3 years ago Updated
This article provides information about navigating the main event components within your Account. The article describes the Event List and Event-specific tabs such as Plan, Promote, Manage, Engage, and Reports.
Events Tab
The EVENTS link in the Primary Navigation Menu will take you to the Event List page. The Event List page is where you can find and access Events on your portal.
Working with the Event List
The Event List includes all Events that are accessible from your Account. The default view will display all current and upcoming Events.
Details about each Event are displayed along with the Event title/name. Click on the Event row to manage, configure, or view an Event's settings. Clicking on an Event row takes you to the Manage > Registrations page for that Event.
Some basic information available on the Event List is shown below. You can replace columns by clicking on the vertical ellipses next to the column name.
- Event Title — The name given to the Event.
The Event name is configured when creating the Event.
The Event name is configured under Plan > Event Setup > Details, within the Event.
- Start Date — The first day the Event will occur.
The Start Date is the first day on-site.
The Start Date is configured under Plan > Event Setup > Details within the Event.
- Location — Where the Event will be held.
The Location is configured under Plan > Event Setup > Details within the Event.
- Status — The status of the Event.
Status options include Live, Testing, Postponed, Cancelled, Closed, etc.
The status is set within the Event under Plan > Event Setup > Details.
- Registrations — A brief numeric overview of how many people have registered.
“Complete” refers to those attendees who have registered and have completely progressed through the Registration Form to the Confirmation page.
More information about Registrations is available on the Event Dashboard that is displayed when you click an Event's name.
- Complete — Those attendees who have registered and have completely progressed through the Registration Form to the confirmation page.
Event List Views
By default, the Event List is filtered to show upcoming Events. Upcoming Events are Events with a start date in the future.
You can change and add filters to narrow down the list further. Additional filters for fields like Event Owner, Timezone, Tags, and Standard and Custom Event Fields can be added by clicking on the More dropdown in the event search bar.
Event Navigation
When you click on an Event from the Event List page, Event-specific tabs display next to the Event name at the top of the screen.
Each tab has a drop-down of section items.
Plan
The Plan tab contains Event configuration options.
- Configure : This is where you can edit the abilities and look of the Event.
- Options: Here, you can edit how data that comes through the Forms is treated.
You can also choose which features/modules you would like to include in your Event.
- Display: Here, you can edit or add Custom HTML and CSS.
The Custom HTML and CSS will be applied to the Event as a whole.
- Single Sign-On: Here, you can select the SSO setup you want to use for the Event (if available).
- Event Setup: All Event-specific information is entered here.
Event-specific information includes Event dates and location, Custom Questions, Agenda Items, etc.
Be sure to set up all of your Event information and Event-specific Custom Questions here before configuring your attendee-facing Forms and Websites.
You will also find the Content Display area here.
The Content Display area allows you to set up or add values to any Display Fields, Content Blocks, or Display Rules you want in the Event.
- Accommodation: “Accommodation blocks” (any pre-booked room blocks for the Event) can be set up here.
You can also define your room types and hotel(s).
You can also match any roommate requests here.
- Promo Codes/Groups: If these modules are enabled, this will bring you to the area to create, modify, or delete any Promo Codes or Groups set up in the Event.
- Forms: This is the web interface you will use to collect information from your attendees.
Your Event can house one or multiple Forms for attendees to .
Your Forms list shows a list of Forms created for the current Event with dates that the online registration opens and closes.
Promote
The Promote tab contains attendee-facing and communication setup options.
- Website: This is where you can (optionally) set up full attendee-facing informational Website(s) with static text about your Event.
- Communication: This is where you can set up email and printable templates/invoices and itineraries.
The email and printable templates/invoices and itineraries can be sent to your Event attendees.
Manage
The Manage tab contains event management and operational setup options.
- Registrations: This tab serves as the planner’s “Dashboard” for an Event.
There are three main at-a-glance summary Reports on this tab.
The planner uses these summary Reports on a day-to-day basis.
- Badges and Barcodes: This is where you will set up badge layout, badge name, add badge fields, and create barcodes.
Engage
The Engage tab contains event engagement and check-in options.
- Check-In: Here, you can set up the Event to use the Certain Check-In App or the Certain Kiosk App.
Reports
The Reports tab is used to create and view customized Reports on your Event Registrations.
> Note: If you do not see any of the above options in your event, check the Plan > Configure > Options page to enable the associated module. > If you do not see the option available, it may be that your product license does not include the feature. > Check with Certain Support or your Customer Success Manager for more information.