FAQ: Dashboard: accessing, copying, linking and deleting events

 

How do I access Events I’ve created?

When you first log into your Seatrobot account, you see your Dashboard. This is where links to all your events are displayed. You can access any event by clicking on its name in the table to open it. This opens the event at its Event Status page.

If you want to access an event to edit its details, click on the cogs icon in its row on the Dashboard. This will open the Event Setup page for the event directly.

By default the Dashboard displays all your Active events (events whose event date / time have not yet occurred).

To see your events that have already taken place, scroll to the bottom of your Dashboard and click on the ‘Archived Events’ button.

What happens to my events once they’ve taken place?

Your events are never deleted from your Seatrobot account unless you delete and purge them yourself. Once an event has reached its end time, it remains in your main active events list on the Dashboard for 24 hours. After that it becomes an ‘Archived Event’.

To see your Archived Events, scroll to the bottom of your Dashboard and click on the ‘Archived Events’ button.

Once an event is archived, its information can still be displayed and guest lists exported from the event, but the main event details cannot be changed and new Invites cannot be created. The Registration page will no longer accept registrations.

You can still update the Event Information text for Archived Events, and this updated information will appear on the event’s Registration Page. This is useful for replacing your original event information with content about the event after it took place, for example adding photos of the event, responses from guests, video etc. The event will now also automatically be moved to the ‘Past Events’ section on your organization’s public Events Page.

Can I copy an existing event?

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You can create new events from existing events by creating copies. To copy any event, go to the Dashboard and click the  icon on the same row as the event you're copying. This will open the Copy Event modal.

When you copy an event you have three options. All options can create either individual (stand-alone) or linked copies:

  1. Create Multiple Single Copies: select this option and enter the number of copies you wish to create. This will create up to ten exact copies of the event. Seatrobot will give your copies the same name as the original event, with a number appended (e.g. -1, -2 etc.)

  2. Create Single Copy With Date: select this option and enter the date of the new event. This will create one copy of the original event, the same in all details except the event date. Seatrobot will give the copy the same name as the original event, with the new date appended to the title.

  3. Create Multiple Copies By Schedule: select this option, select the time gap between each copy (day, week, or month) and enter the number of events you wish to create. This will create multiple copies of the original event, the same in all details except the event dates, all separated by date according to the time gap you chose. Seatrobot will give the copies the same name as the original event, with the relevant date appended to each title.

When I copy an event, what event data gets copied to the new event?

When you copy an event Seatrobot copies all the data of the event details you created in the original event: this includes all the information you entered on the Event Info page (title, date (unless changed by you during copying), event manager, event description etc.). It copies the content of any emails you edited and any Seating Packages you created.

Event copies do not copy activity within your events - e.g. any guest data or sent email history etc.

Note: event copies do NOT copy online event login details (these will necessarily be different for each event) and any Guest Users given permission to the original event will not have their access permissions copied to the new events.

How do I change the names / dates that Seatrobot gives my copied events?

To change the name of an existing event from the Dashboard, click on the  icon necxt to the event name. This will display the Event Name Change modal

Click Save.

You can also change the date of any event using a similar method. This time, click the edit icon next to the event date, to display the Event Date Change Modal

How do I create recurrent events?

Sometimes you may have an event that repeats regularly, e.g. a weekly meeting, or a regular class. You can create these kinds of recurrent events by creating the first event and then creating scheduled copies.

Start by creating your first event, as normal. This will be the template event for all the others in the series. Click on the  icon to open the Event Copy modal and select 'Create Multiple Copies By Schedule'.

Then, select the time gap between each copy (day, week, or month) and enter the number of events you wish to create. This will create multiple copies of the original event, the same in all details except the event dates, all separated by date according to the time gap you chose. Seatrobot will give the copies the same name as the original event, with the relevant date appended to each title.

What are linked events?

Linking events together makes them appear on each other's Registration page.

The point of linking events is to present to your guests other events they may want to register for, while they register for an event. The linked events display as teasers with a registration link on the registration page of each linked event. You can see an example here.

A good use would be recurrent events; if you have a regular weekly event, your guests may want to be able to sign up for one or more of the future events from the original event's Registration Page.

But linking does not only have to apply to recurrent events. You can link any events in your Dashboard and get the same result. You may wish to link certain types of events in your list - events you think might be linked by interest, for example.

If you are implementing Event Filters, you may wish to sort your Dashboard by a certain Filter and then link all events assigned that Filter. This will present registration links to all events with that Filter on all the registration pages for those events.

When accessed via the Seatrobot API, this combination of filters and links can create very powerful results for your customers accessing your Seatrobot events integration.

You can link events in two ways; a) by selecting the 'as linked events' option when creating copies of an existing event or b) by selecting any events using the checkboxes in their row and then clicking the link (paperclip icon) button.

Creating linked copies automatically links all the copies you create and assigns them a Link Group Number with a paperclip icon (same as linking guests on an event Guest List).

When linking existing events in your Dashboard, select them and then click the Link Button (). Following are the possible outcomes:

  1. Selecting any event with a link number and any event(s) without link number(s): result: events without link numbers are given the same number as the currently linked events

  2. Selecting any number of events without link numbers: result: all events are assigned a new, currently unused link number

  3. Selecting any number of events with existing different link numbers (e.g. one event with link #1 and one event with link #2) (also plus any events without link numbers): result: all selected events are assigned a new currently unused link number.

To unlink any event from its Link Group, select it via its checkbox and then click the Unlink button () in the toolbar

Can I delete events I've created?

You can delete events temporarily or permanently.

To delete an event, click the trash can icon  at the end of that event's row in your Dashboard. This will display the Delete Event modal.

Before you delete the event, you are prompted to check / edit the event cut-off message. This is the message that is displayed to people who may still try to register for the event from invites you may already have sent out, or at registration page links you may already have published or distributed.

If you delete an event to which guests have already been confirmed, you are in effect cancelling an event. Therefore the Delete Event modal will also contain a cancellation email for you to edit, which Seatrobot sends automatically to all the confirmed guests in that event. You can customize this cancellation email as you would any other event email.

I deleted an event by mistake - can I restore it?

Events you have deleted are not active and cannot accept registrations. They no longer appear in your Dashboard list. However, you can restore any deleted event by clicking on the empty trash can icon  in the tool bar. This will launch the Deleted Events modal.

Select the checkbox next to any event you want to restore and click the Restore button. This will return the event to the active events list, retaining any previously confirmed guests.

Note: when you restore an event, any guests who were confirmed and informed when you deleted it will NOT be automatically informed the event has been restored. Use the Custom Email function inside the event to send out relevant communications.

To remove an event permanently from your system, select the Purge button instead. This will permanently erase the event and all its details and data from the system and cannot be undone.