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CRM

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.

Example CRM on Movemint

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!

Filters

Audiences

Audiences are saved options of people filtered by entity types, sub-events, created date, etc in the CRM.

Example Save Audiences

Entity Types

Entity Types are the various kinds of people associated with an event including: registered and removed participants, waitlisters, volunteers, and more.

Entity Types Dropdown

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.

Events

Organizers can filter the CRM through theirEvents where they have Admin access. After filtering, selected entity types associated with the events will appear.

Sample Events Dropdown

Event Specific Filters

After filtering by Events, organizers can drill down the entities even further by options like Sub-Event, Teams, Discounts, Custom Questions, and more.

Event Specific Filters

Entity Actions

From the CRM, organizers can manage entities with Entity Actions. They can update their information, remove, resend confirmation email, and more.

Some actions may not be available depending on the Entity Type.

Table Settings

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.

CRM Actions

There are a number of actions that organizers can take after they have filtered their view of the CRM.

Default CRM Actions

Save Audience

Organizers can save filtered audiences by clicking on Save Audience option on the top right.

All that is needed is a name for the audience!

After saving an audience, organizers can export them in a CSV or a Google Sheet and select them as recipients for an Email.

Create Google Sheet

After saving an audience, a Google Sheet can be created.

Click the Create Google Sheet button, name the sheet, and tada! You have a Google Sheet of all the entities for the Saved Audience that will stay updated as the audience list grows.

Google Sheets

If audience is selected and a Google Sheet has already been created, a Google Sheets button will appear that links out to the automated sheet.

For more information, check out this Movemint Doc on Google Sheets.

Export

This option allows organizers to export the entities into a CSV file.

After clicking the option, organizers can decide what gets included in the CSV file including columns, custom questions, and merchandise.

Add External Contact

Organizers can add a single or bulk amount of entities into the CRM.

To add a single contact, some basic information is need to start like First Name, Last Name, and Email.

After adding a contact, more information can be added by selecting View/Edit from Entity Actions.

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