Relevant to: Event Lead Management
Organize Events in the dashboard by grouping them into collections and controlling which Events will be visible to your team using the mobile app.
In this article
Using Collections to group Events in the dashboard
Collections enable you to group related Events, for example by location or team.
Viewing Events by Collection
In the dashboard, select the Collections option to view grouped Events.
Adding Events to a Collection
1. Use the checkboxes to select the Events you would like to add to a Collection.
2. Select the Actions button in the top right and click Move to Collection.
3. Either select an existing collection or create a new one using the drop-down menu. Click on Move to Collection.
4. View the list of Events by Collections and see that Events are now displayed accordingly.
|Event Collections can be displayed in both the dashboard and the mobile app.|
Controlling the visibility of Events in the app
You can change which Events are visible in the mobile app with the Visibility toggle in the dashboard.
Hiding Events with the Visibility toggle means they won't be visible in the mobile app. This is best used for forms that are built in advance, as it will stop mobile app users accidentally collecting data in the wrong form.
For Events that have finished or are no longer needed, it is recommended to archive them in the dashboard.
|Ensure that all mobile devices have synced before archiving Events.
Archiving an Event will remove it from all mobile apps and any leads that have been previously collected will no longer be available in the mobile app. For more information, see Using Event Actions in the Dashboard.