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Participants

Create a participant​

As participants are always linked to a registration. You will first need to create a registration before adding participants.

Create contact from a participant​

You can create contacts for participants who did not match with a contact in your environment. To do this, use the Generate a contact from a participant flow.

This flow is available on participant lists and participant file.

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In order for a contact to be generated, the participant must have a No match status with the contacts of your environment.

A participant with a Partial Match or a Multiple Match status must be paired with a contact manually.

List of participants​

  1. Access a list of participants through an event or an event registration;
  2. Select the participants from whom you want to generate contacts;
  3. Select the 'Flow' button;
  4. Using the drop-down band, select Generate a contact from a participant.

Flow on a list of participants

File of a participant​

  1. Select the 'Flow' button;
  2. Using the drop-down band, select Generate a contact from a participant.

Flow on a participant file

Verify contact creation​

You can view the contact that has been created for a participant directly from their file.

Verification of the creation of the contact with the participant file​

Modify a participant​

Through the event​

  • Select the event concerned;
  • Select the Participants tab;
  • From the Event participants section, select the participant to modify;
  • Make changes to the participant form;
  • Select Save and close to validate the modifications.

Through registration​

  • Select the registration on which the participant(s) to be modified are located;
  • Select the Participants tab;
  • From the Registration participants sub-grid, select the participant to modify;
  • Make changes to the participant form;
  • Select Save and close to validate the modifications.
Council

If you want to change the name and first name of a participant through his file, you must first remove the contact associated with the participant.

  1. Access the participant's file;
  2. Delete contact;

Delete a contact from a participant's record


By going through the URL for modifying the participants of a registration​

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The advantage of going through this link is to be able to easily and quickly answer questions related to the activities. You can also edit existing responses faster.

  • Select the registration on which the participant(s) to be modified are located;
  • Select the Participants tab;
  • Select the URL found in the Url field for modifying participants from the Participants section

Generate participants report​

The advantage of this report is that it contains both the participants and their answers to each of the questions.

  • Select the event concerned;
  • In the toolbar, select Participants report;
  • Open the report from your downloads.

Export a list of participants​

From event​

  • Select the event concerned;
  • Select the Participants tab;
  • Select Export Participants from the Event Participants section;
  • Open the list from your downloads.
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The advantage of using this method is to be able to customize the columns and filters applied to the view.

  • Select the Find rows in a table using advanced filters option at the bottom of the global search drop-down menu to use the advanced find;
  • Select the Participants table;
  • Create a personalized view of participants;
  • Save the personalized view thus generated if necessary;
  • Select Export to Excel from the toolbar;
  • Open the list from your downloads.

Export a list of participant responses​

  • Select the event concerned;
  • Select the Participants tab;
  • Select Export Answers from the section Answers to questions;
  • Open the list from your downloads.

Indicate the presence of participants​

Directly on a participant's file​

  • Select the event concerned;
  • Select the Participants tab;
  • Select the participant concerned;
  • Indicate Yes in the Participated field;
  • Select Save from the toolbar.
tip

It is possible to select a participant and open the recordset to save you unnecessary clicks.

You can conjugate recordset and shortcut CTRL+F

Through Excel Online​

  • Select the event concerned;
  • Select the Participants tab;
  • From the Event Participants sub-grid, select Export Participant to Excel Online;
  • Make changes to the necessary fields;
  • Select Save.
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Multiple users can make changes via Excel Online simultaneously. At the time of import, only the records that have been modified will be updated. This implies that there should be no conflict if users are editing different participant records.

caution

Changes will not be made instantly. The data will be imported and edited. You can track the import if you wish.

By scanning physical tickets​

If you have configured physical ticket creation for your event. You can scan the QR codes on participants' tickets using our application for this purpose.

Match participants​

By default, participants on non-member listings will need to be matched with CRM contacts.

Of course, if you don't want to match participants and contacts, it is possible to configure your environment so that non-member participants and the registrations they appear on are assigned to a default account and contact.

The advantage of matching participants is, ultimately, to easily identify potential new members (non-member accounts or contacts who have participated in events).

  • Navigate to the Dashboards section of the main menu;
  • Select the Participant Match dashboard;

Match Participants

  • Select a participant to be matched;
  • Check the participant's match status and take necessary actions.

Match Participants

The actions to be performed vary slightly from one match status to another.

Match StatusOperations to be performed
No Match
Partial match
  • In the Contact Match section, validate if the identified contact and the participant must be matched.
  • If so, tick the contact and select Save.
  • The match status will then be Complete Match.
Multiple Match
  • In the Contact Match section, confirm which of the identified contacts should be paired with the participant.
  • Check the contact to be paired and select Save.
  • The match status will then be Match Full.

Download a physical ticket​

If you generate physical tickets for your event, you can download attendee tickets.

If you decide to download tickets through the event registration, all tickets related to the chosen event registration will be downloaded. However, you can access the file of a single participant and download only this ticket.

Download a single participant's ticket​

Download participant ticket

Still unsure?

Contact us - support@vendere.ca