Attendees' list: registering participants in your event
Updated 2 months ago
by
Lisvan Reyes Ricardo
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.
How do I add 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.
How do I add attendees using a spreadsheet?
The import spreadsheet tool allows event organizers to add a large amount of data of people onto the platform at once to list them as attendees. The spreadsheet contains the following information: name, email, password, company, position, summary, image URL for attendee’s profile, unique itinerary message, an option to choose whether the profile will be publicly visible or not, among other fields.
When importing attendees' data, you will have two options: you can either use the demo file provided by InEvent or your own spreadsheet. Click here to learn more about each option and the step-by-step of how to do it.
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. If you want the attendees to receive their password information on the confirmation email, make sure to add the dynamic content {{password}} to it. Click here for further information.
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 > press Edit, and under the Start section and make sure Data Sync is enabled (set to Yes).
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.
