Event Tags and Tracks

Tags and Tracks are useful tools to help with the organization of your event. The organizer can choose various topics related to your event and create tags for Attendees, Speakers, Sponsors, as well as Tracks for Activities, in order to categorize them.

There are company tags and event tags. In this article, we will show you how to create event tags/tracks. If you wish to learn more about company tags, click here.

How do I create a tag/track?

Tag - Manually

To create a tag, go to Settings > Tags. Then in the top left corner, press +New tag.

Creating new tags

Then, you will see a new window for you to type in the tag name and its color.

When it comes to the tag type, you can choose from these categories:

  • Attendees
  • Speaker
  • Sponsor

Regarding the tag visibility, if you set it to Yes, the tag will be visible to all attendees. If you set it to No, it will only be visible to admins and thus invisible to the event participants.

Once you have set the fields, click Create.

Creating new tags

Track - Manually

To create a track, go to Agenda > Tracks. Then on the left corner click on +New Track

screenshot of Agenda > tracks

Regarding the track visibility, if you set it to Yes, the track will be visible to all attendees. If you set it to No, it will only be visible to admins and thus invisible to the event participants.

Once you have set the fields, click Create.

screenshot of new track
When you are setting the tag/track color - either manually or importing a spreadsheet - make sure to add the hashtag (#) to the hex code otherwise it will not work.
There are no limits to how many tags and tracks can be created. However, you can only add up to 100 characters in tag/track names.

Importing a spreadsheet - Tags and Tracks

You can also import a spreadsheet list with your tags and tracks to the platform.

The same demo file can be found on Agenda > Tracks and on Settings > Tags. Follow the instructions below to learn how to import it onto the InEvent platform.

To do so, simply click on Edit > Import > Download demo file. Then fill out the file and upload it back to the platform by clicking on the green file button and then on Import.

Screenshot of the previous steps.

When adding your tags and tracks through the spreadsheet, you will see three columns:

Importing tags on spreadsheets

Under Name, add up to 100 characters when filling out the spreadsheet. If you add more, tag/track names will be displayed incomplete on the platform.

Under Color, make sure to add the hashtag (#) to the hex code otherwise it will not work.

Under Type, instead of using Person, Activity, Speaker, or Sponsor, you should use the following numbers to fill out the tags type column:

  • Add 1 to activities
  • Add 3 to attendees
  • Add 4 to speakers
  • Add 5 to sponsors

How can I edit or remove information?

Tag dashboard

To manage all the tags created in your event you can easily filter them by type at the Dashboard.

Click on the blue button to verify the information and press Edit if you wish to modify the name, color or visibility. Click End when you are done.

tag dashboard

Notice that if you select one of the checkbox next to the Name, a Remove button will also be available to delete the tags.

Tracks Dashboard

If you wish to modify any information related to the Tracks, click on the blue button and a new window open on the right. Click on Edit to do the necessary changes and End when you are done.

track dashboard

Notice that if you select one of the checkbox next to the Name, a Remove button will also be available to delete the tracks.

How do I add a track to an Activity and create content tracks?

To add a tag to an activity, press Agenda > Activities. In the top right corner press the Edit button.

Click on any activity on the left side. In the window on the right click on Tracks choose a tag from the drop-down bar and then press the blue Add track button. Click End to finish.

Screenshot of steps Add track button

How do I add tracks to multiple activities?

To add tracks to multiple activities at the same time, click Agenda > Activities > Edit, select the activities by ticking the check box on the left side and then click Define Track in the top right corner. Choose the tag you want and confirm by pressing Add Track.

Screenshot of steps to  Define Track>add track

Can I filter activities by their tracks in the Virtual Lobby?

On the main page of the Virtual Lobby, all users should see an option to filter activities' topics/tracks. By clicking on the funnel icon, all activities' tracks from the event will be displayed.

If users, for example, select Customer Success (see the gif below), they should see all activities that have been tracked as a CS activity.

gif showing how to filter activities by tracks

The users will be able to select more than one track at a time. To unselect a tag, simply click on it one more time.

The filter option in the Virtual Lobby main page is only available when using the Neo layout.

The users can use the tag icon by the activity as a filter as well just by clicking on its tag, as it shows in the image below.

Filter with tag icon
The tag icon will not appear when using the small activity layout type.
My Agenda

It is also possible to filter activities in My Agenda tab as displayed in the gif below:

gif showing filter by tracks at My Agenda

How do I add a tag to an attendee?

To add a tag to an attendee, click on People > Attendees Press the Edit button in the top right corner. Then click on an attendee name.

A new window on the right side will show. Scroll down to the bottom, where you will see all the Tags you can choose for an attendee (grey buttons). Click on the tag you would like the attendee to be associated with and it will change to a blue color.

Click on the End button once you have finished.

Screenshot of steps to tag an attendees  People > Attendees

Can I filter attendees by their tags?

To filter attendees by their tags, go to the People > Attendees page on the platform. Then, click on the Filter icon on the top right > select Tags in the drop-drown bar > and click Add filter.

Adding filter

Next, under Filter: Tags, select the tag you wish to use as a filter and press Add to see the filtered results.

Filtered results
To have this information available in an excel sheet, press Edit (on the upper right) > Report (on the upper left). Once you click the button, a message will appear at the top of the screen, warning you that you will receive the file with the data in your email when the process is complete. Click here for further information on how to extract and view reports.

How do I add a tag to a speaker?

To add a tag to a speaker click Event > Speakers Press the Edit button in the top right corner.

Click on the Speakers name and a new window will open up on the right side. Scroll down to Speaker Tags. Choose the tag, using the drop-down bar and then press the blue +Tag button.

Press the End button in the top right corner to finish editing.

Screenshot of steps Event > Content > Speakers Press the Edit

How do I add a tag to a sponsor?

To add a tag to a Sponsor click Event > Sponsors. Press the Edit button in the top right corner.

Click on the Sponsor name and the Details tab will appear on the right side. Scroll down to Tags. Choose a tag using the drop-down menu, then press the blue +Tag button.

Press the End button on the top right corner, to finish editing.

Screenshot of steps How to add a Tag to a Sponsor  event>sponsor>details

Screenshot of steps How to add a Tag to a Sponsor  event>sponsor>details


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