Follow the instructions below to create your registrant list directly in CornellConnect.

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1 How to create a registrant list in CornellConnect tool Registrant lists can be used for several things: Send an to your registrants giving them final details about your event. For example: final location, reminders to wear their Cornell red shirt, etc. Send your post-event survey immediately after the event to all your registrants. Send an to those that have NOT registered for your event. (Steps 7-16) Follow the instructions below to create your registrant list directly in CornellConnect. 1. Under the dropdown menu of Forms Management, select the Create/Manage Events page. Select Forms Management from the main tool bar then: -Event -Create/Manage Events 2. Find your event, then hover your mouse/pointer over the blue ACTIONS button o "Actions" button to display selections

2 Display events with the following traits: FORM NAME: FORM ID: EVENT TITLE: EVENT START DATE: Between 2/27/2012 and 3. The blue ACTION button will display a box of selections. Find the section MANAGE. OWNERSHIP Owned by me Not owned by me ACTIVATION STATUS Active (Test) Active (Live) Inactive Scheduled (Test) Scheduled (Live) ARCHIVE STATUS Available Archived MOBILE DISPLAY Mobile-optimized form Regular web form Apply filter Events Create an event form ID Form name DC37 - CC Fort Lauderdale and Boca Raton - Big Red Fiesta and Flamenco Cornell Club of Fort Lauderdale and Boca Raton - Big Red Fiesta and Flamenco Rename Copy Delete Archive FORM INFORMATION EDIT: Form pages Form configuration EDITING HISTORY PREVIEW: As a customer As an admin Form URL MANAGE: Orders Credits Attendance list REPORT: Detailed Summary Event Items Waiting list Create list DC37 - CC St. Louis - April 2012 General Body Meeting Event announcement dc3700 3/27/2012 3:12pm dc3700 Cornell Club of St. Lo April 2012 General Bo 4. Find the active URL words Create list and click on the words. 1 of 1 3/27/12 9:23 PM Click on the words "Create list".

3 5. Before the Registrant List is created, this box pops up. Click on the button: Create form respondent list Select the button "Create form respondent list" 6. To view the list you created go to Create & Manage Lists tab. You may now send an using this list of current registrants. You are now done. Here is the list that was just created. You may use this list to: - special messages prior to your event - a survey to registrants after your event

4 7. Do you want to send an to everyone that has NOT registered for your event? First, you will need to download a list of NetIDS of your registrants from your event. Go to the dropdown menu: Forms Management. Select: Events. Select: Create/Manage Events IF YOU ARE USING UPLOADED LISTS, SEE NOTE AT THE END OF THE DOCUMENT BEFORE PROCEEDING. 8. Find your event and click on the View detailed reports hyperlink.

5 9. Create Detailed Report screen comes up automatically. You will need to select the box Client ID in the Order Information section. Client ID is equal to NETID

6 10. Scroll down to find the next section Personal Information. Select the boxes First Name and Last Name. Select fields to help you verify your data

7 11. Review the Report Display Options. Read each radial button selection and make sure you select what applies to you. When done, click the button Download report txt format to save your file on your desktop. Read each radial button to make sure you select what applies to your needs Click here to save as a TEXT file.

8 12. Open the saved file into Excel and review the data. If all NetIDs are listed, delete the fields: first name and last name. Save the NetIDs only as a text file. Upload this NetID list into Marketing: Create & Manage lists. Then click on the tab Combine recipient lists. Click on the tab: Combine recipient lists 13. Find your original event list so it is displayed in the first dropdown box. Make sure the add function is displayed on the left side. (DO NOT combine s lists and NetID lists. This function only works for NetID lists.) Add your Original list you sent to invite everyone. Make sure the "add" function is displayed.

9 14. Click the ADD button on the right side of the screen to create another dropdown box. Click the "ADD" button to create another dropdown box for your next list. 15. Make sure the subtract function is displayed on the left side of the screen. Find your Registrant List you created earlier in Step 12 of this document. GIVE YOUR NEW LIST A NAME..then Save your list. Make sure the "subtract" function is displayed here. Find the "Registrant List" you created from your event as described in Steps 7-12 in this document.

10 16. Click the word Display to view your list count. Click "Display" to calculate your final number in your list. 17. Proceed with connecting this list with your Reminder to those that have NOT registered. SPECIAL NOTE ABOUT LISTS FOR PARENTS, STUDENTS, AND FRIENDS Are some of the lists for your event made up of Uploaded lists for parents, students, and friends? If you answered YES, remember: DO NOT combine s lists and NetID lists. You will need to create a separate list and separate for this group. To create this separate list for this group, follow steps 1-6 and (skipping 7-12) of this document.