Event Registration Management Tools

Sept 18, 2024 | 3 min read

Registration Management

Eventact enables efficient registration management through your back office. Key features include:

• View Registrants: Access registrant lists in various formats.
• View History: Track changes made to each registration by back-office operators or registrants themselves.
• Edit Registrations: Modify registration details as needed.
• Add Attendees: Register new or potential attendees.
• Manage Payments: Record payments, and issue invoices and receipts.
• Send Communications: Send personalized emails and SMS messages in bulk or to specific groups.
• Import Data: Upload registrants from Excel files.
• Generate Reports: Download detailed reports.

Attendee Management Page Functionality

To manage registrations, navigate to the "Registrants" page in the "Registration" module. Here, you can view individual registrant details and perform tasks such as recording payments, sending messages, updating statuses, and more.

Key Features:

1. Search: Quickly locate registrants by code, name, email, or other criteria.
2. Predefined Filters: Use pre-set filters to view specific groups of registrants (e.g., paid, unpaid, approved).
3. Active Report: View or edit the current report on the "Reports" page.
4. Displayed Form: Choose to view registrants from all or specific registration forms.
5. Bulk Actions: Select multiple registrants and apply actions collectively (e.g., send messages, delete, download).
6. Registrant's Table: View registrant details in a table format.
7. Import: Upload registrants from an Excel file.
8. Add New Registrant: Manually add individual registrants.
9. Show/hide Filters: Toggle the visibility of the filters bar.
10. Manage Groups: Create a group of people with one organizer.

Importing Registrants From Excel

Eventact allows you to import new registrants and update existing ones using Excel files. You can import various types of information, including general attendee details, ticket selections, accommodation, and more. The Eventact import wizard automatically matches Excel column names with the registration form fields and gives you control over which columns to import and how to handle the data.

Eventact also cleanses data, removing invalid characters and unnecessary spaces in fields like phone numbers and emails. Additionally, you can choose to update existing information or enrich it with data from external sources. When updating, the import wizard will prompt you to select a key field that uniquely identifies each registrant.

Steps to Import Registration Data:

1. Prepare Your Excel File: Ensure the file has a .xlsx extension.
2. Add Column Names: The first row should contain the column names.
3. Clean Data: Remove any special or invalid characters and ensure attendee names are correctly formatted.
4. Match Ticket Names: Ensure the ticket names in your Excel file align with those in the pricelist.
5. Update Existing Data (Optional): To update existing registrations, select a unique identifier column.

Notice! While importing fields of types "Radio", "Checkbox" or "Menu": in the excel file indicate the numerical value of the field, not its textual content.