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. Additionally, you can add both registered and unregistered users to an event list.
  • 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 company contact lists

If you have already created a list in another event, a contact list, or want to import data from a different list within the same event, follow these steps:

  1. Press Edit.
  2. Click on Import button and select List as your data origin.
Select List as your data origin
  1. A new window will open with a dropdown showing all the lists available within the company (including event lists and contact lists). Select the list origin:
  • Current Event List: Other lists existing within your event.
  • Other Event List: Lists existing in other events within the company.
  • Global Event List: Lists created at the company level.
A picture showing the import from list dropdown
  1. Select a list from the dropdown after selecting a list origin.
Select a list
  1. Click on Done. The list will be imported.
Click on Done

Via spreadsheet

To import lists using a spreadsheet, follow the steps below:

  1. Click on Edit > Import.
  2. Select Spreadsheet as your data origin.
Select spreadsheet as your data origin
  1. You will have two options: you can either download the demo file provided by InEvent or your own spreadsheet to insert your users' information.
Importing lists

  1. 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, press the green folder button and select the spreadsheet file from your computer
  2. Press the Import button. Click here for more information on uploading the filled spreadsheet.
Click on the green folder
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

Contact lists

Contact lists allow you to segment your attendees into different lists. It is a technique used by businesses and marketers to send relevant communications to specific groups of people.

How do I create a contact list at the company level?

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

  1. Go to Account > Contact 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 contact lists by clicking the drop-down bar at the top-left corner of your screen and selecting from the available options. Additionally, all lists created within the events of the company will be displayed in the drop-down.
Lists

How do I add people to the contact list?

You can add people to your contact 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 contact 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 Salutation, 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 contact 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, and select Spreadsheet as the data origin.
  4. Click on Download demo file to use InEvent's provided demo file.
Importing a spreadsheet
  1. A spreadsheet file will be downloaded to your computer, and you will need to fill out the required fields. , complete the rest of the steps to upload the file back onto the platform.
  2. Once you have entered your data in the spreadsheet, press the green folder button and select the spreadsheet file from your computer.
An image illustrating the green folder button
  1. Press Import once the file upload is complete.
To learn more about the import function, Click here.

How do I edit or remove a contact list?

To edit or remove a contact list, simply select the contact list from the list drop-down menu on the top left corner of the page. Next, click on the Settings button at the top right corner of the page. A pop-up box will be displayed with the option to rename the contact list. Press Done once completed.

Editing the name of a contact list

If you wish to delete the list, click on the Remove button and type REMOVE LIST in the confirmation box that appears. Next click on the Remove button.

Removing a Contact list

How do I remove a person from the contact list?

To remove a person from a contact list, follow these steps:

  1. Select the contact list from the list drop-down menu on the top left corner of the page.
  2. Click on Edit.
  3. Tick the checkbox(es) beside the person(s) you wish to remove from the contact list.
  4. Click on Remove people at the top right corner of the page.
Removing people from the Contact list

Moving users to another list in bulk

You can move users from one list to another in bulk at the company level. To do this, select the contact list from the lists drop-down menu on the tp left corner, click Edit, select the users you want to move by ticking their checkboxes. Next, select the destination list from +Add to list dropdown menu on the right side window, click Run Bulk Operation, and press End to save your changes.

Moving users in bulk

How do I import the contact lists to my events?

After creating and adding members to your contact 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 spreadsheet report of your lists, follow the steps below:

  1. Click on Edit > Export.
  2. Select Spreadsheet as data destination.
  3. 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 > Lists page where you can also download or preview the report.
Extracting a Lists report


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