Audience Management allows you to view all of the information in your guide that you may need during your event. You see who has signed in to your guide and send email invitations here as well as segment your users into groups. You can also see how many users (and who) are registered for sessions in your schedule as well as assign sessions to users using Preset Schedules.
The Users Tab
In Guidebook Builder, open the guide you are working on. From the guide dashboard, click on Audience Management. You will arrive at the Users tab.
The Users tab will show who has been invited to your guide and who has downloaded it and logged into their account.
The possible status for users in this tab are:
- Created: You have added the user to the Users section but haven't sent an invite.
- Invited: You have sent this user an invitation.
- Logged In: This user has downloaded your guide and logged into their account.
- Revoked (Invite-Only): You added this user to the users list (and potentially sent them an invitation) but you have revoked their access.
- If a user has already downloaded the guide, the next time the guide refreshes, they will lose access to it.
- If a user has not downloaded the guide yet, they will not have access to it, like any other user who is not invited.
To find out more about inviting users, bulk invites or email invitations, please see our Invite Your Users article.
When you add a user to the Users list, this creates an account for the user on their behalf. You can remove a Created or Invited user from the list, in case plans change.
Also, you can make edits to Created or Invited users' account details to fix typos or update their information –- unless they already have a Guidebook account. If you add a user who already has an account, that user manages their profile details themselves. You will see the first name, last name, role, and organization they have set on their account; you will not be able to make edits.
For record-keeping or for bulk edits, you can use the Export users to CSV option on the Users tab
To comply with GDPR regulations, this export will only show users’ information if they have opted into GDPR privacy. Users who do not consent to sharing their data will be made anonymous in this export. For more information about GDPR, click here.
To the right of the users list, you will find the option to search for names or email addresses. If you have an integration set up for this guide which imports users, this will show here.
Guide Privacy and the Users List
Please set your guide’s privacy as early on as possible. Changing your guide privacy between public, passphrase, and/or invite-only repeatedly will cause confusion and poor user experience. To learn more about the different privacy settings click here.
For public and passphrase-protected guides, you will simply see a list of users who have downloaded your guide and logged in. There may be users you do not specifically invite via Builder who download your guide. If these users download your guide but never log in, they will NOT appear in the Users tab. Users must log in to be visible in the Users tab. If you invite a user and they have downloaded your guide but not logged in yet, they will show as Invited.
For Invite-Only guides, only users you have added to the Users list will have access to your guide when they sign in with their Guidebook account. Think of the users list as a list of allowed users who can access your guide.
The Groups Tab
Segment your users into groups to take advantage of targeted Push Notifications and/or Preset Schedules. This is especially helpful if numerous users need to receive the same information at once or be assigned the same schedule.
To find out more about assigning users to groups in bulk, please see our Invite Your Users article.
These features are only available on a Premium plan. If you're interested in upgrading your Metered Guide, you can learn more in this article: How to Upgrade a Guide.
To create a group, click on the New button on the Groups tab. Give your group a name then start typing in the name of the user(s) you would like to add to this group. Click to select each user and click Create.
Click on the name of the group to quickly review the status (Created/Invited/Logged in) of each group member. You can also remove a user from a group via the cog to the right of the users listing or remove multiple users by selecting them on the left-hand side. The Content Visibility tab will show you any Gated Lists the group member has been added to.
You can view the total number of users in a group in the Groups tab. You can also delete a group using the cog on the right-hand side of the group name.
You can view and manage group assignments from the Users tab too. Click on the group affiliation menu next to a users name to add, view, and/or remove group membership.
From your guide dashboard, click on Audience management. Select the Session registrations tab to see how many users have signed up for the sessions in your Schedule that Require Registration. Sessions that do not require a user to register will not appear here.
Attendance management is available on Premium or Metered plans.
In this tab, you’ll be able to see how many users have registered for each session as well as how many users have a pre-set registration (assigned via Preset Schedule). If a session has a Wait List enabled, you'll also see how many users are on the list.
For a comprehensive list of registrations, click the Export button. A link to download a spreadsheet of the data will be sent to your inbox.
To see who has signed up for each session, click on a session title. Inside, you'll see a breakdown of the three categories of registrants associated with the session and the date and time at which they registered.
With Preset Schedules, you can assign sessions to your Users or Groups. When your Users log in to the app, they will see their pre-assigned agenda in their My Schedule menu item. More information about creating and managing Preset Schedules is available in our Preset Schedules support article.
Guide Admin or Editors can see the records of how many users were verified at a session and who, from Audience management section of your Guide dashboard.
Select the Attendance records tab to see how many users have been verified as attending the session. Sessions will not appear here where attendance was not verified.
In this tab, you'll be able to see how many Users have been verified as attending a session for each session. For a comprehensive list of verifications, click the Export button. A link to download a spreadsheet of the data will be sent to your inbox.
When a session is selected, you will see all users whose attendance was verified and the date and time they were verified on. On the right-hand side, you will see the option to filter this list either by registration date or search option, making it quick and easy to find users in the list. You can delete a record via the cog to the right-hand side.
You can read more about the verifying users’ attendance via the app in our Session Verification support article.
Creating Attendance Records in Builder
Guide Admins or Editors can also manually verify users and remove an attendance record from the Builder site. Within the Audience Management section under the Attendance records tab, new records can be created by clicking on Add Record.
You will be prompted to enter the user’s email address and search for a session in the schedule. The option to add a record will also appear under the tracks bubbles when the session is selected.
Attendance records can only be created for users who have Guidebook accounts and are attendees for that guide. This means that the user must have logged in to the guide using their mobile device before their attendance can be verified.
Once you have added the attendee's email address and selected a session (if required), you will see a message confirming success or give more information if there is an error. Here are a few examples:
Over Capacity: This addition would put the session attendance over the set limit. Typically, this occurs if a user who is not registered has been verified anyway.
Already Verified: This user has already been verified for the session. You can tap the Cancel option to keep them verified and on the list or use the Delete Record button to remove them. Deleting an attendance record has no impact on the end user’s registration or waitlist status. This action only affects attendance records.
Not Registered: This user did not register for the session ahead of time. You can Verify Anyway to add them now.
On Waitlist: This user is on the waitlist and has not been moved to an attendee of a session. If you Verify anyway, it will ignore the session attendance limits and add a record.
Not Registered + Over Capacity: This user is not registered. Additionally, the session is at capacity. Adding a record will bypass session limits and overfill the session.
Waitlist + Over Capacity: This user is on the waitlist. Additionally, the session is at capacity. Adding a record will bypass session limits and overfill the session.
Many of our guide administrators find the data we gather about user behavior critical to managing their events, organizations, businesses, and communities. There are two types of reports you can generate via Builder:
- User Engagement Report: Details per User to help you determine your most valuable users
- Session/List Items Report: Details per session and custom list item to identify your users’ interests
You can read more about the data that can be gathered via engagement reports and how to generate them on our Engagement Report article.
Adding user interests to your guide is a great way to increase user engagement in your guide, as users will receive suggested connections on mobile based on the interests you set up, and the interests they select upon logging in.
To add user interests, navigate to Audience management and then the User interests tab. Click the blue Add user interest button, and choose a category from the dropdown list. You can type any interest that fits into that category.
The category serves as an organizational tool, and a way for Guidebook to understand what types of interests our guide creators are setting up.
If you are building a guide for a university, you would likely select the “Education” category, and could have interests like “First Year/Freshman,” “Second Year/Sophomore,” etc. or you could choose to use user interests to determine what types of activities or clubs students might like to be involved in.
You can create up to twenty interests. Users will see the list of interests after they log in to your guide as part of the onboarding process. Assuming they’ve kept their profile public, they will see suggested connections in the Connect feature based on the interests they selected.