We recommend using your templates to create events (more on that here). However, from time to time you may want to create a custom event.
You can create the two following types of events from scratch:
Data Capture - This type of event allows you to capture a student's data for the first time by filling in the form on an iPad and hitting submit, they can then hand the iPad to the next student to fill in. Typically this is used at events such as Careers Fairs.
Guest List - This type of event has an element of pre-registration, whereby you can sign students up to a guest list using an online form, or alternatively you can upload a list of students which you can then check in on the day. Typically this is used at events such as Networking Evenings or Presentations.
How to create a data capture event
To create a data capture event, you need to do the following:
- Go to the Integrate Dashboard.
- Click the blue Create Event button (top left).
Give your event -:
- A name (e.g. Bristol Careers Fair)
- A start date (when the event will take place) and an end date (this can be the same date as the start date if it is a one day event).
You then may need to adjust the following Event Features -:
- Edit & review records inside the app - toggle ON
- Require app passcode to exit the form - if you would like to utilise the security feature
- Track attendance (Leave this unchecked for this event type)
- Capture leads on web (we advise to turn this on so you can use webforms)
You then need to give your event an interaction tag by -:
- Clicking on the Event tags drop down, entering the tag and selecting Add tag.
- This is the most important step when creating an event as an RMP Connect user, more information on interaction tags can be found here.
Select the blue Continue button at the bottom of the page.
You will then need to add questions and branding, more information on how to do this can be found here.
How to create a guest list event
Creating a guest list event is very similar to create, you need to do the following to start -:
- Go to the Integrate Dashboard.
- Click the blue Create Event (top left).
- Give your event a name (e.g. Bristol Careers Fair), a start date (when the event will take place) and an end date (this can be the same date as the start date if it is a one day event).
You should then adjust Event Features as mentioned above.
- Edit & review records inside the app - toogle ON
- Require app passcode to exit the form - if you would like to utilise the security feature
- Track attendance - toggle ON - this is what determines whether an event is Guestlist or not.
- Setup online pre-registration - toggle ON (this will toggle ON 'Capture leads on web')
- Set an end date for pre-registration for this event - setting this is optional but can be useful if you want to stop pre-registrations 24hours or 48hours before your event.
- Set a maximum number of pre-registrations allowed for this event - there is no limit set as default and again, this is optional.
As above, you then need to give your event an interaction tag by -:
- Clicking on the Event tags drop down, entering the tag and selecting Add tag.
- This is the most important step when creating an event as an RMP Connect user, more information on interaction tags can be found here.
Click the blue Continue button at the bottom of the page.
You will then need to add questions and branding, more information on how to do this can be found here.