Nominations let you divide contact management among nominators, such as sales representatives or assistants. The organizer sets their limits and permissions, and each nominator works in a separate portal. Nominating a contact does not complete their registration.
Open nominations in the event administration.
Add nominators individually or by import, then set their limits and permissions.
Decide whether pending nominations should also reserve places for companions.
Set up delegation for this event if someone needs to manage another nominator's contacts.
Send nominators access to the portal. You can also import contacts centrally for several nominators at once.
Use nominations when you want to distribute invitations and capacity among several people. The organizer can view nominators and update their settings later. Each nominator's available actions depend on their permissions, including sending invitations and managing groups.
From the nominator list, you can open a nominator's portal, copy their access link, or send access by e-mail. The link uses the same host as the administration you are working in. Older links to the original portal redirect to the new environment and preserve the language.
A nominator access link grants access to contact management. Share it only with an authorized person; send attendees their own registration link or invitation instead.
The organizer sets up delegation, which decides who can work for each nominator. Delegation applies only to the selected event and has no start or end date.
A nominator can view their own contacts, all contacts they can access, or select a specific nominator. When sending invitations or managing groups, the permissions of the contact's owning nominator apply. Contact ownership stays unchanged: acting for another nominator does not transfer their contacts or capacity usage to the delegate.
The number of nominated contacts is different from the number of occupied places. A confirmed attendee occupies one place, plus the recorded number of companions. A pending nomination reserves one place, plus any companions configured by the organizer for pending nominations.
This reservation setting applies to the event's nominators. It defaults to zero companions and supports zero to four. For example, 10 pending nominations with one reserved companion each occupy 20 places. This setting does not determine how many companions an attendee may select during registration.
A contact marked as not attending does not count toward occupied places. If a reservation change exceeds a limit, existing nominations remain, but no more can be added until capacity is freed or the limit is increased.
Nominators add contacts in a side panel. You can edit basic contact details only while the contact has not responded; this editing option is unavailable after they confirm or decline attendance. Custom fields are available when creating a contact and can also be edited separately in the contact details if the organizer has already created those fields.
Custom field values belong to the contact within the organizer's account, rather than to this nomination alone. Changing them can therefore affect the same contact on the organizer's other events. Editing basic details also changes the shared contact profile.
You can change group assignments in a panel, including removing assignments, only while the contact has not responded and the owning nominator's permissions allow it. Saving closes the panel and shows a confirmation. Groups organize contacts; this feature does not set capacity limits for individual groups within an event.
The nominator import in the administration creates nominators.
The attendee import in the nominations administration assigns contacts to nominators by e-mail address. Your file must include a nominator e-mail column, and you must map it. If the nominator does not exist for the event, the import creates them with default settings; check their limit and permissions afterward.
Importing in the nominator portal adds contacts in the context of a selected nominator that the signed-in person can access.
Map file columns to the corresponding contact details. You can map custom fields that already exist for the organizer; including a field in the file does not create it.
The import in the nominator portal offers a mode for updating existing data. If a contact is already assigned to the selected nominator for this event, you can update them only while they have not responded. In this mode, nonempty imported custom field values can replace existing values, including values used on the organizer's other events. An empty cell does not clear the field or supply a default value. This update mode is not available in the central attendee import in the nominations administration.
Depending on permissions, you can send invitations individually or in bulk. Before sending in bulk, check the selected contacts and their invitation status.
A contact who has not registered should use the registration link in their invitation. You can also use that link to complete registration on the attendee's behalf. The attendance panel does not let you confirm attendance with a switch that skips the registration form. You can record that the contact will not attend.
For a confirmed attendee, you can change companions when settings and permissions allow it. A companion mapping to a registration question must be configured. The change also updates the relevant answer; reserving places for pending nominations does not replace this mapping. Happenee support can help configure it.
The portal shows a summary of nominations, attendance, and capacity, plus more detailed invitation, registration, and check-in status breakdowns. An invitation status, such as an e-mail being read, does not confirm attendance. Confirming attendance does not mean that the attendee has arrived at the event.
You can export contacts to Excel. The list, export, and status breakdowns respect the selected nominators and contact filters. Capacity usage, however, includes all nominations belonging to the selected nominators: searching or filtering by status does not reduce occupied places. When viewing several nominators, the portal does not show a single combined limit; select an individual nominator to assess their remaining places.
Adding the same contact to the same event cannot take over another nominator's nomination. The system rejects the addition without changing ownership or contact details. Use delegation for shared management.
Check the attendee e-mail mapping and, for a central import, the nominator e-mail mapping. The import cannot proceed without required mappings. Review the wizard's warnings before starting; importing does not complete registration.
Reserved places for pending nominations affect capacity usage only. Actual companions depend on registration and its settings. For a contact awaiting registration, a reserved companion is not a confirmed additional attendee.
