Check-in and follow-ups
Checking people in on the day, and the emails that go out afterwards.
This article is for the administrators who run an organisation's Portava portal.
In short
- Check in at the door from Event check-in.
- Attendance figures come from check-ins, and none recorded shows as not tracked.
On the day
Event check-in (under Events) is a list built for the door. Search a name, tap to check in, and see the count as it moves. It works on a phone.
Afterwards
Event follow-ups sends the emails that go out after an event. There is a thank-you to those who came, a note to those who did not, and a feedback survey if you attach one. Each follow-up is drafted from a template and can be edited before it goes.
What it feeds
Check-ins are what attendance figures on the Dashboard are built from. They are also what the assistant quotes when you ask how an event performed. Events with no check-ins show as "not tracked" rather than as zero attendance.