What is it?
The process described below can be used to find Registrants or Attendees for a particular event section. This can be used to target email marketing to members who missed an event they were registered for, or who attended one event but did not register for another.
How to Access
Navigate to the Profile List from the Admin Home.
Searching for Profiles by Event Registration/Attendance
From the Profile List, click on the Advanced Search button.
Inside the Advanced Search drop-down, choose the Event option. Next, a drop-down will appear that allows you to choose if you want to search for profiles that registered, attended, cancelled, or did not register for an event.
Next, choose the event you want to search for.
If you want to search across multiple events (ex. to find members who attended the conference but no showed at the annual meeting), choose to Add Criteria drop-down, then add another event.
When you're ready, click the Run This Search button to receive your results.
Comments
3 comments
I'm looking for more information about the advanced search (not just by event), but I was unable to find an article. Specifically, I'm wondering how do I edit a saved search?
Also, I'd love to put in a vote (where ever you tally it!) to bring in the filtering-style advanced search you had in the classic platform. With the current advanced search, there is no way, for example, to search for any of these 3 member types that are in these 5 states. In the old system, that was a pretty easy search by filtering. PLEASE bring back filtering!
Hey Ryan!
If you'd like to edit a saved search, run the search in question. If it's a Criteria search, you can click on the "Edit Search" button that appears to adjust your criteria, and Save Criteria to update your search. If it's a Profile List search, you'll add/remove the applicable users, and then Save. If you still have questions about that, shoot our Help Team a line at help@memberclicks.com!
You can always leave us feedback here: https://portal.prodpad.com/6711
You're welcome to bookmark that link, or, you can find it on the bottom-right ? that's on the administrative end of your product.
Speaking of bookmarking certain links... The Advanced Search is something our Engineers have been actively looking into, and I would highly recommend subscribing to our Product Updates!: https://help.memberclicks.com/hc/en-us/sections/206660147-Product-Updates
It would be helpful if, when viewing results across multiple events, there was a way to add in a column for the event name that pertains to each listed result. In the way that we'd need this, the results are essentially useless unless they have that column. We have had to resort to exporting separate reports instead. Thanks for considering this!
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