Customizing the registration form in Idenge improves the user experience and strengthens your brand identity. You can add your logo, choose the background, font and button colours, and edit the form text so it is clear and friendly. You can also decide which fields users must fill in, so you collect all the information you need efficiently. Once it is set up, you can share the form with users through a QR code or a direct link, making it easy for them to register and get their digital card.
How to import a user database from a CSV file
In the users section of the dashboard we can register users manually or we can import a file in csv format for a quick load of our database.
To import correctly, you have to follow these simple steps:
Before importing:
- You have to make sure that the format to be imported has the correct fields
- The CSV file must have the titles of the fields the same as those in the Dashboard.
- That is, at least the “Name” and “Email” fields.
- It is not necessary to have the Link or Status fields because their content is automatically generated after import.
- If you want to import more fields, you must add these field titles in the Dashboard. For example, if you have the field named XXX in your database, you must create the XXX field in the Dashboard before importing.
- Save your file in CSV format
1. You have to make sure that the format to be imported has the correct fields:
2. The CSV file must have the titles of the fields the same as those in the Dashboard.
3. That is, at least the “Name” and “Email” fields.
4. It is not necessary to have the Link or Status fields because their content is automatically generated after import.
5. If you want to import more fields, you must add these field titles in the Dashboard. For example, if you have the field named XXX in your database, you must create the XXX field in the Dashboard before importing.
6. Save your file in CSV format
When importing:
- Click the CSV button above in the Dashboard in the users section
- Choose the CSV file and proceed to import.
- Remember that only the content of the fields whose title in the CSV file is with the same name in the Dashboard will be imported.
For any questions contact Idenge
Albert Baranera
Idenge helps businesses to get rid of plastic cards and improve the engagement with your users, clients and members of your organization or company.
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