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/Manage.
Search for the specific person and click the attendee name.
An Attendee Drawer will appear on the right side.
Click the Tags field, enter the tag, and hit Enter.
Or select the appropriate tags from your pre-defined list/drop-down and save.