Category
Definition :
Groups participants who share a registration process, access, a badge or common documents.
Purpose :
Differentiate journeys (with/without form, moderation, payment), manage automated emails (confirmation, moderation), structure targeting (segments, reports).
When to use :
Whenever two audiences must have different rules (e.g. Registered visitors, Speakers, Exhibitors, Newsletter without a form).
Concept - Hidden AI
Concept - Hidden AI
A category = a process (form, moderation, payment, badge).
Each category is attached to a population (multiple categories can share the same one).
Interacts with : Registration form, Moderation, Emails, Badges, Ticketing/Orders.
References (fields & options)
References (fields & options)
Population : hierarchical association.
Form : dedicated or shared (any change affects all linked categories).
Moderation : ON/OFF ; blocks the registered status until validated.
Automated emails : confirmation, moderation, etc.
Badge : template & delivery method (often attached to the confirmation).
Registration dates : opening/closing specific to the category.
Payment : ticketing / orders link if the journey is paid.
Troubleshooting & FAQ
Troubleshooting & FAQ
Shared form: undesired modifications
Cause : the same form is linked to multiple categories.
Effect : any change impacts all those categories.
Prevention : duplicate the form before a sensitive change.
Confirmation email sent during tests
Cause : changing to registered status triggers the automated email.
Effect : unwanted sending.
Prevention : neutralize/adjust the emails before testing.
Examples
Examples
Simple : Visitor → registration form → confirmation email.
Advanced : Organization → import (without form) → badge required → targeted automated emails
Uniqueness field
Field that uniquely identifies a contact. Participants with identical values for these fields will be considered the same contact.
Default field
The platform provides several native default fields common to all participants. Among them are primarily the email address, last name, first name, company and many others. These fields are not editable.
Custom field
To simplify database management, we can create custom fields. These can be text fields, file fields, value lists, merge fields, calculated and hierarchical. A custom label can be assigned to them.
Calculated field
This is a field that is evaluated when a participant is updated and whose value depends on a calculation.
Speaker
This is a participant who speaks at one or more sessions of an event's program.
Exhibitor
An exhibitor is a participant who represents their company to showcase their product or service to other attendees at a trade show.
Participant record
Management interface that gathers all individual information of a participant (fields, emails, status, documents).
Labels
Labels allow grouping participants who would have no attributes in common otherwise. This facilitates searches and creating segments.
Leads
This is a connection generated following an interaction between an exhibitor and another participant.
Moderation
Function allowing manual validation of a registration before it is considered 'registered'. It can affect the sending of emails and scanning at check-in.
Participant (guest)
In the vast majority of cases, this is a person at your event. They have attributes that define their status, category, and all their personal data and documents. They can also represent an entity (company).
It is an element of your database.
Populations
Populations allow grouping categories. They enable differentiating registration processes, managing networking, reports, unique emails, etc.
Registration status
The status determines the progress of a participant's registration for your event.
UID
The Unique Identifier (UID) is an alphanumeric string associated with a single participant within an event.
Visitor
A visitor is a person who attends the event with the purpose of discovery, purchase, or making contact.