Tag: Contacts & Attendees Management

How do I import all my contacts at once, using CSV?

To import contacts into your Dryfta event platform, all you need is a CSV (Excel) file with columns including First name, Last name and email address. When your CSV is ready with these 3 columns, simply go to Contacts, hover on Actions button and click on Import.

On import page, click on Browse to upload the CSV from your computer. If you followed all procedures correctly, it will import all contacts into the platform.

You also have the option to send login credentials to all contacts.

Dryfta automatically checks for duplicate entries and remove them during the import process. You do not need to scan through the list manually.

I have a list of reviewers. How do I import them into the Dryfta system?

 To add multiple reviewers into the system at once, you have to import the reviewers name and email address into the system using the Import Contacts button. Here’s how to do it:

1. Go to Contacts Management

2. Click on Import Contacts

3. Download the sample file

4. Add your reviewers’ first name, last name and email address in the appropriate columns in the sample file

5. Add 3 in Reviewers column for all reviewers (1 is for contacts, 2 is authors)

5. Keep the rest of the column as is, and Save.

6. Go to Import Contacts page now and click on Browse to choose the sample file, and then click on Import.

7. This will create accounts for all reviewers.

8. Note that there’s a limit of 200 per import. So, if you have more than 200 contacts to be imported, you need to repeat the process for every 200 contacts.

If you have any questions, you can always raise a support ticket or email us at support@dryfta.com

How do I import reviewers into the CRM?

Go to Contacts and click on Import button.

Select the CSV file from your computer that you want to import and click on Import button to import reviewers.

You can also import general contacts, authors through this tool. To see how to arrange your CSV file, download the sample CSV file from the Import page.

Dryfta automatically checks for duplicate entries and remove them during the import process. You do not need to scan through the list manually.

What are different usertypes and how do I use them?

There’re four main usertypes:


User-types

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Administrators – Create unlimited staff users and let them manage the platform with their own login credentials. Access control is yet not enabled. We’re on it.

Contacts – Contacts are what you add from your dashboard or people who register using the registration form. Contacts user types also get a dashboard to log in on the website, submit abstracts etc but they’re not attendees and do not display in the attendee list. How to let register people as attendees? See below.

Attendees – Attendees are people who buy tickets. You can also make contacts as attendees manually by going to their profile and clicking on Make attendee button. Attendees user types are displayed in the attendee list on the website.

Reviewers – Reviewers are people who register as reviewers (to review abstracts and papers) from the website. Currently, reviewers cannot be made as attendees. In case, they’re also attending the event, then they have to register as contact and then an admin can make them as attendee by going to their profiles, or, they can buy the tickets, if you have any, and become attendees.

Sub-types

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Moderators – Moderators are sub-type of attendee usertype. To make someone a moderator, you need to make him/her an attendee first, if he/she is not already an attendee, and then click on Make Moderator button in the profile.

Speakers – Speakers are sub-type of attendee usertype. To make someone aspeaker , you need to make him/her an attendee first, if he/she is not
already an attendee, and then click on Make Speaker button in the
profile.

How do I add contacts to my conference/event?

To add a contact, go to Contacts.

Click on Add New Contact on top right.

Choose a User type from the left section.

User type is used to determine the contact type and display the fields accordingly viz. Contact, Attendee, Author, Reviewer, Staff.

After choosing the user type, enter the details for the contact.

If you want to make this contact a speaker or a moderator, make this contact as an attendee first, and then save it. After the page reloads,
click on Make Speaker button to create this attendee as either a speaker or a
moderator. Technically, a speaker is an attendee so that’s why we made
it mandatory to make contact an attendee before he/she could be made
into a speaker/moderator.

The username and password you set for this contact will be emailed to him/her once you click on Send credentials button on top. Before clicking on the button, make sure you have saved the data.