Bulk participant operations and CSV import

Adding one participant to a session is two clicks. Adding fifty becomes a chore unless you bulk-act. Gleo gives you three accelerators on the Participants tab: CSV import, bulk row actions, and suggested members from the playbook team. Combined, they take participant set-up from minutes-per-session down to seconds-per-session.

The three accelerators

CSV import

The fastest way to seed a participant list when you have it sitting in a spreadsheet — an event registration form export, a customer mailing list, an internal contacts file. Gleo accepts a CSV with email as the only required column; everything else is optional.

What goes in the CSV

Column	Required?	Notes
Email	Yes	The unique identifier. Must be a valid email format.
First name	No	Used as the display name if the participant doesn't already exist in your workspace.
Last name	No	As above.
Role	No	One of Participant, Observer, Facilitator. Defaults to Participant if not specified.

The import flow lets you map your CSV's columns to Gleo's fields, so your headers don't need to match exactly — Email Address, e-mail, and EMAIL all map to the email field.

What happens to existing members vs new emails

• Existing workspace members are added to the session straight away with the role you specified (or Participant by default).
• New emails are added as session participants. They'll be invited to sign in (or complete prep as a guest — see Sharing prep links with non-members) when they receive the prep invitation.

What happens to invalid rows

Bulk row actions

Once participants are in the table, multi-select unlocks a row-action menu:

• Change role — promote a batch of Participants to Facilitators, demote Observers, etc.
• Remove — drop a batch of participants from the session.
• Resend invite — re-trigger the prep invitation for participants who didn't get it the first time.

Select rows with the checkboxes on the left of each row, or Select all at the top. The action menu appears once one or more rows are selected.

Suggested members

If your playbook has a Team, Gleo suggests its members as one-click adds at the top of the Participants tab. This is the right shortcut for recurring sessions inside an ongoing engagement — the team's already on the playbook, so you don't need to retype their emails for every session.

The suggestion list updates whenever the playbook team changes, so onboarding a new team member to the playbook automatically makes them a candidate for every future session.

Walkthrough

1. 1

   Open the Participants tab

   From a session, open the Participants tab. The current participant list, the suggested-members panel, and the Import CSV action are all here.

2. 2

   Quick-add the playbook team

   If suggested members are showing, click each one to add them. (Most recurring sessions can stop here.)

3. 3

   Import the CSV

   Click Import CSV. Drop in your file. Confirm the column mapping (email is required; others are optional). Click Import.

4. 4

   Read the import summary

   The summary tells you how many rows were imported, how many were skipped (and why), and how many existing members were re-added. Don't dismiss it without scanning.

5. 5

   Bulk-edit the imported rows

   Select rows with the row checkboxes (or Select all). Apply a bulk action — e.g. promote a batch to Facilitators or resend an invite. The action runs against every selected row.

Tips & pitfalls

Related pages