Following Up with Event Attendees
Communicate with Event Attendees
To gather Event Participants you want to send a communication to, you can start from either the Event record or the Event Participants List.
- Go to Events, and open the record.
- On the Participants tab, select the Participants you want to send the communication to.
- Click the button to transfer the selection.
- Select the Participants page.
- Use the tool or report you want to communicate.
- Go to .
- Search for and select the Participants.
- Use any tool or report to facilitate communication.
Update Attendance
Manually update attendance for Event attendees.
- Go to .
- Search for and select the Participants.
- Click Actions.
- Click Assign.
- Make your selections, then click Assign.
- Click OK to confirm these changes.
Assign Milestones to Event Attendees
- Go to the Events page and open the Event.
- On the Participants tab, select the Participants.
- Click the button.
- Name your selection, select the Participants page, click Transfer, then click OK.
- In the Advanced menu, go to the Milestones page and open the Milestone.
- Go to the Participants tab.
- Click the Actions button, and click Add Participants.
- Click the .
- In the Selections drop-down list, click the selection you saved earlier.
- Click Confirm Selection.
- Complete the milestone fields. Required fields are marked with an asterisk (*).
- When finished, click Add.