CRM Actions

What are CRM Actions?

CRM Actions let organizers perform tasks on the contacts shown after applying filters in the CRM.

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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 .

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, merchandise order, and a single or bulk amount of external into the CRM.

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

Event Participant

The Event Participant option adds a new sub-event participant.

1

Choose an Event and Sub-Event to get started.

2

Fill in details about the new Event Participant

3

Click the Save button to create the new Event Participant.

External Contact

New Contact

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

Bulk Upload

Merchandise Order

The Merchandise Order option adds a new merchandise order.

1

Select Event to add a merchandise order.

2

Select the product among merchandise.

3

Select the the variant (if applicable).

4

Click the Save button to create the new Merchandise Order.

Invited Participant

The Invited Participant option allows admins to send an invitation to a select sub-event to an athlete's email.

1

Fill in Invited Participant information.

Email Address, Event, and Sub-Event are needed.

2

Personalize the invitation.

Add a custom message or include a discount code that is auto-applied at checkout.

3

Click the Send Invite button.

After sending an invitation, admins can resend or remove the invite under Actions in the CRM for the Invited Participant entity.

Scan QR

Scan an Event Participant's QR code to check them in.

Event Participants can get a QR code added to their Apple Wallet from the Event Information Card and Event Confirmation Email.

1

Go to the CRM and filter by the Event or go to Race Day from Race Dayin the Event Admin

2

Click on the Scan QR option in the CRM

3

Have the participant show the QR code to the check-in device's camera.

4

Confirm/complete the final steps for check-in (bib, waivers, etc.).

5

Finish checking in the event participant by clicking the Confirm Check-In button.