Build your event app

2. Build your Event App

Build Your Event App

As an app administrator, you have access to the Results at Hand CMS Admin Portal to maintain your app. This guide will provide step-by-step instructions to building your event app with our Admin Portal software.

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If this is your first time in the Admin Portal, check out the "Introduction to the Admin Portal" article. 

Step 1: Basic Settings

The event’s Basic Settings section will apply to your specific event. To get to your event’s basic settings, click on the second tab labeled Basic Settings.

Below is an example screenshot of the event basic settings screen with further details:
1. Basic Settings tab to control your event’s basics, branding, location, and eligibility
2. Basics to edit your event details such as title, time zone, start and end times, etc.
3. Location to add your event’s location for the event info page. This will allow users to quickly map the location via their phone.
4. Eligibility to control certain permissions on your event, like team restrictions and a registration limit.

Basics

  1. To get to your event’s basics, click on the first tab within the app’s Basic Settings labeled Basics.
  2. This is where you will add basic information about your event, such as title, program type, time zone, description, and more.
  3. Below is an example screenshot of the event’s basics screen with further details:

1. Event title to help distinguish your event to your users.
2. Event program type to help distinguish the kind of event you are hosting. Common program types include Conference, Networking, CAE Group, etc.
3. Time zone will be provided. However, the time zone will affect your notification send times, so please ensure it is accurate.
4. Support Emails: Add any additional email addresses that you would like to receive in-app support requests.
5. Start Date/ Time and End Date Time: Provide the start and end dates/ times to let users know when your event will be.
6. Active: An active event means it can be accessed by users while an inactive setting will prevent users from accessing the event.
7. Event Type: This event type will determine the look and feel of your event. Meetings are for small events with limited navigation. Conferences are fully-featured events with full navigation. For further details on event type differences, please review our Help guide titled Event Types: Meetings and Conferences.
8. Event Description: Use this area to pique interest with some basic details about the event. This will appear on the event info page to users.
9. External Registration URL: If you require registration for your event, add the external link to your registration for users to quickly access the site.

When finished adding your event basic information, be sure to click the Update Event button at the bottom of the screen.

Location

  1. Providing a location for your event will add a Google Maps link on your event’s info page to the event location. This is great for users to quickly reference the event location.
  2. To enter your event location, click the tab labeled Location within the event’s Basic Settings.
  3. You will be greeted with various fields to enter your event location (see below).
  1. Start by providing the building or venue name of the event. If one does not apply, you can simply skip this field.
  2. Next, enter the address details in the following fields.
  3. When finished, be sure to click the Update Event button at the bottom of the screen.

Eligibility

  1. You can further control your in-app event with the event’s eligibility settings.
  2. To edit your event’s eligibility settings, click the tab labeled Eligibility within the event’s Basic Settings.
  3. Below is an example screenshot of the event’s eligibility screen with further details:
1. Hide Event from My Events Listing: Select Hidden if you do not want your event to appear in the app’s event listing. Select Not Hidden if you do want your event to appear to app users in the app’s event listing. This is pertinent for membership app and unlimited event customers ONLY.
2. Eligibility - Limit to Team: If you want your event to be accessed only by certain team members, you can select those teams from the provided list. This is pertinent for membership app customers ONLY.
3. Registration Type: Select Open if you want anyone with access to the app to access the event. Select Closed if you only want registered individuals added by the Admin to see the event. Note: all event-only clients should select “Closed”.
4. Require Account - Auto create Attendees: Set to Yes, “Auto create Attendees” allow non-registered users or users without an email address to create their own Attendee app account at login. Set to No, Do Not Auto create, users cannot create an account and will not be added to the event as an attendee.

Now that you have the basics completed for your event, you can start adding content and features to your event!


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