How events fit into the structure and hierarchy of the platform
- Matt Kepple
Where events fit
Every event belongs to a project.
This is why in order to create events, you need to turn on events within a particular project Turn on Events within a project
Every event has one Event Category which determines
the fields used on the Event Creation page Design the Event Creation Form
the fields used on the Guest Booking form Design the Event Guest Booking Form
the fields about guests that are displayed in the Guest Background Information table Design the Guest Background Information custom table
which survey is used for Event Attendance Design the Event Attendance form
other attributes of events such as
Event roles available
which Event Guest Statuses available and in which order
rules that determine transitions between Event Guest Statuses
automations that are related to events Automation Criteria: contact is added to an event
A project can have many Event Categories added to it. Add an Event Category to a project
When you add several Event Categories, it means that when users are creating an event within that project, they can choose which Event Category to use
Each Event Category can be added to several projects Add an Event Category to a project
Within the Events app, your Contacts are called Guests
Apps and Features that work with Events
The Contact Filters have a criteria called Events Invited To
This lets you filter contacts according to the events they have been invited to
This could be used when
Sending broadcasts via SMS and Email, or when tagging contacts on Mailchimp Send a bulk SMS or Email to a group of contacts immediately or scheduled for later (i.e. send a Broadcast)
Sending unique survey links to contacts Send a unique survey link to a Contact (via Email, Manually or SMS)
The Timesheets App
If you use Event Timesheets, the timesheets app displays the time spent by each guest (and event worker) within each Event Role