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Help center/For event organizers/CRM, tags and invitations

CRM, tags and invitations

The organization CRM in AOA: attendees of all your events in one database, tags and segments, CSV import and export, and one-click invitations from past events.

The organization's attendee database

AOA brings the contacts from all your events into a single CRM at the organization level. Everyone who has ever registered or been added appears in your database with their attendance history.

Tags

Tags have their own mechanics in AOA: you add your own labels to people in the CRM. A tag is a free-text label with an optional color. Examples:

  • VIP, Regulars, Early Bird buyers
  • Segments by format: Speed Dating, Talks, Workshops
  • External sources: Telegram channel, Partners, Corporate clients

Tags can be assigned manually, in bulk (select a group and tag it) or automatically when someone buys a certain ticket type or attends an event.

Filtering and segmentation

You can build segments from tags and other fields:

  • Users tagged "VIP" who have been to 3+ events
  • Women aged 25-30 who attended Speed Dating
  • People who bought Early Bird but didn't come to the last event

A segment like this becomes the basis for a broadcast, an invitation to a new event or a coupon.

CSV import and export

  • Import: upload your existing contact list as CSV. AOA matches emails and phone numbers to existing users or creates new records in the CRM
  • Export: the attendee list of one event or a whole CRM segment as CSV

Invitations from past events

For a new event, you can invite a selected CRM segment in one click. Invitations go out by email, Telegram and push notifications, and each attendee gets a personal link to the new event.

Privacy

Contacts in the CRM belong to a specific organization: other organizations on the platform can't see your database. An attendee can request deletion of their data under the AOA privacy policy.