Plan Availability
What's In This Article?
The "Other Applications" feature on your event dashboard can be used to create other applications that don't necessarily apply to other sections such as vendors, volunteers, and sponsors. For example, many event organizers use this section to create applications for RVs and campers for their events that go on for more than one day. Here is how to use the "Other Applications" feature to further optimize your event planning process.
Finding the Other Applications Feature
- Make sure you are logged in to Eventeny.
- At the top of the homepage, hover over the "Organize" tab and select the event you wish to work with.
- You should now be on your event dashboard. On the left sidebar, scroll about 3/4 of the way down until you see the "Other Applications" feature.
- Go ahead and click the drop-down arrow to the right. We will be covering the "Applications" section first.
Creating an Application
- This is your applications page. To create a new application, click the blue "+ New Application" button on the top right corner of the page.
- This is where you will input all necessary information for your application. A few key components are highlighted:
- Select from a variety of categories you'd like your application to be associated with.
- Adjust the visibility of your application to public or private.
- Select your payout method (how you'd like to receive payment).
- Select application editing restrictions.
- If you have multiple team members, select your primary contact for this specific application.
- You can also upload a cover photo for the application.
- At the bottom, write your description, terms, and conditions, as well as select your approval process. You can also have applicants upload contracts, if needed, or connect a map to the application. When you are finished, don't forget to click the blue ✔ Save button at the top right corner of the application.
- When you are done creating an application, it will populate on the "Applications" tab on your event dashboard. From there, you can edit the application by clicking the blue "Details" button at the bottom. When you do, you'll be able to add additional information to the application.
- If you scroll down, you'll see you can add relevant documents, questions, prices (for booths), application status messages that you can customize, and jury setup.
- Lastly, make sure your application is toggled to "Live" on the "Applications" page in the event dashboard. If it is switched to "Draft" mode, no one will be able to see it!
Conditional Questions
- To create conditional questions, you will need to first select an Answer Type of "Multiple Choice", "Checkbox, or "Drop Down", this question will serve as the parent question.
- Enter in your answer choices.
-
- Next, you will need to create another question that serves as the child question to the parent question, created in the steps above. Click on the "+New Question" button, select the answer type and fill in the answer choices as normal.
- To make the child question conditional to the parent question, toggle the "Show Question Only If An Answer Is Selected" option.
-
Select the question and answer that must be completed before the conditional (child) question appears.
- Click the "Save" button when done.
- Once the conditional question is saved, it will display as a sub-question in the "Questions" section of your application dashboard.
-
Repeat the process above to make additional conditional questions as needed for each parent question you create.
- During the application process, applicants selecting an answer to a conditional question will prompt additional questions to appear.
Preview, Copy, Share, Delete Your Application
You might notice there are four icons above the "Details" button on your application(s). These allow you to do additional steps with your applications.
-
Preview allows you to look at your application through the eyes of the applicant. You'll be able to see everything they say when they are going through the application process.
-
Copy allows you to make a copy of the application. This is useful if you need to make many applications with the same information, but just want to edit the title as an example.
-
Share allows you to share the link to your application with others. This is especially useful if you have your application switched to private, meaning only those with a link can view it. You can also share the link on a variety of social media platforms!
- The red "X" is the delete button if you wish to delete the application.
Submission List
- After you have created your application(s), applicants will populate under the "Submission list" feature on your event dashboard.
You can see applicants' name, email address, what application they applied to, tags, juror scores (if applicable), date they applied, and the application status.
- When you click on a submission, you will be shown additional applicant information, as well as be able to add information yourself: invoices, contracts, issue tickets, issue booths/spaces, and office notes.
Search, Filters, and Options
- If you have many submissions, you can use the top search bar to search for specific applicants using a variety of criteria, or you can use the "Filters" drop down box to include or exclude applicants in the list.
- Above the "Filters" drop-down box, there is also an "Options" drop-down box that allows you to Export your submissions, manually add a submission, group message your applicants, or manage tags.
Export allows you to convert your submission data into an Excel spreadsheet. You get to pick and choose which data point you want to export.
Add a submission is perfect for an applicant that either wants to pay by check or who is not tech savvy enough to apply online. To keep track of these individuals with the rest of your applicants, this is a great option for that.
Group message allows you to message all of your submissions at once, so you don't have to do it all individually.
Last but not least, we have the manage tags feature. This is where you can edit or delete the tags you already have created.
To create a new tag, click on a submission from your list, and scroll down slightly until you see ✎ Tags at the bottom left. Click on that to create as many tags as you want!!
Approve, Reject, Withdraw, and Waitlist a Submission
- As touched on briefly above, there is a "Status" section in your submissions list. To change the status of a submission, click on the applicant. At the top, of the applicant's submission page, there should be four options to approve, reject, withdraw, or waitlist a submission.
When you select one of the four options, it will automatically update the status on your submission list so you can keep track of your applicants.
Analytics
- Analytics is the last button under the "Other Applications" feature. It allows you to see application data, status, and revenue.
Comments
0 comments
Please sign in to leave a comment.