Adding Participants

Event participants are added to the campaign. Participants can be added automatically based on a selection or query, or can be added manually. For example, the participants can be generated based on their participation status (e.g. "Registered" or "Participated").

To add participants manually:

  1. Switch to the desired marketing activity or campaign.
  2. Click on the Attendees node in the campaign tree.
  3. Click on (New).
  4. Enter details on the participant, e.g.:
    • Name
    • The type of participant (e.g. participant), participation status (e.g. registered or confirmed)
    • Enter information concerning the participant’s registration date, any cancelations etc. on the Registration tab
    • Enter information on the participant’s accommodation on the Hotel tab, e.g. name of the hotel, type of room
    • Enter information on the Travel Information tab such as the date of arrival and departure, mode of transportation, whether a transfer is required etc.
  5. Save the record.