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Rallybound allows administrators to edit registrants in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:

  • Log in to your admin panel (at yourcampaign.com/admin)

  • Click "People" and then "Registrants" in the left sidebar

  • Click "Bulk Edit" at the top of the window

  • Click "Download CSV Sample Template" in the pop up window

  • After the Sample Template downloads, open it in your spreadsheet program, and add existing registrants (with their information to change) to the spreadsheet*. Important: When editing/adding to the template, enter the MemberIDs of only the registrants you want to edit in the first row. Enter any column data you want to edit.

  • Once you've finished entering your data into the spreadsheet, save it as a CSV file

  • Back in the admin panel > "Bulk Edit" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".

 CSV Template Structure (for Role Registration)

  • Registrant Information

    • MemberID

    • First Name

    • Last Name

    • Company Name

    • Email

    • Address1

    • Address2

    • City

    • State

    • Zip

    • Country

    • Phone

  • Admin Comment
  • Registration Information
    • Registered On (date)
    • Registration Type (Options: Physical (=attending) or Virtual (=not attending))
    • Hide from team for non-fundraisers (Options: True or False)
  • Tracking Code
  • Custom fields on the contact form
  • Any roles (Options: True or False) and fields that accompany them
  • Under Fundraiser role:
    • Page Access (Options: Public, Delisted, or Inactive)
    • Custom URL

    • Campaign Name

    • Goal Amount
 CSV Template Structure (for Detailed and Quick Registration)

  • Registrant Information

    • MemberID

    • First Name

    • Last Name

    • Company Name

    • Email

    • Address1

    • Address2

    • City

    • State

    • Zip

    • Country

    • Phone

  • Admin Comment
  • Registration Information
    • Registered On (date)
    • Registration Type (Options: Physical (=attending) or Virtual (=not attending))

  • Fundraising Options

    • Goal Amount

    • Goal Name Override (campaign name)

    • Custom URL
    • Page Access (Options: Public, Delisted, or Inactive)
    • Hide from team for non-fundraisers (Options: True or False)
  • Tracking Code
  • Any custom registration fields (with their options) are displayed in the remaining columns

Please note: Fields that are left blank will not cause any updates; type DELETE in a field that you'd like to remove.