With ClearEvent, you can share lists of event registrants, either publicly, or with other groups of attendees. For example, you may wish to share a list of currently registered Exhibitors on your Event Portal > Home page, like so:
When a visitor or signed-in attendee clicks on this page link, a list of registrants can be displayed and will automatically update whenever a new Exhibitor registrant is approved.
Sharing a list of attendees has numerous benefits:
Promotes event exhibitors, vendors, artists, competitors, or other registrant types with event attendees or the public.
Help increase attendance by allowing attendees to discover who else may be attending
Enables networking and connections between attendees
Can securely communicate registrant details to other groups of registrants
For many events, it's a common need to share registrant lists with event attendees. However, generating and maintaining an accurate list of registrants can often be a time-consuming process. With ClearEvent you can automatically generate live lists of approved registrants and share these lists on your Event Portal > Home page where they can be viewed by other attendees.
ClearEvent's powerful Registration List page feature can be used to share a list of event registrants (attendees) on your Event Portal.
Privacy - Keep your registrant's data safe!
ClearEvent's powerful Form Builder allows events to create registration forms that collect any required information from event registrants. Since events control the information they collect from registrants, it's important to ensure that any sensitive information that is collected is not accidentally shared publicly through a Registration List.
By default, registrant details collected by an event can only be viewed using the Event Manager App by Event Managers with the appropriate security role.
When sharing registrant details using the Registrant List feature, it is critical to ensure that any personal or sensitive data that may have been collected from the registrant is not accidentally shared through a Registrant List.
To prevent unintended information disclosures, events must be careful to ensure any fields they share on a published Registration List do not contain sensitive or personal details.
How to create a Registration List
To share registrant details on your Event Portal > Home page, follow these steps to create a Registrant List:
Open the Event Manager App > Event Setup section > Pages tab.
Click the +Add button to create a new Page that will be displayed on your Event Portal > Home page and set the Page Type to "Registrant List".
At a minimum set the required Page Label, and Page Icon fields.
In the Registrant Type setting, choose the type of registrant data that will be used to generate the list.
If you wish to allow attendees to download the list to an Comma Separated Values (.CSV) file that is compatible with Microsoft Excel or Google Sheets, check the Allow Export checkbox. This will display an "Export" button on the new Registrant List page on your Event Portal.
How to add fields to a Registrant List
Open the Event Manager App > Event Setup section > Pages tab.
Select the desired Registrant List page and click the Edit button.
Click the Fields button to add fields to your list. Selected fields will be displayed as columns in the table of registrant details.
In the Choose Field... dropdown, select each field and click the +Add button.
Choose any field from the list to customize the Column Label, Column Alt Text, display order, or delete the field.
How to reorder columns and sort your Registrant List
The sort order of the rows displayed for a Registrant List is determined by the order of the fields added to a Registrant List. Rows are sorted alpha-numerically by the value of the 1st column, then the 2nd column, and so on. For example, to sort a Registrant List by First Name and then by Last Name, reorder the fields so that the First Name field is first, followed immediately by the Last Name field.
To do this:
Open the Event Manager App > Event Setup section > Pages tab.
Select the desired Registrant List page and click the Edit button.
Click the Fields button to add fields to your list.
Select any field from the list to customize the display order and click the Move Up or Move Down buttons to adjust the field display order.
Click Save.
How to share a Registrant List
By default, a Registrant List page is shared with everyone. To restrict viewing of potentially sensitive registrant details, you may share each Registrant List with a single Registrant Type. To share a Registrant List:
Open the Event Manager App > Event Setup section > Pages tab.
Select the desired Registrant List page and click the Edit button.
Set the Share with field to the Registrant Type permitted to view the Registrant List.
By default, a Registrant List page is shared with everyone. If you would like to restrict access to the list, set the Share with field to one of the available Registrant Types.
Tip: Each Registrant List page can only be shared with a single Registrant Type. If you need to share a Registrant List with multiple registrant types, consider duplicating the Registrant List page definition for each Registrant Type and specifying a different Share with value.
How to filter registrants from a Registrant List
To filter registrants out of the registrant list, you can specify filter conditions for any Registrant List page you create.
There are two main types of filter conditions that can be applied:
Constant Filter Condition
A Constant filter condition compares registration form field values from received registrants to a constant value to determine if registrants should be included in the Registrant List.
For example, a filter could be used to show only registrants that have opted-in to being included in the event's attendee directory.
For example:
Dynamic Filters
A Dynamic filter compares registration form field values from received registrants to registration form field values of a currently signed in registrant to dynamically determine if registrants should be included in the Registrant List.
When the specified registrant's registration form field value specified in the filter condition matches the registration form's field value of a signed-in registrant viewing the Registrant List on the Event Portal, the registrant details will be included in the list.
The following example defines a dynamic filter used to filter the list of registrants to only include those registrants that are in the same company as the registrant that is currently viewing the registrant list on the Event Portal.
How to allow the registrant list to be exported
To allow a list of registrants to be exported and downloaded as a Comma Separated Values (.CSV) file that is compatible with Microsoft Excel or Google Sheets, simply select the Allow Export button in the Edit Page window.
This will display an Export button on the Registrant List page on your Event Portal, like so:
Clicking the Export button will allow the attendee to download a .CSV file containing a copy of the registrant details displayed onscreen.
🔒IMPORTANT: Be sure to consider the privacy implications of allows visitors to your Event Portal to download a list of registrant data. Ensure you do not share sensitive information in this list.
Also, consider restricting who can view the Registrant List by restricting access to a specific Registrant Type (e.g. "Attendees"). This way, only registered attendees can see this list, and not the general public.
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