Managing your attendee list
When your communication campaign is running, you can follow up and manage your attendee list. When you are on the dashboard of your event, you can find the attendee list here:
Filters
You can apply the following filters:
- Filter on account owner: here you can apply a filter to search for attendees by account owners.
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Filter on ticket holder: here you can apply a filter to search for attendees by ticket holders
(Click on the following link to go to this separate article for more details: “Add ticket holders"). -
Filter by contact type: here you can apply a filter to search for attendees by type:
- Employees
- Business relations
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Filter on status: here you can apply a filter to search for the status of an attendee:
- Checked in
- Registered
- No-show
- Filter on venue: here you can apply a filter to search for attendees by venue.
- Filter by segment: here you can apply a filter to search for attendees that belong to a specific segment.
Tip: your applied filters, besides the free text field, will be saved the next time you visit your list.
Actions (Basic)
You can do the following actions:
- Search for attendees: in this free text field, you can search for an attendee by typing for example his or her name.
- Sorting columns: by clicking a column you can apply sorting for that specific column. By clicking it a third time, it will restore to default.
Tip: your applied filters, besides the free text field, will be saved the next time you visit your list.
Actions (Advanced)
Next to every attendee, you will see different action buttons in the last column:
- The 'i': here you can find details of an attendee including the answers to any additional questions you have asked on your registration page and also for example info about your UTM statistics.
(Click on the following link to go to this separate article for more details: “Registration sources (UTM)").
You will also be able to see if this attendee belongs to a specific segment. - The "pencil" icons: here you can edit the segment membership for this specific attendee.
- The "Notes guest" icon: here you can find an overview of your notes and tasks for a specific attendee or create a new note and/or task.
(Click on the following link to go to this separate article for more details: “Custom notes"). - The "Check-in, Check out and Attendee didn't show up" icons: here you can manually check-in/out the attendee or indicate that the attendee didn't show up (No-show).
You also have the possibility to select multiple attendees at once by clicking on the checkbox(es) on the left-hand side. You will be able to do the following:
- Revert: revert the attendee back to status registered.
- Check-in: check-in the selected attendee(s).
- Check out: check out the selected attendee(s).
- No-show: indicate that the selected attendee(s) didn't show up.
- Edit: here you can edit the segment membership of multiple attendees at once in this section.
You can do this process manually (Not needed to manually check-in attendees when your type of event is a webinar, as this will be done automatically by our system) or you can use Frontdesk.
(Click on the following link to go to these separate articles for more details: “Check in/out on desktop" and "Check in/out on mobile").
And finally, you will also have different additional options available on the top right-hand side:
- Segment: here you can create a segment for your attendees.
- Refresh: you can refresh the list.
- View activities: by clicking the clock icon, you can view the activities of users in the system. This is only visible for admin users. Please contact your contact at InviteDesk for more details.
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Export: you can export your attendee list. in the following screen, you can give your excel file a name and determine which data you want to export.
(Click on the following link to go to this separate article for more details: “Export attendee list"). - Print: you can print your attendee list.