To edit a contact, go to Contacts. Click on the contact’s name which you want to edit. If you do not see the respective contact in the list, do a search with contact name or ID. After you’re done editing, click on Save on the top right.
Tag: Contacts & Attendees Management
Imported a CSV file using Import Contacts function but I do not see contacts in my list.
This happens when you have unwanted characters in the excel sheet copied from other sources.
The
way to make sure your data in excel sheet is clean is to copy the data
from source, paste it into notepad, and then copy from notepad and paste
it in to excel sheet. Notepad cleans all unwanted, hidden characters in
the text being imported.
Simply download our sample file
to use as the template and paste your notepad-cleaned data in that
sample file and then import it using the Import contact function.
PS.
This is not something you would be doing for long since we are soon
going to implement an automated cleaner to clean all the unwanted
characters from the source.
How can I change my email address?
Go to backend dashboard -> Hover mouse on your name and profile image which is located on right upper corner of
the site -> Click on My profile > Click on contact details tab -> Change your email
address -> Click on save button.
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.
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 change my password?
Go to backend dashboard -> Hover mouse on your name and profile image which is located on right upper corner of
the site -> Click on Change password > Click on contact details tab -> Change your password -> Click on save button.