Community Moderators & Admins
Q: How do I export a Member Roster?
A: (1) Click on "Settings" within the chosen community, (2) click "Reports", and then select "View Report" for "Current Community Members". (3) You will choose what file format to have the report sent to you as. (4) Check your email and you will receive a Hyperlink which will open a browser tab and download the report within your browser webpage. Below are the three different Member Rosters that you can export.
Q: How Do I Create an Event?
A: In your chosen Community, navigate to the Events Tab and Click Add Event. You will have to choose an Event Type (See Event Type descriptions below.)
If your Chapter or Industry Group is hosting an Online meeting without registration, you can choose Member Training, Webinar, or Chapter Meeting. Here you will be able to add a link to the chapter training as well as a description and contact information for the event. You can also include an image.
If you would like to create an event with registration, but no charges, choose RSVP Only. RSVP Event type has options to send members emails of confirmations for their registration. We recommend enabling Event Registration Confirmations to be sent out, and for the rest of the options, you can keep them marked as "Do Not Send".
To manage your events, go to Settings (Located next to the Community Header) and click "Manage Events" Under the Events section. Here you can see your registrations and you can edit the event listing.
| Event Type Name |
Description |
| **Full |
Use this for large, multi-day events, like annual conferences, etc., where you plan to host an agenda full of sessions and other registrations add-ons (e.g., keynotes, lunches, and after-hours events) |
| **RSVP Only - no payment |
This option is for events where formal registration (or payment) isn't required but users still must acknowledge their attendance by RSVP. This allows an attendee roster to be tracked. Webinars, fun-runs, and various work functions are the types of events this process is often used for. Note that only users with accounts on your site can RSVP. |
| **Simple |
Use this for smaller events where registration is desired but sessions and registration add-ons aren't needed. Generally, member/non-member pricing is used for this type of registration, but more complex pricing can be set up, if needed. |
| Chapter Meeting |
Chapter meetings support online registration and payment. Member registration rates and early/late rates can also be established. Complex registrations are not supported. |
| Committee Meeting |
Committee Meetings allow for multiple tracks and sessions, but do not allow for payments to be collected online. |
| Community Event |
Complex registration options are allowed with the exception of late and early registration rates. |
| Community Workshop |
Community Workshops allow for multiple member pricing and early/late registration rates. They also allow for unique sessions (tracks) to be created and chosen by registrants. No additional tracks, sessions or other options can be paid for at registration. |
| Conference |
The Conference Event Type supports the most complex events, including multiple member-recognized registration rates and the purchase of unlimited other options. Multiple sessions/tracks are supported. One user can pay for and register multiple attendees. |
| Executive Retreat |
The Executive Retreat Event Type allows multiple user-recognized prices, different tracks/sessions, and online payment for registration. |
| Member Training |
Member Training is the best option for Free Events that require online registration. |
| Professional Development |
The Professional Development Event Type supports special pricing for kinds of users/members, multiple sessions and additional options to be purchased at registration. It does not support the registration of multiple people by one user. |
| Seminar |
The Seminar Event Type allows for multiple registration options and proces but does not allow for multiple tracks/sessions. It is a good option for an event with a single track that needs to allow a registrant to also purchase a book/shirt/other at registration, for example. |
| Simple Meeting |
Simple Meeting Event Type allows meetings to be on the calendar without online registration. |
| Symposium |
The Symposium Event Type allows for very complex registration options but does not allow multiple registraiton types. |
| Webinar |
The Webinar Event Type does not allow for multiple tracks or special registration rates for members of groups. With these exceptions it does allow for complex registration schemes. |