CRM – Import Participants Update

Your RunSignup CRM is the place to keep ALL of your participant information. Importing participants is important to every race – whether you still get paper entries still, or have some last minute registrations, or you are moving to RunSignup from another platform (thank you!).

We’ve updated our longtime Import Participants tool! Here is the old version:

pi-orig.png

Above, we have a lot of words, and we felt the calls to action weren’t as clear as they could be. Additionally, when you start the process, there were some repetitive data correction activities that we wanted to clean up, and some confusion about the workflow itself.

Now, when you visit Participants > Import, you will be greeted by a friendly screen that explains your options in a clear manner:

pi-home

The options are:

Manual Import. Need to add only a few participants? Use this simple form.

CSV Import. Have a CSV file with participant data? Use our easy CSV Importer.

Bib Import. Need to import bibs? We have a tool for that as well.

Why is Bib Import here? We get quite a few support calls explaining how someone accidentally used participant import to import bibs. We’re trying to avoid that headache for both of us!

The Manual Import will take you to a familiar form, but with a few updates:

pi-manual

The form has a few usability and aesthetic improvements, such as a clear indication of the year you are importing into, strong action buttons, and updated form field design.

Additionally, we put in some subtle clues to answer the age-old questions: Why can’t I see the questions? Where are the giveaways in this form?

pi-tip

The CSV Import has changed quite a bit. It now steps you through a series of screens, with some clearer instructions. Here are some screenshots:

pi-prompt2

pi-cols

pi-date

The last step of the CSV Import allows you to review your data before you import it:

pi-review.png

Lastly, the Bib Import. This links directly to our existing Bib Import tools, hopefully eliminating any confusion about which tool to use:

pi-bib

pi-bib2

We hope you like these updates! A few more minor updates are still in the works, to be released shortly.  As always, let us know what you think! ux@runsignup.com

2 thoughts on “CRM – Import Participants Update

Add yours

  1. Can’t say that I like the new import interface. No spot for AGE on entering a paper form. Import doesn’t actually have a field for age (maybe in the advanced import but haven’t played with it enough). When you go to select a file – at least for me on Windows 10 – I have to change the file type from CUSTOM FILE to ALL FILES to view the .csv I am trying to import. Overall to me this seems more clunky than the previous import. Age needs to be added back ASAP as not every race or form asks for Date of Birth. No need to calculate it when you can have a field for that. We have had multiple calls this weekend wanting to know what happened?

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