Add Event Registrants to CRM

Learn how to automatically add event registrants as CRM contacts in PEARS.

When creating a community event, you can configure PEARS to automatically create CRM contact records for registrants. This links event registrations to the Community Relationships module.

NOTE: Access to the Community Events module requires the appropriate permissions. Coordinate with your organization administrator and PEARS Support to be granted access.

1

Create or edit a community event

Navigate to Plan > Community Events and create a new event or open an existing one for editing.

2

Enable CRM contact creation

In the Additional Information section of the event form, check the Create CRM Contacts Automatically option. When enabled, PEARS automatically creates a CRM contact record for each registrant.

Screenshot: The Additional Information section of the community event form showing the Create CRM Contacts Automatically checkbox enabled

3

Save the event

Click Save or Save and Continue to save the event settings.

4

View CRM contacts from registrations

Click Manage Registrations to view who registered for the event. Use the redirect link under the CRM header in the registration list to navigate directly to the contact record in the CRM module, where you can view event history and interaction records.

TIP: Organization administrators can set a default CRM contact creation setting in Organization Settings under Event Management. Event creators can override this default for individual events.