Export an Event Registration List
Navigate to the desired Event page.
In the Registered section, click the three-dot action menu.
Select Export.
Update Event Registration Status
The Registered table displays all event registrants and includes the following details:
Confirmed
Select the checkbox to confirm a registrant's attendance.
Status
Select one of the following attendance statuses:
Pending
Attended
No Show
Canceled
Rescheduled
Waitlisted
Outcome
Select one of the following outcomes:
None
Appointment Set
Follow Up
Actions
Use the available action icons to perform follow-up activities directly from the Event page:
Calendar icon: Schedule an appointment
Trophy icon: Create an opportunity
Three-dot action menu: Call, email, or text the contact directly from the Event page
Text or Email Registrants in Bulk
From an event's Registered section, you can message registrants in bulk and turn attendees into a reusable contact list — without leaving the Event page.
Navigate to the desired Event page.
In the Registered section, use the Status and/or Outcome filters to narrow the roster. Your message goes to exactly the contacts shown.
Status: Pending, Attended, Canceled, No Show, Rescheduled, Waitlisted, Registered, Confirmed
Outcome: None, Follow Up, Appointment Set
Click Text Message or Email. The panel displays the recipient count and your available credits.
Compose your message:
Email: choose the From account, enter a Sender name and Subject, then write your message in Plain Text, choose a Template, or paste HTML.
Text: check This is an event reminder to send it as a transactional message. Keep the body factual — promotional content is not allowed on this channel.
Use personalization tokens so each recipient sees their own details.
Review the preview, then click Send.
🔍 Before you send: Texting requires a configured texting account, and email requires a verified sending account. If your organization hasn't set these up, the Text Message or Email button will prompt you to do so first. See Configure Email & Text Messaging.
To review messages already sent for this event, click Communication History in the Registered panel.
Convert the Roster to a Static Contact List
Turn an event's attendees into a reusable static contact list — useful for following up with a specific group after the event.
In the Registered section, apply any Status or Outcome filters so the roster shows exactly who you want on the list.
Click the three-dot action menu, then select Convert to Static List.
Enter a Name and, optionally, a Description. The Contact List Preview shows who will be included and an estimated contact count, based on your current filter.
Click Save. Your new list is available under Contact Lists.
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