events 101 chase carter director of communications oklahoma state university alumni association

Events 101

Chase CarterDirector of Communications

Oklahoma State University Alumni Association

Events Hosted with iModules

• Award Ceremonies• Board Meetings• Bus Trips• Chapter Meetings• Fundraisers• Golf Tournaments• Legacy Events• Reunion Weekends

• Senior Sendoffs• Senior Toasts• Sports Outings• Tailgates• Volunteer Service

Projects• Volunteer Training• Watch Parties

Events 101 Topics

• Creating an Event• Editing an Event• Event Reporting• Questions and

Ideas

Creating an Event

• Select Events > New Event from the admin toolbar

• Click the New Event icon on any calendar module

Creating an Event

• Event Name• Calendar Listing• Short URL• Facebook Publishing• User Data

– Identity Checkpoint– Pre-populate from Link

• User Comments• Advanced Mode

– Display and Form Audiences

Dates and Times

• Start and End Dates

• Start and End Times

• Advanced Mode– Display Range

Event Types

• Calendar Announcement– No Subpage

• Event with Detail Page Only– Description Only

• Event with Detail Page and RSVP/Registration

• Registration Dates

Calendar Announcement

Event with Detail Page Only

Event with RSVP/Registration

• RSVP vs. Tickets• Registration Date Range


• Registration Settings– Registration Limits– Waiting Lists

• Optional Items– Attendee List– Photo Album– Message Board– Message to

Coordinator


• Collect Guest Names

• Registration Form Defaults vs. Wizard

• Templates• Detail Page

Layouts

Event with RSVP

• Simple Yes/No attendance question

• Can ask for names of additional guests

• No monetary transaction

Commerce Items

• Ticket-Based Registration requires Commerce Items

Commerce Items

• Drives Field Registration

• Field Name• Display Name• Required Fields– Field Specific vs.

Purchase Group

• Audience

Commerce Items

• Description– Customize with

simple HTML• Bold• Italic• Underline

• Member and Overall Limits

• Custom SKU• Pricing

– Free, Single Price, Multiple Prices

Managing Event Fields

• Adding New and Existing Fields

• Adding Rich Text• Managing

Commerce Items• Sorting Fields

Category Settings

• One or multiple categories on your form to group fields

• Set an audience for the entire category

• Enable a category header

• Enable category instructions

Sorting Fields

• Hover mouse over fields to display edit icons on the right

• Green arrow icon allows drag and drop field movement

• Pencil icon edits field• Red X icon deletes

field

Sorting Fields

• Select Sort Fields under Manage Category

• Best option to sort many fields at once

• No page refresh between movement

• Delete multiple fields at once

Managing Event Form

• Add New/Existing Categories– Template Forms

• Add and Edit Steps• Review/Finish Page• Confirmation

Emails• Commerce Items

Editing Step Settings

• Step Display Text (shown as breadcrumb)

• Next and Back Button Text

• Step Audience

Event Confirmation Emails

• Member Confirmation– Yes and No

Confirmations

• Admin Confirmation

Previewing and Editing Events

• Content Properties– Edit initial settings, preview, description,

contacts and location

• View Content– Opens event description page

Editing On Description Page

• Inline Edit– Edit event title, description, contacts, date,

location and button text. Save Changes when complete.

Reporting

Event Reporting

Event Reporting

• Primary Registrant Summary– ID, Name, Email, Class Year, Guest Names

• Attendee Report– Attendee Name, Registrant/Guest, Email,

Class Year, Guest Of

• Itinerary Report– One page per registrant with event/activty,

date, time and location

• Commerce Item Report– Breakdown of purchases by commerce item

Primary Registrant Summary

Attendee Report

Itinerary Report

Commerce Item Report

Event Items Not Covered

• Event Templates• Photo Albums• Attendee Lists• Activities• Page Layouts• Commerce Identifiers

• Contact Application Support or your Account Manager for more information!

Questions? Ideas?

Chase CarterDirector of CommunicationsOklahoma State University Alumni Association

[email protected]: @loyalandtrue86

events 101 chase carter director of communications oklahoma state university alumni association

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