Events

Other is a page which includes the Events, Questionnaires and Published Documents tabbed pages.

Events

The Events page shows events published on the Customer Web and available for registration and sending invitations to. Persons get automatically connected to these events after registering or accepting invitations. You can create Register and Invite links when editing emails.

• Events - shows the number of events in this month and quarter.
• Participants - shows how many persons accepted invitations for events in this month and this quarter.

Chart

The chart shows the number of events and invited participants per month.

The Open events pane lists events in the nearest future available for invitations.

The Event history pane lists the most recent events in the past which have been used for invitations.

Click EVENT HISTORY to open the Event History page where you can see all events ever available for invitations and to check their participants.

Open Events pane

In the Open Events pane use the Search box to narrow down the list of shown events.

• To edit an event, select Edit Eventfrom its menu.
• To delete an event, select Delete event from its menu.
• To see a list of participants, simply click an event or select List participants from its menu.

Click NEW EVENT to create a new event.

List of Event Participants for Open Events

Click an event or select List participants from the menu of an event if you want to see a list of its participants

Use the Search box to limit the shown results.

• To edit a person, select Editfrom its menu.
• To disconnect a person from the event, select Delete from its menu.
• To mark a person as Not Coming for the event, select Not Coming from the menu. The list will be refreshed and the marked person will be moved to the Not Coming page.

The first column shows if a person was "Registered" or "Participated" in the event. If needed, you can click in the first column to change "Registered" to "Participated".

Click in the Name column to see person summary view.

If you need instructions for the Person Add operations or Excel Import/Export Operations please refer to the Lists chapter.

Click Invitations to see a list of people invited to the event. This lists includes people from the following sources:

• Persons whom you sent an email with a registration link for this event.
• Persons you added manually.

Click Not Coming to see all persons who informed that they are not coming (using a "Not Now for Event" link).

• To edit a person, select Editfrom its menu.
• To mark a person as Coming for the event, select Coming from the menu. The list will be refreshed and the marked person will be moved to the Coming page.

Creating a New Event

Click NEW EVENT to create a new event. Fill in the event fields.

• Use the Max Attendees field to set how many persons can register for an event.
• Use the Warning Limit field to set when a warning email should be sent to you and when a warning that the event is almost fully booked should be shown in the Customer Web.
• Use the Last Registration Date field to specify when you will stop accepting registrations:

Click OK to save the event.

EVENT HISTORY page

In the EVENTS / EVENT HISTORY page use the Search box to narrow down the list of shown events.

• To edit an event, select Edit Eventfrom its menu.
• To delete an event, select Delete event from its menu.
• To see a list of participants, simply click an event or select List participants from its menu.

List of Event Participants for History Events

Click an event or select List participants from the menu of an event if you want to see a list of its participants

Use the Search box to limit the shown results.

The first column shows if a person was "Registered" or "Participated" in the event. If needed, you can click in the first column to change "Registered" to "Participated" or the other way around. If you need to mark all persons in the list as "Participated" or "Registered" , you can use the "All Participated" and "No One Participated" buttons.

Click All Participated to mark all persons as "Participated".

Click No One Participated to mark all persons as "Registered".

Click in the Name column to see person summary view.

If you need instructions for Excel Import/Export Operations please refer to the Lists chapter.