Profiles FAQ - Inviting or Registering Profiles

Profiles FAQ - Inviting or Registering Profiles

The article explains how to invite or register a group of profiles for an event within the Certain platform. The article covers steps to complete the invitation and registration workflow.

Step-by-step Instructions

1. Click the top left Menu icon and select Profiles. 2. The action opens the Profiles page. 3. Apply Contact Filters to list the Profiles to invite to an event. 4. Select the Profiles to invite by clicking the check boxes next to those rows. 5. On the Report Results page, click Actions and select Invite or Register. 6. In the Add a Profile to an Event window, choose an event to invite or register attendees. 7. Decide whether to invite profiles or register profiles. 8. Select the Attendee Type and Status (e.g., Invited) to apply to the new registrations. 9. Click Next. 10. Once the process is complete, a message tells how many registrations were created. 11. Click Finish. 12. To manage the registrations for invited or registered profiles, navigate to the event in the event list, click Manage Registrations. 13. Open the All Registrations by Status area.

Video

Video: Inviting Profiles to your Event (1.5 min.)

Notes

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