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.

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

Note that you will now have one (or more) list(s) of attendees among the options that can be selected. Event organizers may now select the list they want to complete (they may also choose to delete certain lists).

How do I configure the list?

You can configure your list by clicking the Settings button from the Lists page.

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.

• 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.

How do I add people to the list?

• Manually

To add a new person to the list, click + New Person, enter their data and click on Create.

• 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.

• Via spreadsheet

After creating the new list, click on Edit > Import. Click the Download demo file option. Open the file, fill in all the needed information, and then upload the spreadsheet by clicking on Upload.

• Bulk Movements

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

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 the dropdown menu Add to list on the right side window, and click Run 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.

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.

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.

1. Press the green "folder" button and select the spreadsheet file from your computer.

1. Press Import once the file upload is complete.

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.

Segmented agenda: How do I link each activity with a list?

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.

Ticket: How to link ticket to buyer's lists?

Click here to learn how to do so.

UTM link: How to add converted leads to lists?

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.