The Attendees feature (also known as Users in Communities) is included in your features by default. It's a list of everyone in your event that lets attendees browse and send connection requests to one another. Attendees appear in the feature when they register for your event or community through linked Socio Registration, or when you add or upload them to Users & Groups, or when they join your event directly.

⭐️ Keep in mind, the Attendees/Users page is only available once your event/community is in the Published state.

Animated GIF showing a user navigating the Attendees feature on a mobile device.

Edit settings

To customize the name and icon of the feature, you can hover over the Attendees feature on the Edit Event/Community page, and click the Settings (⚙️) icon. You can also check the Hide inactive attendees to show only active attendees. Active attendees are those that have logged into the event at least once.

Screenshot of the Edit Event page. The settings cog on the Attendees feature is indicated.

Add users

In addition to adding regular attendees, organizers will often add attendee profiles for VIPs speakers, sponsors, moderators, and other event staff so they can interact with attendees within the event app.

To add attendees to your event, navigate to the Manage Event page and click Users & Groups.

Screenshot showing the process just described.

From this page, you can add a single user, or click Import to add multiple users at once. For more info on importing, check out the Export and Import Feature Content article.

Add a single user

To add a new user profile, click New User.

Screenshot showing the Users & Groups page. The New User button is indicated.

In the modal that appears, fill in the following information:

Screenshot of the New User modal.

⭐ Keep in mind, only First Name, Last Name, and Email are required. Attendees can fill in and edit all the information in their profile once they've logged into your event app.

  • First Name and Last Name (required) - Enter the user's preferred first and last name.

  • Email (required) - Enter the email that the user will use to log into the event app. If the attendee uses a different email address to log in, it could cause snags in the sign in process.

  • Title

  • Company

  • Groups - If you've set up Groups, you can assign the user to one or more of them here. Groups can be used for access management and personalization in a number of areas within the app. For a complete look at setting up and using Groups, check this out.

  • Location - We recommend that this be the city where the attendee's primary home is located, and not their company location. Some attendees will prioritize networking with folks that live close to them.

  • Summary - Add an introductory blurb for this attendee. This can be especially important if you're adding a speaker, sponsor, or staff member.

  • Advanced Settings - Click this bar to reveal the External ID field. This field should only be filled in when you want to reference the External ID from a platform outside Socio. For more on External IDs, check this out.

Click Save Changes to finish adding the user.

Manage users

After you add a user, they appear on the Users tab of the Users & Groups page. The user list shows name, title, company, groups, and status at a glance.

Screenshot of the Users list.

When you add a user to the list, there's a dash (-) in the status column indicating that their status is blank. While in this blank status, you can still remove them completely from the list. Once the user logs into the event, their status becomes ACTIVE. At this point, you can't remove them from the list anymore, but you can block them. If you block them, their status becomes BLOCKED.

Click the Settings (⚙️) icon next to a user to take any of the following actions:

  • Export - Download an .xlsx file with the attendee's information.

  • Assign To Group - Add the attendee to one or more Groups.

  • Show QR Code - The Socio Lead Retrieval app is the most seamless way for your sponsors and exhibitors to capture leads with enriched data — all by scanning attendees' QR codes. Click Show QR Code to view and download an individual user's QR code in the Socio Platform. Check out our article for more info on how to Manage Attendee QR Codes and Badges.

  • Remove/Block - If an attendee hasn't logged into the event app yet, you can remove them from the users list entirely. If their status is ACTIVE, you can block them. Blocking a user hides their information and deletes their activity (wall posts, personal agenda, etc.) from the event app. You can Unblock a user, but their activity cannot be restored.

User profile

Click on any of the attendee's information fields to view their Profile.

Screenshot of the Users page.

Click the Settings (⚙️) icon next to the Profile heading to edit the user's information or complete the actions mentioned above.

Screenshot showing the Settings menu for an attendee expanded.

Activities

The Activities tab shows details on how the user is interacting with the event and with other attendees.

Screenshot of the Personal Agenda tab in an attendee profile.

You can search for something specific or use the Filter Activities button to see only specific kinds of activity. These are:

  • Account Activity - Shows date and time when the user logged into the Event App or updated their profile.

  • Connections - Shows date and time when the user sent or accepted connection requests and when they favorited people.

    ⭐️ Keep in mind, multiple entries for the same person may appear in Activities since there are several connection statuses including "Sent a Connection Request to...", "Connected With...", and "Accepted a Connection Request from...".

  • Event Activity - Shows information on what the user clicked on in the Event App.

  • Messages - Shows when the user joined conversations with other users and the name of the user they joined.

  • Insights - Shows the user's Insights rating.

Personal Agenda

On the Personal Agenda tab, you can review, remove and add sessions in the user's agenda. If you check the box next to one or more sessions, you can click the three dot icon to export or remove sessions in bulk. Click the Settings (⚙️) icon to remove individual items from the agenda.

Screenshot of the Personal Agenda tab in an attendee profile.

Social Activity

If you're using the Wall feature, the Social Activity section lets you view, remove, or export the user's Wall posts. If you check the box next to one or more Posts, you can click the three dot icon to export or remove posts in bulk.

Screenshot of the Social Activity tab in an attendee profile.

Click on a post to open the Post Details modal and see who liked and commented on it. You can also export or delete a post from this modal.

Screenshot of the settings menu on a Post Details modal expanded.

⭐️ Keep in mind, users are able to update their profile fields and agenda, even if you pre-populate them. Users cannot restore posts you remove, but they can re-post the same content unless they're blocked.

Accounts

Screenshot of Accounts section of a user profile.

Users can add or edit accounts from different platforms to their app profile, creating a digital business card that's shared with users when they connect. This section is also editable by event organizers in the Socio Platform, allowing you to further populate attendee profiles.

Connecting with and messaging attendees

Now let's take a look at the attendee perspective. It's often useful for event staff to set up attendee profiles and connect with attendees for moderation and support purposes within the app.

Connecting

When viewing the Web App or Mobile App, you can click on the Attendees feature to see everyone else who's registered for the event. Click on an attendee and then click Add to send them a connection request. If the button says Contact instead, it means they haven't logged into the app yet.

Screenshot of an Attendee's profile before connecting. It shows the attendee's name, profession, company, and the Contact button.

On the Mobile App, attendees can use the awesome Shake feature to connect. Both people simply tap the Shake button on their device, and then shake their device or tap the screen within 5 minutes of one another to connect instantly! Pretty neat, huh?

After you've connected with some people, click the Connections button to see everyone who's accepted your requests.

Screenshot showing an Attendee Profile the user has connected with in the Web App. Each of the areas described below are indicated by numbers 1 through 7.

On this page, there are features you can use:

  1. Export Connections - Enter an emaill address, and a file with all your connections will be sent to you.

  2. Connection Requests - See and respond to incoming connection requests from other people.

  3. Favorite - Favoriting someone adds a star next to their name in your connections list and keeps them at the top of your connections list.

  4. Notes - Type notes about the connection. These notes are included when you export connections.

  5. Remove - The connection is removed from your connections list and they can no longer send you messages.

  6. Message - Starts a private chat with the connection.

  7. Video - Starts a private video chat with the connection.

Messaging

When you click the Message or Video button from a connection's profile, you're directed to the messages page. In the Messages page, you can do the following:

Screenshot showing a new message with a connection in the Web App. Each of the areas described below are indicated by numbers 1 through 6.
  1. Type a message

  2. Image - Upload an image to send.

  3. Video - Start a new video chat.

  4. Add Participants - Get more of your connections in the conversation!

  5. Delete Conversation

  6. New Conversation - Start a new chat with one or more of your connections.

⭐️ Keep in mind, when video chatting, up to 13 people can chat at once.

Meeting

The Mobile App can do all the tricks listed above, plus one more! When Mobile App users view a connection's profile, they can tap the Meet button to propose a date, time, and place to meet up.

Two screenshots showing a connection's profile and the Propose a Meeting screen. The Meet button is indicated.

The invitee gets a message in the app notifying them of the meeting proposal, and they can either Accept or Reject the request. If they accept, the meeting appears in the connection's profile.

Screenshot of an attendee profile. The user has two meetings scheduled with them.

Metrics

Your attendees are your event! Everything they do can give you valuable insights into how the event went and what can be done better next year. After your attendees have had a chance to interact with your event, you can check out the Metrics tab to see all kinds of awesome data goodness. Take a look at the Feature Comparison to see what people are up to. You can see:

  • Connections

  • Conversations

  • Groups

  • Favorited

  • Scheduled Meetings

To see all of the additional data points outlined in the Export section of our Data Dashboard article, export the Metrics.

Pro tips! 😎

  • There can only be one Attendees/Users feature per event/community.

  • You don't have to upload users first before promoting your event or community to your audience, unless you're using the Invite Only privacy setting. Not sure which privacy setting to use? Check this out!

  • If you're trying to find someone in the users list, we recommend searching by their email address.

  • Don't want app users to be able to see the user list? You can "hide" this feature by deleting it. This won't remove anyone from the list. 👍

  • Want to know how many attendees your event has? Click the checkbox at the top of the Users page to see the total. This includes all attendees, whether they were uploaded, manually added, or registered through a linked Registration event.

Screenshot showing all attendees selected. The

Questions? Chat Us or Email support@socio.events

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