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Import Options to Participants Records, Options into Option Groups, and Promo Codes
The platform supports bulk data imports, eliminating the need for manual entry. Data can be imported into the system across three key areas: Participants Options Promo Codes To import options to participant records, follow the steps below: Choose the ...
Conditional Logic
Conditional logic uses "if-then" statements to perform actions or control the visibility of content based on specific conditions or user input. On the platform, it can be applied to Forms, Reports, Emails, and Advanced Search within the Participants ...
Overview of the Participant Edit View
Once a participant is in the system, in a participant profile, clients and admins can view data and make edits to the record. To navigate through the participant view, follow the steps below: In the left-side navigation, click the down arrow next to ...
Referral Tracking Codes
The Promote tool allows you to create custom referral tracking links that can be shared with partners or specific audiences to monitor visitor engagement. To set up a referral tracking code, follow the steps below: Choose the event from the company ...
Activate the Registration Module
If you have contracted for RegistrationTech, the Registration module must be activated for your event. To activate the Registration module, follow the steps below: From your company dashboard, click into your event In the Registration tile, click ...