Managing People

This article explores how to add and edit Person records, cancel a Person from an Event, and set up VIP notifications to improve data management.

Add a new Person

Steps to add a New Person:

1. Log into Jomablue portal
2. Go to People in the left navigation menu
3. Select the New Person button at the top right of the page
4. Populate the required fields
5. Select a Category
6. Press Save

When adding a new Person, filling in as many fields as possible is important. This ensures data consistency and accuracy if collected by a Vendor as a lead.

Minimum required fields:

• First Name
• Last Name
• Category selection

Minimum recommended fields:

• First Name
• Last Name
• Job Title
• Company
• Email
• Mobile
• Category selection

Note: Country codes must be included when entering international Mobile numbers. Alternatively, you can click the flag icon to select the country code.

Duplicate Records

The following error message appears when attempting to create a new Person Record that matches an existing record:

Search for a Person

To find a specific Person record, you can search using various fields. Results will be dynamically displayed as you type, showing the 10 most relevant results.

Search options:

• First Name
• Last Name
• First Name + Last Name
• Company
• Email

If you are unsure who you are looking for, try using the Explore People feature (this requires a Trusted role). 

Edit a Person

Occasionally, updates may need to be made to a person’s details, such as:

• Spelling of names, Job Titles or Company
• Email address
• Mobile number
• Category

Once you have selected a Person record, you can edit the displayed fields. Remember to click Save before navigating away from the page.

For editing multiple Person records, see the article: Importing People under the section Making Bulk Edits to People Data.

Note:

• Some custom fields may be configured as non-editable
• Use the Notes tab to add relevant notes for a specific Person (this is a text-only field without formatting)

Cancel a Person from an Event

1. Navigate to People and use the search field to find the Person you wish to cancel
2. Click on the Actions dropdown
3. Click on the Cancel Event Registration option
4. The Person is now cancelled from the Event.

If you need to cancel numerous Person records, see the article Importing People under the section Processing Bulk Cancellation of People records.

Impact of the Cancellation:
Any previously issued e-Ticket will no longer work at Event Check-in
The previously issued Jomablue Smart Badge will no longer work

Impact of the cancellation in Community:

• The Person will be unable to log in to the Community
• If they are cancelled while logged in, they will be immediately logged off if they attempt to navigate away from the Page or refresh it
• If they are watching a Session without interacting, it will take about 60 seconds to log off

The following message will be displayed to someone who is cancelled when attempting to log in to a Community:

Re-enable a cancelled Attendee:

1. Navigate to People and use the search field to find the Person you wish to re-enable
2. Click on the Actions dropdown
3. Click on the Reverse Cancellation of Event Registration option
4. The Person is now enabled to attend the Event.

VIP arrival notifications

You or another designated person can receive notifications when VIPs arrive at the event. This feature is particularly useful for Account Managers who want to personally meet specific attendees.

Once Arrival Notifications are set up, an SMS is automatically sent to the assigned recipient, typically within 5 seconds of printing the VIP’s name badge. The SMS will include the Person’s First Name, Last Name and contact number for easy communication.

Enabling VIP notifications:

To set up Arrival Notifications, ensure that the person receiving the notification is listed as a participant in the Event and has a valid mobile number in their Person record

1. Search for the Person via People in the left navigation menu
2. Click on the Actions dropdown
3. Select the Arrival Notifications option
4. Search for the Person intended to receive the notification
5. Return to Step 4 if additional people are to receive the Arrival Notification
6. Close the pop-up and press Save to update the record

Note: You can remove a recipient of a notification from the Arrival Notification pop-up.

Best Practices

You can send Arrival Notifications to multiple recipients; however, it is advisable to be selective. When notifications are sent to more than one person, there is a risk of confusion, with individuals assuming someone else will take action. This can result in no one responding.

For maximum effectiveness, consider notifying only one person - the individual who absolutely needs to know or act upon the VIP's arrival. 

Limitations

There is no limit to the number of Arrival Notifications you can enable. However, it is best to use this feature thoughtfully. If numerous notifications come in simultaneously, the important ones might get overlooked. Focus on notifying only the attendees who truly need to be informed, such as Keynote Speakers or Media representatives.

Note: This feature is not supported by Jomablue CX.

Referenced Articles