FAQs
Categories or group names correspond to yve identifiers. You can create a new identifier under 'Contacts-> Identifiers' and assign them as 'label' in the import.
You can assign identifiers during the import by:
  • Create the identifier under Contacts-Label-New
  • In Excel, import the column 'label' with the identifier
If you carry out an import with the behavior 'Insert new and change existing', you can use the check mark 'Existing labels will be overwritten' to overwrite the existing labels of a contact with the labels in the Excel list.
You can delete contacts at the same time by dragging an entire contact report (Contacts -> Detail Report) and then deleting in Excel all you no longer need (you can also delete all your contacts).
Then import this Excel with the behavior 'Insert, Update and Delete'. After a confirmation email, all removed contacts will be deleted.
The error message 'familyname is invalid' may have the following causes:
  • There must be a value in the familyname column
  • A familyname has to start with a letter
  • The column name must be in the first line, i. Tiitel lines must be deleted in Excel
  • The list must be in Excel in the first tab, i. it is best to delete all other tabs
Only when all errors have been fixed will the liste be imported.
In the 'label' column, only label may be used that were previously created under 'Contacts -> Labels-> New'.
yve prevents duplication, so the combination of familyname, firstname and eimal must be unique.
The error message will be displayed if duplicates are included in your list.
When importing, the yve_id, customer_number or the combination of 'familyname + firstname + email' may only appear once in your Excel list. Please remove all duplicates.
You can change the password of a contact with: Contacts-> <name> -> password
The maximum number of contacts from your license applies to all events account-wide.
Contacts or participants cannot be restored once they have been deleted.
If you have a public registration, anyone who receives the link can register, and a new participant will be created for them.
This isn't possible with a closed registration (importing a list and sending invitations). If the individual registration link is forwarded, no new participant is created, but access is granted to the existing participant. You can tell this because the participant's login name is still the same as the old one. Therefore, you shouldn't make the participant's name editable in the questionnaire.
A participant is always first a contact in yve.
The 'familyname' field is required, meaning you must enter a value there. If you don't have a name, you can use a placeholder, e.g., '(Please fill in)' or the email address. You can then add the last name as a field in the questionnaire, and participants can overwrite the value. Important: The last name is used in the salutation, so you should no longer use the 'yve_greetings' merge tag. Instead, use a fixed text such as 'Dear Sir or Madam,'.