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Events

Sign In App Events is a powerful feature that allows you to easily sign in attendees or capture attendee data at your next event. You can create as many timed events as you need, making them ideal for hosting everything from an open day to a multi-day exhibition.

Events are designed to work in a similar way to a regular site, giving you the ability to customise the sign in experience and manage data retention options.

Comply with the GDPR for visitor privacy, monitor attendance, print attendee badges and provide a streamlined sign in experience with Sign In App Events.


Creating an event

You can create an event from the Sign In App Portal. Simply click on Manage > Events and click Add event to create your first event. Enter a relevant name to help identify this event at a later date, alongside the start and end date of the event, and the event address:

Start and end dates

Sign In App Events require a start and end date. For one-day events, select the same date for both fields. You can connect a Kiosk device prior to an event starting and run the application in 'preview mode' to configure and test the sign in process. Once an event has ended, you won't be able to sign people in but you will still have access to the attendee data from the online portal.

The iPad in event preview mode

Maximum duration: Events have a maximum duration of 7 days. For Events that are more permanent, an additional site subscription can be purchased.

Once your Event has been created, you will be taken to the settings page for the event. You can also access this via Manage > Events > Select event.

You will then see customisation options listed below.


Event Customisation

Details

From the Details tab, you can edit the event name, start/end date (as long as the event has not begun), event address, and select a language for the event.

Under Advanced Options, you can also set a contact name for email notifications, add a 'Reply to' email address, and upload an event logo (if different from the company logo):

Configuration

You can customise every aspect of the sign in experience from the Event settings. This includes the Sign in/out fields and Notices that are completed or agreed to by your attendees. You can control the Privacy options and edit features such as visitor photos and QR code support. You can even design attendee Badges specific for this Event using badge builder.

For more information on configuration options, please see below.

Connecting a device: A Kiosk device can only be connected to one Site or Event at a time. If the tablet is already connected to a Site or Event, first tap Disconnect site in the Kiosk settings.


Attendees

When you create a new Event, a group called Attendees is created by default.

You can edit and customise this group by clicking the group name under the Details tab. You can also add additional groups via the Add group button:

It's important to understand that any groups created here exist only within the Event itself, you will not see them listed under Visitor groups like you would for groups visible to a Site.

Customise the group and invitation

Clicking on a group name (eg - Attendees), opens a drawer for this group, where you will see two tabs labelled Details and Pre-registration.

In the Details tab, you can customise the following:

  • Group name

  • Sign in settings - Set a custom sign in confirmation message, choose whether to print an attendee badge, and also whether to display the sign in on evacuation list (this will be selected by default)

  • Sign out settings - Set a custom sign out confirmation message, and whether you'd like to automatically sign your attendees out either Never, At a set time, or After a duration.

  • Data settings - Choose to keep visit data indefinitely, or for a set time period between 1 day and 5 years.

  • Actions - Here is where you will see an option to Delete group if needed.

The Pre-registration tab is where you can customise the event invitation that is sent out to attendees. The email invitation will include your logo, the Event address, and anything else you configure from the below options:

  • Pre-registration email template - Customise your pre-registration email.

  • Attach a file - Attach a file to the invitation email if needed. Supported file types are jpeg, png, docx, doc, pdf (Max size 5MB).

  • Include QR code in pre-registration email - Include a QR code for easy sign in. The QR code would be valid for the event duration.

  • Pre-registration is required - When this is selected, only those that have been invited can sign in to this group at the event.

Pre-Register Attendees

To Pre-register an attendee, either select Pre-register now from the Event details page for a particular group, or go to your Activity tab and from the site selector, select Events and then click the name of your event.

Under the Attendees tab, click Pre-register where you will see options to either pre-register an individual, or Bulk import a list of attendees.

Tip: If you have a large number of people coming to an event it’s much quicker to import them!

Pre-register an individual

When Individual is selected, simply fill out the individuals details on the pre-registration form:

This can include notes, and you will also see an option at the bottom to tick Send email invitation if required where you can then add any additional comments for the visitor and send yourself a test invite. Please ensure that an email address is included on the form for this:

Finish by clicking Pre-register!

Pre-register a group of attendees

To pre-register multiple people from a file, select the Bulk import tab. Follow the step by step instructions, downloading the template and making changes before re-uploading as a CSV file. If you'd like each pre-registered guest to receive an email invitation, tick Send email invitation before clicking Pre-register at the bottom of the window.

For further tips on importing via CSV, please see here.


Site/Event switcher

Once you've finished setting up your Event, you can view and pre-register further attendees by switching from your Site to the new Event.

To switch to your event, navigate to the Activity tab in the portal and click the current Site name. A drop down will appear that lists your Sites and Events. Click your Event name to switch.


The Kiosk app

When arriving at your Event (or stand), the visitor experience has been streamlined to make it even easier to sign in. If there's only one Event Group, tapping the screen takes the attendee straight to the details page where they can start entering their details. If they're a pre-registered guest they can find their details quickly as they start typing their name.

Scanning a QR code

For Events, the QR button isn't displayed on the welcome screen, however the camera starts scanning as soon as the screen is tapped. This is to maximise the screen space available for branding and make the process more intuitive for guests who might not know to tap the QR button immediately.

Signing out

Because most attendees are registering their details or attendance to print a badge, signing out is handled a different way for Events. After tapping the screen and typing their name, the option to sign out appears on the right hand side.


Reporting

When hosting an Event it's important to know who attended and who didn't. From the site switcher you will also see an option to View past events. Click this and select your past event:

Under the Visit timeline you will see a list of visitors that attended the event, which group they were in, as well as when they signed in/out and the total duration of their visit.


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From the Attendees tab, you can see an overview at the top containing total numbers for those invited, how many attended, and how many did not attend. You can also see a full list of invited visitors, with their attendance status next to their name.

The date filter on both the Visit timeline and Attendees tabs will be set to the event duration. You can use the additional filters to filter by group or attendance status, as well as use the search bar to search the name of a specific attendee.

Exporting data

To export event data, click the Visit timeline on the event and then select Actions > Export all. You can also customise the data you'd like to export by ticking the names you'd like included (or select all by clicking the top tick box next to Name) and select any additional filters such as current status or group.

Next, click Actions and then Export. You can then configure any additional information you'd like included in the export, (for example, the fields to be included) and then finish by clicking Export which will run in the background and you will be emailed a link to the data once the export is ready:

Please Note: The link included in the email to start your download will expire 3 hours after the email has been received.


Deleting an event

You can delete an Event at any time. To delete an Event, go to Manage > Events > Select event > Details and then click Delete event at the bottom of the screen. You will be asked to confirm you wish to delete the Event.

Warning: Deleting an Event destroys all related data including pre-registrations and attendee data. Please only delete an Event if you wish to remove all records of the Event.
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There is no limit to the number of Events you create so you don't need to delete Events after they've finished.


We hope you've found this guide useful but if you have any questions around Events or any Sign In App feature, please contact our support team at [email protected].

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