Event teams¶
Create events and manage registrations and participants.
59 page(s) in this audience.
Appendices¶
- Credits Find contributor credits for the user guide and its licensing information. CiviCRM latest Updated 2026-10-06
Communication — Campaigns¶
- Planning a campaign with CiviCampaign Understand what to consider before creating a campaign in CiviCampaign. CiviCRM latest Updated 2026-10-06
- Manage campaigns and campaign activities Create and manage campaigns, then associate mailings, events, contributions, and participation with campaign activities. CiviCRM latest Updated 2026-10-06
Communication — Mailings¶
- What you need to know Understand CiviCRM's email options and the questions to consider before sending email. CiviCRM latest Updated 2026-10-06
- Set up CiviMail for mass mailings Configure organisation contact information, mailing groups, and scheduled jobs for mass mailings. CiviCRM latest Updated 2026-10-06
- Scheduled reminders Set up scheduled email or SMS reminders, choose recipients, and check why a reminder was not sent. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Custom data¶
- Profiles Understand what Profiles can do and how field choices affect their use. CiviCRM latest Updated 2026-10-06
- Creating and managing Profiles Create a Profile, configure its settings, add fields, and manage existing Profiles. CiviCRM latest Updated 2026-10-06
- Creating custom fields Learn how to scope and configure custom field sets and fields, and when to use groups or tags instead. CiviCRM latest Updated 2026-10-06
- Using Profiles Use Profiles in forms and directories, update multiple records, and add fields to user account pages. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Permissions¶
- CMS permissions Find CMS permission settings, assign roles and review permissions for common access needs. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — System administration¶
- Authorize.net configuration Configure Authorize.net payments and recurring contribution notifications, and test transactions. CiviCRM 4.3.0 Updated 2026-07-02
- OAuth Configure the CiviCRM OAuth Client, register a connection with a provider, and authorize access to resources. CiviCRM latest Updated 2026-07-02
- eProcessing Network configuration via Authorize.net Emulation Configure eProcessing Network through Authorize.net Emulation and test payments. CiviCRM 4.3.0 Updated 2026-07-02
- Integrating with Joomla Create Joomla! menu items for CiviCRM content and set access levels for pages that require a logged-in user. CiviCRM latest Updated 2026-07-02
- PayPal Standard configuration Configure PayPal Website Payments Standard for contributions and event registration, and troubleshoot payment notifications. CiviCRM latest Updated 2026-07-02
- Clean URLs Learn how clean URLs work on WordPress front-end pages and how to enable them for an older installation. CiviCRM latest Updated 2026-07-02
- Sync CiviCRM groups to Backdrop roles Prepare and configure associations that synchronize CiviCRM groups with Backdrop roles. CiviCRM latest Updated 2026-07-02
- Synchronize CiviCRM groups with Drupal roles Prepare group-to-role associations and configure CiviGroup Roles Sync. CiviCRM latest Updated 2026-07-02
- Updating system workflow message templates Merge customized system workflow message templates with changes made by a CiviCRM upgrade. CiviCRM 4.7.2, 4.7.3, 4.7.20, 4.7.31, 5.49.0 Updated 2026-07-02
- Displaying Public Forms in WordPress Frontend Sites CiviCRM includes the ability to present online contribution pages, event information pages and registration forms, and profile forms to users and visitors of the 'front-end' of your WordPress sites. CiviCRM latest Updated 2026-07-02
- Integrating with WordPress CiviCRM integrates with WordPress as a plugin starting with WordPress version 3.3.1 (those using earlier versions of WordPress will need to upgrade prior to installing CiviCRM). CiviCRM latest Updated 2026-07-02
Contacts and data — Activities¶
- Import requirements for activities, contributions, memberships, participants and tags Find the CSV fields and import options described for activities, contributions, memberships, participants and tags. CiviCRM latest Updated 2026-10-06
Contacts and data — Contacts¶
- Example: Show events attended by employees on an Organization’s contact record Show events attended by an Organization’s employees on the Organization’s contact record. CiviCRM latest Updated 2026-10-06
- How are Drupal or Joomla Users Linked to CiviCRM Contact Records Every CiviCRM instance sits within a "User Framework" — a CMS (Backdrop, Drupal, Joomla or WordPress) that handles user authentication (logging in) and gives users various levels of access to CiviCRM features (permissions). CiviCRM latest Updated 2026-10-06
- Contacts Understand contact types, core fields, and the information available on each contact tab. CiviCRM latest Updated 2026-10-06
Contacts and data — Data management¶
- Importing data into CiviCRM Prepare a contact import, match its fields, review the preview, and check the results. CiviCRM latest Updated 2026-10-06
- Import event registrations Prepare a CSV file and import event registrations for existing contacts. CiviCRM latest Updated 2026-10-06
- Deduping and merging Find duplicate contacts, review possible matches, and merge contacts individually or in batches. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Contributions¶
- What is CiviContribute? Learn what CiviContribute records and how an arts group uses it to manage workshop income. CiviCRM latest Updated 2026-10-06
- Example: use FormBuilder to create an event booking form with online payment Create a public event booking form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Manual entry of contributions Record an offline contribution on a contact’s record. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Events¶
- What is CiviEvent? Learn what CiviEvent does and how events, participants, roles, and statuses fit together. CiviCRM latest Updated 2026-10-06
- Custom data for events Understand where to store custom data for events and participants and which participant field options are available. CiviCRM latest Updated 2026-10-06
- Complex event fees Configure price sets and date-based discounts for event registration fees. CiviCRM latest Updated 2026-10-06
- Repeating events Set an Event to repeat at specified intervals and exclude dates from the repetition. CiviCRM latest Updated 2026-10-06
- Online event registration Configure online event registration, optional registration features, permissions, and testing. CiviCRM latest Updated 2026-10-06
- Event templates Create an event template and use it to pre-fill the configuration of a new event. CiviCRM latest Updated 2026-10-06
- Creating an event Create an event and configure its information, location, fees, registration, reminders, sharing, and confirmation emails. CiviCRM latest Updated 2026-10-06
- Event planning and management Consider what you need to plan, promote, and follow up on an event. CiviCRM latest Updated 2026-10-06
- Keeping track of events and participants Use the CiviEvent Dashboard and event listing to find events and participant information. CiviCRM latest Updated 2026-10-06
- Creating and printing event badges Configure a name badge layout and print badges for selected event participants. CiviCRM latest Updated 2026-10-06
- Integrating events with your website Find ways to link to event pages, display events on your website, and share an RSS feed of upcoming events. CiviCRM latest Updated 2026-10-06
- Manual event registration Register a contact for an event and record an initial or additional payment. CiviCRM latest Updated 2026-10-06
- Mass event registration Register a selected set of contacts for an event with the same registration choices. CiviCRM latest Updated 2026-10-06
- Finding and administering event participants Find existing event participants, take actions on search results, and change registration selections. CiviCRM latest Updated 2026-10-06
- Reports Compare ways to analyse event and participant data, and learn how to display an event report on the home dashboard. CiviCRM latest Updated 2026-10-06
- Example: Upcoming Events --- title: Example: Upcoming Events category: tutorial topic: searchkit subtopic: upcoming-events component: SearchKit audiences: - administrators level: intermediate journeystage: plan-and-configure summary: Build an upcoming events overvi. CiviCRM latest Updated 2026-10-06
Initial set up¶
- Dates Find the settings for date display, date input, calendar conventions, and date-field ranges. CiviCRM latest Updated 2026-10-06
- Scheduled jobs Learn how scheduled jobs are initiated and configured, and look up the available jobs and their parameters. CiviCRM latest Updated 2026-10-06
Introduction¶
- What is CiviCRM? Learn what CiviCRM is, what it helps organizations manage, and how it works with a website. CiviCRM latest Updated 2026-10-06
Mailings¶
- What is SMS? Learn what SMS is and how CiviCRM can use it to communicate with constituents. CiviCRM latest Updated 2026-10-06
Search and reporting — Reporting¶
- Navigation menu Find CiviCRM features through the navigation menu and learn how menu items can be changed. CiviCRM latest Updated 2026-10-06
Search and reporting — Search¶
- Search for information in CiviCRM Find contacts and other records using CiviCRM search methods, and work with the results. CiviCRM latest Updated 2026-10-06
- Search result actions Look up the actions available for contact, contribution, participant, activity, and member search results. CiviCRM latest Updated 2026-10-06
- URL filter support in searches Look up supported search URL parameters and the date formats used in their values. CiviCRM latest Updated 2026-10-06
Search and reporting — SearchKit¶
- Create a donation form with FormBuilder Create a public donation form with FormBuilder and a Stripe checkout option. CiviCRM latest Updated 2026-10-06
- Create an invitation list for donor members Build a SearchKit invitation list of current members who are major donors and have no event participant record. CiviCRM latest Updated 2026-10-06
- Search For Identify the primary entities available in Search For and the optional ways to modify or group a search. CiviCRM latest Updated 2026-10-06