Chapter 9. Managing Events

For many organizations, events provide one of the best opportunities to interact directly or face-to-face with members, supporters, and other constituents. Constituents are exposed to your organization and develop deeper ties with it and other attendees when they attend your events. Whether you host large conferences and expos, training workshops, webinars, political rallies, user group meet-ups, support roundtables, professional accreditation programs, or any other kind of event, their role in your overall CRM strategy is significant.

Registrant processing and event promotion are often the most challenging, time consuming, and important pieces of the management process. CiviCRM provides flexible event management tools to define the nature of the event, determine the data and fees that must be collected, track participants as they register online or are entered by staff through the administrative tools, and develop the lists, nametags, and other resources you need...