Attendee Panel - Marketing Module

Once you've set up your Marketing Tags and sub-tags (in the Setup Panel), you can start to use these powerful tools to flag or categorize your attendees in many different ways. While the tag is called marketing, they are used for a variety of reasons, and are directly associated with a specific attendee. Once tagged, you can select groups of Attendees by these tags anywhere that uses the Filter, such as Exports, targeted Emails, or Bulk Data Express Actions. Some examples may include:

  • Regions - sales regions across a geographic area.
  • Specialty - lets you enter specific specialties relating to the attendee, like General Practitioner or Cardiac Specialist.
  • Company size - 1-50, 51-100, 101-500, etc.
  • Company category - technology, manufacturing, consulting, education, etc.
  • Number of years in business - 1-5, 6-10, more than 10, etc.
  • T-shirt size - S, M, L, XL, XXL, etc.
  • Area of Interest - Internet, Networking, Mobile Apps, Smart Phones, etc.
  • Sponsorship Interest - Prospective sponsor, confirmed sponsor, cancelled sponsor, etc.
  • First time attendee - Yes, No
  • Association member? - Yes, No

The above list is just an example of how Marketing Tags can be used in EventsAir. The possibilities are limitless, and are based on your needs and requirements.

Types of Marketing Tags

The following types of data can be collected within your Marketing Tags:

  • Tag only - this lets you assign a basic tag to the attendee record; no other data is collected.
  • Text - lets the attendee enter free-form text data in the field during registration.
  • Numeric - lets the attendee enter a number in the field during registration.
  • Date - lets the attendee enter a date in the field during registration.
  • Sub Tag - lets the attendee select from a list of options (drop-down list or radio buttons) during registration.

Marketing Groups

Optionally, you can create Marketing Groups, which are ways to associate different types of Marketing Tags that are related to each other. Some examples include:

  • Passport Information
  • Company Background
  • Education Experience
  • Certifications and Training

Again, the above list is just an example and you can create as many Marketing Groups as your registration needs require.

Tip: When you view Marketing in the Attendee Panel, you will see multiple Marketing panels if you have created more than one Marketing Group. You will also see Panels for Marketing Groups set up in the Contact Store, if you have one linked.