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_Getting Started

The key to success with setting up events is to start with the right sequence. If you follow the steps below, you'll be hosting events in no time. We recommend doing this in three phases as shown here.

Phase 1

  1. Request Security Access - Access to the Event Management module is controlled by various security roles. Review the available roles the Knowledge Base and request access through Support. Details
  2. Create Event Category - The Event Category is used to identify your calendar and registration forms online. Once you create the Category, you'll have an address for your online calendar as well as your online checkin application. Details
  3. Adjust Styles - Your calendar and forms will use some default colors that may not match your web site. To adjust, you can edit the colors and fonts by going to Calendar Style and Form Style.
  4. Create Event Types - Event Types are needed to categorize the events that you will schedule. These Event Types are helpful in reporting and sorting data. Details
  5. Create Event Locations - Locations allow you to better direct students in your communications. This tells the student where each event will take place. Details
  6. Indicate the Sender Name and Sender/Reply to Email Address for Event Messages. This is the friendly name (Greenville University Admissions) and friendly email address ( that will be used for automated event email messages. Send your choices to 
Once these steps are taken, you are ready to start creating basic events. We recommend that you start with a test event and let your internal staff register. While this creates 'real' records in your Enrollment Manager system, it's the best way to see the entire process. 

Phase 2

Once you've created and tested basic events, you can move on to personalizing them for your institution. 
  1. Create or Edit Event Messages - Messages are used to communicate with students regarding the event. This communication is sometimes by email and sometimes on-screen in the application. While default messages are available, you may want to edit these or use your own. Details
  2. Custom Forms - The default registration form collects basic information from your registrants. You can also collect additional information by adding other registration fields. Details 
  3. Integration - You can now put this on your existing web site using an iFrame. Details

Phase 3

After mastering the steps above, you may want to setup some of the more advanced features:
  1. Create Sessions - Sessions allow you to break up a big event into smaller topical groups. This requires setting up Session Types and then creating the Sessions. Details
  2. Create Special Requests - Requests allow you to streamline the process for addressing specific student needs-- such as meetings on campus, dietary requirements, or transportation. Details
  3. Recurring Events - This allows you to create one event that is scheduled for multiple dates, saving time and effort in creating daily events such as campus tours. Once you create a recurring event, each event must then be edited manually. For this reason, you don't want to create Recurring Events until you have the initial event setup correctly and tested. Details

Events Getting Started

    Tina Bishop,
    May 16, 2013, 8:20 AM