The Custom List feature is a highly customizable list of items that adds value and depth to your event. Each item has its own unique icon, name, description, set of internal and external links, CTA buttons, and more! For a flexible way to provide attendees with a collection of detailed, actionable items, the Custom List feature is a perfect solution.
Contents
Add a Custom List feature
From the Edit Event page, click Add Features. In the modal that appears, scroll down to the Custom List feature, click Add, then close the modal.
⭐️ Keep in mind, you can add the Custom List feature multiple times. This is useful if you want a Custom List feature dedicated to learning resources and a separate one that lists logistical event information, for example.
Edit settings
Before you add items to the feature, we recommend editing the feature's settings. Hover over the feature and click the Settings (⚙️) icon.
In the modal that appears, edit the following:
Feature Name - The label the attendees see in your Event App. We're guessing you don't want the name to be Custom List. 😉
Icon - Select one of 300,000+ 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 write reviews about feature items. Ratings & Reviews results for Custom List items appear on the Metrics page and in the Metrics export.
View - Choose between Grid View and List View. When you select Grid View, you can add Chat, upload Booth Cover images, and select a Content Provider in list items. Keep reading to learn more.
Click Save Changes when you finish editing the settings.
Add Custom List items
Hover over the feature and click Edit to open the Custom List page.
From the Custom List page, click the New Item button to add a new item, or click the Categories tab to set up categories for different types of items.
Add Categories
Categories classify different types of Custom List items. Applying a category to an item adds the name of the category below the list item's name and lets attendees filter items by category. If you plan to use categories, it's best to set them up before adding Custom List items. To learn how to make Categories and assign them to feature items, check this out.
Add items
From the Items tab, click New Item.
⭐️ Keep in mind, you can also click the Import button to import multiple items at once.
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 image, or click Select Icon to choose one from our icon library.
Image uploads must meet the following criteria:
1:1 aspect ratio
JPEG or PNG
No less than 100px and no more than 500px
Name (required) - The item name that attendees see in your Event App. 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. Use this to add helpful information so 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. Categories let attendees filter items when searching on the Event App.
Description - Say more about the item! The Description field has basic text formatting options, and you can insert hyperlinks and images — including animated GIFs. 🙌
Booth Size/Booth Cover - Choose from Small, Medium or Large.
If you select Small, the Custom List item won't have a cover image.
If you select Medium or Large, you can click Upload Image, then drag and drop or click to select a JPEG or PNG file from your device.
Content Provider - Upload a PDF file, use Video on Demand, or enter a URL for content hosted on a variety of popular sites like YouTube, Vimeo, Twitch, and Vidcast. As long as the content is embeddable, it appears inside the list item in the Web App. Mobile App users see a button that lets them access the content.
⭐️ Keep in mind, the Booth Size, Booth Cover, and Content Provider options only appear if your Custom List feature is set to Grid View.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. Consider adding a Meeting URL that lets attendees click or tap a button to book a meeting with them! 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.
Add Internal Links - Link the item to other features in your event, such as Agenda sessions, Live Stream features, and more. For more information about internal links, check this out.
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.
Attendee Engagement (Chat) - Toggle Chat on or off for the item. Chat is a great way for attendees to engage with the person or organization the item relates to. If you enable Chat for a list item, ensure that someone with an attendee profile in the event is checking and responding to chats regularly.
⭐️ Keep in mind, Chat is only available for Custom List items when the feature is set to Grid View.
Attachments - In the Attachments field, upload presentations, abstracts, or any other documents you want to offer attendees. If you simply want to link to a document you uploaded elsewhere in your event, use an Internal Link instead.
⭐️ Keep in mind, you can't add attachments when importing data.
To upload a document, simply click Upload Attachment(s) and follow the instructions in the uploader. After you've uploaded files, click the Settings (⚙️) icon next to an item to rename or delete it.
When you're all done configuring the item, click Save Changes. You've added a Custom List item to your event! 🎊
Repeat the steps outlined above until you've added all the items you need. If you have several, remember that you can import multiple items at once.
Manage Custom List items
After you've added categories and items, you can take several actions 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
Now, let's see how it all looks in a real event.
Custom List in practice
When attendees click or tap the Custom List feature, they see each item listed in the order you set them on the Webex Events Platform. The Label/Subtitle and Category, if applicable, appear below the item name. The example below shows a Custom List feature as a recordings hub for the event.
How others have used Custom Lists
Here are some great examples of how other organizers have leveraged Custom Lists! 🙌
FAQs - A Custom List is perfect for frequently asked questions. Save yourself the time you'd spend answering questions by providing airport or contact information, dress code, parking, weather, WiFi, and more in a central place.
Networking Opportunities - If networking is a priority for your event, consider providing a list of all of the networking opportunities attendees will have at your event, including specific profiles for title speakers and top tier sponsors.
Video Hub - Make your sponsored videos or session recordings easily accessible. Give each one its own description, and be sure to link to related external resources.
Featured Sessions - Highlight sessions by creating a separate feature for them outside the Agenda. Tracks also work well for this! For more information on Tracks, check out our Tracks feature guide.
Playlist - We've seen events use this feature to let attendees vote on what songs the band should play — simply ask attendees to vote using Ratings!
City Guide - Create a curated city guide with descriptions and links for restaurants, hotels, and attractions. A Web List feature also works well for this.
Seating Chart - We've even seen some customers use this as a seating chart by linking attendee names to seating locations on the Map feature!
For a personalized discussion about how you can use the Custom List feature in your event, schedule a demo or reach out to your Webex Events contact!
Metrics
After attendees have had the chance to click around the items in the Custom List, check out the Feature Comparison chart on the Metrics tab for insight into how they're interacting with the feature. The Feature Comparison chart shows the following data points:
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 support@socio.events