Lists

With the Lists tool, event organizers can segment individuals into different groups that can be given their own agendas, notifications, emails, among many other features.

How do I create a list?

The first step in segmenting people into different lists is to begin by creating a new list. To do this, go to the InEvent platform and click on  People > Lists.

Then click on the + button or + Create list button at the left side menu.

How to create a new list

                

Enter the name of the list, then press the blue Create button.

Screenshot of steps to add a new list

The created list(s) will appear at the left-hand menu of the page.

Screenshot of where to find your lists

How do I configure the list?

You can configure your list by clicking on the desired list from the left-hand menu, then click the Settings button.

Screenshot showing how to access List settings.

In Settings, you can configure the following items:

  • Name: You can edit the name of your List by typing the new name in the Name field and pressing the Done button.
  • Action to execute when a person is added to the list: You can select a custom email to be automatically sent when a person is added to the list. To configure this action, select Send email from its drop-down box, select the target email, and press Add trigger. To remove a trigger, click X on the trigger or email box.
For more information on creating custom emails, refer to our Email creator article.
You can set multiple emails to be automatically sent.
  • Action to execute when a person is removed from the list: You can select a custom email to be automatically sent when a person is removed from the list. To configure this action, select Send email from its drop-down box, select the target email, and press Add trigger. To remove a trigger, click X on the trigger or email box.
GIF showing how to edit List name and set action to execute: send email.

How do I add people to the list?

Adding people to a list will not consume credits. Only adding people to the Attendees page will consume credits.
  • Manually

To add a new person to the list, select the list you want to add the person to from the left-hand menu, click + New Person, enter their data and click on Create.

Screenshot of steps to add a new person to a list
  • Import list from other events or segmentation lists

If you have already created a list in another event, a segmentation list, or want to import data from a different list within the same event, press Edit, then click on Import from list. A new window will open with a dropdown showing all the lists available within the company (including event lists and segmentation lists).

You can select the list you want and click on Import.

A picture showing the import from list dropdown

  • Via spreadsheet

To import lists using a spreadsheet, click on Edit > Import. Next, you will have two options: you can either use the demo file provided by InEvent or your own spreadsheet to insert your invitees' information. Click here to learn how to do so.

Importing lists
If username is disabled at the company tools, the username column will be automatically removed from the List import spreadsheet.
  • Bulk Movements

Users can be bulk added to a list from another list, or from your attendees, invitees.

To copy users from one list to another, click Edit from within the list you wish to copy from, and select the users you want to move. After this step, select the destination list from +Add to list the dropdown menu on the right side window. If you are moving them to your attendees or invitees list , select the respective destination from the +Add to drop down menu, and click Run Bulk Operation.

Screenshot os the steps to run a list bulk operation

Segmentation lists

Segmentation lists allow you to differentiate your attendees based on various conditions. It is a technique used by businesses and marketers to send relevant communications to specific groups of people.

How do I create a segmentation list for the company?

To create a segmentation list, carry out the following steps from the company level:

  1. Go to Account > Segmentation lists.
  2. Click the + New list button towards the top left of the platform.
  3. Enter the name of your list in the pop-up box and press Create.
Create segmentation list
You can switch between previously created segmentation lists by clicking the drop-down bar at the top-left corner of your screen and selecting from the available options.
Lists

How do I add people to the segmentation list?

You can add people to your segmentation list in one of the following ways:

  • Adding each individual member to your list manually.
  • Importing large amounts of list members through a spreadsheet.
Adding list members manually

To manually add people to your segmentation list, carry out the steps below:

  1. Select a list from the drop-down at the upper left of your screen.
  2. Click the + New Person button.
  3. Fill in the Name, Username, and Email fields
  4. Press Create.
Create person
Importing list members through a spreadsheet

You can import large amounts of people to your segmentation list by completing the steps below:

  1. Select a list from the drop-down at the upper left of your screen.
  2. Click the Edit button in the upper right corner.
  3. Press the Import button, then click on Download demo file.
Importing a spreadsheet
A spreadsheet file will be downloaded to your computer, and you will need to fill out the required fields. Once you have entered your data in the spreadsheet, complete the rest of the steps to upload the file back onto the platform.
  1. Press the green "folder" button and select the spreadsheet file from your computer.
An image illustrating the green folder button
  1. Press Import the file upload is complete.
To learn more about the import function, Click here.

How do I import segmentation lists to my events?

After creating and adding members to your segmentation lists, you can import the list within any event of your choice. To do this, navigate to People > Lists at the event level and follow the steps in this section.

How can I use lists?

There are many different uses for your lists once they are created. You can find more detailed explanations on each of these uses in the articles below.

Click here to learn how to do so.

Communication: How do I send an email to a list?

Click here to learn how to do so.

Click here to learn how to do so.

Click here to learn how to do so.

Push notifications: How to send push notifications to specific lists?

Click here to learn how to do so.

Custom form: How to add a list to a custom form?

Click here to learn how to do so.

How do I extract a report

To extract a report on your lists, simply click on Edit > Report. A message will appear along the top of the screen letting you know that your excel sheet is being processed and will be sent to your email once completed.

You can also click on the download button on the notification that appears, this will lead you to the All reports > Spreadsheets page where you can also download or preview the report.

Extracting a Lists report


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