Adding and Editing Participants
Last updated August 14, 2024
Managing participants is a crucial part of any gift exchange. Elfster makes it easy to add new members, update information, and ensure everyone is ready to participate.
Adding Participants:
- Step 1: Access Your Exchange: Log into your Elfster account and go to the "Participants" section of your exchange.
- Step 2: Add Participants:
- Manual Entry: Click "Add Participants" and enter each participant's information (name, email, phone number).
- Invite Link: Copy the unique invite link and share it with participants to join the exchange.
- Bulk Upload: If you have a list of participants, you can upload a spreadsheet with their details.
- Step 3: Confirm Participants: Review the list of participants and make sure everyone's information is correct.
Editing Participant Information:
- Step 1: Find the Participant: Click on the participant's name in the "Participants" list.
- Step 2: Edit Details:
- Name: Update the participant's name as needed.
- Email: Update the participant's email address.
- Phone Number: Add or edit phone number for communication.
- Contact Method: Choose the preferred way to contact the participant.
- Step 3: Save Changes: Click "Save" to finalize the edits.
Managing Participants:
- Removing Participants: If someone needs to drop out, simply click "Remove" next to their name.
- Participant Status: You'll see a status indication for each participant, such as "Invited", "Joined", or "Matched", to track their progress.
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