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EveryAction  ·  8 Mins  ·  For: Users

Managing Event Participation

This course provides a walkthrough on scheduling people for an event, creating event signup templates, and creating event signup forms.

This webinar is about managing event participation in the EveryAction platform.


The webinar covers the various methods for scheduling people for events, including manual entry, bulk upload, using scripts, data entry forms, online action forms, and the Zoom integration. It explains how users can leverage features like the quick lookup, quick mark, and bulk upload wizard to efficiently add and update event participants. The webinar also discusses the ability to record attendance status changes and sync event data with the Zoom platform.


The webinar then focuses on creating event signup templates, which allow users to standardize the appearance and content of event registration forms. It covers the process of configuring templates, including customizing contact fields, themes, confirmation emails, and other settings. The webinar also details the steps to publish an event signup form, including enabling the appropriate event types and roles, and how supporters can register for events through the published form. Finally, the webinar provides an overview of the additional resources and training opportunities available to users.

Managing Event Participation Presentation Slides

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