People

People is where everyone your organization knows lives. It has two tabs:

• People: one row per person. Speakers, members, customers, prospects, influencers, attendees and the people at your sponsors and exhibitors all appear in the same list. Sessionboard Marketing sees the same list, so the two never disagree about who someone is.
• Groups: the companies, exhibitors, sponsors and chapters your people belong to. See Groups.

Why use it

Your speakers are in a spreadsheet, your attendees in your event platform, your members in your AMS and your prospects in your CRM. People puts them in one list you can slice in a click: every speaker who is also a member, every prospect who came to three webinars, everyone at one sponsor.

Filter with relationship chips

Above the list is one row of chips, each with a count: All, Speaker, Member, Customer, Prospect, Influencer and Attendee. Select a chip to filter; select more to widen the list to anyone with any of them. With two or more selected, turn on Match all to show only people with every tag you chose, such as speakers who are also members. All clears the chips.

Manage tags, at the end of the chip row, explains the six relationship tags and lets you add, rename or delete your own tags. See Tags.

Search, filters and export

• Search a name, an email, an organization or a group.
• Filters holds the rest: Appears in (an event), Pipeline stage (in the pipeline, not in it, or one stage), Active (active in the last 12 months or not), Source (a connected system such as your AMS or CRM, or not linked to one), Group, and Warm opportunities.
• Each filter in use shows as a pill under the search box. Remove a pill to drop that filter, or Clear to drop them all.
• The address in your browser keeps the chips, the search and the filters, so you can bookmark a view or send it to a teammate.
• Sort by name, organization, events attended, webinars attended or when they were last seen.
• Export downloads what you’ve filtered as a CSV file that opens in Excel, Numbers and Google Sheets.

What each row shows

One person is always one row, however many places they came from.

Column	What it tells you
Tags	Speaker, member, customer, prospect, influencer, attendee. A person can have any number.
Organization	Their groups, or the organization they gave you, and their job title.
Pipeline	Their pipeline stage, if they’re in it.
Attended	How many of your events and webinars they came to.
Last seen	Their latest sign of interest, such as registering, attending or watching.

Linked records

When a person is also a record in a system you’ve connected, such as your AMS, your CRM or an event platform, a small badge for each system sits next to their name. Several badges overlap, three at most and then + a number. Point at the badges, or move to them with the keyboard, to see each system, the person’s ID there and when it last synced.

On the person’s page, Linked records lists each system with that ID, the last sync and whether Sessionboard reads from it, writes to it or both. Where the system has a page for the record, Open in takes you there in a new tab. People you imported from a spreadsheet have no linked records. See Find people in your systems.

Open a person

Select a person to see their details, tags and groups, their linked records, their pipeline stage and contracts, and every sign of interest in time order: what they registered for, came to, watched and opened, and when they became a member or a customer.

Add a person

Add

On People, choose Add person and give their email and, if you like, their name, job title, organization and tags.

Put them in a group

Choose one of your groups to link them to it, or add a group first. See Groups.

An email already here isn’t added twice. Adding someone emails no one. To add many at once, see Add and import people and groups.

Tag or untag many at once

Select people in the list, then add or remove a tag on all of them. Their other tags stay as they are. Some tags do more than label: tagging someone Speaker lets you put them in the pipeline and send them a contract. See Tags.

Delete people

Select the people and choose delete. Sessionboard CRM asks you to confirm first. Their pipeline entries and contracts stay. You don’t need to delete anyone to keep your bill down: people you haven’t reached in 12 months stop counting as active on their own. See Active contacts.

Warm opportunities

Warm opportunities, in Filters, shows people who:

• came to 5 or more of your webinars or events,
• aren’t in your pipeline, and
• aren’t tagged Customer.

They know you well, and nobody is working with them yet. The page shows these thresholds next to the list.

Note

Sessionboard CRM keeps standard fields only: name, email, job title, organization, tags and groups. Custom fields are part of the Sessionboard platform. See Custom fields.