There are multiple ways of registering your delegates.
If you choose to use the Intelligo Ticketing Platform, this is handled automatically.
However, if you are registering guests yourself, you can do this individually or via batch upload. To get started, navigate to the event admin portal by clicking the three dots next to your profile in the bottom left corner of the platform.
To upload individual guests with an email address, click ‘Users’, and then ‘Create User’.
To perform a batch upload of guests, select ‘Imports’.
Imported files should be .csv format. Drag your .csv file onto the page, or click 'browse' to select your file. This will activate the column mapping function.
If your .csv file has a title or 'header row' you can activate the 'My CSV has a header row' toggle to ignore the first row of your spreadsheet.
Use the dropdown lists to select what data is contained in each column. The options are:
Ignore - ignores the column and doesn't import the data
first_name* - Delegate's first name (must be mapped to a column)
last_name* - Delegate's surname (must be mapped to a column)
email* - Delegate's email address they will use to log in and receive communications about the event (must be mapped to a column)
job_title - information to appear in the 'Job Title' field on a delegate's profile
company_name - information to appear in the 'Company' field on a delegate's profile. (this does not automatically assign them as a sponsor representative, this must be done manually after they have been uploaded)
access_tags - any access tags for restrictions within the event. Separated by a comma.
password - manually sets the user's password for them so they do not have to create their own.
custom_data - any additional data you would like to be tracked around the platform. Some examples could be: phone number, SalesForce ID, Membership number, etc. This will not appear publicly but will appear in any reports or analytics.
Once you have mapped the columns, there are three further options before upload.
Update Existing - Will overwrite any existing data for a delegate that already exists in the database with the same email address.
Send Invites - Will send all delegates their welcome email straight away. You can choose to do this later through the admin dashboard if you turn this option off.
Onboard Users - Automatically completes the onboarding process for the users, meaning they will not be asked to complete any additional profile information themselves when they first log in.
Once you have selected your options, click 'submit' and a status bar will appear. If the upload fails, you can get some more information about the error, such as missing data for a mapped column. If you cannot decipher the source of the error, contact your account handler and they will be happy to help.
However, hopefully you will see a 'success!' notification, which means all your delegates have been uploaded, and can now be seen in the Users area of the Admin Dashboard.
If you are having issues with this feature, contact your account handler who will be able to guide you through the process.