Adding and Inviting Attendees

To complete the setup of your GroupTools event, it’s time to add attendees and send invitations. Follow along with the video below to learn how to make your GroupTools event active by adding and inviting attendees.

Adding and Inviting Attendees Step By Step:

Manually Adding Attendees

• From your event page, click into the attendees tab      
• In the new attendee area, add your attendees information (name and email are required, and phone number is optional.) And click the add button.  
• The attendee is added to your event. 

Adding Previous Attendees

• Click the previous attendees button, and a window with a list of your previously invited attendees will open.
• Select the checkbox next to the previous attendees you want to add to your event and click the add attendees button.     
• The attendee(s) is/are added to your event. 

Importing Attendees

• Click the import attendees button and a window with two import options opens.
  • To import attendees from a spreadsheet: click the browse button and a new window will open allowing you to view the files on your device.
    • Select the CSV file containing your attendees and click open and the CSV file name will appear in the bar next to the browse button.
    • Click the import button and a list of available attendees for import will appear in the window.
    • Select the checkbox next to the attendees you want to add to your event and click the import selected button. 
    • The attendee(s) is/are added to your event.

     

    Spreadsheet requirements for GroupTools Attendee Import: column headers must be labeled and ordered as follows; FirstName, LastName, EmailAddress, PhoneValue (this column is optional and phone numbers must be formatted xxx-xxx-xxxx). Your spreadsheet must be saved as CSV (comma delimited).

     

  • To import attendees from Google: click the choose google account button and a google window will open.
    • Select the google account you want to use and log in, the google window closes and a list of available google contacts to add as attendees will appear in the window.
    • Select the checkbox next to the attendees you want to add to your event and click the import selected button.
    • The attendee(s) is/are added to your event. 

Inviting Attendees

• To invite a single attendee or multiple attendees: select the checkbox next to the attendee(s) you would like to invite, then click the email invitations button and the selected attendee(s) will receive an email invitation allowing them to access the event.
• To invite all attendees: select the checkbox next to the name column at the top of your list of attendees to select all the attendees you have added to your event, then click the email invitations button and all attendees will receive an email invitation allowing them to access the event.