How to Import Contacts into a Group?
- Click Dashboard
- Click Manage Groups
- Click Manage button beside the group to edit
- Click Batch Operations tab
- Click Download Template link under the Batch Group Import section and follow the on-screen instructions on how to populate the file.
- Once the import file is ready, click Upload Import File button to locate the import file and import the list.
How to add a Group Administrator for a Group Registration?
NOTE: First the administrator of the group registration needs to have a contact profile in the system. If not, then you need to add a contact for the group administrator. Once the group administrator contact profile has been created, you need to add ...
How to Import Contacts?
View the purpose of the Contact UUID when updating existing contacts article - click here. Click Dashboard Click Contacts Module Click Contact Import (bottom left side menu) If importing members or individuals into specific group(s), select ...
How to View Add and Remove Members of a Group?
To View Members of a Group Click Dashboard Click Contacts Groups Click View button for the group you wish to view NOTE: The grid will display all members of the group. Use the Filter to view expired or valid members. To Add an individual to a Group? ...
How to add a person to a Group Registration?
Click Dashboard Click Attendee Module Click Manage Groups in the left side menu Click on the row the Group appears on in the list If the group does not exist yet, you must add the group first - click here for steps On the far right side, click Add ...
How to Import Sessions into the Program
NOTE: Do not run the import sessions multiple times with the same data; otherwise it will create duplicates. Do not the import sessions that already exist as this will not update sessions. Only use to import NEW sessions. Click Dashboard ...