The list is only finished when you can take it with you
The list lives in your dashboard while the session is ahead of you, and it leaves with you afterwards — as a CSV, as a PDF, with every status intact. What each column answers, and the three messages the morning after is built from.
Every registration becomes a row the moment it lands: the name and email the person typed, the answers to whatever else you asked on the form, and the status that row has travelled through since. The list updates as replies come in — cancellations marked, waitlisted names waiting, attendance recorded afterwards by the host — and the export is simply that same list, released.
It is worth exporting early at least once, just to see: the night before the session, a CSV of the registered names is a register you can print, check against your own notes, and hold the room to. Nothing about the list waits until the session ends to become useful.
The status column is the working part of the export. Read it, and the follow-up writes itself.
Signed up, seat held, not yet marked in. The audience for the pre-session message and the last-minute practical note.
Sat in the room. The segment for the replay link, the slides, the resource folder — the things you supply yourself and broadcast to exactly this list.
Arrived after the room filled. The most valuable list you will build: these are people who wanted it when you said no, and they deserve the next date first.
Said so before the day, politely. Usually leave them be; the status is there to keep your headcount honest, not to chase.
Registered and did not appear. The lightest touch of all — the materials they missed and the next session's date — not an audit.
The two formats are the same list wearing different clothes, and the choice is almost always obvious once you know the task. A CSV opens in a spreadsheet, and from there the list becomes workable: filter by the answers to your own questions, split the segment you want to message, count who is who before you write a word of follow-up. A PDF is for the other instinct — the register printed by the door, the record filed with the session's notes, the copy for your own file when someone asks how it went.
The file you take is the list you kept: no more, no less, and yours alone to do with as your own obligations require.
Read in order, the columns answer the three questions any host has after a session. Who signed up: name and email. What they said: every custom question you built into the form, answer attached to the person who gave it. What happened: the status, as recorded. And worth stating before anyone expects more: nothing in the export tracks viewing time, which links were clicked, or where a forwarded access link landed. Attendance is what the host marked, and the file carries exactly that — a record of the room, not surveillance of it.
How it works
As names settle, the list takes the attended and no-show statuses from what you record. This is the step that makes the split meaningful later.
CSV if the next move involves sorting and segments; PDF if it involves filing or printing. Both carry the names, emails, answers and statuses.
Attended get the replay and the slides you supply; no-shows get the gentle materials note; waitlisted names get the next date before anyone else. A broadcast to a chosen segment sends it.
The export leaves only when you take it, and the list itself stays in the dashboard. What you do with the copy afterwards is deliberately your decision.
Questions
Yes — name and email for every row, along with the answers to any custom questions on your form and the status. The emails are what let the follow-up be split by segment, so they come with the file.
No. The export runs at any time and shows statuses as recorded so far. Most hosts export mid-promotion with everything as registered, then again after the session once attended and no-show are marked in.
That is often the smartest moment. A CSV the night before promotion peaks, or a register for the session itself, comes straight off the live list as it updates with each new name.
It does not. The list records registrations and the statuses you mark. Nothing tracks where an individual's link travelled, which keeps the export an attendance record rather than a report on your guests.
Same rows, different jobs. The CSV opens in a spreadsheet for filtering, counting and splitting segments; the PDF is formatted for reading, printing and filing. Hosts typically sort in the CSV and send from what they learned there.
Get Started
Take the list out, let the five statuses do the sorting, and send the attended, the absent and the waiting each something meant for them.
