Managing an Express Event

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Now that you've created your express event, it's time to add your invitees. Once you've collected some information, you can run a report by following the steps below.

1 Add contacts in bulk. Begin by selecting your event. The Overview tab opens by default. Click the tab to the right, Invitee Management. Hover over Actions and click Add Contacts from Address Book. Search for the contacts and check the box next to any contacts you want to add. To select all the results, check the box in the top left corner. Click Add, then Confirm.

To add contacts to your Address Book and the event at the same time, hover over Actions and click Import Contacts. The Import Contacts Wizard in the Address Book opens. Complete the wizard and click Finish to go back to where you left off in the Invitee Management tab.


Or add your invitees individually. Click the tab to the right, Invitee Management. Hover over Actions and click Add Invitee. Enter their first name, last name, and email.

User-added image

Click Add to Event. This will add the contact to your Address Book as well as the event.

2 Remove invitees from the event in bulk, if necessary. Search for your invitees, and check the box to the left of their names. Hover over Bulk Actions and select Remove. Review your selection, then click Confirm.

Or remove a single invitee. Search for your invitee and click their name. Hover over Actions and select Remove from Event. Review your selection, then click Confirm.


3 Run a report. View your event's information by clicking the rightmost tab, Legacy Reports. Click the name and run your report.
 
NOTE: To individually mark registrants as participants, you'll need to click the registrant's name, then Edit to switch Participant to Yes. To do this in bulk, you'll need to use OnArrival.

 

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