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Adding and Managing People
Adding and Managing People
Updated over a week ago

To allow people to register to your event, you need to create groups.

Groups are used to segment different types of People that are part of your Event or Community.

To know more about groups, you can read this article.

Adding people to your event

Once you've created your groups, you'll be able to add people to your event.

To do so, go into the Content section and select People then click on the Create People on the far right.

There are 3 ways to add people to your event

People settings

Once you've added people, you can manage their settings by clicking on their names.

You can see the following information :

  • Profile details : name and custom fields - more information here,

  • Contact details,

  • Groups ( speakers, exhibitors, etc),

  • Registration status,

  • Settings.

How to add people without accounts ?

What are People without accounts?

You, as organizers, can create Participant profiles for individuals without accounts. These profiles will appear in the Event, but the Participants won't have platform access.

It would be useful, for instance, when a high-profile individual is scheduled to speak at your event but won't be using Swapcard, or if you want to prevent them from being overwhelmed with connection requests or messages.

The participants you add without an account won't have access to the platform, and by extension, your event. This means they won't be able to use any of the platform's functionalities. For instance, they won't be targeted by emails from the Email Manager, they can't schedule or participate in meetings, nor will they be able to interact with other attendees.

How do I add people to my event without an account?

In the Studio, click Content > People on the left-hand side and then on the Create people button on the right-hand side. You will be presented with three options, as you can see below.

1.Import via registration system

  • Please remember that participants registered using a third-party tool cannot be created without accounts because third-party registration requires an email address. When provided, this email will make sure the participant is automatically imported into Swapcard as a person with an account. However, you can turn them into a person without an account by following the steps in the Create manually section.

2.Import via Excel file

  • Open the Excel worksheet that was downloaded to your computer and locate the column named Profile with Account; enter Yes as a cell value for people who will have an account and No for those who won’t, like in the example below.

3.Create manually

The "Email address" field is mandatory, which means that when you create participants individually, they are by default set up as People with accounts.

If you wish to change their profile type to one without an account, here's how you can do it:

  1. Navigate to Content ➡️ People.

  2. Find and select the participant you wish to modify.

  3. Click on the "Settings" tab.

  4. Scroll to the bottom and select "Transform to a person without an account".

This will turn them into a person without an account.

When you change the attendee's registration from "With an account" to "Without an account" to update their email address, it's important to note that this action will create a new account. All previous messages and connections will still be associated with the original account that the attendee used.

If you think this change is unsatisfactory for the attendee, we suggest adding their new email address to their account as a secondary email. They can then designate it as their primary email.

To do this:

  1. Direct them to the Settings page of their account:

  2. They can input their new email under the 'Email addresses' section.

  3. After verifying the new email, they can then use it for logging in.

  4. They can make the newly added email their primary address for future communications.

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