Searching Attendee Records


Selecting the Search Icon in the Attendee Panel will bring up the Search option. Here, you can search for a specific attendee or a selection of attendees in several different ways:

Quick Search

Quick Search lets you enter a full or partial attendee name or business name as your search term. This is extremely useful if you know a partial name, business name, or other detail of the attendee you are searching for. For example, in a large conference of 1000 attendees, you may remember that the attendee you spoke with earlier had an organization name of GTC Group. You could simply enter GTC and see a list of attendees who have GTC in their organization name.

Filtered Search

There are times that a quick search simply is not the way to find an attendee. You may wish to see a list of attendees from Queensland in Australia, or a list of attendees who are registered as speakers. With Filtered Search, you can enter full or partial search criteria in any module of the EventsAir Attendee record.

There are many ways to use a Filtered Search. Some examples include:

  • Search for all attendees who registered with Early Registration
  • Search for all attendees who live in the state of Queensland
  • Search for all attendees who have a special dietary request
  • Search for all speakers who have NOT submitted their final papers
  • Search for all attendees who have reserved a King Room at a specific hotel on a specific date
  • Search for attendees who HAVE or HAVE NOT checked in to your event
  • Search for attendees who have a balance due on their account
  • Search for members of a specific attendee group

As you can see, the Filtered Search function is extremely powerful, and very comprehensive. Just about any search criteria you could imagine can be searched for here. 

Saving Searches

In addition to creating powerful searches, you can save searches and re-use them at a later time. Creating a Saved Search is easy to do:

  1. Created your filtered search
  2. Select the Save Button
  3. Give your Filter Rule Set a name
  4. Select Save
Tip: Saving a search here saves the search filter criteria, not the search results. When you Load and re-run a Saved Search, it will re-run against your current data, and so will also show you any people (matching those criteria) that have since been added to the database.
For example, if you create a Saved Search to find Accompanying Person registrations, and then Load and re-run that same Saved Search next week, it will also show all matching registrations that have been entered in the meantime.
Note: this is different from the Save as Data Snapshot button (found in Reporting and Express Actions), which will save the search result (the list of Attendees) that matched the query criteria at the time the query was first run. You can review this result at any time, and it will not change, which is useful in this case for tracking exactly which Attendees matched your selection at a particular point in time.

Loading Saved Search

Simply select Load and select the saved Filter Rule Set you wish to use.

Pinning Records

Now that you have brought up a list of attendees, you can simply click on one of the names to view and edit their details. Sometimes, you may wish to keep that attendee's record handy so you can jump back into it at a later time. This is a very common situation for meeting planners. 

  • You may need to call a hotel about the attendee.
  • You may need to research a payment from an attendee.
  • You may need to chat with an associate (who may be out of the office at the moment) about an attendee.

If you want to set an attendee's record aside, but have it handy to jump back into without going through another search, simply click on the Pin icon  to the right of the Attendee name. Your "Pinned" record now appears in the Pinned list that is on the left side of your Attendee Panel. When you come back later in the day to continue editing the record, it is quickly available for your use.

Searching for Contacts in the Linked Contact Store

If your event is linked to a Contact Store, you can easily find people in the Contact Store, and add them to your local event.

Select which event you are searching (the Contact Store, or the local event) from the drop-down list in the bottom left of this screen. (Only visible if you have linked this event to a Contact Store in Event Setup.)