How does the Team Inbox work?

Create Event Attachments, scan business cards and evaluate Event Requests.

The Team Inbox is a versatile tool used to capture your Team's event activity. It can only receive items from registered user email addresses. To send an item into the Team Inbox, the sender must use the email address associated with his or her EventGeek account.

Org Admins have access to everything sent to the Team Inbox by members, while Team Members and Event Staff only have access to what they have personally sent to it.

To access the Team Inbox, click the inbox icon at the top left of the sidebar.


Main Inbox: Create event Attachments

The Main Inbox helps you capture emails, notes, PDFs and attachments from your Team's email activity. To send emails or Attachments to the Inbox, forward them to inbox@eventgeek.com from the email address associated with your EventGeek account. 

Once inside the Main Inbox, there are several options for navigation and customization:

  • Add Attachments to an event and, optionally, to a Task by using the drop-down menus in the Event and Task columns. To save your selection, click the Add button.
  • Use the actions menu (three gray dots) to the right of an inbox item to view, download or delete it.
  • Use the filters and columns drop-downs in the upper right to filter the inbox items and customize which columns are displayed in your view.

Leads Inbox: Scan business cards

You can take a picture of a business card with your phone's native camera app, or with the EventGeek mobile app, and upload it to the Leads Inbox.

Once inside the Leads Inbox:

  • Click the blue "Upload business cards" button to import business card images from your computer. 
  • Use the actions menu to the right of an inbox item to update the Contact's record, view the card, download or delete it.
  • Use the filters and columns drop-downs in the upper right to filter the inbox items and customize which columns are displayed in your view.

Read more about capturing Leads from business cards here.


Requests Inbox: Review Request Form submissions

Once you have created an Event Request Form and shared it with your Team, you will start receiving Request submissions. These submissions go to the Requests tab of your Team Inbox. Read more about managing Request Form submissions here.


A few notes:

  1. Note that you can import Contacts at the Org or event level, but you can't send a CSV spreadsheet to the Leads Inbox to import it.
  2. Only Org Admins or other Team Members specifically designated as Request Form reviewers will be able to see Request submissions in the inbox.

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