Each attendee you invite must be uploaded and have a code generated. When the attendee opens the meeting, they must submit their code. Their names will show up under Q&A and in reporting.

You can also upload custom weighted votes, optional custom data, add bookable sessions, and even assign different individual weights for their votes. See more about CSV formatting. 

First, in Settings > Access and Identity, select Access Codes as your secure access mode.

Navigate to the Add Attendee page using the navigation on the left (Attendees > Add Attendees), or by clicking the link directly in the description of the Access Code Setting.

2. Put the names/emails of the attendees you want to invite below the first header row. (Tip: Include 1 test attendee with an email you can check.) Don't include any other data.

3. Upload the CSV by clicking Select file

4. Once you have uploaded your attendees, you will see a notification next to the upload CSV button letting you know the number of attendees successfully added.

You can then navigate to the Attendee List and see all uploaded attendees populated, with an Access Code applied to each.

You also have the option to type in emails or copy/paste them. Email addresses have to be separated by a comma or a space. Once you have inserted the emails in the text box, just click on the Add emails button below and the attendees will be added. With this method, attendees' default identity will be their email

To add the custom attendee data, navigate to the Attendee List, and click on Download, at the top right corner, to download the current list of attendees.

This will give you a CSV with the attendee codes and user IDs. 

Add columns for each custom data field you want to give attendees. The column name should not have any spaces or slashes. Enter the data for each attendee. When your file is ready, click on “Upload Attendees List” and upload your file. L
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To verify your attendees' list, switch to the Attendee list, and confirm you have the attendees you need with individual access codes.

At this point, you can either send them emails through MeetingPulse or use an external tool.

To send emails with the codes through MeetingPulse, navigate to Email attendees, found directly below the Add attendee page.

Edit the default subject and message body in any way you'd like. You can also add a custom Payment CTA and a footer to put a company address. You can also choose to attach a calendar invite to the email.

When you're ready, you can send a test email to yourself or an attendee to ensure your email delivers correctly.

When you're happy with the email, click Send Invitations when you’re ready to send out invitations.

Note: You can use %name% for full name, %firstName% for the first name, and %lastName% for last name variables, you can also add any custom field value using the same syntax %customFieldName%
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Here's how that email looks:

It is important to note that when sending invitations to a larger group of attendees, emails will be scheduled and sent in batches, not immediately, so it's good to send invitations sometime in advance to make sure all emails are delivered.

To send codes through an external tool

 3. You will get a CSV with all the attendee information, including their access codes. (code).
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4. Use the names, emails, and codes in whatever external tool you’d like to use.