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How to manually add users to your event

PreviousPeopleNextSpeakers

Last updated 1 year ago

This is a detailed article, and contains three sections: Adding users, inviting users, and re-inviting users.

Let’s say you used a different platform to collect registrations for your event, but you’re using ConferenceTap to run your event.

We make migrating those users over to ConferenceTap easy!

  1. Go to the People tab of the event admin page.

  2. Click the “Add Attendees” button.

  3. Select the ticket you are adding the attendee under.

    1. If you don’t have a ticket created for your event yet, go to the Ticket tab, and add one.

Now we’re ready to add users! There are two ways to add:

  1. Bulk CSV Upload

  2. Add an individual user

Adding an individual user is as easy as it sounds, so we’ll cover a bulk CSV upload.

Adding via CSV

  1. Click the “CSV Upload Template” to download a spreadsheet file with 3 columns: first name, last name, and email

  2. Fill out this spreadsheet, then save as a CSV (not any other file type).

  3. Click the box in the pop up**(image below)** to add the CSV

  1. Then, ensure the fields are mapped correctly, and click “Upload now” (image below)

You can now close the pop up, and allow up to a few minutes for the users to get uploaded.

At this point, you’ll see users in the “Not Yet Invited” tab, but you’re not done yet!

Inviting Users

We need to invite these users to ConferenceTap.

  1. Click “select all” (or individually select users)

  2. Then click “Invite Selected”

  3. Each user will get an email inviting them to the event. They will move to the “invited” section. When they accept, they will move to registered.

Reinviting Users

If it’s been a while and the invited user hasn’t accepted yet, you can go to the “invited” tab, click “select all” (or select individual users), and click “Reinvite Selected” to resend the invitation.

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