Release 9.56.0

New Feature

Faster, More Controlled Ways to Manage Registrants at Scale

This release adds a connected set of capabilities for managing registrant waitlists at scale in Advanced Search, from saved bulk actions to scoped access for external approvers.

Save Time with Reusable Bulk Action Presets

Advanced Search now lets you save a combination of actions, such as changing categories, adding items, or cancelling registrations, as a named Bulk Action Preset. Once saved, a preset can be applied to any group of selected people in just a few clicks, instead of reconfiguring the same steps each time.

• Combine multiple actions (category changes, item additions, cancellations, and more) into a single reusable preset
• Apply a preset to any selection of people from Advanced Search in a few clicks
• Saved searches are now called Filter Presets, distinguishing them from Bulk Action Presets

This is designed for high-volume, repetitive people-management tasks, such as processing large groups of registrants in a consistent way.

Bulk Action Preset menu:

Run the bulk action preset on selected people:

Trigger Campaigns for Selected People in Advanced Search

You can send a campaign directly to a group of people you've selected in People Advanced Search. This supports workflows such as sending approval or decline emails based on the category a person is in.

To use this, set up a general email campaign with the trigger option Manually Triggered from People Advanced Search. In Advanced Search, the Bulk Actions menu offers two options: Send Campaign and Update Selected People.

• Send Campaign is available only when the event has an active triggered campaign within its sending window.
• Before sending, a preview shows the campaign's recipient filter rules, and you'll need to confirm the number of selected people before it's sent.
• The campaign is sent only to selected people who also match the campaign's recipient rules; anyone who doesn't match is recorded as not sent.
• Every send is logged in the Event Log, including the campaign used, who triggered it, how many people received it, and how many were selected but didn't qualify.

Introducing the Views & Actions Tab in People

A new Views & Actions tab on the People page lets you select a Filter Preset to instantly load a pre-defined list of people, then apply a Bulk Action Preset to that list without navigating through Advanced Search.

This gives frequent, repeatable people-management tasks a faster, simpler path, while Advanced Search remains available for more detailed or one-off filtering and actions.

Simplified view of selecting a “Filter Preset” (eg: Everyone in VIP category that is not cancelled):

New Role for Delegated Approval Access

A new event-level permission restricts a user to the Views & Actions tab only. This allows external stakeholders, such as sales or partner teams, to review, approve, or decline registrants using existing Filter Presets and Bulk Action Presets, without access to any other part of the event.

This makes it possible to delegate approval-style tasks safely, without granting broader event access.