The events module in Tribe helps you organise and manage events and training courses efficiently within your CRM. It allows you to record event details, track participant registrations, communicate with attendees, manage invoices, and allocate resources all in one place. You can plan events, monitor participation, and ensure that all information is accessible from any device. By following this guide, you will learn how to set up, manage, and complete events directly from Tribe CRM.
Table of Contents
What Does The Events Module Offer?
How To Create An Event
Details Data & Timeline
Clear Participant List With Current Status
How To Add Participations To An Event
How To Customise And Create Phases
Send An E-Mail Campaign To Participants
Send An Invoice Directly From The Participation List
Dashboards & Widgets
Resources For Events
How To Complete An Event
How Do I Activate The Events Module?
What Does The Events Module Offer?
The events module provides a centralised overview of your events, helping you manage all details and activities in one place. It allows you to:
Record event information such as name, date, time, and location.
Link notes, tasks, appointments, and attachments to the event.
Track participant registrations and manage participation status.
Communicate with participants using campaigns sent directly from the event.
Plan and allocate necessary resources.
Invoice participants directly from the system.
This ensures all event-related information is stored centrally and accessible at any time.
How To Create An Event
You can create events for your organisation or for an external relation.
From the blue bar:
Click the + button in the blue bar.
Select Event.
Enter the event details and click Save or Save and Open to continue editing.
From a relation:
Open the relation.
Click Event under the More menu in the + bar.
Enter the details and select Save or Save and Open.
Details Data & Timeline
In the event activity, you record essential details such as:
Event name
Start and end date and time
Location
Administrators can add additional fields if required.
The Timeline displays all actions and communications related to the event, including notes, tasks, appointments, attachments, and campaigns. Tribe CRM is fully responsive, allowing you to schedule and manage activities directly from your smartphone, tablet, or PC.
Clear Participant List With Current Status
The Participations tab shows all participants and their status. You can:
Create custom views for complete overviews or specific participant groups.
Monitor registrations, confirmations, and attendance.
This ensures quick access to participant information at any time.
How To Add Participations To An Event
Open the event and select the Participations tab.
Click +Event Participation or +Add.
Enter the Status or create a New Event Participation.
Select the relevant Relationship.
If already invoiced, slide Invoiced to the right.
Click Save or Save and Open to continue editing.
How To Customise And Create Phases
Phases allow you to track the progress of an event. To customise phases:
Navigate to Configuration > Activities > Event.
Select the Phases tab.
Click +Add to create a new phase or select an existing phase to edit it.
Slide Is default value to set a default phase for all new events.
Use the six-dot icon to reorder phases as needed.
Send An E-Mail Campaign To Participants
You can communicate with participants directly from the event:
Open the event.
Click + in the blue bar and select Campaign.
Enter the Sender and any Opt-out options.
Click Selection, choose Type: Persons, and select Contacts.
Click Contact links and choose Event Participants.
Select the applicable Event. The system will display the result immediately.
Note: The campaign is automatically logged in the timeline. For more details, see How do I send an email campaign in Tribe CRM?
Send An Invoice Directly From The Participation List
Invoices can be generated directly from a participation record:
Open the Participations tab.
Select the participant and click +Invoice.
Enter invoice details and click Save and Open.
Add product lines using +Product if required.
Click Send to issue the invoice.
Open the participation and slide Invoiced to the right.
Did you know? For more information on invoicing, see How do I create and send an invoice?
Dashboards & Widgets
Custom dashboards and widgets allow you to track event metrics efficiently:
Click through to an event directly from the dashboard.
Access participation lists or event details quickly.
Configure widgets to monitor registrations, invoices, or other relevant data.
Resources For Events
If your event requires resources such as rooms, equipment, or materials, you can manage them in the Resource Planner:
Check availability for specific dates and times.
Allocate resources to prevent conflicts.
How To Complete An Event
Once all tasks and participations are finished:
Open the event.
Click Finish to mark the event as complete.
This ensures that all participants and team members are aware that the event is officially closed.
How Do I Activate The Events Module?
Tribe CRM administrators can activate the module as follows:
Click the Organisation icon in the top right of the blue bar.
Select Account Settings.
Click Add/Remove Modules.
Tick the Events Module option and click Get Started.
The module is now available, allowing you to manage events, participants, communications, invoices, and resources directly from Tribe CRM.
Quick Summary
The events module in Tribe provides a single location to create, manage, and monitor events and training courses. You can record details, track participants, send campaigns, manage invoices, allocate resources, and complete events efficiently. This guide explains how to activate the module, set up events, and use all features for streamlined event management.