Bulk Upload Registrations

Last updated March 16, 2020

The WorkCast Platform allows you to upload registrations in bulk instead of using either a WorkCast registration page or one of our integration tools.

Bulk uploads are available on Producer+ and Enterprise licences. They must be done by the named licence holder on your account.

WorkCast cannot assist with the uploading of these files, but we can give as much guidance as needed on how to upload them.

In order to carry out a bulk upload you will need to request access for your account.  Bulk uploads are done at session level and once you have uploaded a registration it behaves in exactly the same way as a registration created by any other format.  As such bulk uploads will join the same workflow as registrations, sending out a details email straight away and also dispatching reminders emails as configured.

Upload format

Registrations should be uploaded as a .CSV file into the platform and should follow the same format as the registration report downloaded from the platform.

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A WebcastEventId must be included with the registration upload. This lets the platform know which event to assign the registration against.  The WebcastEventID is known as the 'Event Session ID' within the platform and can be found by navigation to your event, and within the 'Event Experience' tab, locate your session and click the information icon.

information icon

session id

 

All the standard WorkCast registration fields can be uploaded.

  • First Name
  • Last Name
  • Email*
  • Phone
  • Job Title
  • Company
  • Country

In order for a registration to be valid an email address is required, all other fields are optional. 

Another field you can add if your template is set up to allow it is AccessCode. You would add this as a field if you have access code as the access model on your template, and that you want users to have certain codes that you are deciding on, rather than randomly generated codes from the platform. 

Uploading your registrations

Once you have created your .CSV file you can upload your registrations.

Within the Event Session Setup menu you will see a Manage Registrations option.

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Once in the Manage Registrants page you will be able to see all the users who have access to the event.

From here you can also untick their access so the user is no longer able to gain access to the event auditorium.

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Within the Manage Registrants menu there is an option to upload registrations. Click through to here and follow the upload steps.

Checking upload status

You can review your upload history by clicking on the Registration History button in the menu. This will show you your previous uploads and their status.

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As well as this your registration import analysis report will also be available within the reporting tab of your account.

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This will allow you to download a text file with more detailed information about your upload.

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Please note: it is your responsibility to ensure that the data you are loading to the platform complies with the relevant data protection regulations. 

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