If your attendees have already provided you with their personal information, you can have this information reflected in 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

  • Bio

  • Facebook

  • Instagram

  • Twitter

  • LinkedIn

Follow the steps below, to ensure that the information is captured when you upload your attendees and for it to show in their profile:

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

    • What Does Your Company Do?

    • Facebook

    • Instagram

    • Twitter

    • LinkedIn

2. Edit the CSV Template with Correct Headers

The CSV template has only the basic fields included (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

  • What Does Your Company Do?

  • Facebook

  • Instagram

  • Twitter

  • LinkedIn

Note that these are case-sensitive and extra spaces will cause an error 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

  • Once the file is selected it will let you know how much the charge will be. Click confirm.

  • Click Upload Valid Items

  • Once uploaded, the attendees should appear in the Order tab

How to Check if the Information Has Been Captured

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're not able to 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, then 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 all the fields are required for the ticket holder.

Will the information also automatically populate if I add attendees manually through the admin console?

  • Yes as long as all the fields are required for the ticket holder.

Will the fields update if the attendee has already entered the virtual event hub?

  • No, once they enter, the indicated information in their profile in the virtual event hub cannot be overridden if a new order is added.

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 be captured in the virtual event hub?

  • It will be the original information from the first upload that will reflect 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.

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