Setting Up Participant TypesUpdated a year ago

When planning an event, it's essential to recognize that participants arrive with diverse objectives and expectations. To ensure a smooth and well-organized experience, effectively categorizing your participants becomes crucial. This is where participant types come into play, providing an invaluable tool for categorizing attendees and bringing together individuals who share common goals. 

By implementing participant types, event organizers can streamline the event planning process, enhance networking opportunities, and create a more tailored experience for participants. 

How can I set up participant types? 

First, click on Configuration in the left sidebar of the Organizer's Tool. 

Under the Participant section, select Participant Types. 

On the Participant Types page, click on the Add Participant Type button to create a new participant type.

This will open the New Participant Type page. 

Enter the name of the participant type in the Title field, and optionally provide a description. The description will be displayed in the registration form when participants choose their participant type.

In the Settings section, you can further configure participant types. 

Choose In registration if you want the participant type to be visible on the registration form.

Choose Hidden if you want the participant type to be invisible in the registration form. 

Hidden participant types are a practical solution when you wish to limit the selection of a particular participant type exclusively to those who receive a special invitation link. By marking a participant type as hidden, you create an exclusive category reserved for specific participants. 

This approach ensures that only the intended individuals have access to this unique participant type, enhancing its exclusivity. 

These special participant type invitation links are also used for private registration. Each participant type has its own automatically generated invitation link, which should be utilized for their private registration.

Next, choose whether the participant type will be displayed in the participants’ profile. To make the participant type visible, simply tick the box next to Visible in Participants Profile.

When a participant type is visible in participants' profiles, it allows you to filter participants by that specific participant type on the participant list displayed on the event website.

In the Organization Page section, you can enable the participant type to create an organization page by ticking the box.

Within the Networking section, you can set a limit on the number of meetings by specifying the maximum number in the provided field. If you leave this field empty, there will be no maximum limit on the number of meetings for the participant type. 

Once you have configured the participant type, click on the Save button to save the changes.

The next step involves assigning participant types to the participants. 

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