This article provides a comprehensive guide to getting started with participant management using the Participants module, detailing how to add, organize, and engage with your event participants in one central location. You’ll learn how to add participants individually or through spreadsheet uploads, access and update participant details, manage communication via email or SMS, and track participant stages throughout your event.
By the end of this guide, you will have a clear understanding of the essential tools available in the Participants module, enabling you to efficiently manage participant information and interactions to create a seamless event experience.
1. At Event level, navigate to Participants module.
2. Add a new participants by clicking the button "+ Participant". Enter all the mandatory data (email, first name, last name, etc.) and click on save, you will enter the participant detailed view where you will find all of the participant's data, also including the stage they're currently in, the events they have previously participated in, the emails and messages they have received, etc.
3. You can manually update the registration data of your participants at any time, from the detailed view or from the list overview. From the overview, you can work with the Edit mode (to quickly make single edits to your participants), or with the Update field option (to bulk update the value of a field for all of the selected participants).
4. From here you can also send emails & text messages, update the stage of your participants, add them to an activity, and export them into a spreadsheet.
5. You can also search for participants and/or use filters to quickly retrieve participants
Creating and managing participants, A to Z