Manage entities across all your events
CRM lets organizers manage all entities (participants, volunteers, waitlisters, etc.) across events where they have Full Admin access. To access this tool, head over to the ORGANIZER DASHBOARD.
With this tool, you can:
Create and view saved audiences among participants
Initiate transfers
Change sub-events
Issue refunds
Resend confirmation emails
Add participants manually
Manage transfers, waitlists, and invitations
Export participants as a CSV and saved audiences as a CSV or Google Sheet
And more!
Audiences are saved options of people filtered by entity types, sub-events, created date, etc in the CRM.
Entity Types are the various kinds of people associated with an event including: registered and removed participants, waitlisters, volunteers, and more.
By default in CRM, all people from each entity are shown. Accessing the CRM from different parts of Movemint will have an Entity Type pre-selected. For example, Event CRM pre-selects Event Participants, Manage Volunteers pre-selects Volunteers, etc.
Organizers can filter the CRM through their where they have Admin access. After filtering, selected entity types associated with the events will appear.
After filtering by Events, organizers can drill down the entities even further by options like Sub-Event, Teams, Discounts, Custom Questions, and more.
From the CRM, organizers can manage entities with Entity Actions.
Learn more about the following Entity Actions:
Some actions may not be available depending on the Entity Type.
Table Settings allow organizers to customize how they see their CRM from what columns are shown to their order.
These settings are saved by the device viewing the CRM.
The Context setting in Table Settings configure the table for specific use cases, such as Check-In or Timer. Each context determines which data fields, actions, editing options, and metadata are displayed and available.
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