You have created attendee groups to better target your communications or because you want to set up custom agendas for your participants.
If you manually link attendees and calendar sessions into a group, it can become time consuming.
In this article, discover three techniques that allow you to add participants to a group via an Excel template file.
Please note that for these 3 techniques the attendees must already have been added to the list.
Step 1
From the Eventdrive admin tool, create your attendee groups based on the article: How to create a group of participants?
Method 1: Manually adding attendees to a group
Step 2
Go to the "INVITE", "Attendees" section and click on the "Attendees Groups" pane.
Step 3
Edit the desired group, by clicking on the button "0 attendee(s)" of the group in which you want to add participants.
Step 4
Manually click on the sliders of the attendee you want to link to the group in question.
Method 2: Add participants directly to the group
Step 2
Go to the "INVITE", "Attendee" section and click on the "Attendees Groups" pane.
Step 3
To edit a group, click on the button "0 attendees(s)" of the group in which you want to add participants.
Step 4
Fill out the attached file add-attendees_sample.csv or download the example .csv file by clicking the "here" hypertext link.
In this file only the email address is requested because this method implies that participants have already been included in the list of attendees.
Once completed, save the file. It is important to save it in .csv format
Step 5
Drag your add-attendees_sample.csv file into the dedicated space at the top of the page.
Click on the "Add" button.
A confirmation banner must appear.
Step 6
Then return to attendee group lists to see if the participants have been imported. Remember to compare the number of lines in your file to those actually integrated.
Method 3: Integrate the list of your attendees and create groups directly
Step 2
Go to the "INVITE" section, "Attendees"
Step 3
Fill out the attached file attendees.xls or download the sample file by clicking on the "Download the sample file" button in the right block.
Fill in at least the three required columns (first_name, last_name, email).
Then in the "groups" column fill in the name of the group (which you have already created) in which you want to place the concerned participant. Be careful, spell the group in the same way as on the administration platform. If the spelling differs, the tool will not be able to take into account the information.
Once completed, save your file.
Step 4
Drag your attendees.xls file into the dedicated space.
A confirmation banner must appear.
Step 5
Then return to the group list to see if the participants have been imported. Remember to compare the number of lines in your file to those actually integrated.
Summary
- Method 1 - Manually add the participants to the group: From "INVITE", "Attendees", "Attendees groups" pane, then "0 attendee(s)" manually click on the sliders of each participant you would like to add.
- Method 2 - Add the participants directly to the group: From "INVITE", "Attendees", "Attendees groups" pane, then "0 attendee(s)" download and complete the add-waited_sample.csv sample file with the email addresses. Drag the file into the dedicated space and click "Add". Emails must exist in the list of participants.
- Method 3 - Integrate the list of your participants and create your groups directly: From "INVITE", "Attendees", then in "Add attendee" download and complete the three required columns (first_name, last_name, email) of the sample file attendees.xls and the "groups" column. Drag the file into the dedicated space. The names of the groups in the file must respect the spelling already existing on the platform.
Advice
- Always check the number of participants imported into groups with the number you originally had in your file.
- Choose Method 2 if you have already imported your list of participants and want to link them to groups.