Participants - General

General presentation

The ‘participant’ module gives you access to the participant management screen.

 

 

In the top left-hand corner, you will find the total number of people in your database.

On the left of each participant line, you will find 4 icons:

1. Bin: Delete the participant
2. Padlock: Change password
3. Character: ‘Connect as’ the participant. This feature allows you to see the platform as if you were that participant.

  4.   Pendulum: Consult the history of actions relating to this participant
  5.   Card: Access the participant file

Acces to the participant file

You can get a specific overview of each participant by clicking on the icon above.

In this window, you will find all the information relating to the participant on different tabs:

• Personal information: data can be modified directly in each field
• Files: View or upload photos, travel tickets, etc.
• History: all changes made to the participant's profile
• Activities: their gamification, social wall, Q&A and interactive activities
• Programme: Their personal programme, including compulsory workshops, workshops they have registered for and meetings with your exhibitors.

Finally, you can find their personal QR code in the top right-hand corner of the participant's file.

Changing passwords

You can change a password individually using the button above, or change several passwords by selecting your participants and clicking at the top left.

A pop-up window appears to edit the password.

There are several solutions:

• Choose the CDM to be allocated, with or without the option of asking the participant to change it on the first connection.
• Generate a CDM at random: simple or complex CDM. You can send it directly by email, or make it visible for copy/paste. 

Database export

This button allows you to download a file in Excel format with all the participant's details as shown on this page.

When you click on the download button, you can customise the columns you want exported by checking/unchecking them.

Managing your database

Manual search

The ‘Search’ bar allows you to enter a participant's surname, first name or email address, category, job title, etc., in order to find him or her among the entire list of participants.

Adding a participant manually

This button allows you to add a participant manually.

When you click on the +, a pop-up window opens with the information you need to fill in, corresponding to the columns in your back office.
Once you have filled in the information, click on Add.

Managing your database view

This button lets you hide/show different columns in your database.

To show/hide columns, activate the ticks.
Green tick = column displayed
Grey tick = column hidden

The pushpin icon lets you pin a column from your database to the left of your screen for easier navigation.

Apply filters

This button allows you to filter your database using one or more conditions.

To create your filter, click on ‘Add a condition’.

The first drop-down menu corresponds to the column in your database on which you wish to filter.

Then apply your filter according to the information you need.

If you use recurring filters, you can save them by clicking on the arrow on the right of your screen and then ‘save as’.
Then choose a name for the filter and save.

You can find your saved and pre-filtered views to the right of the main entry in your database.

Grouping data

This button allows you to create groups using the list of participants according to specific criteria.

Select the column in your database on which you wish to group your participants.

This gives you a view grouped according to your criteria.