Event Questions

Staff can add questions to an event or event session which constituents answer during the registration process.

Examples include:

General event question: How did you hear about the event?

Specific session question: Do you have any dietary restrictions for the banquet?

Certain event questions have one or more event question options, giving association members different options from which they can choose to answer the question. Member's answers to Event Questions are saved in a separate object, Event Answers.

Types

Create different types of questions, optional or required, to collect information from your constituents.

Options

For Picklist (Multi-Select) and Picklist event questions, you must create options for members to choose from.

Create a Question

• To create an event question:
  

  1. In the tab bar, click on the App launcher icon, or in Salesforce Classic, click +, Search Nimble AMS, Staff View, Button, and All Tabs.

  2. Search for Events and click on it. 
  3. Click on the event for which you wish to create a question.
  4. Click on the Event Questions from Related List Quick Links.
  5. Click New.
  6. The New Event Question window opens.
  7. Enter the information below:

     1. Question Text: Enter the text to display the question in the registration process.

        

        We recommend you end the text with a question mark when asking a question and a period when making a statement.

     2. Type: Choose the kind of input elements utilized to respond to the question. Please choose one of the options:

        Option	Description
        Checkbox	"Yes" or "No" answer, like "Would you like to receive promotional materials?"
        Decimal	Numerical answers that require values after the decimal point, like "What is your GPA?"
        Integer	Numerical answer, like "How many prior years have you attended?"
        Picklist (Multi-Select)	Answer where members can select one or more options, like "In which of the following topics do you have interest?"
        Picklist	Answer where members can select one option, like "Which meal option would you like for the banquet?"
        Text	Short-form text answer, like "Do you have any disabilities? If so, please describe."
        TextArea	Long-form text answers, like "Please share any questions you have for presenters."

     3. Required: If answering the question is mandatory for Community Hub members, select the checkbox of the 'Required' field.
     4. Registration Types: To display the question for specific registration types or badge classes during the registration process, select the desired registration types. If no registration types are chosen, the question will be displayed for all registration types.
     5. Optional For Staff:If the checkbox is checked, the question marked "Required" will be optional for staff users when processing event-related orders in the staff view Order Processor.
     6. Status:  Active option is preselected. If you do not want the question to be displayed in the Community Hub and Staff View registration process, select Inactive.

     7. Self Service Enabled: Mark the check box as checked, if you want the question to be displayed in the Community Hub.

     8. Display Order: It specifies the sequence of questions, with lower numbers appearing first.

        

        The number should be 0 - 999.

     9. Event: The event name is pre-populated.
     10. Sessions: If you would like the question to display only when members have chosen a specific session, enter the name of the registration product that represents the event session, click 

         

         , and select the registration product. 
  8. Click Save.

Figure 1. The screenshot shows the Event Question Record Page.

• To create the question type Picklist (Multi-Select) or Picklist, Staff members need to create options that allow members to select answers during event registration.

1. In the tab bar, click on the App launcher icon, or in Salesforce Classic, click +, Search Nimble AMS, Staff View, Button, and All Tabs.
2. Search Event Questions and click on it
3. To create options, the staff user must select either the existing question type Picklist (Multi-Select) or Picklist, or they may create a new question by choosing one of these types: Picklist (Multi-Select) or Picklist.
4. Event Question Record Page opens. (Refer Figure 1)
5. Click on the Event Question Options drop-down.
6. Click New. 
7. New Event Question Option window opens.
8. Enter the information below:

   1. Display Order: It specifies the sequence of question options, with lower numbers appearing first.

      

      The number should be 0 - 999.

   2. Event Question: This is pre-populated with the event question.
   3. Option Text: Enter the text to display as the question option in the registration process.
9. Click Save.

Answers

Attendee's answers are related to their registration record.

View an Answer

You can view an event answer from a couple of places:

• From a registration record, view the Event Answers-related list. This shows answers for this registration record only.
• Form an event question record, and view the Event Answers related list. This shows all answers to this event question.

• From the Events Answers tab, select a list view. Depending on your list view filters, they may show answers across multiple events.

  

  To run reports that display event questions alongside answers for an event, check out the Events reports included in Nimble AMS.