With the ability to create, schedule and invite attendees to events, as well as send automated emails, the event management system in Slate consolidates and simplifies office processes into a single, straightforward system.
Focus on one type of event to start! Choose a single on-campus event that happens regularly (e.g., a campus tour), and use the following instructions to create a single event template with five test events. Once this has been mastered, then create additional templates and events.
Event templates save time and effort by allowing configuration for events in a central location. Event templates can be used to add recurring events en masse without the need for any additional configurations. All events that have an event template use that template’s registration form and communications. If changes need to be made to these items after the events have been created, those changes will only need to be made to the event template. It is best practice to use an event template when creating an event, even if only one event would currently use the template.
- Click Events in the top navigation bar.
- Click New Template
- Enter the following User configurations:
- Template Name - Give template a descriptive name.
- Status - Make template Active.
- Time Zone - The Timezone setting Autodetect from Location will use the information entered on the Location tab to determine the timezone of event.
- Privacy - Checking this on a template will hide all events that use this template. Normally this will be left unchecked at the template level.
- User - This will default to User's name but may be changed to another user.
- Admin Notify Email - Skip this setting at this time.
- Location and Description - If desired, enter information on the Location tab or the Description tab. This information will be passed down to events using this template, although this can be overridden on the individual event.
- Limits - If this type of event has a registrant limit, this may be set that at the template level. Events using this template will honor this limit unless a different registrant limit has been set on the individual event.
Override Template Info
It is possible to override the basic event template settings on an individual event basis. For example, a single information session may meet at a different location than usual, and therefore has a lower registration limit. The location and registration limit for that individual event may be changed without impacting other events associated with that event template. Since the event is still associated with the event template, the registration form, event communications, and landing page will still function as normal.
If the event regularly occurs in the same location (for example, a campus tour always begins at the admissions office), enter that location information in the event template:
- Online Event - Leave this box unchecked.
- Location Name - Enter the location name.
- Address Information - Enter address information.
- Preserve Formatting - All addresses are sent to the USPS for validation and standardization. Check this box to prevent the address from being updated. This is generally useful for addresses where the USPS abbreviates a city name, or if a building name or room number information should be included. This setting will not remain checked once the event is saved, though the formatting will have been preserved.
- Optionally include a description of your event. This description will display on the event registration page beneath the Title, Time, and Location information:
Any information provided on the Notes tab will only display administratively.
When basic template configurations are saved, the Template Management screen will display next.
Constructing a registration form for an event template will ensure that the same form is used for every event using that template. For example, if it is decided later that one more field should be added to the campus tour registration form, the form associated with the template may be modified and will update the registration forms for all of the existing campus tour events.
If the registration limit should apply to guests as well, include a form field that is mapped to either: Special Form Fields > Guests or Special Form Fields > Attendees.
Guests is the number of people, not including the registrant, that will attend the event with the registrant. If the registrant brings 2 guests, guests would be 2.
Attendees is the number of people, including the registrant, that will attend. If the registrant brings 2 guests, attendees would be 3.
- Type - Both Guests and Attendees are prompt-driven fields, so use the Form Builder Palette to add a form field that is compatible with prompt lists.
- System Field - Select Special Form Fields and then select either Guests or Attendees
- Prompts - By default, the prompt options for both Guests and Attendees go up to 5. Override system prompts to reduce this number, or even increase it.
Guests count toward the registration limit set for an event if "Include guests in registrant limit" is selected for the Include Guests setting under the Limits tab of the event settings. For example, the event may have a limit of 10 people. If 5 registrants each bring 1 guest, the limit would be met and the event would be marked as Full.
If the registrant limit is exceeded when guests are added, the registration limit default message or (or custom message if it has been configured) will appear in a pop-up window. The default message is: "Registration is no longer available because the registration capacity has been exceeded."
At the template or individual event level, Slate can count guests against the Registrant Limit using the Include Guests setting in the event/event template "Limits" tab:
Here is a truth table for the different setting combinations for the Include Guests setting:
|Inherit from template||Include guests in registrant limit||Do not include guests in registrant limit|
|Event Setting||Inherit from template|
|Include guests in registrant limit|
|Do not include guests in registrant limit|
Note: = guests factored against limit; = guests not factored against limit
The Include Guests setting will be factored into Slate's waitlist transfer functionality, meaning that guests will be included when a registration is transferred from the waitlist. The status of a related event shown on the related events selector will not reflect if there are waitlist spots available.
ImportantTo ensure that Slate collects the proper number of guests for the total registration amount, map only one form field to either Guests or Attendees under the Special Form Fields category.
The Email Confirmation system field can be used to ensure accurate email address entry.
- System Field - Special Form Fields > Email Confirmation
The second email address entry is unique in that the value will not be stored in any other field other than the form field. This mapping is used only to prevent form submission if the Email Confirmation value does not exactly match the Email Address form field that is mapped to the Email system field under the Student Record.
Sometimes events require additional administrative processing steps once a student has registered. For example, a registrant for a campus tour may need to be assigned to a student guide.
A useful way to manage post-registration work is to add fields to the registration form that are configured as Internal Only. An Internal Only field will not display on the public registration page, but it will display on the administrative registration page. For example, a form field for Tour Guide may be created:
- Type - Be sure to select a compatible format type for your question.
- Label - This text will only display for your Slate administrators.
- System Field - Internal Only fields can be mapped or unmapped.
- Export Key - Provide an export key if you choose to keep your field unmapped.
- Prompts - In this example, the prompts would be the names of the student guides.
- Options - Be sure to check the Internal Only box.
Hidden versus Internal?
Hidden fields never display on the registration page, even if the registration page is being viewed administratively. If you need to be able to enter data into a field that should only display administratively, then configure the field as Internal Only.
After a student registers for the event, the processing team may open and edit the registration. When editing the event registration, the Internal Only fields will be visible to the processing team.
On the Template Management screen, click the button to batch-generate individual events. Provide details for your events:
- Select the desired template.
- Click Create Events.
- Enter the following configurations in the popup window:
- Page Title - Name the event. This title will appear on the public registration page.
- Folder - Important: Create a folder for events. Folders are Critical! Events will be publicized based on folder names. Be sure to provide clear and informative folder names (e.g., “Campus Tours”).
- Status - Set the status to Confirmed/Active.
- Recurrence - If creating more than one event, click the Recurrence box.
- Date Range - Provide the date range for which events should be created, and the time of the events.
- Deadline - Provide a deadline, if required. If no deadline is provided, Slate will use the Start Time.
- Activation Date/Time - Provide an activation date/time if required. If left blank, the registration form will be live immediately upon marking the status as confirmed/active.
- Weekdays - Select the days of the week during which event occurs. In this example, a Campus Tour will be scheduled for Monday, Wednesday, Friday, and Saturday at 1:00 pm during for first 10 days in November.
- Registrant Limit - Navigate to the Limits tab to provide a registration limit, if desired. If template has a limit, that limit will be used once events are created.
- Privacy - Leave the Privacy setting unchecked.
- User - Will default to user name.
- Provide location information for events on the Location tab. If event template includes this information, the template address information will be used once events are created.
- A description may be included on the Description tab. This information will display below the page title for an individual event. If the event template includes a description, the template information will be used once events are created.
After saving, the individual instances of the event will be created and will display on the Template Management screen.
Different Details? Create separate batches!
Use the same template to create events that occur at various times on different days. For example, a campus tour summer schedule might look like this:
Monday, Wednesday, Friday at 1 pm
Tuesday and Thursday at 10 am
Create events for M,W,F events first; then create T, Th events.
Use the same template to create events that occur at various locations. For example, information sessions might be in two different locations on campus, like this:
Building 1 at 1pm
Building 2 at 1pm
Create events for Building 1 events first; then create Building 2 events.
This event management screen will display the high level settings of the event, including:
- The date and time of the event
- The event location (with a map that can be edited). If the location is associated with a dataset record, the name of the location will be linked to the record.
- A link to the event template
- The event folder
- The user associated with the event
- The status of the event
- The public URL for the event. This URL can be edited to feature a vanity URL.
- Any documents associated with this event
All of these settings can be adjusted by editing the event using the top right Edit button on the event management screen.
If a Notes form is associated with this event, a Notes tab will be present near the top right of the event management screen.
Don't see the event map?
If the map isn't displaying on an event, this could mean that the event geolocation is not saved when the event is created.
- To add a map to an existing event where the geolocation did not happen, edit the event and add a space to the end of the street address and re-save. This will force it to re-run the geolocation.
- To add a map to an event, click Edit Map and search for any location, or drag and drop the pin.
It is always recommended to double check the map that is automatically granted to an event to ensure that its geolocation matches the expected map area.
On the right side of the screen, the following options are available to further edit the event and its components, export data, or view responses:
|Edit Communications||Navigates to the overview of communications associated with this event.|
|Edit Form||Navigates to the registration form associated with this event. If this event has a template, navigate to the template form to make changes.|
|Export Data||Automatically builds and runs a query of all registrants and the data associated with their form responses for this event.|
|Export Data||Automatically renders a PDF of all form responses for this event. Each form response will also display the Form User, Form Title, Form Date, Form Status, and Form Submitted Date.|
|New Query||Automatically builds a query of all registrants and the data associated with their form responses for this event. Additional exports and filters can be inserted as desired.|
|New Report||Automatically builds a report of the event registration data. This report can be saved or exported if desired.|
|Survey Responses||If an event survey form is associated with this template, a report of the survey responses can be viewed here.|