Eventact back-office interface provides tools for managing registrant data, financial records, and communicating with attendees.
Core Functionality
View Registrants: Access lists in various formats and export data.
Audit Logs: View the history of changes made by administrators or registrants.
Edit Records: Modify registration details and manually add new or potential attendees.
Payment Management: Record payments and generate invoices/receipts.
Communication: Send bulk or segmented emails and SMS messages.
Data Integration: Import data from Excel and generate system reports.
The Registrants Page
To perform management tasks, navigate to the "Registrants" page within the Registration module.
Tools and Features:
Search: Locate entries by code, name, email, or custom parameters.
Predefined Filters: Filter by status (e.g., Paid, Unpaid, Approved).
Active Report: View or edit the current report on the "Reports" page.
View Settings: Toggle the filter bar and select data sources from specific registration forms.
Bulk Actions: Apply actions to multiple selected records (Delete, Send Message, Download).
Group Management: Link various attendees to a single group organizer.
Registrant's Table: View registrant details in a table format.
Import: Upload registrants from an Excel file.
Add New Registrant: Manually add individual registrants.
Show/Hide Filters: Toggle the visibility of the filters bar.
Registrants view
Importing Registration List
The Import Wizard supports creating new records and updating existing ones.
Data Processing
The system removes invalid characters and extra spaces from phone and email fields. To update existing records, a unique key field (e.g., Email or ID) must be chosen to identify which records to modify.
Preparation Checklist:
File Format: .xlsx only.
Header Row: The first row must contain column titles.
Ticket Names: Names in Excel must match the Price List entries exactly.
Field Values (Menus/Options):
Radio & Checkbox: Use the numerical ID value of the choice.
Menu (Dropdown): The system accepts either the numerical ID or the exact textual value of the option.
Country Fields: The system accepts the full country name, the ISO code, or the numerical ID.
Matching fields with the form
Hotel and Tickets Selection Import
This section covers importing accommodation details and ticket quantities.
Logic and Structure:
Accommodation Mapping: Combine Hotel Name + Room Type (separated by a space or dash) in one column.
Occupancy: If no occupancy is specified, the system assigns the first available occupancy for that room type.
Column Sequencing: Fields for Check-in Date, Check-out Date, Discount Codes, and Quantities
must follow (appear to the right of) the Hotel/Room column in the spreadsheet.
Mapping Requirements:
Map Excel columns to the following fields:
Accommodation/Ticket:Accommodation/Ticket Field Name
Check-in Date: Field Name START DATE
Check-out Date: Field Name END DATE
Data Layout Examples:
First Name
Last Name
Hotel (Room Included)
Room Part (Occupancy)
Hotel Check-in
Hotel Check-out
Hotel Notes
Skylar
Jones
Ibis Berlin Standard
XX
17-09-2024
18-09-2024
Floor 5, Room 505
Luna
Brown
Ibis Berlin Standard
X
17-09-2024
18-09-2024
Rooming with S. Jones
Note: Hotel Notes are displayed by default in the built-in hotel reports.
Example 2 : Hotel name and occupancy in the same column
Hotel Notes
Hotel Check-out
Hotel Check-in
Hotel
Last Name
First Name
Floor 5, Room 505
17-09-2024
18-09-2024
Ibis Berlin Standard XX
Jones
Skylar
Next to Skylar Jones
17-09-2024
18-09-2024
Ibis Berlin Standard X
Brown
Luna
Example 3: Hotel + Room type without occupancy will result in Eventact selecting the first occupancy for the room type.
Hotel Notes
Hotel Check-out
Hotel Check-in
Hotel
Last Name
First Name
Floor 5, Room 505
17-09-2024
18-09-2024
Ibis Berlin Standard
Jones
Skylar
Next to Skylar Jones
17-09-2024
18-09-2024
Ibis Berlin Standard
Brown
Luna
Notice! While importing fields of types "Radio", "Checkbox" or "Menu": in the excel file indicate the numerical value of the field, not its textual content.