ℹ️ Plan Availability: This feature is available on the Pro and Premium plans.
To upgrade your plan, reach out to customer support.
ℹ️ Info: The All Agents tab is part of the Event Programming feature, designed to help organizers build and manage a repository of agents that represent event talent such as speakers, panelists, and special guests. This tool allows you to centralize important agent details, making it easier to coordinate logistics, communication, and representation across all guest-related activities for your event.
How to Add An Agent
1. Log in to your Eventeny account. Hover over the “Organize” tab and select “See all events” from the dropdown.
2. In the left-hand Company Dashboard menu, click “All Agents”.
3. From the All Agents tab, click the + New Agent button to begin entering guest details. The process is split into several sections, each designed to help you manage important information about the agent.
4. Enter the agent's info in the "Agent information" section such as name, phone number, and email. Next search up and select the associated agent with the agency or add a new agent if needed.
5. To add a new agency select the "+Add new agency" button next to the "Associated agency" section.
6. Enter in the agency's name, phone number, and email. Click Create agency to continue.
7. Once the agency has been successfully added, click through the drop-down menu and select the newly added agent. Press the "Next" button to continue.
8. Next, search for and select the guest(s) that you'd like to connect the agent to. Click Next to complete the process.
9. If you choose “Check Agent Details,” you’ll be taken to the full agency profile. Once the agent has been added, you will have the option to add more with the "create another one" button or "check agent details".
Managing the Agent List
1. To manage your added agents, start by clicking on the “All Agents” tab in the Company Dashboard to return to the agency repository page (if you're not already there).
2. On this page, you’ll see a list of all added guests displayed in columns by name, agent, guests, and events. You can use the search bar at the top to quickly find a specific agent.
Click the “Options” button in the top right to access the following agency management tools:
Bulk Import Agents
1. Click the three dots button in the top-right corner. Select the Bulk import agents option.
2. Upload your own spreadsheet or download the provided Excel template. Once filled out, upload and click Save to import your guest list in bulk.
Manage Agencies
1. Click the three dots button in the top-right corner. Select the Manage agencies option.
2. Click "+ Add" to add a new agency, use the checkboxes to select one or more agencies, click the pencil icon to edit an agency's details, or click the trash icon to delete it.
