How to enroll attendees in activities

There are numerous possibilities to register participants in their activities. See the options below followed by a step-by-step guide and find out which one is best for you!

How can the participant enroll in activities?

Via registration form

You can make your event schedule available on the registration form. For more information on how to configure this functionality, click here.

Once configured, your event attendees will see a calendar section after entering the general registration form data.

Here's what the preview will look like:

Enroll to activity via registration form

Activities that have the Automatic enrollment tool enabled will not appear on the Registration form.

Via App

The participants can also choose the activities that they would like to enroll in during the event. To do so, on the app, the user must click on General Agenda. Then, on the activities page, they can scroll and decide which activity they would like to subscribe to, and click Yes to confirm registration.

Enroll to the activity via App

Via My Agenda in the Virtual Lobby

Participants can also sign up for activities via the My Agenda page. Click here to learn more about it.

How can the event organizers enroll attendees in activities?

Via spreadsheet

To insert participants into activities via spreadsheet, in the Menu you will need to go to People > Attendees.

In the upper left corner you will see all the activities of your event, click on the one you want and then press Edit > Import > Download demo file

You will be able to insert all participants' information in the demo spreadsheet.

To upload the spreadsheet just click Edit > Import> Green fold icon > Select File> press Import > End

Download demo file for attendees

Bulk operation

  1. On the Attendee page, you will press Edit and then select the checkboxes of the attendees you wish to assign to an activity.
If you wish to add one attendee only, you can do so by selecting only the checkbox of that specific attendee and following the next steps.
  1. In the new window on the right, click Add to Activity and enter the name of the activity you want to move the participant to. Then,  just click on the blue button Run Bulk Operation > Run > End.
Add attendees in bulk to an activity

Custom lists

Through custom lists, you can subscribe your event participants to the activities. Learn more here.

Manually enrolling participants via the attendee's agenda

  1. To enroll participants in activities through the platform you will need to press People > Attendees Then, click on the activity of interest and in the Add Person field at the top left of the screen and search for the user you want to subscribe to the activity in the search field and press Add.
Manually  enroll attendees in the backend
  1. You can also enroll a person in an activity by creating a new attendee inside the activity. To do so, click on the activity of interest and in the Add Person field at the top left of the screen. Then, press Create New Person.
Add new person manually

  1. Now, fill in the required fields and finish by pressing Create.
Create new attendee manually

How do I remove attendees from activities?

On the Attendees page, select one of the activities on the left-hand side of the screen > press Edit > select the checkbox of the attendees you wish to remove from this activity > press the trash icon to Remove the selected people.

The selected people will not be removed from the event, they will only be removed from the activity.

Removes attendees from activities

How do I get the report of participants who enrolled in a specific activity?

To see the report of participants who have enrolled in a specific activity, go to People > Attendees, select the desired activity from the left menu of the page, press the Edit button at the far right, then click on the Report button.

Report of attendees enrolled

You will see a message letting you know that the excel sheet will be sent to your email the process is complete.

You excel sheet has been exported successfully notification

The excel sheet will contain the information of all participants who enrolled in the activity - first name, last name, username, email address, telephone number, role, company, etc.

How to create activities with restrictions and choice blocks?

You can define the restrictions between different activities, regardless of day and time, in a way that your attendees will only be able to attend one at a time or to multiple activities at the same time, depending on your event’s needs.

Click here to learn more about it.

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