In order to add a new delegate to the system, can be achieved in two ways
1. By clicking on Add button on the home page
Click on Add > Fill up the Form > Click on Next > As it is Admin mode, 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 Home page/ Refresh the screen. Select the record for the complete list > Click on Email > Select the email template > Click on Send
Please see video here: https://screencast-o-matic.com/watch/crQrIfV63gJ
2. By going to menu item 5.10 Import Participants / 5.11 Import Participants (beta)
Second way to add new delegate is through the menu options 5.10 Import Participants / 5.11 Import Participants (beta)
Click on Menu Item 5.10 Import Participants -> Download the template -> Fill up all the required fields.
- 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
Choose the Excel file you have modified -> Click on Next -> Select the necessary checkboxes to avoid any duplicate entries.
Click on Menu Item 5.11 Import Participants (beta) -> Select the file you want to upload -> Click 'next' to define the columns in the file.