of the Customer Success team as they guide you through the ins & outs of Groupize!
You only need to register once per season to have access to any of our workshops, but can come back and access your registration anytime to add more sessions. Once your registration is confirmed, you'll receive instructions on how to access our Attendee App, which will contain all of the Zoom links for the sessions.
Sessions
Courses are broken down into two categories: "Groupize Fundamentals" and "Specialty Workshops." By the end of each session, you'll have a better understanding of Groupize functionality and be able to work more efficiently within the platform.
We consider the "Groupize Fundamentals" the core learning sessions new users should attend. After completing each session, you'll have the best working understanding of how to perform these actions in Groupize. The 5 sessions are:
- eBids 101 - Creating, Sending, and Managing
- Budget & Expense Basics
- Website Build 101 - How to Create a Professional Attendee Registration Site
- Attendee Travel: Hotel Accommodations
- Managing Attendees 101 - The Basics of Keeping Track of Them All
Our "Specialty Workshops" rotate topics that either take a deeper dive into one of the area above, or look at other functions of the Groupize platform that help you become even more of a pro! Some examples of these workshops are:
- Admin Deep Dive
- Attendee App Best Practices
- Leveraging Bookable Sessions & Tickets
- Communications Workshop
- Understanding Air & Groupize's Concur Integration
Check back often as new courses are added all the time!
Don't see the session topic you're looking for? Send us a note at [email protected] and let us know.
- Session dates are listed below. Click the dates to see the courses offered. -
Don't see a session date/time that works for you? Register for the session on Dec 31 for instant access to recordings of previous sessions of various topics!
Managing Attendees 101 - The Basics of Keeping Track of Them All
Your attendees are responding. Great! Now what?? Don't worry, this session will provide you the basics on managing these incoming registrations. We'll show you how to navigate the various tabs within the "Attendees" module, including how to edit registrations, run reports, and send communications. Learn how to add additional attendees manually or via an import. And as a bonus, we'll even show you a much underutilized feature in the "Hamburger Stack" menu: Contacts!
Attendee Travel: Hotel Accommodations
Groupize makes it easy to manage hotel room blocks for your event. This session will walk you through building out the most popular way to do this--creating a room block and populating the rooming list. We'll explore various configurations and provide tips and best practices. We'll also review two other ways for your attendees to secure accommodations: Event Booking Pages and Third Party Meeting links.
Admin Deep Dive
Are you a Site Administrator and in charge of owning the day-to-day operations of Groupize? Then this sessions is for you! We'll provide you the details of what you need to know when it comes to being a Groupize Admin, such as User Management, setting/adjusting Rules & Permissions, Hotel Curation, Branding & Portal Content, and more!
Attendee Check-In / DSI for Life Sciences
Groupize offers a digital attendee check-in feature that is an optional addition to your already robust meetings management platform. Learn about how to configure check-in for your event, the attendee experience, and reporting options.
For Life Sciences Customers, the Check-In tab is already included in your Digital Sign-In product. We'll also review the full Concur Expense push here, too!
eBids 101 - Creating, Sending, and Managing
Learn the basics of creating & sending an eBid in Groupize in order to shop for meeting space & sleeping rooms for your meeting or event. You'll also learn how to manage the responses coming back from hotels: tracking negotiations, communicating, and awarding the business.
Website Build 101 - How to Create a Professional Attendee Registration Site
One of the best things about Groupize is that anyone can be a web builder--no coding or design knowledge necessary! This session will guide you on how to create everything form your front page website with various content, your registration form, and add in things like questions, sessions, and ticket items. (NOTE: Travel elements such as Hotel & Air, as well as Bookable Sessions, are covered in other sessions.)
Attendee Travel: Hotel Accommodations
Groupize makes it easy to manage hotel room blocks for your event. This session will walk you through building out the most popular way to do this--creating a room block and populating the rooming list. We'll explore various configurations and provide tips and best practices. We'll also review two other ways for your attendees to secure accommodations: Event Booking Pages and Third Party Meeting links.
Leveraging Bookable Sessions & Tickets
If your event requires attendees to make selections for things like breakout sessions, optional activities, or pay a fee for attending, then you'll want to leverage either Bookable Sessions or Tickets...or maybe both! By the end of this workshop, you'll learn the difference between the two features, when best to use one over the other, and how to manage the selections. (And if you didn't realize it, you're using a Bookable Session right now to select this course!)
Attendee App Best Practices
Did you know that any event in Groupize can have a corresponding App with just a flip of a switch? It's true! In this workshop, we'll show you how easy it is to turn the content from your website into a professional Attendee App with no effort at all. Create a better experience for your attendees and impress your colleagues (and maybe even your boss) with adding this feature to your events!
Attendee Travel: Air & Groupize's Concur Integration
Use Groupize to help manage air travel to your event. In this workshop, we'll touch on the various methods that can be used: Concur Travel integration, Air Request Form, and Collecting Flight Details.
One of the differences between Groupize and other event technology platforms is our unique, two-way integration with Concur Travel. We'll review how this integration works, including an overview of the Concur Third Party meetings functionality within Concur Travel, as well as some tips, tricks, and basic troubleshooting for making sure you have the visibility you need into your attendees' travel.
Communications Workshop
Keeping your attendees informed about your event is important! Groupize utilizes several email templates that can fire off both automatically and manually. This workshop will review where to locate the templates and how to modify them, additional event-level communications, and recommendations on when and why to send them.
eBids 101 - Creating, Sending, and Managing
Learn the basics of creating & sending an eBid in Groupize in order to shop for meeting space & sleeping rooms for your meeting or event. You'll also learn how to manage the responses coming back from hotels: tracking negotiations, communicating, and awarding the business.
Budget & Expense Basics
Track your total event spend in Groupize. In this session, we'll review the features in the "Expenses" tab. And by the end of the session, you'll have a better understanding of how to leverage the 3 tabs of the Budget, tracking Transactions (along with the associated Vendors & Payments), and the reporting that goes along with these features
Website Build 101 - How to Create a Professional Attendee Registration Site
One of the best things about Groupize is that anyone can be a web builder--no coding or design knowledge necessary! This session will guide you on how to create everything form your front page website with various content, your registration form, and add in things like questions, sessions, and ticket items. (NOTE: Travel elements such as Hotel & Air, as well as Bookable Sessions, are covered in other sessions.)
Register to View Recordings
Prefer to just watch the recordings of our previous sessions? Register for this placeholder session to given instant access to our Attendee App with links to view our library of previously recorded workshops!
Frequently Asked Questions
You've got questions? We've got answers!
Is there a cost associated with attending a workshop?
No way! Groupize Learning Workshops are free-of-charge for users of Groupize. Attendee as many as you'd like, and feel free to encourage your teammates to register as well!
What is the difference between "Groupize Fundamentals" and "Specialty Workshops?"
Groupize Fundamentals - Learn the basics of using Groupize! These sessions are geared towards new users and will explain how to use a module at a general level. It's important to have an understanding of the basics before diving deeper into any of the speciality areas. Fundamental workshops are offered several times a season and are scheduled in the recommended order.
Specialty Workshops - For those users who already have a fundamental understanding of the Groupize Platform, these workshops focus in on key areas that go beyond basics. Your facilitator will explain in more detail the various areas and best-in-class use cases we've observed from all of our Customers! Session topics change often, and new sessions are added based on feedback we obtain from Customers as well as trends we see in Support and product adoption.
Do I have to register for all courses, or can I attend just the ones I want to?
You can attend as many or as few sessions as you'd like. Just interested in those that are specific to your job? Then just register for those! Want to attend a session again? Go right ahead!
The flexibility & choice is yours!
How do I register for multiple Workshops Sessions?
During the registration process on the "Sessions" page, click the different dates to view available sessions on that date and click the "Reserve" button. Continue for any additional sessions then click "Next" at the bottom of the page when you're ready to move on.
How can I register for additional Workshops after I submitted my initial registration?
You can access your Confirmation Page 2 different ways:
- Click the "Already Registered?" link on the main event website. You'll be prompted to provide your email address. Then be on the lookout in your email for a link back to your Confirmation Page.
- Locate your Attendee Summary email. Within that email, click the "View Confirmation" button. Click it!
Once on the Confirmation Page, scroll to the "Sessions" section and click "Edit." Make your new selection(s) for any date(s) you'd like, then click "Next." You'll be brought back to your confirmation page that now displays your updated session registrations.
How long is each workshop, how will it be presented, and will they be recorded?
Workshops are scheduled for 60 minutes.
All sessions will be presented via Zoom. You can access the Zoom link (via the Attendee App) approximately 5 minutes before the session start time. If you're not sure if Zoom will work for you, you can join a test meeting to verify Zoom can load properly on your computer.
All sessions will be recorded. We may highlight sessions on our registration website or present them for future Customer Training purposes. By joining & staying in the session, you are consenting to having yourself participate in the recording of the session and future use of the recording at the discretion of Groupize. If you do not wish to be part of the recording, please do not join the session.
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