Importing participants - Introduction

On request participant data can be imported from

  • Previous B2Match events
  • Conference websites (via HTML form)
  • Excel import file

The advantage of importing participants is:

  • Event organizers get a more faster growing participants list
  • Participants doesn’t have to re-insert their contact data
    (and business profiles)

The procedure in detail

1

Data import * Direct transfer from a previous B2Match site
* Conference plafrom
* Excel list

2

Confirmation Mailing Mailing via the B2Match system
a) Previous Event -> "Invitation to participate again"
b) Excel Import -> "Confirm data import & Event participation"

3

Approval by participants Participants receive a confirmation link to approve their re-participation or data import.
On confirmation, participants have to complete missing information in the registration form (e.g. B2B sessions, area of activities, etc.).

4

Validation of participants
who have confirmed?
Depending on the event settings (Profile Validation required? = On/Off) you have to manually validate participants who have confirmed.

 

ad 1) Data import

ad 2) Confirmation Mailing

ad 3) Approval by participants

ad 4) Validation of imported participants

  • Approach for validation
  • Where can I find the "Imported" participants?
  • How to move a participant from the "Imported" to the "Public" list manually?
  • How to distinguish between  old (imported) and new participants?

Read more ...