How to upload a list of Participants?

Download the template to use for the import file:

1. Click Dashboard
2. Click Credit Management in left side menu
3. If you have more than one conference, select Conference from the dropdown list
4. Under the Menu section, Click Upload Participants
5. From the pop-up window, click the link for Download the template here
6. Populate the template file and save it.

For the Import File:

• Do not delete or move any of the columns
• Email addresses are required and must be unique
• Populate the columns accordingly; not all columns have to be populated
• The import file must be saved in a .csv file format

Once your Import File is ready:

1. Click Dashboard
2. Click Credit Management in left side menu
3. If you have more than one conference, select Conference from the dropdown list
4. Under the Menu section, Click Upload Participants
5. Select the Certificate Group type from the dropdown list
6. Click Browse to search for the Import File on your computer and select it
7. Click Upload button

How to Email Attendees?

There are several different options to email Attendees:

• All Credit Eligible Attendees
• All Credited Attendees
• All Credit Eligible Attendees without Credits

1. Click Dashboard
2. Click Credit Management in left side menu
3. If there is more than one conference, select the applicable Conference from the dropdown list
4. Under the Menu section, Click
• All Credit Eligible Attendees
• All Credited Attendees
• All Credit Eligible Attendees without Credits
5. Compose the Message
6. Click Preview Email
7. Uncheck any recipients on the list who you don't want to receive the email (if any). 
8. Click Send Email Now (to send immediately) OR Click the calendar icon to select a date and time, then click Schedule Email.