Pipeline

Updated 3 weeks ago ​by Maria Martini

Pipeline

In the pipeline  you are able to see the process flow of the attendee in your event.

You are able to control and see if the attendee has completed the registration form, purchased any tickets for the event, etc.

How can I access the attendee work flow?

Click on: "People > "Registration"> "Pipeline".

You will be redirected to a screen where you will see:

  • People List - Everyone that will be attending the event.
  • Invite List - Everyone that has been invited to the event.
  • Purchase Unfinished : A list that states people who haven't completed a purchase (if required).
  • Pending Approval : A list of all people that have pending transactions.
  • Approved: People who have completed these steps, and are confirmed to the event,

Is it possible to search for a specific person? 

 Yes, you can search for an attendee. Click on 'Search' (upper right side of the screen). Then, add the name, and it will automatically identify the name requested.


How Did We Do?