Event data does not stay inside Events. Once people are invited, respond and buy tickets, that activity surfaces on their profiles, in Lists, on the Forms table and in Finance. This guide is the map of where it turns up and what you can do with it there. Each destination is owned by its own guide, named at the end of the section.
Building audiences from event activity
Event responses are list criteria, so you can build a list of people based on how they engaged with an event — everyone who attended a particular event, for example — and use it for targeted follow-up.
Build these in the List Builder from the Events criteria, combining the event with the response you are interested in. Use the resulting list as the audience for an email, a text, a call list or a further event.
Insights on a person's profile
Open a person's profile and select the Insights tab. Insights opens on a feature switcher — "Select your feature to view its insights" — offering Emails, Events and Lists. Choose Events.
You then see two things:
- Attendance history — "View events this contact was invited to, including their RSVP responses and attendance history." A table with Event Name, Status and Event Date, plus Filter, Sort and Export controls, so you can narrow it and take the data out.
- Chart view — headed Event RSVP & Event Attendance, breaking the contact's responses down as a share of the events they were invited to.
The Status column is blank for events the contact has not responded to, so a contact with many invitations and few responses shows mostly empty statuses. That is the expected display, not missing data.
Insights on an organisation's profile
Organisations work the same way. Open Organisations from the left-hand navigation, select an organisation from the list, then open its Insights tab and choose Events. The switcher and the sections are identical to a person's.
A single event may appear more than once where several people linked to that organisation were invited to it.
Finding event forms on the Forms table
Every event's RSVP form is a form, so RSVP forms sit on the main Forms table alongside your other forms. Two things make them easy to pick out:
- The Type column reads Event RSVP for an event's RSVP form, against Standard or Standard Template for other forms.
- The Events RSVPs saved view along the top of the table filters the list down to them.
For how saved views on this table work, see Saved views on the Emails, Forms and Events tables (Document ID: 431).
Event emails
Emails sent from an event are created and managed from the event itself rather than from the Emails table. That flow, including how event emails relate to campaigns, is covered in Event emails (Document ID: 186).
Finance — receipts and tickets
Ticket purchases create financial records against the contact automatically. On the contact's Financial tab, in order down the page, you will find Payment Sources, Financial Snapshot, Financial Years, Subscriptions, Receipts, Invoices and Tickets.
Two of those matter for events:
- Receipts — a receipt is created for each ticket purchase, listed with the contact's other receipts.
- Tickets — lists the tickets the contact holds, with Name, Number, Date, Description and Type columns. The Name is the event, and Type reads Event for an event ticket.
Receipts also appear across the account in a Financial - Receipts Action Centre, where you can filter and export them — see Financial Action Centre types (Document ID: 155).
For how tickets are set up in the first place, see Event tickets (Document ID: 193).
RSVP response options
The responses available when a reply is recorded against an event are set account-wide at Settings → Features → Events, under Manage RSVP options. Some responses are built in and cannot be changed; others are added by your account. Because the options you see are whatever your account has configured, treat any list of them as examples rather than defaults.
That screen, including the built-in responses and the Manage event settings permission it requires, is owned by Event settings (Document ID: 339).
Where to go next
- Events — Overview (Document ID: 190) — how events fit together.
- Audience & bookings (Document ID: 196) — managing the event's audience and recording responses.
- Creating & using event tags (Document ID: 381) — tagging events for reporting.
- Event settings (Document ID: 339) — account-wide RSVP options and the default follow-up survey.
- Event tickets (Document ID: 193) — ticket types, pricing and allocation.