Modified on: Tue, 14 Jan, 2020 at 9:23 AM
Import a list of names and email addresses to automatically register these individuals for your event.
How to import attendees
On the Registration tab, select the Attendees option. At the top of this page, there is an “Import Attendees” button. Upload a CSV file that contains the minimum required columns: First Name, Last Name, and Email Address. These columns correspond to the fields present on every registration form. You may also add additional columns to map to other fields on your registration form.
Tip: Use the template available on this screen - it will be generated as an Excel file with a header containing columns that match your registration form fields. You can then add your attendees, export as a CSV for upload, and then easily map the columns to the registration form fields.
Tip: The values added to the csv must perfectly match the corresponding registration form options. This includes capitalization and spacing. An extra space at the end of a registration form option means you must add an extra space at the end of the corresponding value in the csv.
Note: If a value is missing in any of the required columns (First name, Last name, Email) in any given row, the import will succeed but that person will not be properly imported and therefore, not registered. If a value is missing from a non-required column that person will be imported but the field corresponding to that value will be left blank on their profile.
After you have uploaded the file, you'll need to assign a Pricing Group, Pass, and if applicable, Add-On Pass. All uploaded attendees will be assigned to the same Pricing Group, Pass, and if applicable, Add-On Pass. If you want to import and automatically register attendees that belong to different Pricing Groups, or have different Passes, you need to import them with separate CSV files.
Next you will need to map each column of the spreadsheet to the correct field on your registration form. Select from the drop-down menu to associate the corresponding column and field.
For every upload, you will need to confirm that you are aware that all attendees will automatically be registered for the event. This feature is not to be used to invite people to register as it will complete their registration.
Once you have completed all of the above steps, click the “Import” button for the file to be imported.
Attendee experience of being automatically registered
Imported attendees will be immediately registered for the event and sent a confirmation email with a link to the event website. Clicking on the link in the email will bring them to a login screen where they can either create a password or login with their existing password if they have attended one of your organization’s events before.
The automatic registration process bypasses some aspects of registration, such as the Registration Form and Payment. However, once an attendee has logged into their account they are able to both pay and fill out the registration form.
When the attendee signs into their account they can complete both of these actions by clicking the “My Registration” option in the top-right corner or from the “Manage Registration” button.
If there is an outstanding payment, the user can pay this by clicking the “View Order/Invoice” tab. If the user wants to fill out the registration form they are able to do so by clicking the “My Registration” tab.
Note: The “Allow attendees to update registration info” option on the Registration Options screen must be enabled in order for attendees to update their information.
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