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

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

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

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

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

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

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

Calendar Announcement

Event with Detail Page Only

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

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

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

Event with RSVP/Registration

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

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

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

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

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

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

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

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

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

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

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

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

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

Reporting

Event Reporting

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

Primary Registrant Summary

Attendee Report

Itinerary Report

Commerce Item Report

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!

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