New Event

Overview

WhilstEvents represent interactions with entrepreneurs such as skill workshops, grapevine monthly meetings, lunch and learns, and expos. You can create events one by one in the app on yourthe mainEvents page (dashboard),or navigateimport events in bulk. Each event is associated to one or more grants, which allows participants to be tracked in grant reporting metrics such as entrepreneurs served. Events can be backdated so they count for metrics after the event has occurred.

Create One Event

1. Click Interactions > Events on the top ofnavigation thebar
screen and click "Interactions". This opens a drop down menu, from which you click "Events".


2. Click "Create new event".
   event

Select

3. Ensure that the associatedauto-selected grants.
   grant

   is correct or select a different grant

4. Fill out the appropriaterequired fields denoted by an asterisk and optional fields as needed

   1. Title

   2. Description

   3. Host: business or entity hosting the event

   4. Start date

   5. End date

   6. Guest attendees: these attendees are counted toward all grant metrics (e.g., entrepreneurs engaged and businesses served)

   7. Staff: These attendees are only counted toward the entrepreneurs served metric. Use this option for situations like a guest speaker or volunteer at an event. They are counted as an entrepreneur engaged, however, their business wasn't directly served.
5. Click Create

Import Multiple Events

Use this method if you want to plan out multiple future events more efficiently than entering them one by one. This only includes the event information, not the attendee registration information. When importing grants, you can only associate an event to a single grant. After the import, you can associate events to multiple grants if needed by editing the events.

1. Click Interactions > Events on the top navigation bar
2. Click Import
3. You can import events in several ways covered below

Import Events and Attendees

Use this method if you are entering events that already occurred or upcoming events for which you have attendee registration information.

1. TitleClick the dropdown button named Hosted Events and Attendees (Multiple Sheets) to download an Excel workbook containing 2 worksheets
   
2. Fill out information for the events
   1. first_grant_id: the system ID of the event.first grant this event is associated with
   2. Afirst_grant_name: descriptionthe exact name of the event.first associated grant
   3. Thetitle
   4.  description
   5.  entity_id
   6. entity_name: the exact name of the entity that is hosting the event host.
      1.  Dates
         1. Date format can by yyyy-mm-dd, mm/dd/yyyy, and several other options. If the date format is incorrect, the system will notify you. Then try changing the format and re-import the data. Be aware of issues with Excel and CSV files having different formats, especially if you are working between different operating systems (e.g., from Windows to macOS)
         2. Thestart_date
         event's
         3. end_date
         start
         date
   7. location: location that an event was held. No specific format is required and endit date.doesn't link to an address in the system.
   8. import_context: A note added to the imported record for traceability later on. This is helpful for large amounts of imported data in which you may need to verify the import results.
      

Import Events Only

1. Click the dropdown Hosted events
2. Click CSV or Excel to download a template
   
3. TheFill guestout attendees.the template based on the information above
4. AnySelect staff.
   the format, upload the file, and click Note: All fields, except staff, must be filled in.Import

Correct

Clickany "Create".

errors as necessary