Assigning Speaker Attendee Type Using Logic

Audience

This article is for event organizers and plan administrators using the Certain platform.

Definitions

Attendee Type is a label assigned to a participant in an event to control access and permissions.

Logic is a feature that lets you create rules to automatically assign Attendee Types based on form data.

Steps to assign Speaker Attendee Type using Logic

• Navigate to Plan > Event Setup > Attendee Types.
• Click Add New to create a new "Speaker" Attendee Type.
• Create a Form from scratch.
• Or copy an existing Form for Speakers from Plan > Forms.
• On the new Form, click Logic on the left side menu.
• Click Add New.
• Enter a Name in the List Rule Details section.
• Use a Name such as "Auto assign attendee type".
• Select the corresponding Section.
• In Conditions, select Always Apply.
• In Actions, select "Assign Attendee Type" and choose "Speaker".
• Click Save.
• Click Setup on the left side menu.
• Scroll down to Page Setup.
• Move the Logic Label to the #3 spot in the Online Form Sequence.
• The Logic should be placed before "Confirm".
• Now the form users will be marked with a Speaker Attendee Type.