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Exhibitor Activity Report
The Exhibitor Activity Report provides the ability to view event exhibitors. The report filters by exhibitor name, event date range and exhibitor type. * Click Reports in the Navigation Panel. (You can also access this report by using the dropdown next to the Add Registration button in the Attendees tab, OR b…
Event Sponsorships By Contact Report
The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts. * Click Reports in the Navigation Panel. * Use the Quick Fil…
View or Edit Events
You may view your events by selecting Events in the Navigation Panel OR you may type the event name in the Search box in the header bar. When you select events in the navigation panel all of your events will be displayed. You may view the events in list format or in card format by clicking the icons on the…
Add Individual Custom Fields to your Event Registration Page
Over time, you may be collecting the same information from your event registrants. For example, for each of your events, you may ask for dietary restrictions. By creating these custom fields as Individual custom fields, the responses provided can be stored in your database, associated with the appropriate contact. …
Sync an Event with Zoom
We now have the ability to integrate GrowthZone Events with Zoom Meetings. Once the integration with Zoom is enabled , you'll be able to sync your event in GrowthZone to Zoom. To sync an event with Zoom, you create the event as you normally would , then you can edit the event's General Information section on t…
Allow Invoicing for Event Registration
If you wish to allow your registrants to request to be invoiced, you can enable Allow Invoicing on the event's Attendee Setup tab, in the Overall Registration Options section. See Overall Registration Options for instructions. For, Invoice Line Item Description Option, select what you like to be included i…
Associate Continuing Education Components to Events
You can easily offer your continuing education courses using the Events Module. These types of events will display on the calendars you select, and also display as Upcoming Continuing Education Events in the Info Hub. There are two ways to add a certification component to an event- by selecting an existing compone…
Matching Registrants to Contacts
There is a column called Match that may contain an icon for some registrants. If there is NOT an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there IS an icon, it means something about the registration doesn't match the data in the system. Click…
Add a New Event or Copy an Existing Event
There are two ways to create a new event. * In the Events Module, click the "Add New Event" button in the upper right corner. or * In the header bar, click the button and select "Add Event". Both options will open the New Event Wizard . In step 1, you will select whether you are creating a new event , o…
Event Details (the Overview tab)
Event Details (aka the Overview tab) The Overview tab of your event allows you to update the information supplied when the event was first created. copy and paste. Modify height and width if desired. Click on the pencil icon to the right of the Section name you want to edit. An event's details displayed on t…
