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Basics - Getting Started on Main Event
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Events
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Viewing an Event
Each event in MainEvent will have an Event Summary page. The Event Summary includes all information related to an individual event such as event details, recap response(s), shift assignments, claims (if using), and media. Event Index...
Entering a Recap Response
Your MainEvent portal allows you to complete and submit any necessary recaps right from the event summary page. Where’s the Recap? If it’s your responsibility to complete and submit a recap on an event, the first step is knowing where to look....
Editing an Event
Existing Events can be edited from the Event Summary Page after they have been created. This allows for flexibility in scheduling as well as room for unexpected changes. Get Editing From the Program Dashboard, click Events then select...
Adding Locations
Locations can be added in several ways on MainEvent. This document will outline all of them. Adding Locations Manually Locations, locations, locations. You can add locations to your MainEvent site from several loca…..spots on the site. You can...
Manually Adding Locations
Locations, locations, locations. You can add locations to your MainEvent site from several loca…..spots on the site. You can use the Add Locations Tool, you can add them while creating an event. But what about those really special locations that y...
Creating/Editing an Event
Adding a New Event From the dashboard navigate to the menu header, click Events and select Add Event . Event Details This will open the Event Details page. First, select the Territory for the event. If the Management ...
Global Events
Global Events allow you to see all events across all clients on a single index. This permission and assignment regulated index page will only let your users see what they have access to generally, but will allow global admins to view everything in...
Contact Types
If you’re using the Contacts section on the event summary page (See Event Settings Section) you can provide a drop down list of contact types to select from when adding contacts to an event. The drop down allows for consistent classification o...
Admin Event Settings
The Event Settings section of the client admin section can be used to toggle a variety of options that affect the event creation process. These settings will apply to all events under a client and can only be edited by admin users. To edit a clie...
Client Admin - Event Types
Every event created in the system will be assigned to an Event type. Event Types are used to classify events into different categories as well as to drive additional questions on the Add Event page. Create/Edit Event Types In order to naviga...
Client Admin - Event Type Groups
Event Type Groups can be used to add additional logic on the add event page to filter down which Event Types appear. This can help drive users to the correct Event Type selection and help with more accurate reporting. The Event Type Groups are not...
Missed Reasons - Admin, Manual, Tools
Things happen, events get missed. So, let’s figure out what we can do to set your events into a missed status. Admin To make use of the Missed Reasons feature on MainEvent, you have to set them up in the Admin section of the site first. So, ...
Staffing an Event
RSVP System The RSVP system in MainEvent is an option that can be selected at the Client level in the Admin. Selecting Yes for this feature will allow invitations to be sent to staff users informing them that an event has been created and letting...
Approving a Recap
If you have staff users completing recap responses, you may need to review and approve those submissions. This is as easy as the click of a button. No, really. To view the recap response, you need to start at the event summary. Every eve...
Manually staffing an event
Shifts can be manually assigned whether or not the RSVP system is being used. If the Client is using the RSVP system, Management Users can ensure that only the Staff User they wish to work the Shift receives the Shift Information by selec...
Adding a position to an Event
The final step in creating an event is setting up the positions, if you are using the staffing functionality. The shift(s) can be made to cover the entire event, or smaller segments of a longer event. Multiple positions can be created for...
Event Leads
Once an event takes place, being able to view and analyze outcomes is huge! With the MainEvent leads module, you can combine event scheduling, recap, and leads data all in the same place. For an additional fee you can pull in lead data from a 3r...
Adding Media - management
There are three ways of uploading photos so that they appear in the media section. The first option is to go to the event page and click on “Media” at the top of the page. A dropdown box will appear with an option to “Edit Media” Once...
Public Event Lists
Public Event Lists Want to let people know where you’re going to be and when? How about making a list, a public list? MainEvent lets you set the terms of what people can see and when with a configurable interface. Add your own logo, create a land...
Public Requests
Public Requests MainEvent offers you the chance to bring the outside in with Public Requests. Include a request site within your already existing web presence or create a public facing request page all on its own. Let the public or agency users w...
Public Request Landing Page
So, we've created a request page, but what if you're running multiple programs and they each have a request site? You might want a landing page that would allow for users to see their options and make a selection from there. We've got you covered....
Creating an Event
From the dashboard navigate to the menu header, click Event and select Add Event . Event Details This will open the Event Details page. If naming is available for your event, you’ll be able to add an event name. Depending on your permi...