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  • Importing Attendee-Specific Information
  • Exporting Attendee-Specific Information
  • Editing Attendee Information
  • Deleting Attendee Information
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  1. How to...

Managing "My Information"

Last updated 6 months ago

The My Information section information can either be added through Ventla Invite (our registration module) or by you, the administrator. Watch this video or see detailed instructions below.

Importing Attendee-Specific Information

  1. In the Admin panel, open your event and navigate to the Participants tab of the left side menu.

  2. While in the Participants tab, select the "Import My Information" button at the top.

  3. A pop-up will appear to enable you to download our import template.

  4. Once downloaded, open the template in MS Excel.

  5. Keep the "Email" heading in cell A1.

  6. Replace all sample headings with your own desired headings starting from cell B1.

  7. Add all attendee emails starting from A2 and proceeding down the A column.

  8. Once saved and complete, navigate back to the admin panel and import your file.

It is important to keep the "Email" heading in column A. This column is read by our system to ensure that the imported information is being tied to the correct attendee.

Exporting Attendee-Specific Information

  1. In the Admin panel, open your event and navigate to the Participants tab of the left side menu.

  2. Select "Export results" and choose between CSV or Excel file.

  3. A pop-up with appear with your export options.

  4. Select "Only My information" and click Export.

Editing Attendee Information

Before editing any information, we recommend backing-up any data by doing an export first.

To edit a single participant's information:

  1. Navigate to the Participants tab of the event, find the participant your are looking to edit and select their profile.

  2. In the top right corner, select Edit.

  3. Scroll down to the "My information" section of the profile, update the information, and Save.

To edit multiple participant's information at once:

  1. Export the "My Information" data.

  2. Make your updates within MS Excel.

  3. Import the information back into the Admin panel.

Do not change the order of attendee emails or change the column headings if you are making simple updates to multiple attendees at once.

If you would like to change the column headings or reorder the list of attendees: please export your list, delete all particpant data from the admin panel, and then re-import your list.

Deleting Attendee Information

If you wish to delete "My Information" items from one or all participants:

  1. Select any attendee in the Participants section

  2. In the top right corner, select Edit.

  3. Scroll down to "My Information"

  4. Find the specific set of data you wish to delete.

  5. Select "Delete."

  6. You'll be presented with two options: Delete from this participant only or delete from all participants.

Once complete, Save your changes at the top of the page.

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