How to use event platform instead of exporting

Table of Contents

• Why use the platform instead of exporting

• How to search on web and mobile platforms

• Using ‘interest’ and ‘skip’ to improve networking

• Still need to export

• FAQs

Why use the platform instead of exporting

Exporting data may seem familiar, but it often leads to outdated lists, missed connections, and time-consuming admin work. The event platform is designed to do far more than just display information—it empowers you to take action in real time, streamline your workflow and maximise your networking potential.

Using the platform directly offers major benefits compared to downloading static data:

• Real-time insights, always up to date
  Unlike static spreadsheets, the platform gives you live access to attendee, company, and product profiles—updated instantly as information changes. No re-downloading, no confusion—just accurate, actionable insights when you need them most.
• One place for everything
  Book meetings, express interest, follow up, and take notes—all from one central location. Say goodbye to juggling tools or manually managing lists. Everything is built in, designed for speed, and ready to help you stay organised before, during, and after the event.
• Smarter networking through personalised recommendations
  The platform learns from your activity. The more you search, filter, and interact with profiles, the better it gets at surfacing relevant people and companies. Over time, the platform becomes your personal networking assistant—helping you connect with the right people faster and more effectively. 

How to search web and mobile platform

Whether you're using your laptop (web) or the mobile app, the platform makes it easy to find exactly who or what you're looking for.

Use the search bar to look up names, job titles, companies, or keywords instantly. Then, apply filters to refine results based on attributes like location, company type, or areas of interest. The system responds in real time, so you always have the latest results at your fingertips.

Using ‘interest’ and ‘skip’ to improve networking

The interest and skip tools let you manage your networking efficiently and improve future recommendations.

• tap “request a meeting”
  use this to schedule meetings directly—no need for emails or exported lists. For more information, see the how to request meetings?

• tap “connect”
  express interest in a profile or save it for later. This helps you build a focused list of potential contacts. Learn more in the connections guide.

• tap “skip”
  remove profiles that aren’t relevant. This helps refine your suggestions and focus on the most meaningful opportunities.

Still need to export

If your role requires bulk data (e.g. for reporting or post-event follow-up), you may be eligible to export certain lists depending on your access level. Please check the below support articles.

Export access may vary as follows:

• exports for participants with team access

• exports for participants without team access (depending on event settings)

FAQs

How accurate are the recommendations on the “recommended for you” page?
The recommendation engine improves over time based on your profile and actions like meeting requests, interest, and skips.

Can I customise the recommendations I receive?
Recommendations are tailored automatically based on your profile and engagement. Keep your profile updated and use the interest/skip features to help refine your suggestions.

Can I undo a “skip”?
Once a profile is skipped, it’s removed from current recommendations. However, the system may reintroduce it later if it's still relevant.

What is the global search on the platform?
Global search lets you search across all key areas—profiles, sessions, products, and more—returning results based on your keywords.

How are search results ranked?
Results are sorted by relevance first. When scores are equal, results are ordered alphabetically (A–Z). Items without names appear last.

Why aren’t my search results in date order?
Search results are ranked by relevance, not date. Chronology does not influence the initial result order.

Can I refine search results?
Yes. you can apply filters or enter more specific keywords to narrow down your results.

Can I use special characters in searches?
Yes. the search tool supports special characters and advanced matching.

How can I view the full attendee list?
This depends on the event setup. attendee and company lists are typically available in the sidebar or homepage and may be filtered by role (e.g. speaker, exhibitor).

Can I export the attendee list?
Full attendee list exports are generally not available. Instead, the platform supports real-time interaction and connection-building within the app. If permitted, you may export personal leads, meetings, or connections. Learn more here:
what exports are available and how to export meeting and connection data