Bulk Upload of PINs *New Features* on Conference Management

Bulk Upload of PINs

 

The hosts can now upload the callers to their events on the Conference View / Edit page through Excel files or the CSV Files.

 

Here are the instructions on how to upload a file:  

1. On the View/Edit page of the conference, click on Callers and PINs

2. Click on the button Upload Registrants.

Bulk_Upload_1.jpg

3. Click on Upload from Spreadsheet

 Bulk_Upload_2.jpg

 

 4. Click on Choose File.

Bulk_Upload_4.jpg

 

5. Select the file that you want to upload and click Open.

Bulk_Upload_5.jpg

6. Click on Preview

7. Select the Email Option:

- Yes, email PIN to every registrant when uploading process is completed

- No, no email at this stage. (If reminders are set to this conference, email reminders will be sent to registrants

8. Click on Proceed with Upload.

 

Bulk_Upload_6.jpg

 

Bulk_Upload_7.jpg

9. If you need to upload more registrants, click on Upload More Registrants; otherwise, you can click on Back to Edit Conference Page.

 

 

Help Notes:

  • The supported file formats are *.xls, *.xlsx and *.csv files

  • The records will be sorted by the system and displayed accordingly as per:

  1. Presenters

  2. Assistants

  3. Participants

  • A maximum of '1000' Registrants cab be uploaded to a conference at once.

  • If the host wants to add more than 1000 callers, he would need to upload the next 1000 callers (or less) separately. 

  • If the size of the file to be uploaded includes more than 1000 entries then the entire file would be rejected and the host will see an error.

  •  Here is the template in uploading the file. Copy this template and paste it on an Excel sheet. 

role

name

email

custom1

custom2

 *To Copy the template, highlight it (from Role to Custom2), right-click on your mouse and click on Copy. Paste it on an Excel sheet.

*You can also Type the words in Excel but please make sure you type it exactly as you see it on the template. 

 

  • When entering the list of registrants, please note that all fields must be populated. If, for instance, you're not going to use the Custom 1 and Custom 2 fields, you can mark it with NA or you can put in anything just to keep these fields populated. 

  • Just a friendly reminder, please use the email option carefully to avoid spamming. 

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2 Comments

  • 0
    Avatar
    laura

    I notice that the default location using this becomes US/Pacific. How upload registrants from other locations so they get an appropriate dial in number? And, what info can I share (in a separate email of my own) for people who may be in locations outside the US and who have been uploaded and recieved a US number and pin?

  • 0
    Avatar
    admin

    On the help notes, you need to specify that the designations are singular - Presenter, Assistant, and Participant.

    Having PresenterS, AssistantS, and ParticipantS is misleading and causes an upload error that you have not identified.

    I found the instructions somewhat lacking and had to resort to trial and error to get this working (support takes too long to respond)


     

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