- Introduction
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Start here
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Managing Event Participation
This course walks you through how to schedule participants for events, create reusable signup templates, and publish event forms in EveryAction. Learn how to streamline participation tracking and make it easier for supporters to engage. Register to either watch a video, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
This course covers the tools available in EveryAction to efficiently manage event participants. You’ll learn how to schedule attendees through multiple methods, sync Zoom data, and use signup templates to simplify registration workflows.
What You’ll Learn in This Course
- How to schedule participants using manual entry, bulk upload, scripts, and online forms
- How to leverage tools like quick lookup, quick mark, and the bulk upload wizard
- How to record attendance and integrate with Zoom for real-time syncing
- How to build and reuse event signup templates for consistent branding
- Steps for customizing registration forms with contact fields, themes, and confirmation emails
- How to publish event signup forms and enable role-based registrations
- Best practices for streamlining event data collection and reporting
By the end of this course, you’ll be ready to manage participant tracking with ease and consistency.
