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
Select My Apps in the top menu
Select Metrics
Press the New Metric button (previously called Create a Goal)
Select the Attendance Trackers tab
In the Name field write “Session Attendances”
Scroll to the bottom and press Save
Stage 2: Create the Attendance survey
Select Create in the top menu
At the bottom of the menu, put your mouse on Show More Options which causes the menu to expand to the side
At the bottom of the expanded menu, select Survey
You arrive on the Create Survey page
Give your survey a name, e.g. 'Attendance Survey”
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)
Scroll to the bottom and press Save
You now arrive on the Survey’s profile page
Stage 3: Add the Attendance survey to the Event Category
Select My Apps in the top menu
Select Event Categories
You arrive on the Manage Event Categories page
Press the Edit button next to the event category called “Event”
Scroll down to Part 4 of the page. In the Which form do you want to record attendance dropdown list, select Session Attendances
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