Understand CiviEvent and be comfortable managing events and participants
You should aim to cover the following points in this session
Extra points that it would be good to go into, if there is time include:
This session should last 60 minutes. Without the exercises, you should be able to complete it in 30 minutes.
Outline the main things that you can do with CiviEvent
Introduce the idea of events and participants, and how participants link contacts to events. Might be helpful to draw a diagram illustrating how these are connected.
Highlight the difference between event participants and people added to CiviCRM activities.
Ask people to outline the main characteristics of an event and write these down on the board as they come out. Make sure the final list contains
If they have listed things that aren't core CiviCRM objects, it might be worth while noting that you could add these with custom data.
Similar to the above, ask people to outline the main characteristics of a participant and write these on the board as they come out. Make sure the final list contains:
Again, if they have listed things that aren't in CiviCRM, explain that these can be added with custom data. It is likely that they will mention characteristics that relate to a contact as well as participants, e.g. their food preferences.
This might be a good opportunity to explain the difference between contacts and participant records.
Show people a live event dashboard. From there you can go to a list of participants, and from there you can go to contacts.
Show people some front end event CiviEvent registration pages.
Learners should now have a basic grasp of events and how they work. They can now complete part 1 of the exercises. If learners complete part 1, they can move to part 2 and 3.
Once most learners have completed part 1, we should do a test of someone's online registration at the front of the class (a learner can do this, or you can do it).
Explain the following tools that can also be used for managing events
Part 2 and 3 of the exercises cover these areas. If time permits, learners can choose to carry on with these exercises.