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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Big Events

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.

If you just want to send a message, you can select the participants then select Message from the Actions menu. To use a tool or report to communicate (such as the Selected Mail Merge Report), you'll need to transfer your selection of participants to the appropriate page first.

From the Event record:
  1. In the navigation menu, click Events.
  2. Open the appropriate record.
  3. On the Participants tab, select the participants you want to send the communication to.
  4. Click the two arrows, one stacked on top of each other, with the top arrow pointing right and the bottom arrow pointing left button to transfer the selection.
  5. Select the Contacts or Participants page, depending on which tool or report you want to use.
  6. Use the tool or select the report to communicate with the participants.
From the Event Participants List:
  1. In the navigation menu, click People Lists > Event Participants.
  2. Search for and select the participants.
  3. Use any tool or select a report to communicate with the participants.

Update Attendance

Manually update attendance for Event attendees.

  1. In the navigation menu, click People Lists > Event Participants.
  2. Search for and select the participant(s).
  3. From the Actions menu, select Assign.
  4. Make your selections, then click Assign.
  5. Click OK to confirm these changes.

Assign Milestones to Event Attendees

Sometimes, you may need to mass assign a milestone to those who attend a big event, like an outdoor baptism. To do so, you'll make a selection of the event participants, then add them to the milestone.

  1. In the navigation menu, click Events.
  2. Open the appropriate Event record.
  3. On the Participants tab, select the Participants.
  4. Click the two arrows, one on top of the other, with the top arrow pointing to the right and the bottom arrow pointing to the left button.
  5. Name your selection, select the Participants page, click Transfer, then click OK.
  6. In the navigation menu, click Milestones.
  7. Open the Milestone record.
  8. Go to the Participants tab.
  9. Click the Actions button, and click Add Participants.
  10. Click the magnifying glass.
  11. In the Selections drop-down list, click the selection you saved earlier.
  12. Click Confirm Selection.
  13. Complete the milestone fields.
  14. When finished, click Add.

The participants you assigned the milestone to display in the milestone's Participant tab.

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