Track guest engagement over time¶

Create a Workshops property on the Ticket object, tag attendees during check-in, and surface it in CRM views so you can track which sessions each guest attended.

Quick steps¶

1. In CRM > Properties, create a Ticket property named Workshops.
2. Set type to Multi-select and add options like Workshop 1, Workshop 2, Workshop 3.
3. During check-in, select a guest and tag the appropriate workshop options.
4. Add the Workshops column to your CRM contacts or tickets views.

Step-by-step walkthrough¶

1. Create the Workshops property¶

1. Go to CRM > Properties and create a new property.
2. Name it Workshops.
3. Set Object to Ticket.
4. Set Field type to Multi-select.
5. Add options such as Workshop 1, Workshop 2, Workshop 3.
6. Save the property.

2. Tag Workshops during check-in¶

1. Open Events, select your event, and go to Check-in.
2. For each attendee, open their ticket details.
3. Use the Workshops field to tag the workshops they attended (for example, Workshop 1 and Workshop 2).

3. Surface Workshops in CRM views¶

1. In the relevant CRM view (contacts or tickets), open Columns > Add Columns.
2. Add the Workshops column so you can see and filter by workshop attendance.

Troubleshooting¶