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Issue A Certificate – Bulk

Step 1

To issue a certificate to multiple attendees at the same time go to the list of registrations for the event.

Step 2

Check each attendee that is eligible for a certificate and select the Send Certificate option from the bulk action dropdown.

Step 3

Press the Apply button.  Each attendee that was selected will receive a pdf certificate via email.

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Importing a Roster

Step 1

Navigate to Event Espresso….Add-Ons…Importer.

Step 2

Select the event from the drop down field.  Since many events have the same name locate the event by ID.

Step 3

Choose the CSV file that you will be importing.  Press the next step button.

Step 3

Map the CSV columns with the Event Fields and press Next Step.

Continue the process.

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Sending a Batch Email

Step 1

To send a message to all, or a specific group, of registrants you must first navigate to the event and click the number in the attendee column.

Step 2

Checking the boxes to the left of the ID column for all of those that you would like to send the email.  Once all selections have been made press the “Send Batch Message” button.

Step 3

Select the template, global will be set by default.  Enter the message and press “Send”.

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