Setting Up and Managing Events
Thrive administrators can access the Events feature in the Admin section of the app. This is where you can create new events, add guests, and configure roles and statuses.
Creating a New Event
To create an event, follow these steps:
Navigate to the Admin section.
Hover over ‘Event’ in the top navigation bar, and click ‘Event’ in the dropdown menu.
Click the ‘New Event' button at the top right.
Fill in the event details, including:
Event Name
Associated Company (if applicable)
Location
Event Description
External Event ID (helpful for linking data from other event systems)
Start and End Dates
Point of Contact
Notes
You can always edit this information later if needed.
Managing Guest Lists
After creating an event, you can add and manage guests from the event's page.
Click on an event to open its details page.
Scroll down to the Guest List section.
Click ‘Add Guest to This Event’.
In the ‘Contact’ field, enter the attendees you would like to include.
Assign their Status and Role for the event.
Add notes if applicable.
Click Save.
Configuring Roles and Statuses
In the Admin section, also shown in the ‘Events’ tab, you can customize the roles and statuses to match your organization's needs.
Roles: Roles describe a guest's participation in an event (e.g., attendee, panelist, moderator). You can create new roles to accurately reflect how people are participating in your events.
Statuses: Statuses indicate a guest's attendance plan (e.g., invited, RSVP'd, attended). You can add new statuses to align with your team's tracking methods.
Any changes you make here will be reflected in the roles and statuses you see on the contact and candidate profiles.
Viewing Events
Once the Events feature is enabled, you'll be able to see event information for any contact or candidate on their profile.
Candidate Profile
When viewing a candidate's profile, scroll down to the bottom of the page. You'll find an Events tab below the Activity tab. Clicking on this tab will display a list of events the candidate was invited to or attended. You'll see details like:
Event name
Date of the event
The candidate's role (e.g., MC, attendee, panelist)
Their attendance status (e.g., invited, not planning to attend)
A brief description of the event
If a candidate has no events associated with their profile, this section will be blank.
Contact Details
You can also view event information on the contact details page. This information appears on the activity timeline. To filter the timeline to show only events, use the activity filter dropdown and select Events. You'll then see a list of events a contact was invited to or listed as a guest of.
Note: This is an admin-only feature.