Event FAQs

FAQ

How can I see who's invited but not responded in an event?

Go to Events on the Events menu and click on the relevant event. Scroll down and you’ll see contacts that have been invited, registered, etc. Click Filter and you’ll be able to choose a Contact Status – in this case, pick Invited as these are the contacts that were invited but haven’t registered.

If this is a multi-session event, you’ll see all sessions and you can pick a single session. If you’d like to extract a list, hit Export. You can also create a dynamic list using the same filters under Contacts > Lists.

How do I add a session to an existing event?

Using the + button at the bottom of the sessions list.

How can I create an email schedule within an event?

To create an email schedule for say a “Sorry you couldn’t make it” or “Thanks for Attending”, follow these steps:

1. Go into the Event Builder. Go to Events > Events and select the event for which you want to create the post-event email schedule. Click Edit Event.
2. Add Schedule. Go into the Schedule tab. If you see “This event is now live” you’ll need to first pause the schedule by clicking Edit Schedule.
3. Expand a schedule stage. You’ll see “General Emails”, “Emails Before Each Session” and “Emails After Each Session”. General emails are sent at any time during the event – such as when a contact is changed to the Invited status. Expand the relevant stage and hit the plus icon.
4. Create the trigger. Choose a Contact Status (post-event would usually be the Attended status). Pick a session all leave as “All Sessions” and choose a delay – such as a day after attending.
5. Pick an email. Choose “Send Email” in the Action dropdown and finally pick an email. You can either select a pre-created email or take  on from you own or the StoneShot template library. Click Save when done.

You can create email schedules to cover multiple invites, confirmations, reminders and post-event emails. You can also automate CPD/CE certificates here too.

How can I make an event in the past?

It’s not possible to create an event in the past. This is by design as our event solution is all about automating invitations, confirmations, reminders and post-event emails.

Can I create a new event status?

No, I’m afraid you can’t make new event statuses as they are tied to functions within our platform. You can of course change the event status for any given contact.

Can I embed event forms into my website?

Yes. Go into the event and click Edit Event. Then click the pencil icon to the right of “Registration form”. Copy the URL from the Form Details panel and paste into an iframe on your website. Here’s an example:

<iframe src=”https://cdn.stoneshot.com/cgifupw8b3/my_form_name.asp“></iframe>

Why can't I upload calendar files in the file manager?

For security reasons, we restrict certain file types from being uploaded. While most calendar files are harmless, they can potentially carry malicious code, so you can’t upload them in the file manager. Instead, our event solution allows you to create dynamic calendars. This tool automatically generates a calendar file link that you can include in your emails, ensuring both convenience and security for you and your recipients.

My CPD/CE certificate isn't loading. What's up?

Our event solution can create dynamic CPD/CE attendance certificates. These are downloadable PDFs that are generated using a HTML template and info from the relevant attendee and event. Here’s a speedy troubleshooting guide.

1. Contact event status. Firstly, check the relevant contact has an Attended event status. Go into the event session and check the contact table at the bottom of the page.
2. CPD/CE enabled. Next check the event. Go into the Event Builder and click the Session tab. Go to the relevant session(s) and ensure Attendance Certificate is turned on.
3. Check the Learning Objective. You’ll see the Learning Objective below the Attendance Certificate slider. If it contains dynamic fields it’s possible they could be missing for the given attendee.
4. Check the CPD/CE template. It’s also possible the HTML template used to generate the PDF contains dynamic fields missing from the contact. You can view the master template in Options > Advanced > Custom Templates.
5. Link to PDF. You shouldn’t need to worry about the link to the dynamic PDF itself… here’s the dynamic field to insert into your post event email: {EVENT:EVENTSESSION:CPD}