Events Grid & Purchases
Using the events grid to see and create reports for event transactions
Where can I see the people that have registered for the event?The registrant, also known as the "purchaser," for each transaction will show on the Summary view of the main Events grid (Workspace Events Events.) This grid requires you to create a default view. Once you have your default view set up, you can select one or more events to see…What is the difference between the Detail and Summary Event Grids?The Event - Summary grid is the default view and it will show the constituent that made the purchase/registration and the basic details for that purchase. To see any data on this grid, you must first select one or more events from the Quick Queries in the sidebar. Click on Event…How do I purchase tickets or register a constituent for an event?You can register constituents for events or purchase tickets from the WorkspaceEventsEvent Pages. Click on the URL for the event that the constituent will be registered for to open the event page. You can also access this page from the constituent's record on the Events tab. Fro…Can I see event registrants on my Constituent Grid?Event registrants are constituents and their information will appear on the Constituents grid, however there is no information about the event they are registered for. To see information about the event including information about the event registrants, go to the Events grid loc…Do I see ticket sales on my Transactions grid?Yes, all transactions, including event registrations, show on the Transactions Grid and the constituent's Transactions Tab. For free events it will show as a zero dollar transaction. All event level tickets, fees, and add-on transactions will be entered as a transaction type "Ev…Will the person registering receive a receipt?Yes, by submitting the event registration form the constituent will see a thank you message on the screen and also receive an identical email, which you can customize on the Thank You Message step.How will people receive their tickets to the event?The tickets will be emailed to the registrant as a pdf attachment after they complete the event registration form. They will then be able to print the ticket and take it with them to the event or show the electronic pdf version from their mobile device. Only the registrant will…Can I reprint Tickets?Yes, on the left hand side of the events grid there is a blue print icon on each row. Clicking this icon will generate a PDF file of the tickets from that purchase. You can then save these tickets or print them. Or if you need to sent the tickets out through email to the purchas…Can I take event ticket purchases at the door?Yes, you can either process the purchase through the online Event Form you created for the event or we also offer a mobile app where you can process ticket purchases. You would use a laptop to access the online Event Form. It will allow you to process event purchases with any pa…Can I allow members to sign up for my emails when they make an event purchase?Yes. When creating or editing an event page, go to the Event Settings tab. Under the Page Content & Display Options section you can turn on “Show Email Subscription Lists.” you can also customize the message shown over the boxes in the Email Subscription Label field. When finish…How to add a Payment to a Pay Later Event PurchaseIf a Registrant selects the pay later option during their purchase the Events Grid will show a dollar value under Amount Due. To add a Payment to that purchase click on the Tools menu on the left side of their row. Note: this method should only be used if the Event Transaction d…How do I delete event tickets?From Workspace CRM Constituents open the contact record and from the Gifts tab you can delete the ENTIRE event purchase, or from the Events tab you can delete individualtickets. From Workspace Events Events, use the left-hand Events filter to select the event. The grid opens as…Can I resend event tickets to the purchaser?Yes. You can resend a purchaser's (registrant's) tickets from the Events Grid in Workspace Events Eventsby clicking on the solid blue Envelope Icon on the far left side of the grid. Do not confuse this with the Mail Merge envelope icon. You can reprint the tickets by clicking on…What does the event page "The Email is not valid" message mean?The message will display if the email address includes a leading/trailing space. Copying and pasting the email address on a mobile device can sometimes include an extra space.Hide/Archive Past EventsIf there are past events you wish to remove from the picklist for the main Events or Event Attendance grid you can Archive them. Archive will take place on the Event Pages grid by going to WorkspaceEventsEvent Pages. Scrolling the Event Pages Grid to the far right will display t…Can a ticket purchaser update their own guest information?Yes, ticket purchasers can update their guest information, but only if you have the Advanced Portal activated. 1. The purchaser will create a portal account using the same email and name they used to purchase the tickets and login. 2. Clicking on the Event module they can see al…Can I resend an event thank you email?Yes, all thank you emails sent from the system can be found under the WorkspaceReportsThank You Emails. Click on View next to the email you’d like to resend. Scroll to the bottom of the email to click on the green Resendbutton to send the email again.How can I print or send a receipt for an event purchase?A thank you email with transaction information is sent automatically for event registrations entered through an event page. You can edit this thank you email on the Thank You Message tab. Thank you emails are edited using the Email Editor and you can watch the video here. If you…How can I see what coupon was used for an event transaction?There is a column on the Events grid which will indicate if a coupon was used and which coupon was applied. The Amount Paid and Purchase Amount will also reflect the coupon applied.What is the Events - Quickview grid for?The Events - Quickview grid will show a limited amount of information about the event transaction but does include information like the name and contact information for the purchaser, the ticket level, add-ons, and fees, the purchase amount, date and who entered the transaction…Can event purchases be transferred to a different constituent?Event transactions cannot be directly transferred to a different constituent. - If the transaction was inadvertently entered on the wrong constituent, you will need to enter the transaction for the correct constituent, then you can delete the incorrect entry. - If it was a credi…Transfer an Event Purchase Ticket LevelThe ticket level assigned to an event purchase can now be modified and assigned to a different level or date within the same event. On the main Events grid click the Tools link for the desired transaction and click “Transfer”. The transfer feature cannot be used to transfer the…How can I create a waitlist for an event?If you have sold tickets and registrants have notified you that they will not be attending, you can mark their event registration Status as Cancelled on the Events - Summary grid to free up those tickets for another a purchase. The transaction will still be visible, however the…