Events

EVENTS

  1. HOW DO I ADD EVENTS?

1) Click ‘EVENTS’ on the left navigation panel

2) Select ‘Add Event’

3) The Create new event window will pop out. Look for the ‘Category*’ field and click the drop down menu. If the drop down shows a list of categories, proceed to Step Four; otherwise, ask your Account Manager to add one for you. Provide them with the Event Name and Type (see below). You may proceed to the next step once this has been added:

  • 1) Event Name – Name of the Event Category. For example: Webinars, Conference, Training calls, Weekly or Monthly training, etc.
  • 2) Event Type – select between Physical and Virtual category. Use Physical if the event is happening in a particular location or venue, and Virtual if happening online or over the phone.

4) Add the following details on the ‘Create Events’ window:

WINDOW 1:

  • Name – name of the event, which will be shown on the calendar
  • Visibility – can be any of the following:
    • Local – events held within the local community or State. You will need to indicate the Country and State where the event takes place, if this option is selected.
    • National Events – held across the country. Please contact your Account Manager to add National Events
    • Global Events –  held worldwide with participants from different countries
  • Category  – select from the categories available. If there are no categories on the drop down list, contact your Account Manager (refer to Step 3)
  • Internal Description  –  This is a brief description that appears when App users click on the Event name.
  • External Description – This is a brief description that will appear to prospects when an invitation is sent to them.
  • Paypal Buy Now Button – You can add a Paypal Buy Now button under the internal and external descriptions so events can be paid for via the event page
  • Register Now Button – You can add a Register Now button under the internal and external descriptions so events can be registered for via the event page
  • Time Zone – select the time zone where the event is taking place
  • Start Date and time – date and time the event starts
  • End Date and time –  date and time the event ends
  • Event Registration Time  – if registration is required, select the box and add the ‘Registration Time’
  • Repeat Event – events can be repeated Daily, Weekly, Monthly and Bi-weekly (every two weeks)

WINDOW 2:

  • Groups – select which group code you’d like the event available for.
  • Image –  photo that appears on the event invite – could be a photo of the speaker, a banner of the event, or your company logo.
  • Subject for Email – this is the pre-written Subject line that will show when the event invite is sent via email.
  • Long Message for email invites – this is the pre-written message that will show when the event invite is sent via email.
  • Short message For text/social media invites – this is the pre-written message used when the event invite is sent via text or shared on social media.
  • Notify Option – sends a push notification to remind App users of any upcoming events. Reminder can be set a day, an hour, 15 mins or 5 mins before the event starts.
  • Contact Info – contact details of the person who participants can reach out to, regarding the event.
  • Does this event have an RSVP goal – select the box if the event has a target RSVP. When the event is viewed by account user in the web or mobile app, user can see the RSVP goal and see how many RSVPs (accepted invites by contacts) the event currently has. 
  1. HOW DO I VIEW EVENTS?

B. 1. ON THE APP

1) Log into your RapidFunnel App

2) Click ‘More’

3) Select ‘Events’

4) The next page will show you the calendar with all Events available. Click on any dates with a dot to view the event for that day. 

5) Any event you choose will appear below the calendar. Click the event name to see full details.

B. 1. ON THE WEB

1) Click ‘EVENTS’ on the left navigation panel

2) The next page will show you the calendar with all Events available. 

3) Select ‘Events’

4) You’ll see a calendar showing all events available. 

5) Click on the event to see full details

  1. HOW DO I EDIT EVENTS?

1) Click ‘EVENTS’ on the left navigation panel

2) Select which event to update

3) Click ‘EDIT’ 

4) Select ‘EDIT SINGLE EVENT’, ‘EDIT ALL EVENTS’ or ‘CANCEL’ if you don’t want to make any changes

5) Make the edits as needed

6) Hit ‘SAVE’