Before setting up your Events App

 

By default, the Events App will filter on guests who have "Accepted" as an RSVP value in the Vx form submission table of the function.  This means that, when you access the attendee check-in list in the Events App, you will only see the people on the list who have RSVP = Accepted.

 

To change this, you can provide your Account Manager with the possible fields you would like as options to filter the Events App attendee list.  For example, the RSVP field of the Invitee table.  Your Account Manager will have to:

• Set Admin.System.Version.CrmFormFillModuleVersion to "2" 
• Admin.System.Salesforce.Form Submission Version to "2.  Please note, this will change the OnePlace/Vuture integration - read more here.
• Disable Admin.System.Events.Default RSVP Accepted For Salesforce
• Depending on the field category (Invitee or  Vx Form submission) your Account Manager will add the name and API to:
  • "Admin.System.Salesforce.Vx Form submission fields"
  • "Admin.System.Salesforce.Invitee form fields"

 

 

To setup a new event

• Go to the Events App URL (see How to Access the Events App)
• Ensure you are logged in (bottom left of the screen)
• Click on the New Event Button

 

 

Setup the event information

 

• Fill the Event Title and Description which will appear at the top of the app
• Select the badge type (see the section on Badge Page if you require more information).

 

Select whether you would like to notify sponsors when their clients arrive

• When a guest arrives to your event, you can select to send a notification email to their sponsor, which will be the person in the "Who Added" column in the Invitee table.

 

Set up your CRM

• Select which Function  you are working from by selecting the OnePlace Folder.
• Select which Field and value the events app should filter on.  This will usually be an RSVP field from your Invitee member fields or Vx Form submission fields as set up earlier on.  
• Once you are happy with your settings click “Save”.
• You can then  see your guest-list and update their attendance status by clicking on the “Status” column.

 

 

Mark a Guest as Attended

 

• When the Events module is enabled in your Vuture instance, the "Attended" object is created in your CRM so that the "Attended" column is seen in the invitee table.  
• The Vuture instance will require the adequate permissions in order to do this.    
• If you would prefer to create the objects in OnePlace manually, please contact your account manager.

 

Register a Walk-in

 

• If a person who is not on the guest list shows up to your event, you can register them by clicking on “Register new Attendee”.  
• If they are a new contact or exist in OnePlace but weren't in the original guest list, then they will be automatically added to the Invitee table for the specific campaign and marked as "walk-in" in the "Attended" column

 

 

How to show the full invitee list (instead of just those who have RSVPd Yes)

 

If you would like to see the whole list, please contact your account manager and ask them to disable "Admin.System.Events.Default RSVP Accepted For Salesforce"

You can then remove the  value from the "RSVP field" box and leave the "Select a value" predefined option.  Please note, this will cause the field to turn red in warning, but you can ignore that.

When you save the settings and view your guest list, it will show everyone on the selected marketing list, regardless of their RSVP value. Note that the full list could be slow to load on a tablet if it is very large.