CRM Actions
What are CRM Actions?
CRM Actions let organizers perform tasks on the contacts shown after applying filters in the CRM.
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 Entity
Organizers can add a new event participant and a single or bulk amount of external into the CRM.
Event Participant
The Event Participant option adds a new sub-event participant.
Choose an Event and Sub-Event to get started.
Fill in details about the new Event Participant
Click the Save button to create the new Event Participant.
External Contact
To add a single contact, some basic information is need to start like First Name, Last Name, and Email.
Scan QR
Scan an Event Participant's QR code to check them in.
Go to the CRM and filter by the Event or go to Race Day Check-In from Race Day Registration & Check Inin the Event Admin
Click on the Scan QR option in the CRM
Have the participant show the QR code to the check-in device's camera.
Confirm/complete the final steps for check-in (bib, waivers, etc.).
Finish checking in the event participant by clicking the Confirm Check-In button.
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