Events
Overview

Events

Gordon CRM's Events module allows you to create events, manage attendee lists, and automate follow-up communication — all within your CRM workspace. You can schedule events manually inside the dashboard or import them from Eventbrite.

[SCREENSHOT PLACEHOLDER: The Events directory dashboard showing the calendar view and list of upcoming events]

The Events List

The Events directory page displays all events in your workspace. You can filter and view them using two independent tri-state segmented tab filters:

  • Time: Toggle between Upcoming events (default, sorted soonest first), Past events (sorted most recent first), or Any (bypasses time constraints).
  • Website: Toggle between Published events (shown on your public website), Unpublished events (internal only), or Any (default).

If your filters deviate from the defaults, a ✕ Clear filters button appears next to the search bar to reset the directory view instantly.

Sorting

You can sort the events directory using clickable column headers:

  • Event: Sorts alphabetically by event name (A→Z or Z→A) using text-aware sort icons (A Z / Z A).
  • Start Date: Sorts chronologically by start date (ascending or descending) using stacked-bar date sort icons.

The active sort header is highlighted in emerald. Sorting is fully independent of search and filter choices, meaning toggle selections will not reset the active sort.

Event Sources

Each event in your workspace has a source based on how it was created:

  • Manual Events: Created inside the dashboard. Registrations are collected through Gordon CRM's public RSVP page.
  • Eventbrite Events: Imported from your connected Eventbrite account. Registrations are managed on Eventbrite and synced automatically into the CRM via webhooks.

Both sources share the same attendee lists and registration metrics, but Eventbrite listings redirect users to Eventbrite to complete their ticket purchase.


Timezone Handling

To keep schedules accurate, all event dates are saved in UTC but displayed in the event's local zone:

  • Manual Events: You select the local timezone (e.g., America/Chicago) during creation.
  • Eventbrite Events: The timezone is imported automatically from the Eventbrite venue details.
  • Display: All dashboard calendars, registration forms, and emails render times localized to the event's selected zone.

Event Detail View

Clicking an event in the directory opens its details page, containing three tabs:

  • Overview — Displays the location, timezone, rich-text description, and Eventbrite sync logs (if applicable).
  • Registrations — Lists all registered and cancelled attendees, ticket price, and payment history.
  • Automations — Shows all automation rules connected to the event (e.g., tags and drip email reminders).

[SCREENSHOT PLACEHOLDER: The event details page showing the active Registrations list]


Automation Integration

Event registrations integrate with the Automations engine. When a contact registers — whether through the public RSVP page or Eventbrite — the system can automatically:

  • Apply a Tag (e.g., tag attendees with "Gala Attendee").
  • Enroll in a Campaign (e.g., send event reminders 7 days, 24 hours, and 1 hour before the start time).
  • Generate Tasks (e.g., create a "Call attendee" task for your sales team).

Refund and Cancellation Handling

If an attendee cancels their ticket or receives a refund, the CRM marks their registration status as cancelled. If they have no remaining active tickets for the event, the system cancels any active campaign reminder sequences to prevent post-event communications from going out.


Deletion Warnings

If you delete an event, it will permanently remove the event details, all registration history, and any automation rules triggered by the event. If the event is linked to active rules, the confirmation window will warn you before deleting.


Permissions

Managing event settings and Eventbrite connections requires administrative access.

RoleCreate & Edit EventsView RegistrationsConnect EventbriteDelete Events
OwnerYesYesYesYes
AdminYesYesYesYes
MemberYesYesNoNo

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