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Following Up with Event Attendees

Communicate with Event Attendees

To capture Event Participants for communication, you can start from either the Event record or the Event Participants List.
From the Event record:
  1. Go to Events, and open the record.
  2. On the Participants tab, select the participants.
  3. Click the transfer selection option.
  4. Choose the Participants page.
  5. Use any tool or report to facilitate communication.
From the Event Participants List:
  1. Go to People Lists > Event Participants.
  2. Search for and select the participants.
  3. Use any tool or report to facilitate communication.

Update Attendance for Event Attendees

You can manually update attendance.
  1. Go to People List > Event Participants.
  2. Search for and select the participants.
  3. Use the Assign functionality.

Assign Milestones to Event Attendees

On occasion, many of those who attend a big event like an outdoor baptism needs to be given a milestone.
  1. Open the Event, select the participants on the Participants tab, click the transfer selection option, and choose the Participants page.
  2. Go to the Milestones page, and open the Milestone record.
  3. On the Participants tab, click Add.
  4. Choose the selection you made, and confirm the selection.