Please be aware that Lyyti is developed constantly and your view might not match 100% with the view described in this article.

This feature can be used with the following license packs: Starter, Basic, Professional and Enterprise.

To be able to send an invitation to the registration form of the event via Lyyti's communication, you need to add participants to the event. Participants can be added individually through the Participants page or by using an Excel import. This article explains how the Excel import works and what to keep in mind when using this feature. The Excel import of participants works a bit differently in group registrations. You can read more about that here.

If you have already added participants to the event but want to update their information later, you can do so using another Excel-feature. You can find more detailed instructions here.

This article contains the following sections:

• Import participants through excel
• What can I do if I get errors in my import?

Import participants through excel

You can easily import participants into the event via Excel. First, you need to create a list in Excel or a similar system containing the information you want to import into the event. In order for communication to be possible, at minimum, an email address must be included for each participant. In addition to this, you can import other information as needed. Each answer/information that is imported should have its own column in the Excel file. The questions and answeres you are importing must also exist on the registration page of the event in Lyyti, so that the system can match and import the information correctly.

Please note that responses to multiple choice (select many) questions or file upload questions cannot be imported via Excel.

Go to your event and on the Participants page, click:

• Add participants
• Add participants from Excel
  
  
   

Next, open your Excel file.

• Copy the information you wish to import.
• Paste it into Lyyti's import field. Copy only the content and leave out column titles.
  

Import configuration

1. Lyyti generates a drop-down menu for each Excel column you are importing. Define what details you have in each column in the Excel
   • In order to save all information correctly, these selections need to be in the same order as the data in the Excel file.
   • If there are unnecessary columns you don't need, select Do not import in the corresponding drop-down.
   • Participant types and answers to multiple choice (choose one) questions are case sensitive, ie. the data in Excel must be in the exact same written form as you have them in Lyyti.
2. Required in import means that if it is selected, a participant will not be imported if they do not have any information in the respective column.
   TIP! Use this selection to weed out insufficient or unqualified contacts. Let's say you need every person on the list to provide their e-mail address; select "Required in import" for the column that contains the e-mail address. All contacts who have failed to provide their e-mail address will be left out.
3. Default participant type: If your event has participant types, you can select a participant type to apply to those participants in this import that don't have a participant type defined in one of the columns above.
   • If the participant type is defined as a column, that overwrites the default participant type
   • If the participant type is defined as a column, but the cell in the Excel sheet is empty, then the default participant type is applied for that participant
4. Language: In a multilingual event you can set a language for these participant.
5. Allow duplicate email addresses: Lyyti automatically checks for duplicate e-mail addresses (and compares the list to be imported with the addresses already in the event) so that no duplicate e-mails are imported. If, however, you wish to allow duplicate e-mails to be imported, select Allow duplicate email addresses.
6. Tap I have permission to send messages to the people I am importing
   • Why is this? All of the contacts you import into Lyyti must be from permission-based contact lists. It is prohibited to email purchased contacts through Lyyti. Use of purchased email lists will harm Lyyti's IP reputation and compromise all message delivery to and from all Lyyti users. Users who fail to comply with this policy will be blocked from using the Lyyti service.

Click Next to proceed with the import.

If, during the import, some participants are found to already exist in the event, their information will not be imported again. In this case, you can proceed to import all the other participants as usual by clicking > Import people.

To import the ones that are ready to be imported, click Import.

Look at a short video of how to import participants through excel here:

What can I do if I get errors in my import?

If there are errors in the data you're importing, you'll get a notification. Errors in Excel format can prevent you from importing participants. Here are the most common reasons for errors when importing participants via excel:

• Line breaks in excel cells
• Difference in data (e.g. title question)
• A mandatory field is empty
• Duplicate participant

In order to import participants go back to the excel file and check that there are no additional line breaks and/or that the information in the excel file can also be found on the registration page as questions.

Here is a short video about common issues with importing participants through excel: