Using Attendee Types & Data to Segment Your Audience

Get Ready to Add Attendees & Members

Before you add the first attendee or member into the platform, it is important to define the information you need to collect on individuals and how that information will be used to create a custom experience for those that will attend events, interact with content, or jump into networking activities.  Customizing an attendee or member record begins by setting up the database and add fields that will be used in the attendee application, reports, or to segment emails that are sent from the Message Library.  It also includes adding "types" to segment the audience.

 

Information you need

Information collected on individuals that join your site as attendees can be divided into 3 categories:

1. Contact Information
2. Demographics
3. Consents and Agreements

Contact Information

The site always requires that you collect first name, last name and email address to establish the attendee record and allow the person to login.  Collect the individual's mobile number if you want to text them a session reminder 15 minutes before a session starts.

Demographics

Demographic information helps you better understand your audience, allows attendees and members to find people that they have common interests with, and allows you to better segment the audience for messaging and reporting.  Sponsors and exhibitors use demographic information in reports to determine which segments of the audience are best to focus on.  Here are some examples of demographic information you may want to collect on a business audience:

• Title
• Job Role
• Location
• Interests
• Products I Buy
• Products I Sell

Consents & Agreements

Add fields for individuals to collect consents and agreements and by checking those fields in the application process or in their profile, they agree to your privacy agreement, code of content for the event or communication policies.  You also have the ability to add your terms of service for attendees and members and exhibitors and sponsors as page links in the footer of your site.

Segmenting the audience with "Types"

Setup attendee and member types as part of the database setup process.  Types are used to segment the audience allowing individuals to have a customized viewing experience.

How attendee & member information is used in the platform

Data and types from the attendee or member database is used in a number of ways to help you segment your audience, direct your communication, or analyze individual participation and behavior.  Here are some ways to segment your audience using fields from the database:

Feature	Description
Content or Sessions	Add content or sessions to the platform and indicate which attendee or member types can view it.
Dashboards	Each attendee or member type can have a custom dashboard that offers access to content or sessions they have permission to see and access to features.
Directory	Setup an attendee or member directory and use database fields to customize how people search for each other and what is shown in their contact card.  Determine which attendee or member types can appear.
Email Messages	Add a custom email message or newsletter and use the database fields to filter the individuals that message is sent to.
Messaging	Turn on messaging and allow specific attendee or member types to use it to send and receive text-based messages with each other.
Custom Reports	Take a general site report and create a custom report by filtering who appears in it from the field list.
Exhibitor Reports	Turn on the on-demand reports for exhibitors and add demographic fields to generate a detailed sales lead.  Offer demographic fields to exhibitors based on their sponsorship level.

 

Learn How to Do it

Now that you know the importance of types and attendee data, here are some helpful articles to show you how to get started.

Setup the Attendee & Member Database