Managing Participants
By Aaron and 1 other2 authors17 articles
- Editing Participant DetailsEventrac allows you to update participant information quickly and accurately. Whether it’s a minor correction or reassigning a participant to another account, this guide walks you through the steps.
- View and export participant reports for your eventsEasily access participant data, apply filters, and export or share reports with colleagues and third parties.
- Contacting ParticipantsStrong participant communication in the lead-up to event day builds trust, reduces uncertainty, and creates a smoother experience for everyone involved.
- Avoiding Duplicate CommunicationsWhen contacting participants, you may want to avoid sending the same or similar communication more than once. Eventrac makes it easy to filter out anyone who has already received a…
- Resending confirmation emails to participantsA participant may need their confirmation email resent — if they entered the wrong email address or can’t locate the original message.
- Transferring an Entry to Another PersonTransferring an entry allows participants to pass their booking to someone else if they can no longer attend. This is one of the available self-management options, giving participants flexibility while…
- How to move a participant to another raceMove a participant from one event/race to another event/race or allow participants to move themselves to another event/race
- Viewing an Individual Participant DetailsYou may want to access more detailed information about a specific participant or take actions such as issuing a refund, transferring them to another race, or removing them from the…
- Removing a Participant from a RaceIf a participant contacts you to let you know they can no longer attend your event, you can remove them from the race. This action frees up a space, allowing…
- Crediting a customer accountCrediting a customer account with money allows them to use this credit across any of your items. Set an expiry date to ensure the credit must be used by a…
- CRM: Better understand your customersThe Customers section is your central CRM, where you can view and manage everyone who has an account with you.
- Logging in as a UserIn some cases, a participant may report an issue that is difficult to diagnose from an organiser’s view alone. To help resolve these situations quickly, account administrators have the ability…
- All Sign-UpsThe All Sign-Ups page provides a live view of every registration across your events, making it easy to search for participants, review sign-up activity, and export registration data.
- Reinstating a ParticipantIf a participant has been accidentally removed from a race, you can reinstate their entry without requiring them to register again.
- Linking a Product to a ParticipantThis guide explains how to link a product purchase — such as an event t-shirt — to a participant after the original purchase has been completed.
- Editing a UserOccasionally, you may need to update a participant's account details for example, if they've changed their surname or need to use a new email address.
- Participant reports: filtering, views, and exporting dataLearn how to use the new reporting experience to filter, view, segment, and export participant data from your events.