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Events 101 Chase Carter Director of Communications Oklahoma State University Alumni Association.

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Presentation on theme: "Events 101 Chase Carter Director of Communications Oklahoma State University Alumni Association."— Presentation transcript:

1 Events 101 Chase Carter Director of Communications Oklahoma State University Alumni Association

2 Events Hosted with iModules Award Ceremonies Award Ceremonies Board Meetings Board Meetings Bus Trips Bus Trips Chapter Meetings Chapter Meetings Fundraisers Fundraisers Golf Tournaments Golf Tournaments Legacy Events Legacy Events Reunion Weekends Reunion Weekends Senior Sendoffs Senior Toasts Sports Outings Tailgates Volunteer Service Projects Volunteer Training Watch Parties

3 Events 101 Topics Creating an Event Creating an Event Editing an Event Editing an Event Event Reporting Event Reporting Questions and Ideas Questions and Ideas

4 Creating an Event Select Events > New Event from the admin toolbar Select Events > New Event from the admin toolbar Click the New Event icon on any calendar module Click the New Event icon on any calendar module

5 Creating an Event Event Name Event Name Calendar Listing Calendar Listing Short URL Short URL Facebook Publishing Facebook Publishing User Data User Data – Identity Checkpoint – Pre-populate from Link User Comments User Comments Advanced Mode Advanced Mode – Display and Form Audiences

6 Dates and Times Start and End Dates Start and End Dates Start and End Times Start and End Times Advanced Mode Advanced Mode – Display Range

7 Event Types Calendar Announcement Calendar Announcement – No Subpage Event with Detail Page Only Event with Detail Page Only – Description Only Event with Detail Page and RSVP/Registration Event with Detail Page and RSVP/Registration Registration Dates Registration Dates

8 Calendar Announcement

9 Event with Detail Page Only

10

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12 Event with RSVP/Registration RSVP vs. Tickets RSVP vs. Tickets Registration Date Range Registration Date Range

13 Event with RSVP/Registration Registration Settings Registration Settings – Registration Limits – Waiting Lists Optional Items Optional Items – Attendee List – Photo Album – Message Board – Message to Coordinator

14 Event with RSVP/Registration Collect Guest Names Collect Guest Names Registration Form Defaults vs. Wizard Registration Form Defaults vs. Wizard Templates Templates Detail Page Layouts Detail Page Layouts

15 Event with RSVP/Registration

16 Event with RSVP Simple Yes/No attendance question Simple Yes/No attendance question Can ask for names of additional guests Can ask for names of additional guests No monetary transaction No monetary transaction

17 Commerce Items Ticket-Based Registration requires Commerce Items Ticket-Based Registration requires Commerce Items

18 Commerce Items Drives Field Registration Drives Field Registration Field Name Field Name Display Name Display Name Required Fields Required Fields – Field Specific vs. Purchase Group Audience Audience

19 Commerce Items Description Description – Customize with simple HTML Bold Bold Italic Italic Underline Underline Member and Overall Limits Member and Overall Limits Custom SKU Custom SKU Pricing Pricing – Free, Single Price, Multiple Prices

20 Managing Event Fields Adding New and Existing Fields Adding New and Existing Fields Adding Rich Text Adding Rich Text Managing Commerce Items Managing Commerce Items Sorting Fields Sorting Fields

21 Category Settings One or multiple categories on your form to group fields One or multiple categories on your form to group fields Set an audience for the entire category Set an audience for the entire category Enable a category header Enable a category header Enable category instructions Enable category instructions

22 Sorting Fields Hover mouse over fields to display edit icons on the right Hover mouse over fields to display edit icons on the right Green arrow icon allows drag and drop field movement Green arrow icon allows drag and drop field movement Pencil icon edits field Pencil icon edits field Red X icon deletes field Red X icon deletes field

23 Sorting Fields Select Sort Fields under Manage Category Select Sort Fields under Manage Category Best option to sort many fields at once Best option to sort many fields at once No page refresh between movement No page refresh between movement Delete multiple fields at once Delete multiple fields at once

24 Managing Event Form Add New/Existing Categories Add New/Existing Categories – Template Forms Add and Edit Steps Add and Edit Steps Review/Finish Page Review/Finish Page Confirmation s Confirmation s Commerce Items Commerce Items

25 Editing Step Settings Step Display Text (shown as breadcrumb) Step Display Text (shown as breadcrumb) Next and Back Button Text Next and Back Button Text Step Audience Step Audience

26 Event Confirmation s Member Confirmation Member Confirmation – Yes and No Confirmations Admin Confirmation Admin Confirmation

27 Previewing and Editing Events Content Properties Content Properties – Edit initial settings, preview, description, contacts and location View Content View Content – Opens event description page

28 Editing On Description Page Inline Edit Inline Edit – Edit event title, description, contacts, date, location and button text. Save Changes when complete.

29 Reporting

30 Event Reporting

31 Primary Registrant Summary Primary Registrant Summary – ID, Name, , Class Year, Guest Names Attendee Report Attendee Report – Attendee Name, Registrant/Guest, , Class Year, Guest Of Itinerary Report Itinerary Report – One page per registrant with event/activty, date, time and location Commerce Item Report Commerce Item Report – Breakdown of purchases by commerce item

32 Primary Registrant Summary

33 Attendee Report

34 Itinerary Report

35 Commerce Item Report

36 Event Items Not Covered Event Templates Event Templates Photo Albums Photo Albums Attendee Lists Attendee Lists Activities Activities Page Layouts Page Layouts Commerce Identifiers Commerce Identifiers Contact Application Support or your Account Manager for more information! Contact Application Support or your Account Manager for more information!

37 Questions? Ideas? Chase Carter Director of Communications Oklahoma State University Alumni Association u


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