Managing Attendees
Updated 1 week ago
by
Chioma Okenwa
This article intends to help you manage the attendees' list of your event. You will be able to filter, search, and edit all their information.
How do I edit an attendee's information manually?
Profile details
To see the attendees' information, go to People > Attendees. On this page, you will see everyone that has registered for your event and all their profile details.
If an attendee’s information needs to be modified, including their password, click on an attendee, a screen will appear on the right side with the attendee's information. Press Edit in the upper right to enable modification by the event administrator. To view all the information, simply use the scroll bar to scroll down the page.
Under the attendees' profile picture which attendees can add by themselves under their My Account page, you will see some buttons:
Permission
There are 6 types of permission for a participant in the event. To learn more about the different permissions, click here. To change the permission, click on the drop-down and select your desired option.
Message
By clicking on Message, you can send a push notification to this specific attendee. Click here for further information.
Details
By clicking on Details, you will be taken to a new window which will show the attendee's basic profile information. You will also be able to see the activities this attendee has enrolled in, the polls answered, and the list(s) they have been added to.
By clicking on the Edit button at the top right corner, you will be able to both add more activities and remove activities, as well as add and remove the attendee from lists.
To add an activity to an attendee, click on the +Add activity button under the Activities tab. Next, click on +Select an activity button and select the activity you want to add, then click on the + button.
To remove an activity, click on the arrow beside the activity you wish to remove, then click on the Remove button below the activity.
You can also view the activities the attendee is enrolled in on their profile, by scrolling down to the Linked activities field. Here, you will see the names of the activities they are enrolled in, along with the count of the enrolled activities over the total activities available in the event.
To add the attendee to a list, click on the +Add list button under the Lists tab. Click on the +Select a list button and choose the list from the drop down and select the list you want to add, then click on the + button.
To remove the attendee from a list, simply click on the Remove button beside the list you wish to remove the attendee from.
Voucher
Information about QR codes, flights, shuttle, etc. can be viewed by clicking on the attendee's voucher. Access this article for further information.
Note
Click on the Note button if you wish to enter important notes about event attendees and check them out whenever you want. Click here to learn more about it.
By pressing the Email button, you will resend the confirmation email to that specific attendee. After clicking on the button, you will see a pop-up asking if you are sure you want to resend the email for this person. Press Ok confirm it.
Click here for further information on the confirmation email.
Magic link
By pressing the button that says Magic link, the link will be copied so you can paste it and re-send it to the attendee. Click here for further information on the magic link.
Extra information
On the Attendees' page, there are other columns with information that you can easily check by using the scroll bar to the right.
The first columns contain the information provided by the attendee while filling the registration form or by the admin while adding the attendees to the event from the platform, such as name, role, company, email, etc. The others will display the following information:
- RSVP: It displays whoever confirmed their presence at the event by answering the RSVP form.
- Custom Registration form questions: If you have one or more custom questions added to your Registration form, each questions will appear here as a column.
- Private: The participant will not be visible for interactions.
- Present: It informs if users have joined at least one activity online or checked in at an in-person event.
- Printed: It shows if the attendees had their badge printed for accreditation.
- Downloaded: It displays whoever has downloaded the App.
- Device: It indicates if the user downloaded the app using an Android or IOS device.
- Origin: There are four different types
- Self: The attendee registers via the registration form
- Panel: When the attendee is added manually
- Excel import: When attendees are added via spreadsheet
- Admission: When the applicant is approved from the Waitlist
- Ticket: It shows which ticket the user purchased
- Language: Based on a cascading model, the platform takes into consideration first the user language, then the event, and lastly the company language to send out emails.
- Browser: It tells from which browser the attendee is connecting to the platform, such as Google Chrome, Mozilla Firefox, Internet Explorer, etc.
- OS: It informs which operating system the user is using for ex Windows, Macintosh, Linux etc
- Tags: It displays the tags that are linked with the attendee
- Lists: It displays the list the attendee has been added to
- Enrollment: The date and time the user became an attendee
- Updated: It shows the last time the attendees' information was updated, either by the admin or the participant via My Account.
How to bulk edit activity, tags, lists, and other fields
Scrolling down, you will see more fields that can be edited on the right-hand side menu of an attendee.
You will be able to:
- Add tags to a group of people
- Send them to a custom list
- Enroll them in an activity
- Update other fields
To do any of the actions listed above, click on Edit, and select the desired group by ticking the checkboxes to the correspondent attendees.
Next, choose the action that will be done (Add tag, Add to activity, Add to list, Update field).
If you are adding a tag to attendees, or adding them to an activity or list, you should go ahead and press Run bulk operation and then confirm by pressing Run on the pop-up window.
If you are updating a field, once you select the field that should be edited, you will have to define what should be the new value under With value.
Then, click on Run Bulk Operation, and press Run.
Can I edit an attendee's registration form answers?
Yes, as an event admin, you can edit the answers to custom questions submitted by attendees. To do this simply click on an attendee to open their profile on the right side of the page, then scroll down till you see the registration form custom questions. Click Edit and make the changes. Click End to save the changes.
Attendee Tags
As an event admin, you can add tags to attendees from the Attendee's page. Click on an attendee to open their profile on the right side of the page, then scroll down to the end till you see the Tags. You will find the tags grouped in their respective categories (if created), and uncategorized tags will be grouped under others. To attach a tag to an attendee, click on Edit and select the desired tag. The tag will change to its tag color once selected.
Attendees can also add tags themselves when filling the registration form by clicking on the desired tag.
Or by going to the My Account tab when in the Virtual Lobby. Just click on Edit at the top right of the page, scroll down to the Tabs field and choose the desired tags, and then click End.
Assigning tickets to Attendees
As an event admin, you can also assign tickets to attendees from the Attendees' page. To do this, simply click on an attendee to open their profile on the right side of the page, then scroll down till you see the Tickets section. Click on Edit and select the ticket you want to associate to the attendee from the dropdown.
To delete a ticket, simply click on the red x icon beside the ticket.
Filtering attendees
Click here to learn how to filter attendees.
Sweepstakes
To randomize attendees throughout the event, click Choose Random on the upper left side. The chosen one will appear in black on the screen.
How do I change a participant's password?
Click on Edit and enter the new password in the corresponding field.
Remember that when you reset the attendee's password, the attendee will not receive a confirmation email with the new one. This must be sent externally (off the platform).
The attendees can also recover their passwords by themselves. Access this article to learn all the available options.
Settings
You can control all the platform tools that are relevant to attendees directly from the People page by clicking the Settings button at the top right corner. A pop up box will appear and you will see the tools segmented into different fields - Start, Registration, Live, and Block. You can enable or disable a tool by toggling on or off the button beside the tool.
Can I prevent the personal information of participants from being displayed?
To prevent certain information from being displayed, you need to access the Tools page on the platform, scroll down until you find the Block section, and click on Edit.
Now, you can select which information will be visible in the profile of each attendee. Mark the checkbox of each functionality and confirm by clicking on End.
How do I block the interaction between participants?
To block the interactions between attendees of the event, simply click on the desired attendee. In the new window that appears on the right, scroll down to the Searchable field. Click on the drop-down menu and select Private. This will make the attendee invisible to other attendees, blocking interactions.
Click here to learn how the attendees' visibility will affect their networking options in the Virtual Lobby.
Reporting attendees' details
You can extract a report of your attendee's details directly from the Attendees page. When extracting a report, you can choose or combine from the available Automated report or select the information you want to be included in the report in Custom report.
This section will inform you on the available kinds of reports and on how to extract a report of your attendees.
Automated report
Automated reports are reports that have been tailored by InEvent and contains attendee information based on the category, in addition to general attendee information, such as the attendees' personal details, social media details, user tags, and status at the event. To extract an Automated report, follow the steps below:
- Click on the Edit button on the Attendees page.
- Click on the Report button. The Generate a report pop-up box will be displayed.
- Select one or more Automated reports you would like to extract using the toggle button under the Automated report tab. The available Automated reports are:
- Custom fields: This report contains your attendees' answers to custom questions on the Registration form.
- Hotel fields: This report contains your attendees' hotel details, such as hotel name, check-in and check-out dates, and booking number.
- User assigned lists: This report contains the lists in which your attendees belong. In addition, it also includes your attendees' hotel details, such as hotel name, check-in and check-out dates, and booking number.
- User tickets: This report contains your attendees' ticket information, such as their available tickets, in-use tickets, on-hold tickets, other held tickets, and ticket giver.
- Magic links: This report contains your attendees' magic links. In addition, it also includes your attendees' hotel details, such as hotel name, check-in and check-out dates, and booking number.
- Click on the Generate button. A blue notification banner will be displayed at the top of the page. Once the spreadsheet is processed, it will be sent to your e-mail.
Custom report
By extracting a Custom report, you can choose the information to be included in the report as needed. To extract an Custom report, follow the steps below:
- Click on the Edit button on the Attendees page.
- Click on the Report button. The Generate a report pop-up box will be displayed.
- Click on the Custom report tab.
- Click on Add columns and select the category of information you want to generate a report of. The available categories are as follows:
- Standard fields: This category contains attendees' standard fields, such as personal information, business information, social media information, QR code, and magic link.
- Custom fields: This category contains the custom questions that have been added to your registration form.
- Tickets: This category contains your tickets' ID and Name.
- Tickets questions: This category contains ticket related questions.
- Lists: This category contains your custom lists.
- Check the box(es) next to the information you want to generate a report of. The column will automatically be added to the report preview.
- Click on the Generate button. A blue notification banner will be displayed at the top of the page. Once the spreadsheet is processed, it will be sent to your e-mail.
After completing the steps above, you will find your Custom report showing only the columns you selected.
