The Event Card in the Workflow module is designed to handle the scheduling and notification of events within workflows, providing a streamlined way to manage and communicate upcoming activities. Here’s how the Event Card capabilities are structured based on your specified template:
Launch For
The "Launch For" feature of the Event Card allows for specific targeting of event notifications and invitations based on recipient criteria:
- Role-Based Targeting: Media Cards can be configured to be received by users based on their roles within the organization. This allows for tailored communications that are relevant to the recipient's responsibilities and access levels.
- Individual Targeting: Specific individuals can be targeted with Media Cards, ensuring that sensitive or highly specific content reaches only the intended audience.
- Audience Customization: Media Cards can be sent to defined audiences, which can be groups of users segmented by various criteria such as department, project team, or any other relevant grouping.
- Dynamic Recipient Selection: Utilizing filters and conditions, recipients can be dynamically selected based on real-time data and user interactions within the workflow. This flexibility enhances the responsiveness and relevance of media messages.
Content
The Event Card allows for the creation of diverse forms to collect data or feedback:
- Introduction: Each form can start with an introductory message, explaining the purpose or instructions for the form.
- Media Integration: Forms can include images, videos, or other media to enhance engagement or provide additional context.
Event Detail
This section allows the organizer to specify the finer details of the event, ensuring that all logistical aspects are communicated:
- Event Description: Detailed descriptions of the event, including purpose and expectations.
- Attachments: Relevant documents, images, or other media can be attached to provide additional information or resources related to the event.
- Interactive Elements: Links to external sites for registration, additional details, or related activities can be embedded.
- Date and Time: Specify the exact date and time of the event, with options to include end times or multiple sessions.
- Location: Provide details about the event’s venue, which can be physical (address and directions) or virtual (links to online meeting platforms).
- RSVP Options: Include mechanisms for attendees to confirm their attendance or decline, with automated reminders and follow-ups.
Multiple Event Option
This feature allows the Event Card to manage multiple events or recurring events within a single card setup:
- Attach Events: Choose existing events from the Content library that will be displayed to the user.
Reminders Tab
The Reminders tab allows organizers to set up automated notifications to ensure attendees are aware of the event details and any updates. This feature helps maintain high attendance rates and timely participation.
- Setting Up Reminders:
- Timing: Organizers can schedule reminders to be sent out at specific intervals before the event, such as one week, one day, and one hour prior.
- Custom Messages: Each reminder can include a custom message that may contain last-minute details or encouragement to attend.
Access Tab
The Access tab is focused on managing how participants can access the event, particularly important for virtual events or events with restricted or controlled entry.
- Access Control:
- Registration Verification: Ensure that only those who have registered or have been invited can access the event details and join the event.
- Role-Based Access: Set permissions based on user roles within the organization, restricting access to sensitive events to relevant personnel only.
- Participant Management:
- View Participant List: Organizers can view a list of all registered attendees, manage registrations, and see their status (confirmed, pending, or declined).
- Edit Access: Organizers can manually add or remove participants, adjusting access as needed based on changes in participant status or event details.