Define Event 

In the Basic Configuration section, for Internal Name, choose a name that will only be visible to staff. This name should contain the name of your unit, the event name, the date(s) of the event, and your name.# so that the event is easy to find in the future.  

Choose your usual Care Unit. For Capacity, enter the total number of attendees and guests you can host in the capacity box. There is a box to enter the number of guest per attendee, which will be included in the invite.  

If you only want to allow invitees to check in at the event, check the box Make invitation required?, otherwise students who don’t receive an invite will be able to attend the event.  Click Show Only On Recipient’s Calendar if you only want the event to be shown on the calendar of your invitees. 

In the Event Information section, enter information that will inform students about the event. The Display Name is the name of the event you want students to see. All the information you provide here can be added to the invite email, so include any information you want students to have. The event location can also be for a virtual event and can be a zoom or other link. 

In the Event Registration Window section the registration start date should be the first day you want invites to go out. The end date should be the last day you want students to be able to register. If you want students to be able to register at the event, you should make the end date the date of the event 

Edit Registration Page 

Enter information here that will inform students about the event. All the information you provide here can be added to the invite email, so include any information you want students to have. The event location can also be for a virtual event and can be a zoom or other link. You can also use the custom share URL to create a link to the registration page. You can send this link to invite students you don’t include on the original invite. The Registration Page Preview shows what the event registration looks like on Mobile, Tablet, or Desktop. 

Verify Recipients 

Adding recipients uses the reports feature to search for students. You can also search for students and add them to a Student List, then use the Student List filter in the report to pull in your students.  

Check the box at the top of the report by Student Name to select all the students to add to your event. Check the check mark at the bottom of the report to select more than 100 students. Then click the Add Selected Recipients button. On the next page, if you need to remove students, click the box next to the student’s name and then click Remove Selected Recipients. 

Configure Goals 

Campaign Goals allow event creators to use reports to set criteria to reach a “success” condition or goal that will also make it so the Event stops sending nudges. For Events, the default campaign goal is Event RSVP, which is checked. If you want to add an additional goal, check the Add Additional Goals box.  

If Add Additional Goals is checked, the staff has to choose if they want the student to meet any or all of the goals listed. They then select a report and make selections using the data filters. For example, if you wanted a student to not just RSVP for an Event but attend, you can use the Events Report to set those criteria. Alternately, if desired, the creator can mark it so if the student doesn't RSVP to the Event but is marked as "Attended", they meet the goal and stop getting nudges. The campaign creator/editor does not run the report at this point. Instead, when the user clicks Continue, the report compares the list of students in the campaign to a list of report results. Thus, only students in the campaign get nudges and are required to meet the campaign goal. 

Compose Messages 

On the Compose Messages page, write the invitation email, RSVP email and text reminders, and the RSVP confirmation email.  

In the invitation email you can use merge tags, including the Event Information from the first page, to make inviting students to your event easier. You must include the Hyperlink to RSVP URL to send the email. 

In the RSVP Confirmation email you can use merge tags, including the Event Information from the first page, to make inviting students to your event easier. You must include the Hyperlink to RSVP URL to send the email. 

You can also create optional reminders for students to register for the event and schedule them to go out at certain times. 

Verify & Publish 

On the final page, review the details of the event and then publish the event. 

The Event Page

Find all the information about which students have RSVP’ed, have not RSVP’ed, and have attended, as well as how many received emails and clicked the registration link on the Event page. Any of the tabs can be exported for reporting purposes by clicking the three lines next to the search bar above the list of names. 

Students can be marked by hand as attending on the first two tabs and marked as not attending on any of the tabs by clicking next to the student(s) names and clicking the Actions button.