Managing event participation in CRM

Platform discussions
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1

Hi, we are a nonprofit, and we have free events that we want to collect the people who register to them as contacts in our CRM, with the details of the event they registered to. The connections are many to many: contact can participate in numerous event, and each event has numerous participants.

We have the following set up:

  • Events board - with all static info about the event
  • Contact board - with static and dynamic info about the contact, including all events participated, donations and other interaction types.
  • Interactions board - collecting the connection information between contact and events, donations, etc. This board allows the many to many connection.

What would be the most convenient way to register participants in events? The participation should create an interaction connected to the contact and to the event.

so for example, if I register to an event, I will create an interaction labeled “event participation” and it will be connected to my contact card and to the event (so basically a connection module).

What would be the most convenient way to register contacts to an event with the relevant event details? We are open to paid solutions if none of the built in solutions work

2

Hello!
I need to know your current CRM to suggest the most convenient way to register event participants and link them to your “Contact” and “Interactions” boards. Ideal solutions involve either leveraging your CRM’s native event/campaign module, integrating a dedicated event management platform (like Eventbrite for free events) or an advanced form builder (like Jotform) with your CRM, often via Zapier/Make, to automatically create the linked “Event Participation” records.

3

We’re on the Nonprofit - Pro Plan in our CRM
How can I leverage native modules? That would be ideal.

4

Hi @YaelC - From what we’ve seen with other teams, a simple approach that works really well is using a QR code check-in. Attendees just scan the code, fill out a short form, and the information gets recorded directly into your boards.

Here’s an example of how it works: https://getfluidapps.com/contactless-check-ins/

Our QR Item Tracker app (available in the monday.com marketplace) can handle this smoothly, creating the interaction and linking it back to both the contact and the event. We’d be happy to walk you through how it can fit into your workflow.

We also offer free video support and a generous nonprofit discount.