This article explains how to manage your event attendee list and send invite emails from it.
In the event menu, below Attendees, you can manage your event attendees and the groups they are in. This list can be used to restrict access to the event, to send invitation emails or to create groups for access restriction or targeted news messages.
There are two workflows for the attendee list.
- If your event is public, you can use the attendee list to see who has installed your event, as users who sign into an event are added to the list.
- If you want to restrict event access to attendees only, you will need to add attendees to the list beforehand. Only attendees that are signed in to the web or mobile app and are on this list will then be able to access the event.
Attendees
On the tab Attendees, you can find a list of all your attendees. A user is identified by its email address, which needs to be unique: two users in the same community cannot have the same email address to sign in with. The email address associated with the user account cannot be changed.
Groups
On the tab Groups, you can create groups. These can be used later to restrict access to certain tabs or pages in the app, or to send targeted push notifications.
All users on the attendee list can be added to these groups. Open the user details and click on the Groups field. Select the group immediately, or start typing the group's name to filter the groups being shown in the list. You can also bulk-assign users to a group by selecting them in the list with the tick box and clicking Assign to a group.
Note! Groups created within another event or in the community, are also listed here. Therefore, we advise adding an event indication to your group name. For example: "On-site Attendees Annual Congress 2021"
Adding and importing users to the attendee list
Add manually
Click the button + Add attendee to manually add a new attendee. Enter their first name, last name, email address and optionally groups, and click Add. If you tick Create another, the user will be created when clicking Add, and the window will remain open so you can directly add another one.
Excel import
You can also import users from an Excel sheet. From the window that opens when clicking Import, first download the template. After you filled out the template, save it on your computer and import it through Select completed template. Choose the template, optionally choose a group to assign to all imported users and click Import. The users in the sheet are now added to the list.
Please note that if you try to import users that already exist (meaning the email address is already in the list), those won't be duplicated and their first and last names is not overwritten.
When attendees create an account from the invite email, the fields First name, Last name and Email are filled in with whatever you have filled in here.
Attendee sync
Read this article to learn more about the Attendee Sync.
View event attendees and status
Below the tab Attendees, you can find a list of all users that were either added through the studio or signed in and installed the event. For each user, you can see their first and last names, the group(s) they belong to and their status.
- Reported: this person was reported by another app user;
- Blocked: this person is blocked by you or a team member;
- Invited, event not installed: this person has been invited but not yet installed the event. You could filter on this status to send out Reminders;
- Event installed: this person has installed the event (not invite related);
- Event not installed: this person has not installed the event (not invite related).
- Account created: this person has created an account in the app;
- Account not created: this person has been added through the studio but has not yet created an account in the app;
- Account to be verified: this person started with the account creation but did not verify the email address yet.
You can filter on these statuses, for example, to see all reported users in one glance, by selecting the status in the filters above.
Once a user has been invited and installed the event, the status of this user will be changed to Event installed. When you want to send a reminder to all attendees that you sent an invite, but have not yet accessed the event, you can therefore just filter on the status Invited.
For each user, you can see their details when you click on them in the table. You can edit these - but as this is data users have entered, it is not advisable to do so.
In the History table at the bottom of the page, you can see their status changes and the events they have installed.
Manually verify a user account
When a user signs in to the app for the first time, he or she can create a user account with their name, last name, and email address. A verification email is then sent to the email address to complete account creation. The account is verified, thus enabled, after the user clicks the link in this email. Only when this step is completed, the user will be able to log in to the app.
When for some reason the user can not verify him or herself, the verification can also be done manually through the community list (so not through the attendee list!). To do so, open the user profile and click the button Verify manually at the top right. After you have verified manually, the user needs to refresh the web page or relaunch the mobile app.
The verification request does not have an expiration date. If the Verify manually button is not shown on the user profile page, this can mean two things:
-
the initial account creation has not been successful.
-
the user has already verified the email address through the verification link. You could then ask the user to refresh the web page or relaunch the mobile app.
You can see the user's account status at the bottom of the user profile page.
Delete and block users
To delete attendees from the list, select them in the table and choose Remove attendees:
Please note that they will remain in your app community. Deleting them completely can be done only on community level. Users can also not be blocked from an event, but only from the app. Check the article on how to manage your app community to read how to do so. You can still see in the attendee list who has been reported, but this could also have happened in another event.