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 towards the top left of the platform, click on the + New List button.

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

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).

Screenshot of where to find your lists

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.
  1. Manually

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

Screenshot of steps to add a new person to a list
  1. 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.

  1. 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.

For more information on spreadsheets, check Spreadsheet Import/Export.
If username is disabled at the company tools, the username column will be automatically removed from the List import spreadsheet.
  1. 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.

Screenshot os the steps to run a list 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.

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.


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