In Tribe CRM, you can streamline the processes within your organisation. This includes the organisation of your events and training courses. All communication regarding your events is stored in one place. You can see at a glance which participants have registered, the status of their participation and whether they have already received an invoice. You can also easily plan the necessary resources for an event. You communicate with your participants using campaigns, directly via Tribe CRM. So you can easily keep track of everything concerning your event.
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The event activity in Tribe CRM first of all gives you an overview of your event. All details are captured and activities can be linked.
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Details data & timeline
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In the activity, you record basic details of your event, such as the name, the event date and time, and the location where the event is organised. The Tribe CRM administrator also has the option to add additional fields if needed.
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All communication and actions concerning an event are displayed in the timeline. Think of notes, tasks, appointments and attachments. Tribe CRM is fully responsive which means that everything can be viewed on your smartphone, tablet or PC. This allows you to directly schedule appointments and tasks during the meeting.
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An event overview in Tribe CRM
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Clear participant list with current status
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All participants can be found under the Participations tab. Create views for complete overviews or, for example, an overview of final participants. This allows you to display the desired information at any time.
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Participant list of an event in Tribe CRM
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Send an e-mail campaign to all your participants
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Send an e-mail directly to all event participants with an e-mail campaign. This way, you can easily reach all participants and by sending the campaign from the event, it is immediately in your timeline for a good overview.
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Send an email campaign to all event participants in Tribe CRM
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Send an invoice directly from the participation list
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Experience even more convenience by sending an invoice directly from the participation list. The relation details are transferred into the invoice and you immediately see which participants have received an invoice.
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An invoice for an event participant in Tribe CRM
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Dashboards & widgets
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By creating a dashboard and the widgets of your interest, you can create the overviews that apply to you. Click straight through to the event you want to work on or view the participation list directly.
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Want to know more about using the events module? In this article, we have described the different steps in the process in detail.
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Resources
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Are you using resources at an event, such as a room or equipment? In the resource planner, you can immediately see whether these are still available at the desired time.
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You can find more information on how to work with the event module in the article How does the event module work?
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Administrators of Tribe CRM can easily activate the Events module themselves. You can do this in the account settings:
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