This powerful feature lets event hosts display embedded Custom Lists within Custom Pages. Once you’ve created a custom page you can add a dynamic list of Companies or Attendees to that page.

These lists can be configured to utilize different filters and layout options. Read on below for more detail on this topic.

Adding a Custom List

Note: you must have already created a custom page in order to add a Custom List to it.

• Navigate to Configure → Custom Pages.
• Click the Action drop-down and select the List option for the page.
• Choose your List type.
  • Here you may select to display a list of Companies or Attendees, additional filtering options will be applied in the next step.
• In the Edit List Criteria tab, you will indicate preferred filters.
  • Many event hosts choose to only show a subset of their full company or attendee lists; one common strategy is to add a custom field to the Contact Form for companies or attendees in order to give refined control over which records are displayed.
  • Note: at least one (1) search criteria must be indicated. If you truly wish to display all records, simply indicate a filter which must be true for all records (e.g. - “Company Name is not blank”).
• In the Display Settings tab, you may configure additional layout settings.
  • The Group list by feature relies on the presence of a field on the company or attendee Contact Form with which to group the records; groups will be displayed in alphabetical order.
  • You must indicate a pagination value for Show up to field. We recommend leaving this at “30 items” for very large lists and giving end-users filtering to query the list rather than displaying the whole thing all at once, as this may slow down page-load times.
  • The Layout options field will allow you to display the list in a tabular or “tiled” (business card) layout. Generally, if you are not gathering company logos and/or attendee headshots it makes more sense to limit this to the “Table Only” option.
  • If you are going to offer both layout options for end-users, you may select a preferred Default layout option.
  • The Hide filter option will hide or display the drop-down filter which is displayed at the top of custom list pages.
  • The Hide thumbnails option will hide or display the company logos/headshots in the Tile layout view.
  • These custom list pages can offer the same Request and Messaging action links as the Meeting Requests interface but their display can be toggled with the Hide request actions switch.
  • Finally, event hosts may configure the visibility of the bookmarking feature with the Hide bookmark toggle switch.
• The Table Columns tab allows for configuration of the Table layout view mentioned in the previous section.
  • This feature functions just as other Lists in MeetMax.

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Links to Profiles

Did you know?  In these Custom Lists, as well as on the Meeting Requests interface, records can be linked to Company or Attendee Profiles. Profiles are typically only displayed after the Profile Form has been submitted but they can also be displayed for all attendees or companies by default using a setting in the Enable Features menu.