How to get customer information from events subscriber list





Open the Event Bookings Panel in the CRM



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From the Dashboard Menu:




  1. click on CRM
  2. click on Event Bookings




View Customers Who Have Signed Up for an Event



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You will see the list of customers who have signed up for your event.




  1. Here you can also do a search for a customer and manually add them to your event if you wish by clicking on the grey Find a Customer to Add New Event Booking button. (See How to Manually Add an Existing Customer to an Event.)




To Delete a Customer from the Event Bookings Panel



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  1. Click on Bulk Actions
  2. Click on Delete


( Please note - Deleting a customer here will only remove their booking for the event. They will not be deleted from the CRM. )





Export Report



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To Export a list of customers attending your event:




  1. Click on Export Report
  2. Choose either the PDF or CSV option from the pop up menu.


Your report will download automatically.