What you’ll learn:
- How to add/update an attendee details?
- How to bulk upload attendees via excel?
What you’ll need:
| Time | 3 minutes |
| Assets | None |
| Pre-requisites | – Access to https://cms.nunify.com/ – Existing Event listing – Attendee Details |
You could either watch the video or follow the below mentioned steps:
How to add attendees?
- Click on “Home”
- Click on “Manage People”
- Follow the information given in the table below
- Click “Save” on the top right. In case you have scrolled down please scroll back up
- The attendee has now been added to the event listing
| To add | Click | Additional Comments |
| An attendee | Add User | – |
| An attendee | “First Name” field | Mandatory |
| An attendee | “Email” field | Mandatory |
Tips:
- Please ensure that the email address is unique for each attendee being added
- You can add other details viz. Photo, Designation & Company
How to bulk upload attendees via excel?
- Click on “Home”
- Click on “Manage People”
- Click on “Import Users”
- Click on “Download Template”
- Fill in the required info. First Name & Email Id is Mandatory
- Download the sheet (In Excel Format)
- Click on “Choose File”
- Ensure that all the errors shown by the system have been rectified
- Click on “Prepare to Import”
- Click on “Looks Good. Import”
- The system will now import the sheet
- The changes are now Live!
| Import Excel sheet fields | Means | Additional Comments |
| salutation | Salutation for the attendee | Optional |
| first_name | First Name of the attendee | Mandatory |
| last_name | Last Name of the attendee | Optional |
| Email-id of the attendee | Mandatory – Ensure that the email id is unique and correct | |
| phone | Contact number of the attendee | Optional |
| designation | Designation of the attendee | Optional but recommended |
| company | Company of the attendee | Optional but recommended |
| groups | Group which the attendee belongs to | Enter a group name if the attendees belong to different groups |
| about | Attendee Bio | Optional |
- Please ensure that all the data added is correct
- Please do not alter the header fields in anyway, this will lead to an import failure
- If you wish to amend details post-upload, you can do the same in the sheet and upload again
- Leave the column blank where you do not intend to upload any details for eg. “Pin” column
This marks the end of this article. If you are still facing issues. Email support@aida.io & we would be happy to help.
