Add People Tags

What are people tags, and why are they important?
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People tags enable you to group together sections of users. For example by region, department, or organization. People tags are not visible in your event page, only to you as an Admin. Tags make it easier to contact specific groups of people quickly and easily. Tags are also an essential first step in batch or bulk enrolling attendees into sessions or tracks.

Add People Tags: #

  1. In your event’s Control Panel.
  2. Under Settings > General.
  3. Scroll to People Tags and click on Edit.
  4. Add your people tag and click Save.

How to enroll people into people tags: #

  • (All at once) Spreadsheet Upload: #

    1. In the “Tags” column in your attendee spreadsheet.
    2. List all relevant tags for each participant, separated by commas.
    3. During the spreadsheet upload process, the system will automatically associate those tags with the corresponding participants.

 

  • (Many at a time) Bulk Actions: #

    1. Navigate to the page of the role you are hoping to tag in your event’s Control Panel.
    2. Select the individuals you wish to tag.
    3. Click on “Actions” and then “Tag”.
    4. Choose the applicable tags and click “Update”.

 

  • (One at a time) Participant Edit Page: #

    1. Locate the participant you want to tag.
    2. Click “Edit” next to their name.
    3. Within the “Tag” field, select the relevant tags.
    4. Click “Save” to update the participant’s profile.

 

How to Remove Tags
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  1. Navigate to the page of the role you are hoping to un-tag in your event’s Control Panel.
  2. Select the individuals you wish to un-tag.
  3. Click on “Actions” and then “Tag”.
  4. Choose the applicable tags in the “Remove Tag” box and click “Update”.

Note: People tags serve as labels or keywords that categorize people associated with your event, aiding in filtering people by their areas of expertise, affiliations, or other characteristics.

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