You can record session notes, outcomes, and attendance about an event’s guests by using the Add attendance and more button that appears in the Event Actions panel of the Event page
Everything you record is automatically sorted and filed onto the contact profiles of each guest as well as being saved on the event page and in the project so that it contributes to your overall stats and reporting.
This button is only available for Organisation Admin and Project Colleagues. For members with other roles, this button will be disabled. The button only appears if a survey has been added to the Event Category. |
Click any event
It will take you to the event page.
Click on Add attendance and more
This will take you to the add attendance page.
You will find the event details at the top of the attendance form.
Here, you can select contacts to record attendance.
Press Save
Your event update will appear at the bottom of the Event page in the Event Timeline section
The name of the survey used to record attendance is displayed in the story
Click the Expand Story button to see the details of the attendance log.
Click My Apps
Select Events.
You arrive on the Manage Event page.
On the Actions row, click on the three-dot for any event.
You will find a dropdown menu where you will find an option Add Attendance and more
Click on Add Attendance and more.
You will arrive on Add Attendance and more page.
This could also be accessed from the homepage if your event starts in future
Click on the cog icon of an event in the events section
Click Add Attendance and more
You will be redirected to Add Attendance and more page.
Surveys used as the Event Attendance Form often include text fields that are completed for each guest. Turn on One Field per Contact in your Survey
Surveys used as the Event Attendance Form often include text fields that are completed for each guest. Turn on One Field per Contact in your Survey