Easily manage your event without opening it by using the "Actions" menu! The Actions menu allows you to add or replace existing attendees, manage who attended, email attendees, export attendees, and much more! All it takes is a couple of clicks and you're making updates on the fly.
Without opening the event details, the Actions menu allows you to make the most common changes to update and manage your event.
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The Actions button allows you to complete a series of tasks:
Edit: Make changes to your event setup
Add a Registration: Manually create a registration for your event
Manage an Attendee: Update or replace an existing attendee
Manage Attendance: A checkmark on a simple list shows who attended
Email Registrants: Send a mass email to all registrants in one click
Email Attendees: Send a mass email to all attendees in one click
Export Registrants: Gather a list of your registrants into a custom CSV
Export Attendees: Gather a list of your attendees into a custom CSV
And more!
Jump to 3:53 to see the Actions button in… Action 😜
The updated event interface features are available to organizations that have upgraded to the Membee’s new interface.
Not sure if you’ve upgraded yet?
Upgrade to the new interface and access these and other features. Use the button below to choose a day that is convenient for you!
Free! No additional costs or fees to upgrade
Access new hands-on resources & interactive tours
Unlock many new streamlined features and all upcoming future updates
…or your organization’s logo
There’s nothing you need to do, you’re already using the new interface so start using the new Events today!
Follow along with our video guide and see all the existing and new powerful Event features!
We’re here to help. Simply send us an inquiry or email us at support@membee.com
The events landing page is the starting point for managing all your events. The goal is to give you as much information about an event as possible and even let you make quick changes without having to dig for that information. In this video, we’re going to cover what it looks like when you click “Events” in Membee and give you a glance at what you can do on this particular landing page.
To start, if I go ahead and click the Events menu at the top, it opens the events landing page. This is the starting point you would find and manage events from. If you know the event name, or you’re not sure, we actually have three different search methods you can use. The first one is by using the tabs, which group events together. We have a dedicated video that takes a deep dive into the tabs, so be sure to take a look at that. In short, these tabs will help you organize your events based on the different tab types. The tab I’m viewing here displays all current events that are either active or upcoming.
The next search method is the search bar. You can start typing anything, and it will begin to return results. It only needs a minimum of two characters. It will search within the particular tab you’re in at that moment and look at the title and description of the event, so it will find any of those keywords and return results for you.
The third method is to use the filtering option. The filters will search by date, category, text, or even community events. This will also return results within the particular tab you are viewing.
Some other actions you can do include adding an event. A simple event just needs a few details, but with all kinds of different capabilities, you can even have different pricing or restricted registration access for your more complex events. There is a lot of capability when you’re defining your events. We’ve dedicated a whole bunch of other videos to the process of creating an event, so be sure to check out the “Adding a New Event” section.
Snapshots here on the landing page are similar to the views on your people and organization pages. You can get a quick glance at your attendee registration and revenue statistics for events in the past year. You can use snapshots as a handy feature to get those totals.
Another feature you can use is to pin an event. If you’re frequently looking for a particular event—maybe because you’re working on the setup for it over the next couple of weeks or you need to closely monitor its performance—you can actually pin any of your events to the top. For example, my “Fall Leadership Conference.” If I click “Pin,” it automatically pins that particular event to the top and makes it easy for me to access.
You can also expand an event. When you expand an event, it will show more details about it at a quick glance, giving you some of those performance statistics. We explain all of this in the “Grouping Your Events by Tabs” video, so watch that if you want to learn more about the expansion and all the different features included here.
The Actions button will give you quick access to anything you want to do within the event. Things like adding a registration, managing an attendee in case you need to quickly replace someone, or managing who attended and who did not. You can email or export registrants or attendees in a single click, view the event, or share it. You can also archive and copy events.
We explain all of these different actions in another detailed video, but let’s look at an example of how handy it is from the events landing page. Let’s say I want to know all the custom fields selected by my attendees. This means I want to know who chose which T-shirt size so I can properly allocate the inventory per person. By clicking “Export Registrants,” I’ll pull a list of all the saved custom exports that I’ve used in Membee, and then I can select from one of these. I have one saved that specifically exports custom information or custom fields, so I’ll gather a list of everyone’s captured T-shirt size, for example. If I click that and then click “Export,” it will use the same export fields I have for this saved export.
As you can see, there are many things you can do from the events landing page to make it easier for you to manage your events and view their performance, all without having to open the event itself. If you have any questions, don’t hesitate to reach out, and we’ll be happy to help.
