Emails can be found all over Event Wizard®, like the ones that are sent automatically when someone registers/pays for one of your events, or sent manually using the Mass Email tool in your event’s reports section. While you can’t directly attach files to these emails, you can easily create a link to the file using your online file hosting space, which is included with every Event Wizard® account.
1. Upload Your File
The first step is to navigate to My Files in Event Wizard®, which can be found in the main menu at the top of every page.
From here, you can either click the Upload button and choose a file local to your computer, or simply drag-and-drop it into the browser window. You will likely notice a progress bar at the bottom of the screen as your file is uploaded; the speed of which will depend on the file size and the speed of your internet connection. Once the uploader has finished doing its thing, you will see your new file in the list.
2. Create Your Link
For this example, we are going to use the Registration Confirmation Email.
Now that you have uploaded your file, head over to your event’s task list, open up your Edit registration confirmation email page and scroll down to the editor. Highlight the text into which you’d like to insert your link and click the Link button in the editor’s toolbar.
In the popup that appears, click the Browse Server button, which will open up your list of files in a new window. Locate your newly-uploaded file in the list, (likely near the top) and click the file name to close the window and insert the link into the URL box.
NOTE: Some older email clients require that you set the Target of your link to open in a new window. To do this, click the Target tab at the top of the popup and select New Window (_blank) from the list of options.
Click OK to confirm, then click Save to lock in the changes to your email contents.
That’s it! Now, when someone receives this email, the embedded link will allow them to download the linked file from your Event Wizard® storage. You can also use this method when linking to files elsewhere in your event; to an agenda PDF on your Welcome page, for example.
A while back, we introduced a field type in Event Wizard® that allowed your registrants to upload files/photos as a part of their registration. Although it has proven to be a very useful tool for many of our users, it still felt like it was missing a few things, especially when it came to reporting. So, we decided it was time to do something about it:
1. Highlighted/Disabled Files Icon
Looking under the Tools column on the report pages, you’ll notice a little pink “Files” icon. When clicked, this brings you to a page where you can view all the uploaded files from a specific registrant. The problem was that until now, it appeared active for all registrants, regardless of whether or not they had uploaded any files. Now, we’ve remedied this by only enabling for registrants who have uploaded a file, (otherwise it is greyed out).
This way you can quickly scan through to see who has uploaded something and who hasn’t, without the need to drill down on each registration. That said, if you want to view a registrant’s upload(s), you can still click the icon and drill down to the details. Cool!
2. Search/Filter Functionality
Much like the new search function included in our latest additions to the My Files page, the View Uploads report got the same treatment. This new search function allows you to filter through your registrant uploads and only display the files/registrants that contain a specified criteria. Simply enter your search terms in the box and watch as your list transforms to only display files/registrants that match your terms.
3. Selective/Bulk Download and Delete Tools
Before now, it was a bit of a chore to download or delete registrant-uploaded files, since you could only do so one-by-one. The new selective download and delete tools make this task much simpler. Notice the new checkboxes to the far left of each record – as soon as one or more is selected, you will see the Download Files and Delete Files buttons show up beside the Search box.
Click the Download Files button and you’ll receive a .zip file containing all of the files that you have checked. Click the Delete Files button and, after a confirmation, you’ll remove all the files you have checked. Keep in mind that the delete action is permanent, so be careful!
It’s worth noting that this section also benefits from our latest storage increase, since the space used by your registrant uploads is shared by the files you have uploaded through the My Files page.
We hope you find these new enhancements as useful as we do. For more information on how to use the File Uploader field, check out our dedicated blog post on this. As always, if you have any other questions or concerns, feel free to contact us.
One of my favourite field types in Event Wizard®, the File Uploader, is probably the most overlooked. Not anymore! This field has so many uses that it’s time it got its own post.
The File Uploader field type does exactly what the name suggests; it allows your registrants to upload files.
This field can be used in a number of ways but the ones that are most useful to me are:
- When using a registration form to have sponsors sign up and pay the sponsor fee you can also have them upload their logo.
- When conducting a call for papers it’s a great way for the submitter to get their files to you.
- When speakers are registering for your event they are able to upload their bios or photos.
So how does this field type work? First thing is to add it to your form like you would any other field.
Once your registration form is live and registrants begin uploading files you will access those files through your reports. Head into your event’s reports and click on the Registrations report. You will see an icon next to each registrant’s toolset where the uploaded files are stored.
Click through this icon and you will see all of the files that particular registrant has uploaded. If the file is an image it will open in a pop-up window when clicked. You can then download the image to your local pc from here. If the file is a document type it will automatically download when the file type is clicked.
The file uploader will support these file formats .jpg; .jpeg; .bmp; .gif; .png; .pdf; .xls; .xlsx; .doc; .docx; .ppt; .pptx.
It’s important to note that any files uploaded will contribute to the file space allowance as displayed in the My Files section of your account.
Now that you see how useful this field type is I don’t blame you if you decide to add it to all of your registration forms moving forward.
If you have any questions about using this form field please don’t hesitate to contact us.