Introduction
Every contact who participates in an event is assigned a Participant Role (sometimes referred to as a Participant Type). CiviPlus comes with a number of types/roles already configured:
Attendee
Volunteer
Host
Speaker
It’s easy to create your own participant roles to suit your organisation's needs. For example, you might want to add roles such as Sponsor, Exhibitor, VIP, Press/Media etc.
Using different roles allows you to segment participants into meaningful categories based on their involvement. This is particularly useful for targeted communications, such as sending a briefing email to volunteers only, or generating a list of past VIPs for fundraising purposes.
Creating Event Participant Types/Roles
From the CiviPlus top menu navigate to
Administer → CiviEvent → Participant Roles
You will see the list of Participant Roles already configured, and you can click + ADD PARTICIPANT ROLE to create a new one.
Use the Label field to give the new role/type a name - in this example we’ll use “ViP”. The Value field is the unique internal identifier for this role, it’s generally best to leave this to the default.
The Counted field indicates whether participant with that particular participant should be included in the overall participant count for the event. So, for example, you might decide that including roles such as volunteers, staff, or speakers could inflate the numbers inappropriately, whilst you will almost certainly want to include attendees or registrants in the count.
The Description field is useful for administrators or creators of events to understand more about a particular role.
Use the Order field to specify where in the list of Participant Types this particular one should appear.
And finally, you can specify whether this Participant Type is Enabled or not.
Click the SAVE button to store this new Participant Type. As example of a completed page is shown below: