To add a new delegate to the system can be achieved in two ways
1. By clicking on the Add button on the home page
Click on Add > Fill up the Form > Click on Next > As it is Admin mode, the user will be able to surpass the required fields and complete the form. This will give the record a status called Incomplete.
Select the record from the incomplete list > Click on Update Status to Complete > Go.
Go back to the Home page/ Refresh the screen. Select the record for the complete list > Click on Email > Select the email template > Click on Send
Please see the video here: https://screencast-o-matic.com/watch/crQrIfV63gJ
2. By going to the menu item Database on the left side and then navigating to Import Participants / Import Participants (beta)
The second way to add a new delegate is through the menu options database on the left side and then navigating to Import Participants / Import Participants (beta)
Click on Menu Item Database on the left side and then navigate to Import Participants / Import Participants (beta) -> Download the template -> Fill up all the required fields.
IMPORTANT NOTE:
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- Do NOT modify the formatting of the template in any way! (Do not change titles, add/remove columns).
- Minimum Required Fields are First Name, Family Name, Email and Country Code (optional).
- The Country Code is the same list of codes you have configured on your account.
- Use the same XLS format as the template.
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Choose the Excel file you have modified -> Click on Next -> Select the necessary checkboxes to avoid any duplicate entries.
Click on Menu Item Database on the left side and then navigate to Import Participants / Import Participants (beta)Import Participants (beta) -> Select the file you want to upload -> Click 'next' to define the columns in the file.
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