Manage Events

The “Manage Events” feature in the Event Management module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a central hub for creating, finding, and managing all of their events. Let’s break down the functionalities of this feature in a general way.

General Functionality of the “Manage Events” Feature

• Add Event: This button allows you to create a new event for your organization.
• Find Events: Use this option to search for existing events based on various criteria.
• Event Name: This field is where you enter the name of your event (e.g., “Annual Nursing Conference”).
• Event Type: Categorize your event (e.g., “Conference”, “Workshop”, “Webinar”).
• Show Current and Upcoming Events: This filter displays only events happening now or scheduled for the future.
• Search All or by Date Range: Choose to search for events across all dates or specify a date range.
• Campaigns: Link your event to a specific marketing campaign for the nursing association (e.g., “Membership Drive”).

Event List View:

• Event: This column lists the titles of all your created events.
• Template: Here, you can assign a pre-designed template for the event registration page (if available).
• City & State/Province: Specify the location details of your event.
• Type: This displays the chosen event category (e.g., “Conference”).
• Public?: Indicate if the event is open to everyone or restricted to members of the nursing association.
• Starts & Ends: Shows the date and time frame of the event.
• Campaign: Displays the linked marketing campaign for the event (if applicable).
• Active?: This indicates if the event is currently open for registration.
• Configure: This section provides settings for managing registrations, fees, and other event details.
• Participants: Here, you can view and manage registered attendees for your events.
• Event Links: Use this option to add relevant links (e.g., to speaker bios or travel information) to your event page.

Using the “Manage Events” Feature in Association Management

Let’s see how a nursing association can utilize “Manage Events” to organize an event:

1. Add Event: Click this button to create a new event, for example, “Annual Nursing Conference 2024.”
2. Event Name: Enter the event name in the designated field.
3. Event Type: Choose “Conference” from the event type options.
4. City & State/Province: Specify the location details of the conference.
5. Public?: If the conference is open to all nurses, choose “Yes.” Otherwise, choose “No” for members-only.
6. Starts & Ends: Set the date and time frame for the conference.
7. Campaigns: Link the event to a “Membership Drive” campaign to encourage attendees to join the association.
8. Configure: Access this section to set registration fees, deadlines, and other details.
9. Participants: Track registered nurses interested in attending the conference.
10. Event Links: Add links to speaker presentations, venue information, and accommodation options.

More Use Cases for Associations

Tiered Member Events

Imagine the association offers exclusive events for different membership tiers (Basic, Premium, Gold). “Manage Events” allows creating the event once, then setting the “Public?” field to “No” and assigning a specific membership level in the registration configuration. This lets you create separate registration pages for each tier, ensuring only eligible members can see and register for their exclusive events.

Membership Renewal Drive with Event Discount

The association wants to incentivize membership renewal during their annual conference. By linking the conference event to a “Membership Renewal” campaign in “Manage Events,” they can offer a discount on registration fees for members who renew their membership during the event registration process. This functionality streamlines the renewal process and encourages member retention.

Tracking Member Engagement through Events

The association wants to understand which members are actively participating in events. “Manage Events” allows viewing registered attendees (“Participants”) for each event. By analyzing this data alongside member information in Retention CRM, the association can identify members who consistently attend events and tailor future events or communication strategies to their interests. This fosters stronger member engagement and helps the association cater to member needs.

With “Manage Events” feature, Associations, Chambers and Nonprofits can effectively manage their events, promote them to the target audience, and track attendee information.