How to Use Custom Attributes to Segment Event Participants

Overview

Custom Attributes are a powerful feature used primarily to segment your signups. They offer flexibility in defining groups (such as VIPs) and tracking registration sources (such as Google or social media) or other use cases to segment your sign ups.

This article covers:

• Use cases and information
• Before you begin configuring Custom Attributes
• How to use/configure Custom Attributes
• Managing/Adding Custom Attributes via Integration (Grip Engage)

Table of Contents

In this article, we will cover the following:

• Use cases and information
• Before you begin configuring Custom Attributes
• How do you use/configure Custom Attributes?
  • Managing/Adding Custom Attributes manually
• Managing/Adding Custom Attributes via Integration

Understanding Custom Attributes

What is the basic premise of Custom Attributes? Custom attributes are settings that can be associated with event signups or participants for the purpose of segmentation. They are created under Registration > Settings > Attributes.

What is the main benefit you will derive from Custom Attributes? The most important benefit is the ability to effectively segment your signups.

What are the end goals of using Custom Attributes? Custom Attributes allow you to:

1. Define specific participant groups, such as VIPs (using a Boolean/checkbox interface).
2. Track the source of attendee registration (using a drop-down interface) or other dropdown use cases.
3. Sync segmented groups with custom groups on Grip Engage.

What are the attribute types available? You can create different types of attributes, including:

• Boolean: This is a technical term for a checkbox and functions as a yes/no interface. Example: setting up an attribute for 'VIP'.
• Drop-down: This allows you to define multiple choices for the attribute. Example: setting up an attribute called 'Source' with choices like Google, OpenAI, or social media.

Before you begin configuring Custom Attributes

Before relying on Custom Attributes, there is an important step to ensure the setup is successful:

You must save the page. If you create new attributes and choices (such as Google, OpenAI, etc.), you must ensure you press Save, otherwise the new attributes will not be created, which means they won't be available for your attribute links.

How do you use/configure Custom Attributes?

Custom Attributes can be assigned to participants either automatically via special links or manually via the admin interface.

Creating and Assigning Attributes

1. Navigate to the Attributes Section: Go to the admin interface page under Registration > Settings, and then select Attributes.
2. Create the Attribute: In the Attributes section, create the necessary attributes.
   • For a simple yes/no flag, create a Boolean (checkbox) attribute, such as "VIP".
   • For multiple predefined choices, create a drop-down attribute, such as "Source".
3. Define Choices (for drop-down): If creating a drop-down, input the choices (e.g., Google, OpenAI, social media).
4. Save the Configuration: It is crucial to press Save to ensure the new attributes are created.

Assigning Custom Attributes via Special Links (Use Case 1)

This method automatically associates the attribute with a registrant based on where they click the link.

1. Select the Attribute: Navigate to the Attributes section and select the specific choice you wish to track (e.g., selecting 'Google' under the 'Source' attribute).
2. Share the Link: Share the resulting link (the attendee registration link).
3. Automatic Assignment: If a participant registers through that shared link, the link contains special metadata. This metadata ensures that the attribute (e.g., 'Google' source) is automatically associated with their signup details.

Managing/Adding Custom Attributes manually

You can manually assign attributes to participants after they have signed up.

1. Navigate to Signups: Go back to the admin interface and view the signups.
2. View Signup Details: Go into the details of a specific signup (e.g., "Tim Google sign up").
3. Assign the Attribute: Within the participant details interface, you can select the required attribute(s) (e.g., selecting 'Google' as the source attribute).

Managing/Adding Custom Attributes via Integration

Custom Attributes can be used to sync with Grip Engage.

1. Navigate to Attributes Mapping: Go to the admin interface and select attributes mapping.
2. Select Grip ID: Select the attribute you wish to sync (e.g., 'VIP').
3. Map to Engage Group: Select the Grip ID on Engage to sync all users possessing that attribute (e.g., all VIPs) into a ** specific custom group on Engage**. This process makes the feature more flexible for assigning custom groups based on the attribute.