This article offers a comprehensive guide to managing your event's CRM, covering how to configure contact details and how participants are integrated into the system. By the end of this guide, you'll have a clear understanding of the essential features for effectively managing and utilizing your CRM for your events.
1. At Global level, navigate to the CRM module and create a new single contact. Enter the email address, first name, and last name of the contact. These fields are mandatory for all Contacts & Participants in Azavista.
2. The detailed view of the Contact will then open, this is where all the details about the Contact can be viewed and updated. The tabs "Events", "Emails", and "Messages" let you see what events has the Contact registered for (as a participant), and what emails and messages they have received.
3. You can create additional data points for your Contacts using the Fields manager.
4. Back to the overview of Contacts, you have access to the following tools:
- Filter your participants using any combination of custom fields
- Update your Contacts' details using the Edit mode for single edits, or the Update field for bulk edits.
- Export the Contacts into a spreadsheet
- Add the Contacts to an event
- Email or message the Contacts
5. To create an Organization and add Contacts to it, navigate to the Organizations submodule and create a new single Organization. You can create more data points for your Organization, similarly to Contacts, using the Fields manager
6. Click the Contacts tab, and add the relevant Contacts. You can also assign contact from the Contacts module: from the overview using the Update organization option, from the Contact detailed view using the field "Company"
Creating a CRM Contact, A to Z