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Stage 1: Getting Started with EventsAir

1.5: EventsAir Attendee Management


Description
Once registration is open, registrations start coming in. The next step, of course is fielding phone calls and emails and assisting attendees with changes, special requests, payments, follow up communications and so much more! Attendee management is where the action is, and this topic explores Attendee Management in detail!

Working with your attendees is one of the most important aspects of your work, and EventsAir was designed from the ground up to give you the tools and workflows you need to manage your contacts.

Accessing the information in EventsAir is a straightforward process. From built-in searching and filtering tools, to communications and payment management, the EventsAir platform will help you take care of your attendees with the greatest efficiency possible.

In this Topic, you will discover how to effectively use search filters, process payments, communicate with attendees, and collaborate with your teammates in working with large numbers of attendees.
Content
  • Lesson 1: Searching attendee records
  • 1.5.1.1: Searching Attendee Records - Introduction & Video
  • 1.5.1.2: Exercise
  • 1.5.1.3: Quiz
  • Lesson 2: Exploring a Contact Record
  • 1.5.2.1: Exploring a Contact Record - Introduction & Video
  • 1.5.2.2: Exercise
  • 1.5.2.3: Quiz
  • Lesson 3: Communicating with Attendees
  • 1.5.3.1: Communicating with Individuals - Introduction & Video
  • 1.5.3.2: Exercise
  • 1.5.3.3: Quiz
  • Lesson 4: Pinning Records
  • 1.5.4.1: Pinning a Contact Record - Introduction & Video
  • 1.5.4.2: Exercise
  • 1.5.4.3: Quiz
  • Lesson 5: Processing Payments
  • 1.5.5.1: Processing Payments - Introduction & Video
  • 1.5.5.2: Exercise
  • 1.5.5.3: Quiz
  • Lesson 6: Quick Action Buttons
  • 1.5.6.1: Quick Action Buttons - Introduction & Video
  • 1.5.6.2: Exercise
  • 1.5.6.3: Quiz
  • Next Steps
  • 1.5.7.1: Wrapping Up and Moving On
Completion rules
  • All units must be completed
Prerequisites