To view the leads (vCards) collected by the contact and the meeting requests received by the contact, go to Contacts. Click on name of the contact from the list. Go to vCards and Meetings tab. There you shall see all the leads and meeting requests as received by the contact.
Author: Harriet Winter
How to view abstracts/papers submitted by a contact/speaker?
To view abstracts submitted by a contact, go to Contact > Click on contact’s name from the contact list > Click on Abstract tab. You will see a list of all the papers submitted by the contact. To see the details of the abstract, click on its name.
Adding profile photo of contacts
To add a profile picture of a contact, go to Contacts. Click on the name of the contact (search for the contact by name or ID if you do not see it in the current list) whose photo you want to upload/replace. On the left side, you shall see a default picture with a browse button. Click on browse button, choose photo from your computer, and click on Save on the top right. That’s it.
How can I view all the tickets purchased by a contact?
To view the tickets purchased by a contact, go to Contacts. Click on name of the contact from the list or search for it. Go to Tickets tab and there you shall see all the tickets contact has purchased for himself/herself and other contacts.
How can I view the sessions attended by a contact?
To view all the sessions a contact has checked-in to, go to Contacts > Click on name of the contact from the contact list > go to Sessions tab and you shall see all the sessions the contact has attended.
How to use Event check-in tools to check-in attendees to event?
There’re three ways admins can check-in attendees to event.
#1 Guest Check-in tool
To Check-In an individual attendee at your event, go to Contacts and click on Guest Check-in. (Search for the name of the attendee if you do not see it in your currently open list.) Click on Check-In switch below the attendee’s name to check-in attendee to event. See screenshot below.
If you want certain volunteers to be able to access the Guest Check-in tool only, go to Roles & Access Control (only super user has access to this tool), create a custom role “Check-in Staff” and set access control for this role to Guest Check-in tool only.
Once roles are created and access controls are set, you just need to create admin accounts for your volunteer (if not created already), assign this newly created role and send them a welcome email to set their password and be able to log in to their dashboard.
#2 Event check-in using QR code
Additionally, a volunteer can check-in attendee using the built-in Event Check-in scanner in the Dryfta event app. The scanner would scan the QR code in the attendee’s badge and then checks the attendee into the event.
For volunteers to be able to view the Event Check-in scanner, they need to have an Admin account. Using the admin login credentials, volunteer can log in to the app and view the Event Check-in Scanner under the App Navigation.
#3 Check-in an individual attendee to the event
To Check-In an individual attendee at your event, go to Contacts. (Search for the name of the attendee if you do not see it in your currently open list.) Click on Check-In button in the left and attendee shall be checked in. See screenshot below.
The concerned attendee also receives an automated email that he/she has been checked in to.