Acknowledged

All End-Users to Upload List of External Attendee's to Timeline Entry

  • 10 December 2020
  • 4 replies
  • 34 views

Userlevel 5
Badge +1

We run large trainings and webinars on a company-by-company basis and it would be really useful if the CS team could upload a CSV/Excel file with the attendee’s email addresses and that associate the Company Person to the timeline entry as an external attendee. 


4 replies

Userlevel 7
Badge

@HollySimmons Thanks for sharing with the use-case here and great to hear the usage of Timeline. 

If I understand it correctly You want to upload the contacts via CSV/Excel file in timeline and those contacts should be associate to the Company Person? 

Userlevel 5
Badge +1

So ideally the CSC would add the timeline entry, and where they would usually type in the External Attendee’s one-by-one they could just upload a list of e-mails and where a match with an existing Company Person is found it adds that individual as an External Attendee on the timeline entry itself. (We would then like to use JO to trigger a tNPS survey to all external attendee’s of that meeting)

As an addition it would be cool for there to be confirmation if some weren’t able to be added because there is no Company Person record, and then the CSC can go and add them as new records - or maybe even have that option when uploading to create new records if they don’t already exist.

Userlevel 7
Badge

@HollySimmonsthanks for the quick reply!! completely got it. I am redirecting this to our product team.  

Userlevel 7

Thanks for the idea. Very interesting use-case. We will prioritize it based on the number of customers asking for it.

Reply