Attendee Management
The Attendee Management menu allows you to have a quick view of all your attendees. From here you can create attendee lists or views based on filters you set, such as filters on their check in status, ticket type, order form information, session registration and more.
When you click on an attendee from Attendee Management, you'll get an overview about the particular attendee. This includes viewing their profile information, the orders and tickets for the event, which sessions they registered for and attended, the booths they visited, attendees they connected with, status of emails sent to them from the event, a timeline of their activities in the event and more.
Aside from viewing the attendee information, you can also download some of the data, including the files they uploading during registration and some analytics.
You can also easily manage an attendee's session registration from here instead of opening each session settings to register / unregister them.
Note: Viewing the detailed attendee information may not be available on lower plans. Please contact your account manager to upgrade your plan.
All Attendees List
In Attendees > Attendee Management, you will see attendees sorted in alphabetical order by their first name. The default view displays their name and email address.
The Attendee Management tab will display everyone with a ticket, including admins, staff, speakers, and exhibitors.
Everyone with a ticket will be on the list regardless of their check-in status.
If the ticket buyer does not have a ticket, then the ticket buyer will not appear here.
If the attendee has two tickets, both registrations will show in the list.
if the attendee has an add on, the registration for the add on will show in the list.
Edit Columns
You can customize the display by clicking Edit Columns to add more columns with attendee information. You can also re-arrange the order of the columns by dragging the fields under the select columns or clicking "Move to top." The added columns will only apply to your view, so other event admins will not have the same display as yours. You'll have the option to add their ticket type as a column and their order form information.
Filter Attendees
Use filters to view attendees by ticket type, registration status, company, or custom advanced filters you create. Once a filter is applied, a "Save view" button appears which lets you create a private or shared smart view.
Advanced Filters
In the Advanced Filters you can filter attendees based on the values in their ticket buyer and ticket holder fields.
You can also filter attendees based on order information:
Order Status - paid, unpaid or partially paid
Ticket Status - registered or checked in
Payment Status (for ticket) - paid, unpaid, partially paid, partially refunded or refunded
Registration Time - today, yesterday, this week, last week or last month
Check In Date - today, yesterday, this week, last week or last month
Last Update Time - today, yesterday, this week, last week or last month
Tracking Link – view attendees who registered using a specific tracking link
Access Code – show attendees with access codes applied to their tickets
Discount Code – display attendees who used discount codes
Add-ons – list attendees who purchased specific add-ons
Session Registration – show attendees registered for selected sessions
UTMs - filter based on keywords in your UTM parameters
Smart Views
The Smart Views feature allows you to create dynamic filtered views of your Attendee Management data. These smart views can also be saved as dynamic contact lists for your Engage Emails and Push Notifications. You can also share them to non-team members to view and download the list.
Attendee Information
Click the attendee to view their basic information, orders and information about what they have done in the event such knowing what emails were sent to them, which sessions they registered for, which booths they visited and the attendees they connected with. Some tabs have download buttons for reports and even download the files and images they uploaded during registration, and you can also register / unregister them from sessions in this menu.
ProfileThis shows all their answers in the order form. On top will show their basic information:
The rest will show in the custom fields below.
If they uploaded a file, you can download it from here. |
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OrdersThis shows all their orders, similar to what you see in the Orders tab.
This will also include orders where they are only the ticket buyer. | |
SessionsThis shows all the sessions they attended and registered for.
In this example, the attendee registered for the Ideas Exchange Workshop that's in the future.
The Status will indicate whether they attended live, watched the recording, or did not attend.
Engagement shows how long the attendee stayed in the session.
From here you can also register attendees to sessions by clicking + Add to Session.
Clicking the Unregister button will cancel an attendee’s pre-registration to that session, either when they do not attend or when their seat must be made available for others.
The Download button generates a CSV file with the information found in this tab. |
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ConnectionsThis will show analytics for the connections made in the event and networking sessions.
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ExpoThis shows an overview of the attendee's engagement in booths.
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User Activity
This shows a timeline of their activities. You can also download this information.
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Email Activity
This shows the mail status for emails sent to the attendee. This will track the Order Confirmation and the Magic Link Email.
It will show you whether the email has been delivered and opened.
When you click View History, you'll see the detailed information for that email.
If it says delivered but can't be found in their inbox, they need to check their spam folder or check if they have any blockers or firewalls to accept emails.
Important Note: If the email is sent more than 30 days ago, the log will no longer appear in this tab.
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Other Options
If you click the 3-dot menu, these options are available:
View Analytics - opens the attendee's details
Manage Magic link - lets you send a new magic link, resend a magic link, expire a magic link, or copy a magic link.
Download analytics - exports a zip folder with files on attendee analytics