An event on Makerble is like a calendar appointment. It has a

• Title

• Start time and date

• End time and date

How do events relate to other parts of Makerble?

Brief summary

• Every event belongs to a single project

• Users who work at an event are called Event Workers

• Users with permission to edit an event’s details are called Event Managers

• Contacts who are scheduled to attend an event are called Event Guests

• When a guest attends an event, their attendance is recorded in a story that is saved to the

  • the timeline of the event

  • the timeline of the project that the event belongs to

  • the timeline of the guest who attended the event (i.e. the timeline of the contact)

• And like all stories, the attendance story also appears on

  • the timeline of the user who logged the guest’s attendance

  • the homepage of anyone who follows that user or the project that the event belongs to

  • the timeline of the organisation

In more detail

Where events fit

1. 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

2. 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

3. A project can have many Event Categories added to it. Add an Event Category to a project

   1. 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

4. Each Event Category can be added to several projects Add an Event Category to a project

5. 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

  • Contact Filters - a feature available in many places

  • 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

    • Timesheets for Events

    • Event Roles

How other Apps and Features fit into the hierarchy of the platform

• What is a story?

• What is an Event?

• Decide what to import and how