Working with Attendees

Adding Attendees

Attendees can be added to the CMS one at a time or in a bulk upload via a .csv file.

• Add a single attendee – click the ‘+ Add Attendee’ button at the top of the screen and fill out the fields.  Note that first name, last name, email, and password are required.

• Import multiple items – click the ‘+ Add Attendees’ button at the top of the screen, download the CSV template, fill it out (first name, last name, email and password are required fields), and then upload that same template by clicking ‘Import’. 

Click here to learn how to import attendees from eventbrite.

Adding Individual Attendees 

Click the button below for a guided tour of adding attendees!

Importing Attendees in Bulk

Here are the guidelines you will need to follow to fill out the template correctly. Required fields are listed as such in the header row.  For any columns that you are not filling in data, just leave them blank on the template.  Please DO NOT delete or modify any column, including the headers, or the import will not work.

The fields below will appear in the app as follows:

**Attendee contact information and the data in variable fields will not be displayed in the app.   If you have lead scanning enabled for your event, attendee phone numbers and addresses, as well as the data in the 3 variable fields, will display in the leads report.

• To randomly generate passwords, use the function "=randbetween(100000,999999)" in the password column.
• To find all the ID#s for exhibitors and sessions already listed in the CMS, you can go to the that content section of the CMS, click on the "actions" button, and choose "Export Data".

To import the file after you have completed all the sections:

1. Click the Content tab and then select Attendees on the left.
2. Click the “Add Attendees” button located at the top.
3. Select “Import Excel or CSV file” from the dropdown, then select your file, and click “open.”
   1. Supported file types for import:
      1. .csv (encoded in UTF-8)
      2. .xls (Microsoft Excel 1997-2004)
      3. .xlsx (Microsoft Excel 2007 and beyond)

4. That will then take you to the import preview where you can see the summary. If this information is correct, click “save and continue” and the import will process.

*Note: If you accidentally list a session more than once in the same attendee's personal agenda on the template, you will receive a "duplicate identifier" error on the Summary page. Once you remove the duplicated session ID, you can import your template. 

1. Click the "Actions" dropdown located to the right. 

2. Select "Export Data" from the dropdown to export a .csv file of your most up-to-date attendee information in the CMS. 

3. Make your updates to your attendee's template and please note the following:

**Attendee passwords cannot be updated via import template, and you will need to leave this column with "[cannot export- leave this when updating]".

**For updates to attendee personal agendas, you can add/remove session unique IDs in the Personal Agenda column of the template.

You will need to list all desired sessions in the attendees' personal agendas as the importer supports "de-linking" for personal agendas (meaning it will remove all sessions from the attendee's profile in the CMS that are not listed in the most recent import template).

 

4.  Save your changes to the exported attendee template. 

5. Then select the "Add Attendees" button located towards the top of the CMS and select "Import Excel or CSV file" from the dropdown, to select your updated file.

6. This will then take you to the import preview where you can view the summary and select "save and continue" to process your import.  

*Note: If you accidentally list a session more than once in the same attendee's personal agenda, you will receive a "duplicate identifier" error on the Summary page. Once you remove the duplicated session ID, you can import your template. 

 

Editing Attendees in the CMS

To edit an attendee already listed in the Attendees section, click on the name of the person.  When you’ve finished adding information for the attendee, be sure to click ‘Add Attendee’ at the bottom of the screen to save the entry. 

Attendee Actions in the CMS

Selecting an attendee will activate the ‘Actions’ menu, from which you can:

• Clear points – reset the attendee's points to zero. Their activity and profile will not be affected.
• Clear activity – remove all activity from the attendee’s profile and the feed (comments, survey responses, and photos), including points and achievements earned.  Their profile will not be affected, and bookmarks and sessions in 'my agenda' will remain in tact.
• Delete – delete user from the database.
• Reset password – randomly generate a 6-digit password (displayed in a pop-up). You will then need to notify the attendee directly (notification will not be atomically sent).
• Set ALL attendees' passwords - set the password for all attendees present in this event to a new default password that they will use to log into the app.
• Send welcome email- send selected users the default welcome email.
• Send Welcome email to non active - send welcome email to users who have not logged in yet.
• Send Welcome email to ALL - send welcome email to your entire attendee list.
• Export Data- download a CSV file off all the information you’ve added to the attendees list.

Note:  by highlighting more than one attendee, you can perform the same action on multiple attendees.

 

Editing Attendees in the CMS

To edit an attendee already listed in the Attendees section, click on the name of the person.  When you’ve finished adding information for the attendee, be sure to click ‘Add Attendee’ at the bottom of the screen to save the entry.