Contacts

Introduction

Here you maintain the details of people that you can assign to events as event registration contact.

An event registration contact is the person or organization who provides registration support for the event.

This could be an individual, such as "Leanne James".

This could be 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 Form Setup and Confirmation.)

The contact receives the email and question/comment triggered when the registrant submits the form.
In all Email communications, the contact's email address is used as the FROM address.

(See Email Templates.)

Any bounced email messages will therefore return to the contact's email address.

Tips

Add – To add a new contact, click Add New.

The Edit Contact Detail page opens.

Edit – To edit an existing contact, click edit in the list of contacts.

You can also click the row.

Edit Contact Detail – The Edit Contact Detail page opens.
Delete – To delete a contact, click delete in the list of contacts.
Assign – To assign a contact to an event, first add the contact here.

Then go to Plan > Event Setup > Detail.

Select the contact under Contact.

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

Contacts (List)

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

To find a contact in a long list, click and enter any part of the contact's Name.

Searching for "John" finds both "John Citizen" and "Amy Johnston".

Name
Organization
Email
Address
Phone
Actions – With these icons:
edit
delete

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, the registration form or confirmation email.

Name – (Required)
Email – (Required)

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

Best practice: provide more than the minimum contact information. 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.