Event Management

Accessing the platform and Main Dashboard

EvenTwo Access is a comprehensive attendee management platform that allows for the registration of participants, access control through QR codes, the sending of personalized communications and various differentiated user segmentation options to concentrate, control and facilitate data and information processingfrom event attendees.
To enter the Access management platform, you will first receive an email to the account provided for the activation of your user. Once the activation email has been received, you must proceed by indicating a personal password as shown below:

Once the account has been activated, you will be shown the main Access screen where the event/events created up to that moment will appear, next to the sidebar with the general options menu:


Each new event will be listed with several columns of information related to each event, these are: date in which the event was created; event dates; total number of attendees added to the database; number of confirmed attendees; and number of attendee "accesses" based on the QR code readings done at the main entrance to the event. These columns provide independent bits of information about each event.
By clicking on  the arrow located in the upper right corner next to the user's email address, the platform will allow you to: review the list of all attendee imports made; invite new users who can manage the platform by sending an invitation like we saw on the first step to another email address, (as well as consult the existing ones;) change the default language of the platform; and log out.

Tags: Creation / editing

On the left sidebar menu of the main panel, you will see the following: 

  • Events. Main screen in which all the created events are shown.

  • Tags. From the "Tags" tab you can create tags that can be assigned to the attendees of any of the events. This will allow for filtering and differentiating the information related to possible classifications of attendees. You will be able to download segmented attendee data, and manage the sending of differentiated communications by user category, among other options. Tags can be assigned manually or by importing a list of attendees, as will be seen in later sections. The creation of tags must be done in this section regardless of which event they will be used for. 

IMPORTANT: if your event is connected to one of our Apps and/or WebApps, the tags have to be created in the app first (consult with your project manager)

  • Create Tag: click on the "Add Tag" button, then type in a name for it and click on "Save changes" 
  • Contacts: This tab shows all of the participants uploaded in any of the events created on the platform, specifying which event they belong to. In this section you can apply filters by tags, and search by email or name of any of the attendees. Name and email of all contacts are displayed, along with their title, company, and assigned tags if any.

You can see the status of the contacts as Active indicated by the green slider and the three dots next to it. 

The three dots allow us to open a menu with options for editing attendee data, deleting them and/or consulting the personal QR Code created automatically for that attendee.

  • Imports. In this section we can find all the imports of each event. We can see the date of import, name of the event, type of import, status and number of items.

On the right side of each row we can see the button "Show", which we have to click to see more detailed information.

In case the import has failed, you can also see the reason for that:


Event Atendees, how to use the feature: Create a single conttact or import multiple ones

From the Contacts > Add Contact / Import buttons, event attendees can be created manually or by import. To create a single attendee, it is possible to do it manually by clicking on Add Contact .

Single Contact creation 

The fields that contain an asterisk are mandatory. These are: name, email and title fields. If the title is not available, it is recommended to enter a hyphen (-).

It is important to keep the “Active” box selected and indicate the event to which said attendee will be assigned by clicking on the blank field “Events the new attendee will attend” and selecting the corresponding one from the drop-down.

Finally, in the option "Confirm attendance in selected events" it is recommended to mark it only in case of direct confirmation, like when uploaded without its confirmation depending on other factors related to the platform (registration form completion, for example).

Uploading multiple attendees via import 

To upload any given number of attendees in bulk through an import, you must first pick your preferred settings on the panel with upload options. Then, you have to prepare the document incluiding the attendee information in Excel format from the downloadable template which you will find in this same section.

The template must contain as many user emails as need to be loaded to the event and it must contain the minimum data needed for the import. Just like for the manual creation of attendees, the name, email and title are required fields (although name and title/position can be completed with a hypeh (-) if the information is not available or relevant.) It is possible to carry out as many imports as necessary and update certain information for already preloaded users later on.

To proceed with the importation, it will be necessary to select the corresponding file in its drive's location and fill in the rest of the fields if necessary. One or more pre-created tags can be assigned to the entire list of users contained in the template. In case you need to assign different tags to different groups of attendees, you may assign the tags in the TAGS column of the template. If you do not need tags, nothing needs to be done.
It is important to indicate the Event/Events that the imported attendees will attend, selecting aech one by clicking on the corresponding field to see the dropdown with the names of the already existing events.
It is possible to confirm attendance of all users at the time of uploading the template by checking the box Confirm attendance in the selected events. It is recommended to check this option when there is no previous registration or registration form linked to the platform, and there is a previously confirmed list of attendees.

Then you will be asked what to do with repeated users.
If this is the first import, it is advisable to leave the default option checked: Do not modify existing attendees.
If you need to modify existing user data by importing them again including new informationg such as tags,  it will be necessary to select the corresponding option from the dropdown.

Finally, we will click on the “import” button to complete the process. Once all the information is correct and the import is complete, you will see the status change to "Completed". You may press the "Ctrl" key and "F5" to force the update of the state.


If the system registers any incompatibility or erroneous information, the import will not be made, and the status will be shown as "Failed". If you click on the "show" button, the errors will be reported (e.g, repeated email). 


The now imported attendees can be consulted and managed later from the "Event attendees" tab. Once the attendees have been created by either of the two ways (manually/import), they can be edited within the section: dashboard.

Creating/editing an event

You may create new events in the main panel of the Access platform. By clicking on: Create Event, configuring the name and the start and end date of the event.

The field: “Password for attemdees created in integrations” can be left empty. If so, a random access password will be established for each user created. If you do not have an app linked to the event, you do not need to worry about this field.
Once the information has been updated, it is important to save the changes made in the “Save changes” tab located in the lower right corner.
There are two options available for configuring each event from the general section: Edit and Dashboard.
The basic data of each event can be modified in the “edit” button which shows all the way to the right of the colums in the list of events created

In the editing screen we can modify the name, the dates of the event and establish a general password to access the application for all attendees.

To access the comprehensive management panel for each of the events and the menu with all the event options, we must access through the “Dashboard” tab. Once inside, the following options screen will appear: