Attendee Importing

Attendee Importing

RSVP Invitation 

Video Guide 

  1. For a video recording on this feature, please refer to this link.

Article Guide

Wondering if your invited participant is interested to attend your event or not? Worry no more because the RSVP invitation function would allow you to know in advance if your invite will be attending your event or not.

Remarks

  1. If the organizer has pre-filled the attendee details, the attendee will be able to view it on the registration form. 
  2. The full name, first name and last name can also be filled in the CSV file when importing RSVP attendees. 

Inviting Attendees Using RSVP 

To invite attendees using RSVP invitation follow these steps:

1. Check, edit or modify the RSVP email template.

From the Email tab > Automated Email, you may edit/ modify the RSVP email template or Send a test email 

To edit, click the edit icon.


2. You will find elements and different functions which you can use for the email content. Drag and drop the items you want to add.

Don't forget to click SAVE after making changes

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3. Go to Attendee List then click the RSVP Invitation tab.

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4. Click + RSVP Invitation button

Screen_Shot_2022-11-25_at_11.13.56_AM.png

5. Click 'Download' > Add the list of invitees you want to invite in the CSV sheet for upload > Upload the CSV file 

Note: 
  1. When entering the attendee data into the CSV file, organizers can pre-fill the default and custom fields that have been created. This includes the full name, first name and last name. 

     

  2. Once the attendee data is pre-filled, it will appear on the registration form.

6. The "Import and send later" button is clickable when you have successfully uploaded the file.
Click Import & Send Later button



7. Once the attendees have been imported, the newly added attendees will be under "Pending" status. 
Note: Pending status implies that no RSVP invitation email has been sent to the attendee.



Sending RSVP Invitation To Imported Attendees 

1. Under the RSVP Invitation tab > Select the attendees > Click "Bulk Send" > Click "Long Press To Send"



2. Once the RSVP invitations have been sent, the attendee status will change to "RSVP Invited" until the attendee responds to the invite via email.



Viewing RSVP Response / Status

The responses or status of the invited attendees can be viewed from the Attendee list under the "RSVP Invitation" tab.
Note: 
  1. There are 3 status categories 
    1. RSVP Invited 
    2. RSVP Registered 
    3. RSVP Rejected



Resending RSVP Invite To Invited Attendees

1. Under the RSVP Invitation tab > Select the attendees > Click "Bulk Resend" > Click "Long Press To Resend"




2. Once the invitation email is resent, the "Status" and "Sent At" fields will be updated accordingly. 


Note: 
  1. RSVP resend is only allowed for "RSVP Invited" and "RSVP Rejected" status. 

Removing RSVP Attendee & Respond For An Attendee 

  1. Delete an invited attendee by just clicking the trash bin icon as shown below.
  2. Organisers can also respond to the RSVP invite for attendees by clicking the invite link beside the delete button. Then, paste the link into a new tab to respond to the invite. 

Note : After deleting an attendee the RSVP invite will show DECLINED



Note : Invitees can now Decline an RSVP invite and Accept again when they change their mind. RSVP status will be updated on the portal in case of changes in responses.

RSVP Invite Flow For Attendees

1. Attendees will receive the RSVP Invitation once the organizer has sent out the RSVP Invitation.

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2. To repond to the RSVP, click the action button Reply RSVP Invitation

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3. Attendees will be directed to the RSVP invitation response page. 
Click "Accept with Pleasure" to accept the invitation.
Click the "Decline with regret" to reject the invitation.

Screen_Shot_2022-11-25_at_1.34.30_PM.png

To change the language on the RSVP page, click on the globe icon on the top right corner of the screen.



If Attendee Accepts The RSVP

After the attendee clicks "Accept with Pleasure" on the RSVP invitation response page, they will be directed to fill in additional fields on the registration form. Once successfully submitted, it will show "RSVP Registered Successfully". The attendee status will change to "RSVP Registered" under the "RSVP Invitation" tab.

Important Notes
  • If the event has ticketing, the attendees will need to select the ticket type before proceeding to fill in the registration form.

  • For RSVP invitations, attendees are NOT able to purchase multiple tickets regardless of the event type. Each attendee can only purchase a maximum of 1 ticket per registration. 
  • RSVP attendees cannot change their email address in the registration form. Please contact the organizer if you would like to change your contact email. 
  • Attendees will only be able to respond to the RSVP link once. If the attendee clicks the RSVP link again, it will show the confirmed response.
  • A confirmation email with the "Enter Event" button (subject to organizer's changes) will be sent to the attendee's email once registration is complete (for events without Attendee Approval mechanism turned on). If the event has Attendee Approval mechanism turned on, organizers will have to approve the attendee for them to receive the automated confirmation email.

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Note:  The attendee's unique Check-in QR code will be included in the automated confirmation email for Hybrid and In-person Events.



After clicking the "Enter Event" button, the attendee will be directed to the event site when the event is live.

Screen_Shot_2022-11-25_at_1.56.41_PM.png

 

If Attendee Declines The RSVP

After the attendee clicks "Decline with regret" on the RSVP invitation response page, there will  a message as below with the option to Accept the invitation. 


Importing Attendees To Go Through Registration 

Procedures

  1. On the People List > Click "Invite Attendees" > Select "Send email/sms invitation to attendees"


  2. Select "CSV UTF-8" to import attendees in bulk or select "Email/SMS invitation" to add attendees one-by-one.



    1. By selecting "CSV UTF-8"
      1. Download the CSV template > Add in the attendee details > Upload the template 



      2. Click on Preview Import Result > click Next



      3. Select the importing option and click Confirm To Import.



      4. Select to either send the invitation email to the attendees now or later.



        1. Note that In-person Events will not have the "Send Invitation Email & SMS" toggle as shown below. It will only be applicable for Virtual & Hybrid events.
           


      5. Toggle ON the "Send Invitation Email & SMS" feature if you would like to send the automated invitation email to the imported attendees. Toggle OFF if you would like to send it out later. Click "Import Attendee List" once done. 
        Note : The toggle will only be available for Virtual & Hybrid events. 



    2. By selecting "Email/SMS invitation" 
      1. Input the attendee's email address. 



      2. If you would like to send SMS to the attendee, click on "I want to send SMS invitation to the user" and input the mobile number. 
        Note: The SMS feature needs to be turned on under Event Settings > Basic Event Info.



      3. Click Add Attendee to add another attendee. Once the email & contact number (optional) of attendees have been added, click Send Invite.


      4. Click Send to send the invitation email to the attendee. 



  3. There will be a popup message to indicate that the importing is complete.



Importing Attendee To Skip Registration

    Article Guide

    Organizers are able to import attendees to either go through or skip the registration process. Attendee will be imported as "Registered" status if the organizer decides to allow them to skip registraion. To know more regarding the importing flow, please refer to this article.

    Procedures

    1. Before uploading your CSV file containing the attendee data, be sure to add the relevant columns needed on the People List. To do so:
      1. Click Manage Fields > Add New Field > Select the field type to be added.



    2. Go to Attendee List > Click Import And Bulk Update.



    3. Click Create New Import 

    4. Upload your CSV file containing the attendee data and follow the steps provided. 


    Duplicated Attendees When Importing

    When performing bulk importing on the People List, the unique identifier selected will prevent duplicates. For example, if the organizer selects Email as the identifier, our system will skip all the duplicates when importing. For example, if there are 2 records for yujin.koh+333@eventx.io, both records will not be imported. 

     



    The error message will be shown as below on the import page. 


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