Importing users and sending them an email is a seamless process that ensures all participants receive the necessary event information. Follow these step-by-step instructions to import users and send them an email successfully.
Steps to Send an Email to Imported Users
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Go to the Participants Section
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In the left navigation menu, find and click on the Participants section.
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Access the Attendees and Registrants Screen
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Click on Attendees and Registrants to view the list of participants.
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Click the Import Button
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Locate the Import button at the top right of the screen and click on it.
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Download the Import Template
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Click on Download Template to get a structured file for adding user details.
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Select the user type you want to download the template of and click Download button.
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Open the downloaded file and fill in the required user information according to the template.
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Upload the Completed CSV File
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Return to the Import dropdown menu and select Upload CSV.
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A pop-up screen will appear where you can upload your file.
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Select User Types
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In the pop-up, choose the type of users you are importing (e.g., attendees, speakers, booth reps, Event Admin).
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Send an Email to Imported Users
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In the last field, you will see an option to send an email to the imported users.
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Select the appropriate email template from the available options.
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Finalize the Import Process
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Click the Import button to complete the process and send emails to the imported users.
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Conclusion
By following these steps, you can efficiently import users and ensure they receive the necessary event communication via email. Always double-check your CSV file before uploading to avoid errors, and select the correct email template to provide the right information to your participants.