Event Management

Learn how to configure and manage events on your campus

 

Welcome to your Events Management training! Events are a great way for students to engage with your campus community! Let's take a look at events in Involve!

 

Events On The Student Portal

Let's start off by taking a look at how your events will appear on the Student Portal! The information on the Student Portal view can be configured by making changes to the Event Registration form (which we'll discuss next!).

 

The Event Registration Form

Overview

The Event Registration form is the backbone of events management in Involve! This form, like other forms, is configurable to meet the needs of your campus. Below, we'll learn the basics of the Event Registration form and how it works!

 

Mandatory Fields

Mandatory fields are different from required fields in that mandatory fields cannot be removed from the base Event Registration form. These fields must be on the form and must be answered by the responder in order for the form to function. Here's a quick look at the mandatory fields necessary for the Event Registration form.

 

Additional Fields

There are several additional fields that come standard on the Event Registration form. These fields, while encouraged, are not mandatory in order for the form to function. Check out this video to learn more about RSVPs, Tags, Notes, and more!

 

Event Attendee Options

Event creators can control who can see their event and who can be checked in to an event. This is done by making selections in the Options field of the Event Registration form. Let's learn how to limit an event's visibility and enable members only check-in!

 

Conditional Logic On The Event Registration Form

Conditional logic is great for configuring your Event Registration form in order to streamline your processes! With conditional logic you can request additional information for certain types of events, ask follow-up questions, and allow students to request resources for their events!

 

Creating An Event

Now that our Event Registration form is created, let's learn how we use that form to create an event in Involve!

 

Editing An Event

You may need to change some of the details of an event. That can be accomplished by simply editing the event's response to the Event Registration form. Here's how!

 

Approvals and Notifications

You'll need to create an approval workflow for your event registration process! The workflow can include campus administrators as well as other stakeholders that may be involved in approving events on campus.

 

Events On The Admin Dashboard

In addition to those events being listed on the Student Portal, administrators can see campus events on the Events page! The information shown on the events landing page will vary based on the viewer's access. It contains information about the name, time, and location of the event, as well as the event PIN.

 

Event Tags

Creating and utilizing Tags is a great way to publicize and analyze events. By creating tags you are able to assign attributes to events. Tags can be a great way to let students know if things such as food or music will be at events. You can also use Tags to for overarching events such as Homecoming, Greek Week, or Week of Welcome! For an additional resource on creating Tags, check out our support guide!

 

Waivers

Overview

A waiver is an electronic document that is created in Involve. Waivers can be used to ensure organizations, departments, offices, etc., are not held liable in the event an accident, injury, etc., occurs.

 

Note: Only Campus Administrators have the ability to create waivers for your campus.

 

Attaching A Waiver To An Event

Waivers can be assigned in many ways, the most common assignment being to an event. When creating an event, the hosting organization will have the option to attach a waiver to the event! Attendees will be able to sign the waiver as they check in.

 

Attaching A Waiver To An Organization

If an organization regularly hosts events that require a waiver, the waiver can be assigned to the organization. When a waiver is assigned to an organization, that waiver will appear for all events hosted by that organization.

 

Attaching A Waiver To A Category

Finally, you can attach a waiver to an entire category of organizations! Rather than individually assigning the waiver to a list of organization within a category, you can include all organizations in a specific category in one step!

 

Revising A Waiver

From time to time, you may need to revise the waiver you created to update the information or important dates. Here's how to do that!

 

Note: Event attendees will only be asked to sign a version of a waiver one time. If they need to sign the waiver every time it is attached to an event, it will need to be updated regularly in order to re-initiate that signing process.

 

Viewing A Waiver

You can get a range of waiver-related information by viewing an individual waiver page. Here, you can find information on waiver revisions, who completed the waiver, what the waiver is attached to, and view signatures, all in one place!

 

Polls

Polls are a quick and easy way to collect additional data from students during event check-in! A poll is a multiple-choice or Yes/No question and includes options for where the question will be asked. Don't worry about bombarding students with too many polls, either--they'll only be asked each question once! Here's how to create a Poll:

 

Viewing A Single Event

There are several tabs of information available when viewing an individual event. In the videos below, we'll take a tour of each of those tabs and the information contained on each.

 

Details Tab

The Details tab gives an overview of important information related to that event including the description, PIN number for check in, event location, and when the event is taking place.

 

Attendees Tab

The Attendees Tab allows you to add attendees and view any attendee that was checked in to the event. You can also email your event attendees from this tab!

 

 

Attaching A Form To An Event

Did you know you can attach Involve forms to your events? This is a great way to include a pre-registration form, learning outcomes, and more!

 

 

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