Method 1: Uploading Tags via CSV (Bulk Upload)
If you have a large list of attendees, the fastest way to create and assign tags is during the initial upload.
Step-by-Step:
Prepare your File: Open our sample CSV file. Ensure your columns include First Name, Last Name, and Email.
Add Tags: If an attendee needs multiple tags, separate them with a comma (e.g.,
VIP, Speaker, Workshop A).Upload: Upload your invitation list to the Attendee List. The system will automatically detect the tags and create them for you instantly.
Check for Consistency: Before uploading, double-check your spelling. The system is literal: using SPONSOR and SPONSORS will result in two different tags. Consistency ensures your filters work correctly later.
Method 2: Creating Tags Manually
Use this method if you need to set up your tag library before attendees register or if you only need to add a few specific categories.
Step-by-Step:
Navigate to Manage Tags: In your dashboard, go to Tools > More > Manage Tags.
Access Attendee Tags: Select the option to Manage Attendee Tags.
Define Your Tags: Click to create new tags. Enter the names of the categories you wish to use (e.g., "Staff," "Press," "Exhibitor").
Assign to Attendees:
Go to your Attendee List.
Search for the specific person.
Click Edit Attendee.
Select the appropriate tags from your pre-defined list and save.