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Outlinev0.2.2 · updated 2026-10-23

Directory filters

Let attendees filter the directory by the kind of person they want to meet — investors, buyers, a specialty — using fields the event already asks.

What it is

Chooses which attendee fields the People directory can be filtered by, in order of importance. Each filter can be a chip of its own or sit under Filters, take a shorter label, and be linked to one of the attendee's own answers so the directory offers For you — the people their answer says they want to meet. Each person's answers can also show as tags on their row.

When to use it

Every event matches people differently, and name search only finds someone you already know about. A filter turns a list of four thousand into the forty worth meeting. It asks attendees nothing new: it uses the answers your registration form already collects.

Step by step

  1. 1

    Make sure the answers existRegistration → Attendee Fields

    A filter needs a field with a fixed list of answers — Dropdown, Multiple choice, Checkboxes or Checkbox (yes/no) — with its Show switch on. For matching, the usual pair is one question about who someone *is* ("I am a: Investor / Founder / Corporate") and one about who they *want to meet*.

  2. 2

    Add filters, most important firstNetworking → Directory Filters

    Click Add beside a field. Use the arrows to put the one that matters most at the top — attendees see them in this order. Up to eight.

  3. 3

    Choose what is a chip

    Show as its own chip puts a filter in the directory itself, one tap away. The rest are under Filters. Two or three chips is plenty on a phone.

  4. 4

    Link who-they-want to who-they-are

    On the *I am a* filter, set Suggest from the attendee's answer to to *Looking to meet*. An attendee who answered *Investors* gets a For you chip that shows investors. The choices are matched by wording, ignoring case and a plural *s*, so keep the two lists' wording alike.

  5. 5

    Decide on tags

    Show their answers as tags puts up to three of each person's answers on their row — *Investor · Fintech* — so attendees can tell who someone is without opening them.

When it goes wrong

Every one of these has happened to someone. Symptom first, because that is what you will have.

A field I want isn't offeredgotcha

What you see: The field is listed under Add a filter but greyed out, or not listed at all.
Why: Greyed out: it is Hidden from attendees, or has no choices yet. A filter on an answer reveals who gave it, so only fields the attendee can see themselves can be filters. Not listed: it is free text, which has no fixed answers to filter by.
Fix: In Attendee Fields, turn the field's Show switch on, or change a text field to a Dropdown or Checkboxes and give it choices.

Attendees don't see For yougotcha

What you see: The filters show, but the For you chip doesn't.
Why: It appears only for a signed-in attendee whose answer to the linked question matches at least one of the filter's choices. People who skipped the question, or lists worded differently (*VCs* against *Investor*), get no suggestion.
Fix: Word both lists the same way, and make the linked question editable in the app so people who skipped it can answer it later.

Networking is not on the bar of appsgotcha

What you see: The steps say Networking → and there is no Networking icon to click.
Why: It is an add-on, and add-ons are not on the bar of apps until you add them, or until you have opened them often enough that the bar adds them by itself.
Fix: Click Apps at the end of the bar of apps on the left and click Networking; click Add beside it to keep it on your bar. It is a per-person view preference, not a setting for the event.

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