Creating a new Name Page and inviting users with spreadsheets

This article will outline the Name Page creation process as well as the process of inviting individuals to your brand new NamePage.

Creating your NamePage

In order to create your NamePage, first you will need to login to the NameCoach application. Once you have logged in, you will be presented with your NameCoach dashboard. To create a new NamePage, you will want to scroll to the bottom of your dashboard to find the form to create a NamePage. 

In this form, you will need to add a title and a date for your Name Page. Optionally, anything added to the code box will be used for this Name Pages API access code. As well, the box on the far right of this form will allow you to select a previously created Name Page and the new Name Page will keep the configuration of the selected Name Page but will not keep the participants. 

Once your Name Page creation form is filled out to your liking, clicking the button that says "Create Name Page" will create your Name Page and redirect your web browser to the newly created Name Page. 

Inviting users using the spreadsheet upload tool

Now that you have a Name Page, the following steps can be used to invite users to your Name Page:

• Navigate to the "Request Names/Your Link" tab
• Click the button labeled "Upload Excel/CSV" If you are unsure on how to format your spreadsheet, you can download a sample spreadsheet by clicking the "Download sample spreadsheet" button at the top of this page. Spreadsheets uploaded using the spreadsheet import must adhere to the following guidelines: 
• All cells must be the same font face and size
• No merged cells can be present 
• No redundant (empty) columns should be present 
• No cells can be highlighted
• Cells should not have function formatting
• Spreadsheets must have an email column (unless otherwise specified)
• Spreadsheets must have either a first name or a last name column
• Any custom attributes (such as pronoun attributes) must have the prefix "custom_" in front of their label
• Any spaces in the headers must be replaced with an underscore

As well, formatting guidelines are provided on the above page for future reference. 

• Once you have ensured your spreadsheet is formatted properly, you can click on the button labeled "Import and Notify" and on the following prompt you will be presented with a space to select your spreadsheet, along with the message that will be sent to recipients of the invitation. (If you would like to invite users but without sending them invitations the button "Import (beta)" can be used to add users without sending invitations)

Assuming your spreadsheet has been formatted properly, your Name Page should update shortly with the invited participants showing up under "Invites sent." If a user already has a NameCoach account under the email they were invited under then they will appear under "Unrecorded Names" if they have an account but have not recorded a pronunciation, or they will appear under "Recorded Names" if they already have a NameCoach account with a name recording. 

If you run into any issues when uploading spreadsheets to your Name Page, creating a Name Page, or have any questions in general about the NameCoach application feel free to reach out to [e-mail] and we will be more than happy to help.