Use the bulk assign team members wizard

How to use the bulk assign team members wizard

To assist in creating exhibitor teams, the team wizard matches attendee profiles to existing exhibitors based on organisation name. If the organisation name does not match exactly to an existing exhibitor name, the wizard allows for these profiles to be manually matched to an exhibitor.

Please note: this process can be repeated if new profiles are uploaded, but will only work with profiles not yet assigned to a team.

How to use the team wizard

  1. Navigate to Lead Capture > Exhibitors from the Navigation Menu
  2. Select Bulk Assign Team Members Wizard from the right-hand options
  3. Create new rule for Exhibitor profile type
  4. Click Next
  5. Select the option appropriate to the matches found
    1. Add these profiles to Exhibitor Teams on save - will link organisation name with existing exhibitor team automatically
    2. Review these profiles manually - manually assign the exhibitor team from the list
    3. Skip these profile - do not add to a team
  6. Click Next
  7. Manually select the appropriate exhibitor team for each exhibitor profile that did not match
  8. Click Next
  9. Review the matched and manually matched profiles
  10. Click Save