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Event tool: Managing Attendee list
Event tool: Managing Attendee list

Monitor attendee list, Edit Event

Updated over a month ago

Managing Attendee list

When your Event is active and invitations are sent out, you can sit back and monitor activities in the Event tool. And if you want, do manual adjustments and updates in the Attendee list.

This is how you manage your Event up until the day it takes place!


In this Article


Attendees

To view all Session, select the Event (click once). Click the arrow to expose all Sessions with registration status and number of Attendees.

Access Attendee list

As Attendees are registering for the Event, they end up on the Attendee list.

  1. Select Event.

  2. Click Manage Attendees in the bottom bar.

3. Attendee list is presented.

Add New Attendee

You can add new Attendees with Add New Attendee button. When adding Attendees manually you are allowed to override the maximum number of Attendee settings.

Select Attendee, and view more options in the bottom bar.

Session Status

In the Attendee list, under Session status you can change your Attendees' status. For example, from Declined to Registered, or from Registered to Checked-in.

1. Click the arrow next to the Attendee to display Session information

2. Click Manage Sessions in the bottom bar.

3. In the drop-down, set status.

4. Send confirmation email.
When manually changing an Attendee's status to Registered or to Waiting list, you can send a conformation email to the Attendee with the updated status. Prepare the confirmation emails on the Sending page of the Event setup.

Are you planning to manually add Attendees to the waiting list?

Make sure you have activated the "Allow waiting list" on the Session page

and created a Waiting list Confirmation Email on the Sendings page.

Edit Attendee information (Custom data value)

You can manually change the information about an Attendee, like their kind of allergy or profession. To edit Custom data value for an Attendee:

1. Select Event.

2. Click Manage Attendees in the bottom bar.

3. Select Attendee.

4. Click Edit custom data in the bottom bar.

5. Edit Custom data values, in the pop-up window.

A Profile's Attribute can only be edited in Audience/Profiles.

6. Select Delete in the bottom right corner, to delete an Attendee from the Event.

Note!

Deleting an Attendee in an Event, the Profile is only removed from the Event. Delete Profile from account can only be done in Audience/Profiles.

Filter and Export

Filter Attendee list in the top left corner, by Session or Registration status.

Click the Export Attendee list button in the top right corner. Select what Profile data to include.


Waiting list

Under Manage Attendees you can monitor the waiting list. The waiting list process is automatic, but you can add and remove Attendees manually if you want.

View Waiting list

1. Select Event on the Start page.

2. Go to Manage Attendees in the bottom bar. Here you see the full Attendee list.

3. Use the filter icon on the left side of the list. Select Session and select status Waiting and all Profiles on the waiting list will be displayed.

Move to Registration list

You can grant someone a spot at the Event!

Move the Attendee manually from the Waiting list to the Registration list by just changing the Session status. (this way you can override the maximum number of Attendees allowed)

1. Select Attendee in the Waiting list

2. Go to Manage sessions in the bottom bar.

3. In the pop-up window change the Attendee Session status to Registered.

4. Tick the Send confirmation email checkbox to have a confirmation email sent to the Attendee.

Add New to Waiting list

You can also add someone new to the Event waiting list without having them register through the Registration form. Add a new Attendee to the Event Session and give them the Waiting list status.

Increased Number of allowed Attendees

If you edit a Session and increase the allowed number of Attendees, you can choose to let people on the waiting list be granted a seat at this Session. With this option the first person on the waiting list will be moved to the Attendee list and automatically sent a Confirmation email.


Manage Custom data fields

You can edit or add new Custom data field from the Event Page. In order to edit data field from the Custom data list:

1. Select Event.

2. Click Manage Custom data in the bottom bar.

3. In the pop-up window, add new/ edit/ delete Custom data field.


Next step

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