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Setting up Check-in Events

Emily Higgins
  • Updated

Relevant to: Event Lead Management

Using our check-in functionality is a great way to get more from your lead capture experience. For times where you would like to keep a record of attendance, such as at hosted sessions, workshops and networking events - your team can use the mobile app to check-in attendees from a pre-registered list of invited people and capture new walk-ins on the day.

This functionality adds an attended status to your leads, which can be exported as part of your post-event data analysis.

To read about the mobile app experience, see Check-in Event Attendees in the Mobile App.

 

 

What you can do with check-in

  • Import a list (CSV file) of invited people before your event (in the dashboard)
  • Mark people as having attended your event (in the mobile app)
  • Amend contact details during your event (in the mobile app)
  • Add records for new attendees/walk-ins to your event (in the mobile app)
  • Export an attended status with your records post-event (in the dashboard)

 

Setting up a Check-in Event in the Dashboard

Create your Event

1. In the Events Dashboard, click on Create New Event.

elm-dashboard-checkin-01.png

 

2. Enter a title for your Event, define the date period and ensure the Track attendance toggle is set to on.

elm-dashboard-checkin-02.png

 

3. Proceed to the Form Builder and add the fields you require. 

elm-dashboard-checkin-03.png

 

4. Click Save & Finish.

 

Upload a list of attendees before your event

1. After you have set up your Event form, click on Upload a file… to upload a CSV file containing the list of invitees.

elm-dashboard-checkin-04.png

 

2. Map the headings (using the dropdown menus) to the corresponding form fields.

For example, the column containing email addresses would be mapped to the ‘email’ field in your form. Data that isn’t mapped to your form can be discarded. 

elm-dashboard-checkin-05.png

 

3. Click Import to finalize the upload process.

 

Tips on your CSV file

  • Your spreadsheet should be formatted with the following columns:
First name | Last name | Email | Any other columns that relate to your form fields

or:

Full name | Email | Any other columns that relate to your form fields
  • To ensure your CSV file is read correctly by the Event Lead Management system, please use the following settings:
    • Encoded as UTF-8 - you can usually find this in the Save As dialogue box.
    • With commas set as the delimiter (separator) - if you don't have this set as the default, you can change this in the computer settings:
Windows Mac
1. In Microsoft Windows, click the Start button, and then click Control Panel.
2. Open the dialog box for changing Regional and Language settings.
3. Type a new separator in the List separator box [this needs to be a comma]
4. Click OK twice.		 1. Go to System Preferences, click on Language & Region
2. Click on Advanced… and set the Number Separators to a comma
3. Click OK.  
After you change the list separator character for your computer, all programs use the new character as a list separator.
You can change the character back to the default character by following the same process.
  • When working with extended Latin characters:

If you are uploading a CSV spreadsheet that contains extended Latin characters (eg. ß é ö æ), it is advised to use Google Sheets for the most compatible formatting. To save a spreadsheet as CSV within Google Sheets, choose File > Download as > CSV.

If you have issues with extended Latin characters in a spreadsheet, please contact the Support Team.

 

How check-in leads look in the dashboard

Attendees that are checked-in to an Event will display a blue icon next to their name and a time stamp in the Date Added column.

elm-dashboard-checkin-06.png

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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