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How to Send an Email to Imported Users

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

  1. Go to the Participants Section

    • In the left navigation menu, find and click on the Participants section.

  2. Access the Attendees and Registrants Screen

    • Click on Attendees and Registrants to view the list of participants.

  3. Click the Import Button

    • Locate the Import button at the top right of the screen and click on it.

  4. Download the Import Template

    • Click on Download Template to get a structured file for adding user details.

    • Select the user type you want to download the template of and click Download button.

    • Open the downloaded file and fill in the required user information according to the template.

  5. Upload the Completed CSV File

    • Return to the Import dropdown menu and select Upload CSV.

    • A pop-up screen will appear where you can upload your file.

  6. Select User Types

    • In the pop-up, choose the type of users you are importing (e.g., attendees, speakers, booth reps, Event Admin).

  7. Send an Email to Imported Users

    • In the last field, you will see an option to send an email to the imported users.

    • Select the appropriate email template from the available options.

  8. Finalize the Import Process

    • Click the Import button to complete the process and send emails to the imported users.

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.