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Creating & Saving FiltersUpdated a year ago

Navigating through a long participant and organization list can be overwhelming, particularly when dealing with thousands of attendees at an event. 

No need to panic! Optimize your time by using filters, which serve as invaluable tools to precisely search for participants or organizations that fulfill specific criteria relevant to you.

How can I create filters?

You can create filters for the participant list as well as the organization list.

Filters on the participant list

For creating a filter on the participant list, first click on Participants on the left sidebar of the Organizer’s Tool to open the participant list.

To create a new filter, click on the Advanced search button

 

Advanced search grants you access to a multitude of filtering options, conveniently organized into various sections:

In the Text search section, you can effortlessly search for participants by searching their names or the names of their organizations. Simply enter the desired name in the provided text field.

Registration status & validation 

Within the Registration status & validation section, you can choose between various subcategories for filtering participants. Search by registration status (registered, canceled, rejected), registration timeframe (registered at/from-to), validation status (all, validated, pending), validation timeframe (validated at/from-to), and visibility (all, visible, hidden).

Attendance type

Utilize the Attendance type section to filter participants based on their attendance type. You can choose between all, onsite and remote. 

Participants active in the last

Refine participant selection in the Participants active in the last section, where you can filter by activity on the platform, including timeframes like 24 hours, 1 week, 2 weeks, 3 weeks, 1 month, 3 months and 6 months.

Participants inactive for at least

Effectively identify inactive participants with the Participants inactive for at least section, offering options such as all, 24 hours, 1 week, 2 weeks, 3 weeks, 1 month, 3 months and 6 months to determine their period of inactivity.

Support offices

In the Support offices section, customize participant filtering based on their associated support office. Choose from designated support offices for your event or select the without any support office option.

Has a reserved meeting point

The Has a reserved meeting point section enables you to filter participants based on whether they have a reserved meeting point or not, with options including yes, no, or all.

Is a speaker

Within the Is a speaker section, tailor your participant filter based on their speaker status. Choose from three options: all, yes, or no.

Is an organization page admin

In the Is an organization page admin section, conveniently filter participants according to their role as an organization page admin. Select from options such as all, yes, or no.

Meetings

The Meetings section allows you to filter participants based on their participation in meetings. Choose between all, participating in meetings, or not participating in meetings.

Meetings status

In the Meetings status section, you can filter participants based on their meeting status. Options include has scheduled meetings, has not scheduled meetings, has accepted meetings, has pending own requests, has pending guest requests, has pending requests, has not own requests, has not any meetings.

Has agenda

Effortlessly filter participants in the Has agenda section based on whether they have an agenda. Choose from options such as all, yes, or no.

Marketplace

In the Marketplace section, you can filter your participants based on their marketplace opportunities. Select from options like all, with marketplace opportunities, or without marketplace opportunities. You can further specify by filtering marketplace opportunities based on categories such as product, service, partnership, project cooperation, investment opportunity, expertise, or request, with options including all, with a specific category, or without a specific category.

Pictures

In the Pictures section you can filter participants by selecting profile picture options such as all, with picture, or without picture, as well as organization logo options like all, with logo, or without logo. 

Sessions

Within the Sessions section, filter participants based on their scheduled sessions. Choose between no sessions to exclude participants without sessions or select specific sessions to see who registered for them. You can choose one or more sessions as filters. 

Attended online sessions

In the Attended online sessions section, easily filter participants based on their attended online sessions. Choose between no sessions to exclude participants without sessions or select specific online sessions to see who attended them. You can choose one or more sessions as filters. 

Meeting blocks

Refine participant filtering in the Meeting blocks section by selecting participants based on the meeting blocks during which they marked themselves as available. Choose between no meeting blocks to search for participants without availability or select specific meeting blocks to see who is available during those times. You can choose one or more meeting blocks as filters. 

Check-in

Effortlessly filter participants in the Check-in section based on their session check-in status. Choose from options such as all, checked in, or did not check in. The displayed dates correspond to the days when the sessions take place.

Countries

In the Countries section, you can customize your participant filter by selecting their country of origin. Please be aware that you can only apply one country as a filter at a time.

Participation type

Within the Participation type section, conveniently filter participants based on their specific participation type.

Custom questions

In the Custom questions section, filter your participants based on their answers to your custom questions. 

Feedback

Within the Feedback section, you can choose to filter your participants based on if they have answered feedback questions. Choose from options such as all, has answered feedback questions, or has not answered feedback questions. 

Invited

The Invited section allows you to filter participants based on whether they have been invited to the event or not. Select from options like all, yes, or no. To learn more about event invitations, refer to the article on sending event invitations

Email verified

In the Email verified section, you can choose to filter participants based on whether they have verified their email addresses. Choose from the following options: all, yes, or no. 

Participation confirmation status

The Participation confirmation status section allows you to filter participants based on their confirmation status. Choose between participants who have confirmed participation, those whose participation has been canceled, or those who have not yet confirmed their participation.

Note: Please note that the availability of these filters depends on the configuration of your event. For example, if you did not create a feedback survey, the feedback section will not be displayed in the advanced search.


After you’ve specified the filter, assign a name to it and enter it in the Filter name & settings section. Then, click on the Save & Search button at the bottom of the screen. 

This will open the participant list, showing only those who meet your specified filter criteria. 

Creating filters on the organization list

For creating a filter on the organization list, first click on Organizations on the left sidebar of the Organizer’s Tool to open the organization list. 

To create a new filter, click on the Advanced search button.

Advanced search grants you access to a multitude of filtering options, conveniently organized into various sections:

Text search

Within the Text search section, you can filter organizations by searching for their names. Just enter the desired organization's name in the provided text field.

Countries

In the Countries section, you can customize your organization filter by selecting their country of origin. Please keep in mind that you can only apply one country as a filter at a time.

Organization type

In the Organization type section, effortlessly filter organizations based on their assigned organization type.

Admin's participant type

Within the Admin's participant type section, you can filter the organization list by the participant type of the organization page's admin. 

Areas of activity

The Areas of activity section enables you to filter the organization list based on the organizations' respective areas of activity. Simply select the desired area of activity for filtering, and you can choose more than one at a time.

In the Sponsor group section, you can filter organizations based on the sponsor group they belong to. Just mark the box next to the sponsor group you wish to use as a filter. You can select multiple sponsor groups simultaneously.

Marketplace

In the Marketplace section, you can filter your organizations based on their marketplace opportunities. Select from options like all, with marketplace opportunities, or without marketplace opportunities. You can further specify by filtering marketplace opportunities based on categories such as product, service, partnership, project cooperation, investment opportunity, expertise, or request, with options including all, with a specific category, or without a specific category.

After you specify the filters by which you can find participants, give it a name, and type it in the Filter name & settings section. Then, click on the Save & Search button at the bottom of the screen.

How can I delete a filter?

To delete a filter, first click on the teal button displaying the name of the currently applied filter.

This will open a drop-down menu containing all the filters you have created.

To edit a filter, click on the pencil icon located next to it.

If you wish to delete a filter, click on the bin icon next to it.

Note: Keep in mind that there will be no notification or confirmation modal when deleting the filter, and this action cannot be reversed.


If you didn't find an answer to your questions, please get in touch with the Support Team here.

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