Examples of how to use custom lists

As mentioned in the Creating and using custom lists article, you can use metadata in the workspace to identify and create groups of participants, speakers, sessions and sponsors. These are known as custom lists.

Custom lists, once created, can be associated with an app menu item or a content page to allow participants to access them during the event.

Additionally, you can apply targeting to the app menu item or custom page to decide exactly which participants will be able to access the associated custom list. 

In this article we'll go on to describe some of the most frequent uses for custom lists in events.

Custom participant (user) lists

Custom participant lists can be created based on participant characteristics (or metadata) that are included in the participant profile.

The metadata used to create the list that can be a default one (i.e. an existing metadata) such as the organization or country of the participant, or custom one (i.e. one that you have created in the metadata manager), such as a user level or role in the event, or the language the participant prefers for example. To note, several metadata can be used together to create custom lists, and they can be either visible or hidden on the participant profiles in the event.

As an example, you could create a custom list of users (participants) that are all from the same company, associate the list to an app menu item called "My company", and then apply targeting so that only the participants from that specific company can see the app menu item in the event. Doing this would provide the members of a company exclusive access to a list of participants tahta re all from their own company.

Speaker custom lists

The same as for the user lists described above, custom speaker lists can be created based on your speaker's characteristics, and then made accessible to participants via an app menu item or custom page. Again, targeting can also be applied to determine which participants can access the custom list of speakers.

Speaker custom lists are often used to target key note speakers, therefore distinguishing them from other speakers, or moderators, or hosts, etc.

The speaker list can therefore be created based on default (existing) speaker metadata, such as the organization that the speaker belongs to, or to any custom created metadata, which for example could be the speaker's role (speaker, key note, moderator, host, etc.) in the event.

Sponsor custom lists

A frequent use for custom sponsor lists, can be to distinguish standard event exhibitors from any "special" sponsors to whom you may wish to give more visibility in your event, or even access to more content.

This can for example be accomplished by creating a custom sponsor metadata based on a custom metadata that you create to identify the special sponsors. Alternatively, a sponsor custom list can be created based on their sponsor level in the event, which is a default metadata.

Session custom lists

What to display in a custom agenda?

Custom session lists can be used to create personalized agendas for event participants.

For example, while the participant can see the entire program of the event via the default agenda, they can also build their own personal agenda for the event (that can be made accessible via a My agenda menu item), and display sessions there based on whether the participant has registered to them in the main agenda, or bookmarked them, or been targeted by them.

Defining how the custom agenda will look

By using the options in Master/Track sessions, it is possible to control how the sessions will appear in the custom agenda:

• Selecting All will show all sessions in the agenda list.
• Selecting Targeted/registered will only show sessions that were targeted via Backstage or in-app/web app registrations.
• Selecting None will remove the collapsible dropdown containing the track sessions. It will then display those sessions within the master session page itself.

What filters for the custom agenda?

The In app filtering can be used to determine what filtering options the participants will see on the right hand side of the agenda list when viewing in the app:

What content to display in the custom agenda?

The Content section is used to determine what will be seen in the custom agenda list.

Here you can decide to show only bookmarked sessions, or use the Sessions to show options:

• All: All sessions whether targeting or not, the attendee will see everything.
• All visible to the user: All sessions and/or targeted sessions relevant to the participant's profile.
• Registered or targeted: See only registered or targeted sessions (used for custom agenda).

Filters can also be added to the custom agenda, based on rules applied to a session metadata.