This article will walk you through setting up and managing a group of recipients. A group is used to create a group form and allows you to send submissions to a specific recipients and pre-fill data from columns on your CSV file. 

Note: This article applies to users with Form Creator permissions. Please contact your district people admin or other point of contact if you believe you should have form creator access.

In this article, we will review:

• How to set up a new group 
• How to change your group 
• How to edit your group name 

How to set up your group 

Step 1: Prepare Your Group Data

Before setting up your group, you will need to create a spreadsheet (.CSV file) with your group information.

• Student/Employee name.

• Email Address for each recipient (e.g., for employees, parents/guardians)

• Any student/employee information you want to pre-fill on your form.

Note: The format must have one row per student/employee (i.e. one row per form), with all other information in columns, as shown here...

Step 2: Create Your Group

1.  Log into your account.
2. Click on the profile icon at the top right corner and select Groups/Docs.
   
   
3.  Click Add Group
   
4. Name your Group and click Create Group.
5. Select Yes, I have a spreadsheet with this information, then Continue.
6. Click Choose File and select the .CSV file from your computer; click Continue.
   

Step 3: Map your data 

1. When asked, "Which column has first name?" click on the column in your spreadsheet that has the student/employee first name, then click Continue.
   
   Note: If your spreadsheet has full name instead of first name (as shown in our example), first click where it says "Click here if you have a full name column"
   
   
2. You will now have the option to assign recipient emails. You have the option to send a form to a single or multiple email addresses. 
   
   Single Recipient 
   
   1. When asked, "Which column has email?" click on the column in your spreadsheet that has the email that you want to send your form to, then click Continue. Review your selections and click Create Group.
   2. You're done setting up your group! Go to the Set up Group Form section to set up your form.

Multiple Recipients

1. 1. Click where it says "Click here if you have multiple emails per person." This is often used for two parents/guardians. When asked, "How should these emails go out?" select...
   2.  All at once if only one parent/guardian is required to submit it. Both will receive it at the same time, and whoever gets to it first will submit it. (most common)
   3. Click Continue to Select Emails.
   4. Match the expected fields to the correct fields in your spreadsheet. The following fields are required
      1. Full name / First Name & Last Name --> Select student name
      2. Recipient 1 email --> Select the first parent/guardian email
      3. Recipient 2 email --> Select the second parent/guardian email
         Note: If one of the recipients you are sending the form to is the student, you will need to    use the Recipient 1, 2, 3 or 4 Email field, not the Student Email field.
         
   5. Click Create Group

9. You're done setting up your group! Go to the Set up Group Form section to set up your form.

How to change your group 

You will have the option to change your group while your form is in test mode. 

1. On your Manage Page on the your form and navigate to the group tab.
   
2. Click on the change group.
   
   
3. Select the new group and click change group.
   

How to edit your group name 

1. On your Manage Page on the your form and navigate to the group tab.
   
2. Click on edit name.
   
   
3. Enter the new name of your group and click update.