The Custom List feature is a highly customizable list of items. Each item has its own unique icon, name, description, and set of internal and external links, CTA buttons, and more! You can use this feature in countless ways to add value and depth to your event. For a highly flexible way to provide attendees a collection of detailed, actionable items, the Custom List feature is a perfect solution.

Add the feature

From the Edit Event page of your event, click the Add Features button. In the modal that appears, locate the Custom List feature, click Add, and then close the Add Features modal.

Screenshot of the process just described.

⭐️ Keep in mind, you can add the Custom List feature multiple times. This can be useful for listing items by date, type, and more.

Edit settings

Before you add items, it's a good idea to edit the settings for the feature. Hover over the feature, and click the Settings (⚙️) icon.

In the modal that appears, you can edit the following:

  • Feature Name - The label the attendees see when navigating your event. We're guessing you don't want the name to be Custom List. 😉

  • Icon - Select one of 30,000+ icons or upload your own custom icon.

  • Visible To - Restrict the feature to only certain Groups.

  • Ratings & Reviews - Control if and how attendees can rate and list items. Ratings and Reviews will appear on the Metrics page and in the Metrics export for Custom List items.

Click Save Changes when you're done adjusting the settings.

Add items

Click the Edit button on the Custom List feature, or select Custom List from the Features dropdown.

Screenshot of the process just described.

This will take you to the Custom List page. From here, you can either click the New Item button, or click the Categories tab to set up categories for different types of items.

Add Categories

Categories are ways to classify different types of list items. Applying a category to an item adds the name of the category below the item's name in the list and allows attendees to filter items by category. If you're going to use categories, it's best to set them up before adding items. To learn how to make Categories, check this out.

Add profiles

From the Items tab, click New Item. You can also click the Import button to import multiple items at once.

Screenshot of the process just described.

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

  • Icon - Set a custom icon for the profile. Click Upload Image to upload a custom icon, or click Select Icon to choose one from our icon library. Custom icons must be 1:1 aspect ratio JPG or PNG images no less than 100px and no more than 500px.

  • Name (required) - The item's name that attendees will see in your event. Make the name as clear, concise, and useful as possible so attendees know, at a glance, what the item is.

  • Label/Subtitle - An additional line of text that appears under the item name. This can be additional information to help the attendees understand what to expect when they click on the item.

  • Location - Select a Map location where in-person attendees can find the person, booth, or room associated with this item during the event.

  • Category - Select the Category the item belongs to, if applicable. Attendees can use categories to filter items.

  • Description - Say more about the item! There are some basic text formatting options, and you can insert hyperlinks and images - including animated GIFs. 🙌

  • Attendee Calls to Action - Enter a Point of Contact Email address so attendees can click or tap a button to get in touch with a person or organization related to the item. You can also enter a Meeting URL that lets attendees click or tap a button to book a meeting with them! You can use a site like Calendly, and uncheck the Open link in external browser box so that the calendar opens inside your event instead of in a new tab. To learn about the Pass Data to URL option, check this out.

    Screenshot of the Attendee Calls to Action section of the modal.

  • Add Internal Links - Link the item to other features of your event, such as Agenda sessions, Live Stream features, and more. For more info about internal links, check this out!

    Screenshot of the Add Internal Links section of the modal.
  • Add External Links - Enter multiple Website URLs, phone numbers, or email addresses related to the item. Simply select the Link Type, enter a Link Name, and supply the number, email, or URL. Click Add New Item to insert more External Links. If you enter a URL and uncheck Open link in external browser, test to ensure the site is embeddable! To learn about the Pass Data to URL option, check this out.

    Screenshot of the Add External Links section of the modal.
  • Attachments - Upload multiple PDF, PNG, JPEG, or TIFF files that attendees can click or tap to view. Simply click Upload Attachment(s) and then drag and drop or click to select a file.


    After you've selected a file, click Upload More to add more files, or click Upload to finish.

    Screenshot of the file upload modal.

    After you've uploaded files, you can click the Settings (⚙️) icon next to an item to rename or delete it. Click Upload to finalize the upload.

When you're all done adding things to the item, click Save Changes. You've just added a Custom List item to your event! 🎊 Repeat the process above until all the items you need have been added. If you have a lot of them, remember that you can import multiple items at once.

Manage items

After you've added categories and items, there are several actions you can take to manage each.

  • Filter by Categories (Items only)

  • Search

  • Drag and drop to reorder

  • Edit or Delete

  • Multi-select and:

    • Export

    • Assign to Category (Items only)

    • Delete

Animated GIF showing a user re-ordering, editing, and multi-selecting speakers.

Now, let's see how it all looks in a real event.

Custom List in practice

When attendees click or tap on the Custom List feature, they see each item listed out in the order you set when you added them. The Label/Subtitle and Category, if applicable, appear below the item name.

Screenshots showing a

Here's a video that provides a breakdown of an example Custom List feature. More great examples of how other organizers have leveraged this feature are listed below! 🙌

  • FAQs - A Custom List is perfect for frequently asked questions. Save yourself time spent answering questions by providing airport info, contact info, dress code, parking, weather, WiFi, and more!

  • Networking Opportunities - If networking is a priority for your event, consider providing a list of all of the opportunities attendees will have to network, including specific profiles for title speakers and top tier sponsors.

  • Video Hub - Make your sponsored videos or recordings of sessions easily accessible, and give each one its own description and links to related external resources.

  • Featured Sessions - Highlight featured sessions by creating a separate feature just for them outside of the Agenda feature. Tracks also work well for this! Check out more about tracks here.

  • Playlist - We've seen events use this feature to allow attendees to vote on what songs the band should play - simply ask attendees to vote in Ratings!

  • City Guide - Create a curated city guide specifically for your attendees, with descriptions and links for restaurants, hotels, and attractions. A Web List feature also works well for this.

For a personalized discussion on how the Custom List feature could be used in your event, reach out to your Socio contact!

Metrics

After attendees have had the chance to click around the items in the Custom List, you can check out the Feature Comparison chart on the Metrics tab to see how people are interacting with them. You can see:

  • Clicks

  • Chat

  • Favorited

  • Notes Taken

  • Requested Follow-up

  • Scheduled Meetings

  • Attachment Clicks

  • External Link Clicks

  • Internal Link Clicks

  • Avg. Rating

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

Now you know all about the Custom List feature! While you're here, why not take a look at the Web List feature?

Questions? Chat Us or Email [email protected]

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