If your attendees have already provided you with their personal information, you can display it on their profiles when they enter the virtual event hub.
Aside from their name and email appearing in the profile automatically, we have also included the following fields to show the information attendees provided you:
Company
Title
Pronouns
About Me
Facebook
Instagram
Twitter
LinkedIn
Follow the steps below to ensure that the information carries over the attendee profile when you upload them:
1. Enable and Require the Order Form Fields
Go to Registration > Order Form
Enable Collect both Ticket Buyer and Ticket Holder Information
For the Ticket Holder tab, enable the Include and Require toggles for these fields:
Organization
Job Title
Pronouns
About Me
Facebook
Instagram
Twitter
LinkedIn
2. Edit the CSV Template with Correct Headers
The CSV template has only the essential fields (Transaction ID, First Name, Last Name, and Email). You need to edit your template to have these EXACT LABELS for each column:
Transaction ID
First Name
Last Name
Email
Job Title
Organization
About Me
Facebook
Instagram
Twitter
LinkedIn
Note that these are case-sensitive and extra spaces will cause errors when uploading.
3. Upload the CSV File
Note: Using the import option will incur a $1 per attendee upload charge
Go to the Attendees tab
Click Add Attendees
Click Import Buyers / Holders
Select the ticket type for these attendees
Select your CSV file
Click Upload Valid Items
Once uploaded, the attendees should appear in the Order tab
How to Check if the Information Uploaded and Carried Over to the Attendee Profile
In the Admin Console
Go to the Orders tab
Click the 3 dot menu on the order
Select Edit. You should see all the fields and the data added.
In the Virtual Event Hub
Since you cannot check other attendees' profiles, you can test this by also uploading yourself as an attendee. Make sure to use an email address that has never entered your event yet. Once uploaded, log in to the virtual event hub to check your profile. The profile fields should show the information you provided in the CSV.
Important Note: If the attendee has already entered the virtual event hub before uploading through CSV, it can no longer override the profile in the virtual event hub.
Frequently Asked Questions
Will the information also automatically populate if attendees buy their tickets from the event page?
Yes, as long as you set the ticket holder fields as required.
Will the information also automatically populate if I add attendees manually through the admin console?
Yes, as long as you set the ticket holder fields as required.
Will the fields update if the attendee has entered the virtual event hub?
No, we cannot override the indicated information in their profile in the virtual event hub if a new purchase comes in after they have already entered the virtual event hub.
Will the fields update if I edit the information through the 3 dot menu after uploading?
It will update in the admin console and virtual event hub if the attendee has not entered the event yet. However, if they have already entered, it will only update in the admin console.
If I upload the attendee again, which information will show in the virtual event hub?
The original information from the first upload will show in the virtual event hub.
Are there other fields that can auto-populate in the profile?
No, for now, it's just the fields mentioned above.