Guide Event Attendee Management System

Transcription

1 Guide Event Attendee Management System Event Attendee Management System (EAMS) Admin Guide

2 Contents Access your event... 2 Setup Event... 2 Create a New Event... 3 Event information... 4 Event contact... 5 Event panel... 5 Event Event invitation... 7 Manage your Event... 9 Publish an Event... 9 Cancel an Event... 9 Copy an Event Archive an Event Edit an Event Manage Report Register another user to an Event Communication Support Page 1 of 13

3 Access your event Login to: Setup Event Select My Events Page 2 of 13

4 Create a New Event Select New Event Click I agree Page 3 of 13

5 Event information Fill-in the required event information fields. Click Save or Next to explore other event options before saving. Note: Select Visible to Outside Host Location for public events. Select Visible to CBE staff for any CBE staff event. Unselected all boxes to make an event private. (see Event Invitation ). Page 4 of 13

6 Event contact By default, the event organizer is the event contact. The event organizer can add other CBE users as secondary contact. Note: The event contact is able to edit the event content, register other users and run the report for this particular event. Event panel In the Event Panel, the event organizer is able to customize the event questions by adding or coping the event questions from the existing template located on the right. Click Next. Note* Depending on your selection level, this will dictate what is included. For example; Page the page will include the title, sections and their associated question(s). Section the tile and its associated question(s). Question the question itself. Page 5 of 13

7 Click on the section or page and use the Edit button to modify the question, section or page if necessary. If the question includes multiple choices (i.e. dropdown list), select the New Option button to add choices if desired. Page 6 of 13

8 Event Highlight and move the template to the right box. To edit the content for the event , place your cursor in the body and select the dynamic field from the dropdown list. Event invitation For private event, select New Invitee or select Load Invitees (manual). Note: If you choose to type or copy your addresses manually, you must insert a semi-colon between each . Page 7 of 13

9 Click the invitee checkboxes and press on Invitation to send out invitation s. Page 8 of 13

10 Manage your Event Note: Once the event is saved, your Event is placed in the Unpublished Event folder. Publish an Event Click on Unpublished Events. Highlight your event and select Publish Event to activate your event for the users to register. Cancel an Event A published event can be removed from the registration list by selecting Cancel Event. Page 9 of 13

11 Copy an Event All existing, cancelled or archived events may be copied and use as a template to create other events. Archive an Event Once the event is closed, the event should be archived. Edit an Event An event is editable once created. The event can be previewed anytime. Select and copy the URL from the next screen s menu bar and paste it into . To view the registration list or register on behalf of other users, select the registration icon. Select Add Registrant to register on behalf the user. Select the checkbox(es) (or Select All), and select Resend Confirmation if user did not receive the confirmation . To send additional s to the existing registrants, select the applicable checkbox (or Select All), and then select Send General . Select Export to export the registrants list to an excel file. There are multiple methods to manage the existing registrants data. Page 10 of 13

12 Manage Report There are different reports available to you (Event Summary, Registrant List, Event Registration Answer Detail, Over Event Limit Users, Name tags & Certificates). Reports may be exported either as an Excel,.CSV or PDF file. Register another user to an Event You can register someone else on his or her behalf. The Event organizer selects I am registering on behalf of someone else to register the user. Page 11 of 13

13 Communication Good examples of communication to your targeted users could be similar to this: Example no 1 Page 12 of 13

14 Example no 2 Support Please contact the CBE Help Desk if you experience any issues with this application. Page 13 of 13