How To Import Attendees As Invited Status (to go through registration)

How To Import Attendees As Invited Status (to go through registration)

Procedures

  1. On the People List > Click  More >"+ 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.


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