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Events

Overview

The events page is a feature designed to help manage and track various events, training and other organised sessions associated with different groups within the CAG.

Once an organisation has attended an event, the event will be shown in the Groups' "Event & Training" page.

Events Table

The Events Table displays all the events within the project. The table can be:

  • Searched by using the search input
  • Filtered by:
    • Type

Table Fields

Please find more information about the different fields in the Events Table below:

Name
 Description Input Type Searchable
Name The name assigned to this group text yes
Description A brief description of the group text yes
Attendees The number of groups that attended the event number no
Date The date the event took place date no
Type The type of event choice yes
Actions Button to display actions that can be performed button no

How to Create an Event

Creating an event within the platform allows you to manage and organise each event within your project efficiently. Follow the steps below to create a new event:

  1. Navigate to the Projects - Events page.
  2. Press the Add New Event button, which will open the Create Event form.
  3. Fill in the Event Information:
    • Event Details:
      • Name: Enter the name assigned to this event.
      • Description (optional): Provide a brief description of the event.
      • Date: Select the date the event took place.
      • Type: Select the type of event from the dropdown menu.
  4. Press the Save button.
  5. A new event has been created and you will be redirected to the Events' Page
  6. Navigate to the "Attendees" tab to add attendees to the event.
  7. Press the Add Attendee button, which will open the Add Attendee form.
  8. Fill in the Attendee Information:
    • Group (optional): Select the group that attended the event.
    • Person (optional): Select the individual who attended the event (they must be a contact within the group).
  9. If you have attendees that are not in the database, you can add them to the total attendee count by adding them to the "Undocumented Attendees" field.

Bulk Adding Attendees

Info

This feature is only available when the event has zero attendees.

This can either be because the event has just been created or because all attendees have been deleted.

Bulk adding attendees allows you to upload a CSV or Excel file containing the attendees' information. Follow the steps below to bulk add attendees to an event:

  1. Click the Bulk Add Attendees button, which will open the Bulk Add Attendees modal.
  2. Drag and drop the file containing the attendees' information or click the Browse button to select the file.
  3. The file will automatically be uploaded and processed.
  4. Review the information and press the Confirm button to see the attendees added to the event.

Note

The file must contain the following columns

  • Name: The name of the individual attending the event.
  • Email: The email address of the individual attending the event.
  • What groups/organisation are you from?: The group/organisation the individual is attending the event for.

Optional columns

  • Attended: The status of the individual attending the event. This can be either Yes or True for those who attended the event. If this is not present, all attendees will be assumed to have attended the event.
  • Would you like to receive our newsletter?: Whether the individual would like to receive the newsletter. This can be either Yes or True for those who would like to receive the newsletter.

The server will try and find the individuals in the database by their email address and try to match them to a group/organisation. The name of the group inside the file must match the name of the group/organisation in the database.

You will be able to review what the server has done (which individuals have been found and matched to a group) before any changes are made inside the modal.

Bulk attendee form Bulk attendee form

Clicking "Continue" will add all the attendees to the event and create any new groups/individuals that were not found in the database.

How to Delete an Event

Deleting an event is a straightforward process but should be done with caution as it permanently removes the event's record from the project. Follow the steps below to delete an event:

  1. Navigate to the Projects - Events page.
  2. Locate the event you wish to delete in the Events Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Delete option, which will open a confirmation pop-up.
  5. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the event from being deleted.