Contacts

Access via:    >   CONTACTS    (See GIF)

Jump to: ||  Intro  ||  Where Used  ||  Tips  ||  Contacts (List)  ||  Contact (Detail)  ||   See Also  ||

Introduction

Here you maintain the details of people that you can assign to events as event registration contact: the person or organization who provides registration support for the event.

This could be an individual, such as "Leanne James", or a group of people such as "Registration Services".

Where Used in an Event

• In Forms, the Registration Contact's details are displayed when a registrant clicks the Email Registration Assistance link at the bottom of the page. (See  Forms Setup" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Form Setup and Confirmation.)

  • That contact receives the email and question/comment triggered when the registrant submits the form,

• In all Email communications, their email address is used as the FROM address. (See  Communication Email Templates" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Email Templates.)

  • Any bounced email messages will therefore return to that address.

Tips

• Add – To add a new contact, click Add New. The Edit Contact Detail page opens; see below.

• Edit – To edit  an existing new contact, click edit in the list of contacts, or just click tghe row.

  • The Edit Contact Detail page opens; see below.

• Delete – To delete a contact, click delete in the list of contacts.

• Assign – To assign a contact to an event, first add them here, then go to Plan > Event Setup > Detail and select them under Contact.

These steps are described in Contacts: What's New.

Contacts

A list of all existing contacts, with the details below for each.

To find a contact in a long list, click Search and enter any part of their Name. (For example, searching for "John" would find both "John Citizen" and "Amy Johnston".)

• Name

• Organization

• Email

• Address

• Phone

• Actions – With these icons:
   – edit
   – delete

Edit Contact Detail

This page opens when you click Add New or (edit) in the Contacts list described above. (To return to the list, save the record or click "BACK TO CONTACT LIST".)

Caution: Any changes you make here will affect all events to which the contact is assigned.

This is because all contacts' details are held at the Account level. The event just retrieves those details from this record; for example, in the registration form or confirmation email.

• Name – (Required)

• Email –  (Required) ;

Other fields are optional, and the names are self-explanatory: Phone, Organization, Website, etc.

Best practice: provide more than the minimum contact information. For example, many registrants might expect a pone number as well as an email address.

Save the details you've entered, The new contact is now included in the list of contacts described above.

See Also

• Contacts: What's New describes the changes in managing contacts in Certain 5.14.

• Reporting: You can set up a  Consolidation Reports Add Report" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Consolidation Report of type Registration Contacts, which reports on registration contacts and the events they are assigned to.