Welcome to HelloCrowd, the platform dedicated to improving your interaction with event attendees! This guide is here to walk you through the process of importing your attendees within your Event Builder.
Step 1: Navigating to the Attendees Feature
Navigate the event builder to locate the "Attendees" feature. Simply click on it to access this feature, granting you the ability to efficiently manage your attendees.
Step 2: Locating the Import Function
To import your attendee list, locate and click on the "Import" icon, which is conveniently placed on the top right side of the screen.
Step 3: Import Data
After selecting the import option, you'll be presented with the choice to either 'drag and drop' your CSV attendee file or "click to upload" it from your computer. Choose the method that is most convenient for you.
Step 4: Select Your CSV File
You will be prompted to select your event's CSV attendee file from your stored files.
To guarantee a successful import, it is essential that your document adheres to the correct format. HelloCrowd mandates that your data is in CSV format, with fields for full name, email address, and contact number.
Step 5: Matching Data
Following the successful upload of your CSV file, you'll be prompted to match your data with HelloCrowd's predefined fields. This step is critical to ensure that your data aligns correctly within the system.
Step 6: Matching Columns
HelloCrowd will attempt to automatically assign your data to the designated columns. Here, you'll be informed whether your data matches the predefined fields or if there are any discrepancies. Green ticks indicate that the data has been validated and matches the predefined fields, while orange highlights with warning signs suggest a need for attention.
Step 7: Correcting Error Columns
To rectify errors in columns, you can click on the pencil icon within the orange highlighted column. A dropdown menu will appear, allowing you to select the corresponding column description to ensure that all columns are validated correctly.
Step 8: Completing the Import
Once all your data has been validated and aligns with the predefined fields, you'll be ready to proceed. Click on the "Complete Import" button to finalise the import process.
Step 9: Import in Progress
Your attendee list is now being imported and compiled onto your HelloCrowd event builder. The platform will process your data, and the time required may vary depending on the size of your list.
Congratulations! You've successfully imported your attendees into HelloCrowd. Your event is now ready to go, and you can proceed with managing and engaging with your attendees. If you encounter any issues during the import process or have questions, refer back to this guide or reach out to HelloCrowd's support team for further assistance.