See everyone in People

People is everyone who spoke, shared, registered or watched, across every event and campaign, with what each of them did and how engaged they are. People appear as soon as an event has speakers, registrations or a campaign.

Find people

Use the tabs Everyone, Most engaged and Signed up, search by name, or filter by role: speaker, sponsor, attendee, team or added. Open a person to see who brought whom, their events, the campaigns that reached them, and a timeline.

Add, import and export

Add person adds one person.
Import CSV brings in a list. Nothing is imported until you select Import, and nobody is emailed.
Export CSV downloads everyone.

Forget a person

For a privacy request (a GDPR erasure), open the person and select Forget this person, then Forget them. It can’t be undone. Their contact, registrations, campaign and invite rows, videos they recorded and what we learned about them are erased. Receipts and invoices are kept without their name, your totals stay, and they stay on your unsubscribe list so they are not emailed again.

Only an organization admin can forget a person, and Ask can’t do it for you. Someone on your team has to be removed from the team first.

Engagement

Each person has an engagement score from 0 to 100. Engagement rules set where Engaged and Highly engaged start. When someone becomes highly engaged, you hear first and choose Yes, send the offer or I’ll reach out.

Signals brings in what your people did in your other systems, so their scores reflect more than Sessionboard.