Attendee Insights

Attendee Insights gives you an organization-wide view of attendees across all your events. It curates registrations into a single list you can search, filter, tag, and use for whitelists and updates.

Overview diagram

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Where to find it

• Location: Organization dashboard → Attendee insights (in the main sidebar).

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Sync workflow

Attendee insights are built from event passes. Data is synced automatically every 6 hours and can also be synced manually.

Automatic sync

• Sync runs every 6 hours for all organizations and their events.
• New passes are linked to subscribers and organization attendees.
• Event-level data (events attended, last event date, total spent, engagement score) is updated.

Manual sync

• Click Sync now on the Attendee insights page.
• Use this when you want fresh data right after imports or changes.

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Tags

Tags let you group attendees and filter them for whitelists and updates.

Tag workflow

Create tag

1. Go to Attendee insights.
2. Click Manage tags.
3. Enter a tag name in the input and click Add.

Edit or delete tag

1. Open Manage tags.
2. For each tag, use Edit to change the name or Delete to remove it.
3. When you delete a tag, it is removed from all attendees. Attendees themselves are not deleted.

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Attendee CRUD

Add attendee

1. Click Add attendee.
2. Enter name, email (required), and phone.
3. Optionally select one or more tags.
4. Click Add.

If the email already exists as a subscriber, they are linked to your organization and tags are added. If not, a new subscriber and org link are created.

Edit attendee

1. Open the row menu (⋮) for an attendee.
2. Click Edit.
3. Update name, phone, notes, and tags (email cannot be changed).
4. Click Save.

Remove from organization

1. Open the row menu (⋮).
2. Click Remove.
3. Confirm.

Removing only unlinks the attendee from your organization. The subscriber record is kept globally and may still be linked to other organizations.

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CSV import workflow

Import attendees from a CSV file and assign tags. Existing subscribers get tags added; new emails create new subscribers and org links.

Import steps

1. Click Import CSV.
2. Select at least one tag (required).
3. Upload a CSV file with columns: name, email, phone.
4. Click Import.

CSV format

• Header row optional. If present (e.g. name,email,phone), it is skipped.
• Columns: name, email, phone (in that order).
• Email is required; rows without a valid email are skipped.
• Rows are matched by email (case-insensitive). Existing subscribers get tags added; new emails create new records.

Import result

After import you see: how many rows were created, how many were updated (existing subscribers), and how many matched in total.

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Filter and export

• Search: Name, email, or phone.
• Events attended: 0, 1, 2–5, 5+.
• Last event: Never, Last 30/60/90 days.
• Tag: Filter by a specific tag.
• Sort: By last event, events attended, name, or email.

Use Export CSV to download the list (filtered or full).

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Use attendee insights elsewhere

• Whitelist from insights: When creating or editing whitelist requests, you can import from attendee insights filtered by tag. See Whitelist & Pre-registration.
• Event updates: When sending event updates, you can target attendees from attendee insights filtered by tag. See Attendees & Passes.