Lists
Updated 3 weeks ago
by
Chioma Okenwa
- How do I create a list?
- How do I edit the list name?
- How do I add people to the list?
- How can I use lists?
- Segmented agenda: How do I link each activity with a list?
- Communication: How do I send an email to a list?
- Ticket: How to link ticket to buyer's lists?
- UTM link: How to add converted leads to lists?
- Push notifications: How to send push notifications to specific lists?
- Custom form: How to add a list to a custom form?
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 towards the top left of the platform, click on the + New List button.
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 edit the list name?
To edit the name of an existing list, complete the following steps:
- Select the desired list from the drop-down menu bar.
- Click on the Settings button.
- Enter the new name in the List name field.
- Press the Save button.
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
If you have already created a list in another event or want to import the data from a different list from the same event, you can click on Import from list. A new window will open with a dropdown list with all the lists there are in the company.
You can select the list you want and click on Import.
Via spreadsheet
After creating the new list, click on Edit > Import. Download demo file. 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, and click Run Bulk Operation.
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.
