To add attendees to an event, you need to use the button "Add attendees" the sidebar down on the left.
You will have 3 options:
- Import from Contacts
- Import from Excel
- Add new contact
1. Import from Contacts
This is the best option if the guests are already in your Contacts CRM inside Magnetiq. It will allow you to choose which people you want to import from the contacts.
2. Import from Excel
This option is great if the contacts are not inside Magnetiq yet, and you want to import attendees in bulk from an Excel file.
To learn more about the procedure, read the related article: Importing Contacts from an Excel file
In case you are sending paper invitations to your guest, the Excel file can include their invite address (hotel, company, ...), to add these data in bulk as well.
3. Add new contact
This option is useful to quickly add attendees to your event one by one. The person will be added both to the contacts and to the event attendee list.
Removing guests from the event
You can remove a guest from the event as follows:
- click on the guest name in the list
- inside the guest detail, click the button "Remove guest from event"
This operation will not remove the person from the centralized contact list.