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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​

flowchart TB
  subgraph source [Data source]
    Passes[Event passes]
  end
  subgraph sync [Sync]
    SyncNow[Sync now]
    AutoSync[Auto-sync every 6 hours]
  end
  subgraph manage [Manage]
    List[Attendee list]
    Tags[Tags]
    Add[Add attendee]
    Import[Import CSV]
  end
  subgraph use [Use for]
    Whitelist[Whitelist from insights]
    Updates[Event updates]
  end
  Passes --> SyncNow
  Passes --> AutoSync
  SyncNow --> List
  AutoSync --> List
  Tags --> List
  Add --> List
  Import --> List
  List --> Whitelist
  List --> Updates

Where to find it​

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

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.
sequenceDiagram
  participant Dashboard as Attendee Insights
  participant API as API
  participant DB as Database
  Dashboard->>API: Sync now
  API->>DB: Curate passes for org's events
  DB-->>API: Stats (passes processed, events)
  API-->>Dashboard: Success

Tags​

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

Tag workflow​

flowchart LR
  Create[Create tag] --> Manage[Manage tags]
  Manage --> Edit[Edit tag]
  Manage --> Delete[Delete tag]
  Manage --> Assign[Assign to attendees]

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.

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.

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.

flowchart TB
  subgraph prepare [Prepare]
    SelectTags[Select tags]
    Upload[Upload CSV]
  end
  subgraph process [Process each row]
    HasEmail{Valid email?}
    Exists{Subscriber exists?}
    AddTags[Add tags to existing]
    Create[Create subscriber + org link]
    AssignTags[Assign tags]
  end
  SelectTags --> Upload
  Upload --> HasEmail
  HasEmail -->|Yes| Exists
  Exists -->|Yes| AddTags
  Exists -->|No| Create
  AddTags --> AssignTags
  Create --> AssignTags

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.

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).

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.