Event Tags and Tracks
- How do I create a tag/track?
- How can I edit or remove information?
- How do I add a track to an Activity and create content tracks?
- How do I add a tag to an attendee?
- How do I add a tag to a speaker?
- How do I add a tag to a sponsor?
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.
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.
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:
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.
Track - Manually
To create a track, go to Agenda > Tracks. Then on the left corner click on +New Track
Regarding the track 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.
Importing a spreadsheet - Tags and Tracks
You can also import a spreadsheet list with your tags and tracks to the 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.
When adding your tags and tracks through the spreadsheet, you will see three columns:
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?
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.
Notice that if you select one of the checkbox next to the Name, a Remove button will also be available to delete the tags.
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.
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.
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.
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.
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 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.
It is also possible to filter activities in My Agenda tab as displayed in the gif below:
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.
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.
Next, under Filter: Tags, select the tag you wish to use as a filter and press Add to see the filtered results.
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.
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.