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Zapier Integration Overview
What is Zapier? *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have available are as follows: * GrowthZone has a Membership trigger that will pass membership details when a new membership is added or a change is made to an existing membership * GrowthZone has an Event Registratio…
Download Attendees
The Download Attendees function provides further details, where available, of your attendees. This is also a way by which you can view attendee custom fields. * For the desired event, click the Attendees tab. * Click the down arrow next to the Add Registration button and select Download Attendees . * In th…
Setup an Automatic Event Reminder
It can be challenging to remember and find the time to send an email to event attendees just prior the event's start date. To solve this, you can configure an automated reminder to be sent out 48 hours prior to the event. NOTE: The only event status that disables the automated reminders is Canceled . Events in Dra…
Event Registration FAQs
Public Registration Page Q: Will we be able to turn off the dropdown to select other members of their business and have only their own name as an option for selection? A: Not exactly. The list of other members of the organization is only visible if the person is logged in - with their login and password. If they on…
Sync an Event with GoToWebinar
If you have enabled GoToWebinar integration , you can sync your event via the event's Overview tab. * Select the event Overview tab. * Click the pencil icon next to General Information . * Click the Sync with GoToWebinar check-box. Enabling the sync with GoToWebinar * Click Done . GrowthZone wil…
Events Use Case: Golf Tournament
Events Use Case: Golf Tournament GrowthZone’s Events module has evolved to be a great tool in setting up a golf tournament event. Follow the steps below for assistance in setting up a successful golf tournament! * Set up fee items for registrations and additional items (mulligans, raffle tickets, t-shirts, ha…
Add Custom Fields to Event Registration Form
You can easily create custom fields to add to the Event Registration form. For Example, if you are offering meal choices for your annual banquet, you can gather this information from registrants via custom fields. Custom fields may also be created for your internal use, for example, tracking table numbers. NOTE : If…
Event Revenue Reporting
While the Goals section on the Overview tab displays numbers for an event that can be helpful, they can also be confusing if it is unclear what is included in this data or the purpose of the display. Questions also arise if the Overview totals do not match financial reports. Which is correct? What numbers should I lo…
Issue Refund for a Cancelled Event
If you have paid invoices and you have decided to issue refunds, you can accomplish this directly from the Attendee Purchases tab of the event. Click the Actions button in the Actions column, and select "Create Refund". Add a note to the refund, and if needed, you can modify the amount to refund either a portion of t…
Add Additional Items for Sale during Event Registration
If you wish to sell additional items during the event registration process (for example you may wish to be able to sell mulligans for your golf tournament at the time of registration, or a commemorative hat), these items may be added in the Additional Items section on the event's Attendee Setup tab. Additionally,…
