Get started with a simple Event Attendance form

This tutorial explains how to create a simple Event Attendance form that captures guests' attendance.

There are three stages:

  • Stage 1: Create the Attendance metric

  • Stage 2: Create the Attendance survey

  • Stage 3: Add the Attendance survey to the Event Category

Steps

Before starting, make sure you have turned on events within at least one of your organisation’s projects

Stage 1: Create the Attendance metric

  1. Select My Apps in the top menu

  2. Select Metrics

  3. Press the New Metric button (previously called Create a Goal)

  4. Select the Attendance Trackers tab

  5. In the Name field write “Session Attendances”

  6. Scroll to the bottom and press Save

Stage 2: Create the Attendance survey

  1. Select Create in the top menu

  2. At the bottom of the menu, put your mouse on Show More Options which causes the menu to expand to the side

  3. At the bottom of the expanded menu, select Survey

  4. You arrive on the Create Survey page

  5. Give your survey a name, e.g. 'Attendance Survey”

  6. In the Your Questions Library box (on the left), select the Session Attendances metric. (If it is not displayed, reload the page and try again)

  7. Scroll to the bottom and press Save

  8. You now arrive on the Survey’s profile page

Stage 3: Add the Attendance survey to the Event Category

  1. Select My Apps in the top menu

  2. Select Event Categories

  3. You arrive on the Manage Event Categories page

  4. Press the Edit button next to the event category called “Event”

  5. Scroll down to Part 4 of the page. In the Which form do you want to record attendance dropdown list, select Session Attendances

  6. Scroll to the bottom and press Save

Congratulations

You have successfully added a simple attendance form to your event category and can now track your guests' attendance by clicking the Add attendance and more button on an event’s page