Attendee Tags are a way for you to organize attendees into groups. In addition, these tags can be used for limiting specific groups into specific sessions at your event. This gives you powerful customization as to who is allowed where when running a large scale event. It's also helpful for tracking simple statuses of attendees.

Tags are only for you to organize your event. Attendees will not be able to see the tags that have been applied to their profile. Tags will show up in the attendee console when viewing an attendee, as well as on the screen when scanned in.

Some example use cases for tags:

  • Attendees requiring a credentialing process before being able to attend certain sessions
  • VIP customers who need extra attention
  • New customers to focus on
  • Attendees who have completed mandatory orientation
  • Attendees who have paid for a premium level, and therefore can access more sessions
  • Returning conference "alumni" who may have access to more areas
  • Regional tags for organizing which sales manager is in charge of speaking with which attendees
  • A tag for vendors to access a vendors only lounge area

Adding tags to an attendee

You can add any combination of tags to any attendee. Tags added will show up in the attendees list under the Attendees tab, when scanning in, and when viewing their attendee record in the attendee console.

To add tags to an attendee:

  1. Click the Attendees tab
  2. Search for the attendee you would like to add a tag to, or click Open on their row in the list
  3. Locate the Tags section under Attendee Information
  4. Click Add
  5. In the modal that pops up, select the tag to add and click Save
  6. The tag should now show up in the Tags section

To delete a tag, simply click the X next to it.

Adding tags to an event

Tags must be defined at an event level before they can be used. You can add as many tags as you want to each event.

  1. Open your event
  2. Navigate to the Tickets tab
  3. Click on Event Attendee Settings
  4. Click Add Tag(s)
  5. Add as many tags as you want. Tags added will appear in a list above, and become available throughout your event.

Adding tags to a session

Tags added to a session will limit which attendees will be able to scan into that session. No tags attached to a session will allow an attendee with any combination of tags (or not) to scan in.

Adding multiple tags to a session means that attendees scanning in will need to have ALL of the selected tags to gain access. Attendees with one of the multiple tags will still be denied access.

How to define which tags are required to be on an attendee to scan in:

  1. Open your event
  2. Navigate to the Sessions tab
  3. Click Edit Details on the session you would like to modify
  4. In the Required Tag(s) section, add tags you would like to require attendees to have to gain access to that session.
  5. Click Save session details at the bottom.

To check if your changes were applied properly, click the green Open Check-In button. You should now see a message in the scan in area indicating that those tags will be enforced when scanning.

When scanning an attendee who may not have the required tags, the scan in area will indicate this with an INVALID TAGS message. Below in the Attendee Information you will also be able to see which tags that attendee does have, to determine what is missing.

If an attendee scans that does have a valid combination of tags, an OK TO ENTER message will be given, and that attendee will be checked in for that session.

At any time if you require more information about an attendee, you can click the Open Record button.

Additionally, the attendee list on the right side will indicate the tags each attendee has.

If at any point you wish to allow an attendee in who does not possess the correct tag combination, you can check them in manually by clicking the green Check In button next to their name. These buttons will not enforce the tag requirement.

The same rules will apply if using our mobile based scanning app.

Still have questions or need assistance? We're here to help!