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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully-functional, systematic CRM plan with CiviCRM

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Length 574 pages
Edition 2nd Edition
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Concepts
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Authors (3):
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Erik Hommel Erik Hommel
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Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
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Brian P Shaughnessy
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Table of Contents (16) Chapters Close

Preface 1. Achieving Your Mission with CiviCRM FREE CHAPTER 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Processing and managing participants


You've configured your event, tested it, and publicly promoted the online information page and registration form. Before you know it, event registrations start rolling in. Now what?

As with so many other areas of CiviCRM, these records may be viewed collectively through search tools or on an individual-contact basis. In this section, we'll walk through the event registration as it is viewed through the contact's record and then briefly review importing participant records.

Working with event registrations

A contact's history of event attendance will appear in their Events tab. From this tab, you can view, edit, or delete an existing registration, or create a new registration for the contact:

If you have configured an integrated payment processor in your system, there will be two buttons above the event history listing: Add Event Registration and Submit Credit Card Event Registration. The first listing is used for registrations that do not involve real-time...

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