Attendees' list: registering participants in your event
Updated 3 weeks ago
by
yasmine haj sassi
This article intends to show you how to add attendees to your event, either manually or in bulk, as well as how to remove people from your event.
How do I add attendees to the event?
You can manually add attendees or you can add attendees by using a spreadsheet. Besides that, you can also import attendees from CRMs such as HubSpot and Salesforce.
Adding attendees manually
On the InEvent platform, attendees are people who will be attending the event. We can add attendees to the InEvent platform in several ways.
To insert a new attendee, go to People > Attendees > click on + Add Person. Then, insert the attendee's information and confirm the action by clicking Create.
You can create a speaker profile for this new user if you select the box Also create speaker profile for user at the bottom of this window. To learn more about speakers, check this article.
Adding attendees via spreadsheet
The import spreadsheet tool allows event organizers to efficiently add a large volume of attendees onto the platform in one go. The spreadsheet encompasses detailed attendee information, including username, password, role, company, telephone, registration form custom fields, and more.
To use the Import feature, click on Edit > Import and select Spreadsheet as your data origin.
When importing attendee data, you can either utilize the demo file provided by InEvent or use your own pre-prepared spreadsheet. To use the demo file, simply click on the Download our demo file button.
If you opt for the demo file, download it and fill in the provided columns. The demo file includes registration information such as Salutation, name, email, password, role, company, telephone, summary (brief profile info of the attendee), image (the image URL for the attendee's profile), privacy settings (choose whether the profile will be publicly visible or not), language (ISO 639 code), associated tags and lists, messages, ticketID, and custom registration form fields, among others.
After filling out the spreadsheet, refer to this article for a detailed guide on how to import the spreadsheet into the platform.
What happens if I upload a spreadsheet with no password information?
If you upload a spreadsheet with no password information, the platform will create random passwords for each attendee that was added to the event.
Once the upload is finished, if the confirmation email is enabled, an automatic email will be sent to the users with the event access information. The confirmation mail will contain the magic link with which users can access the Virtual Lobby and make changes to their password from the My account tab.
How do I insert multiple lists of attendees with overlapping data?
To update the data of attendees who are already enrolled, you need to have the feature Data Sync enabled on the event tools. To do so, go to Settings > Tools > Start section, press Edit, and locate Data Sync tool. Enable the tool by toggling on its corresponding button.
In this case, you must complete the user/email field in the standard spreadsheet, in the same way as previously registered. After that, complete the columns with the new information and upload it to the platform. It is possible to change all the information, except for username/email (when this is the login).
Importing attendees from CRMs
You can import attendees from CRMs such as HubSpot and Salesforce.
- Click here to learn how to import attendees from HubSpot.
- Click here to learn how to import attendees from Salesforce.
How do I add attendees to the event without entering their email information?
If you do not have or cannot use the email address of your participants, you can register them by using a username. For further information, click here.
How can I edit my attendees' data?
Click here to learn how to edit and update your attendees' data.
How do I delete an attendee from the event?
Click on Edit > Select the checkbox next to that Attendee > Remove.
