Emailing and Reports
Emailing by participation type
If you have set the participation type in your registration values (ex. In person registration has been set to In-person), then you can filter in several queries to only email by that participation type. Click on Dashboard Click on Attendee module Go ...
How to edit a count report?
Click Dashboard Click Attendee module Click Reports button Click Special Count Reports tab Click Edit button next to the report to edit Select from the list of fields, the items to include or unselect items you do not want to include in the report ...
How to Download or Email Pending Registrations?
Click Dashboard Click Attendee Module Click Reports button Under the Attendees tab, click on Go beside 'Pending Attendees' Click Send Email Click Download Excel for a Report Edit the Email reply-to, Email from, Subject, Message Body Click Preview ...
How to download the Registration Overview?
Click Dashboard Click your Attendee Module Click Reports button Under the Financials tab, click on Find beside Download Overview This will download a Registration Summary Report PDF file to your downloads folder
How to set a Favourite list of Registration reports?
Click Dashboard Click Attendee module Click Reports button Navigate to the report that you want to mark as a favourite e.g. Pending Attendees Click the Star so it appears 'coloured in' Click the Favourites tab, the 'Starred' report will be listed ...
How to download files that were uploaded on an Attendee Registration Form?
Click Dashboard Click Attendee module From the Overview screen, locate and click Attendee File Uploads button If you have more than 1 file upload field defined, select from the dropdown list the applicable field Right-click on the file url and select ...
How do I email / download a list of registrants that selected a certain response on the registration form?
Click Dashboard Click your Attendee Module Click Reports button Under the Attendees tab, click on Go beside Specific Registration Values Select the option response from the Select Values list If applicable, select a Registration Status filter E.G. ...
Is it possible to generate a report of all the activity that gets recorded in the 'Recent Activity'?
There is no such report to pull the recent activity. For a specific contact, look under Contact History under the individual's contact profile. For an Attendee, look under Admin > Tracking Notes from the individual's registration form.
How to download complete registration invoices in PDF format?
Click Dashboard Click Attendee module Click Reports button Under the Attendees tab, click Go for Complete Attendees To obtain invoices for another registration status, select Go for the corresponding attendee report e.g. Pending Click the Download ...
How do I create count reports so I can see how many have registered?
Click Dashboard Click Attendee Module Click Reports button Click the Special Count Reports tab Click the Add New button Enter a Report Name Click the checkbox for the item you want to produce a count report for. Scroll down and click the Save Report ...
How do I download Financial Reports?
Click Dashboard Click your Attendee Module Click Reports button Click the Financials tab There are a variety of financial reports available. Click the Go button beside the report you wish to run. This will download an excel type file to your ...
How do I get a report to see if my presenters (or Authors) have / not registered?
Click Dashboard Click your Speaker Module Click Reports button Click the Presenters tab To select All Authors, click the All Authors Tab, or to select Primary, click the Primary Contact tab For a list of who has registered Click Go beside ...
How to Download a List of Registrants?
How to Download ALL Attendee Registrations? This download will generate an excel file with ALL registrations containing registration status values that are Complete, Incomplete. Pending and Cancelled. Use the filter feature in excel to filter the ...
How to send an Email/E-blast to All Registered Attendees?
You may elect to send to All Attendees or a subset of Attendees. You may also filter the list based on information collected on the Registration Form. If you wish to include a link to a document or an image - View How to upload a file and link to an ...
How to Send an Email to/Download report for Attendees who have NOT Completed their Registration and Payment?
Click Dashboard Click Attendee Module Click Reports button Under the Attendees tab, click on Go beside 'Incomplete Attendees' Click Send Email Click Download Excel for a Report Edit the Email reply-to, Email from, Subject, Message Body Click Preview ...