Attendee Engagement: What is the difference between Networking, Attendee List, and Peer Finder?

Modified on Thu, 01 Sep 2022 at 02:25 PM

Networking (Messaging)

When attendees log into the app, their first and last name is known to the system from the authentication process. They can then upload their photo to their profile using the app. 


All logged in users are automatically opted in to a networking list (relabel as needed in the CMS > Design > Tab Layouts). This list displays only their first and last name and can only be accessed by other logged in users. 


After selecting a name, users can start sending messages and chat. 



Using the App > More > Login / Settings (relabel via CMS > Design > Tab Layouts), users can access their profile and toggle the ACTIVE to OFF in order to remove themselves from the Networking list. Users can also block other attendees who try to message them and then won't see any more messages form anyone they blocked.


Attendee List

The networking tab is very private. With EventPilot Premium and Pro, you can add an attendee list. This can be done either manually via the CMS, by importing a CSV, or by using an API with the registration vendor. 


The data structure and available fields can be found in the CSV specification document under the Attendees heading.


The list can display first and last name, title, organization, URL, bio (description), and up to 4 filters. For conferences with international attendees, we recommend using Country as one of the 4 filters.


This list is merely used for searching and displaying information about attendees. You as the organizer import the list. Ensure that you have received consent from your attendees during the registration process to publish their information in the app. The attendee list is accessible by all logged in users. 


 


Peer Finder

The attendee list is merely a list of data that you have added. The platform would now know that John A. Smith in your attendee list is actually Jonathan Smith, the user who logged in via the LinkedIn social media authentication if you use the EventPilot basic authentication option.


EventPilot Premium and Pro projects can control how users authenticate, which allows the entries in the attendee list to be connected with the list of logged in users. This connection adds the chat icon to the person in the attendee list, we refer to this as the Peer Finder feature in EventPilot. Users can now search for a person by company or country and then message directly from the attendee detail view. From the beginning, your attendees can easily make connections without having to rely on users filling in a profile. All your data is collected during the registration process. 


If a logged in user messages a user who is not yet logged into the app, that person will receive an email from the platform informing them that someone is trying to contact them via the event app. 



If you use EventPilot Premium or Pro and wish to use your attendee list for authentication, follow the instructions in this article


Attention: All authentication setup must be completed before you announce to your attendees. If your project is live already and attendees have already logged in, do not change the authentication at this point. 


EventPilot Pro users can work with our dev team to set up APIs with different registration providers for the attendee list import and authentication setup. Contact your project manager about authentication before setting up proof and ensure your project manager is set up with a full registration to your event. 






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