Event Types are used as a template for scheduling events of a common purpose. You are also able to setup some additional functionality in relation to scheduling and dismissing the event type.
Location: Calendar Tab > Event Types (navigation bar)
Once on the Event Type page you will find empty input fields on the left to create a new Event Type; and existing Event Types that can be edited by clicking on the green arrow at the end of their row on the table on the right.
1. Create Event - To create a new Event Type start by entering the required items for setup. An "Event Type Title", "Length", and make a selection for who the event type will be "Shared With".
Shared With - The "Shared With" setting refers to who is able to schedule an event of this type. You may want to utilize Teams in order to create specialized event types for different groups of users.
File Type - will limit the ability to schedule a event of that type to contacts of a specific file type. This is only applicable if your account has opted in for and uses multiple file types.
Status Change - If a selection is made for "Status Change" it will automatically update the contact to the selected workflow status when scheduled. You can setup a corresponding Workflow Status that is affiliated with the Event Type; you can then use this to keep track of contacts who currently have the event scheduled. For example if you are building a Event Type for a "Compliance Call", you may create a Workflow Status titled "Compliance Call Scheduled" that contact will be updated to upon the Event being scheduled. You can then have a list built to display all the leads in the workflow status "Compliance Call Scheduled" and use this as a reporting tool or even an E-Marketing Campaign.
Dismissal Form - Please scroll below to the Dismissal Form section, to find more information about setting up a Dismissal Form.
Once you have completed making your selections click "Save" to create the new Event Type.
2. Editing an Event Type - Once you have created the Event Type or if you wish to edit an existing Event Type you will need to click the green arrow at the end of the row for the corresponding Event Type.
You will now find the Event Type's information in the input fields along with some additional options that you can now setup. You will now be able to setup result options when dismissing the event.
The Dismissal Form allows you to set a form that will be required as part of dismissing the event.
Now as part of dismissing the event it will present the form to be filled in a layover window. You can use this to collect or confirm information discussed during the event with the contact.
In order to make the Form appear as an option you will want to make sure none of the check boxes under Form Options section are checked in the form builder. For more information regarding Form Building please visit our support article here.
Results can be setup in regards to the dismissal of an event. You can setup different result options and connect Dismissal Forms or Workflow Status changes as part of selecting that Result. In the example below we have setup a series of possible result options and connected a Workflow Status change that will occur when the event has been dismissed with each result. Also notice as part of the "Connected / Compliant" result we have added a Dismissal Form. The Dismissal Form will appear when selecting that result option from the event dismissal layover.
Location: Calendar Tab > Event Types (navigation bar)
Creating / Editing an Event Type
Once on the Event Type page you will find empty input fields on the left to create a new Event Type; and existing Event Types that can be edited by clicking on the green arrow at the end of their row on the table on the right.
1. Create Event - To create a new Event Type start by entering the required items for setup. An "Event Type Title", "Length", and make a selection for who the event type will be "Shared With".
Shared With - The "Shared With" setting refers to who is able to schedule an event of this type. You may want to utilize Teams in order to create specialized event types for different groups of users.
File Type - will limit the ability to schedule a event of that type to contacts of a specific file type. This is only applicable if your account has opted in for and uses multiple file types.
Status Change - If a selection is made for "Status Change" it will automatically update the contact to the selected workflow status when scheduled. You can setup a corresponding Workflow Status that is affiliated with the Event Type; you can then use this to keep track of contacts who currently have the event scheduled. For example if you are building a Event Type for a "Compliance Call", you may create a Workflow Status titled "Compliance Call Scheduled" that contact will be updated to upon the Event being scheduled. You can then have a list built to display all the leads in the workflow status "Compliance Call Scheduled" and use this as a reporting tool or even an E-Marketing Campaign.
Dismissal Form - Please scroll below to the Dismissal Form section, to find more information about setting up a Dismissal Form.
Once you have completed making your selections click "Save" to create the new Event Type.
2. Editing an Event Type - Once you have created the Event Type or if you wish to edit an existing Event Type you will need to click the green arrow at the end of the row for the corresponding Event Type.
You will now find the Event Type's information in the input fields along with some additional options that you can now setup. You will now be able to setup result options when dismissing the event.
Dismissal Form
The Dismissal Form allows you to set a form that will be required as part of dismissing the event.
Now as part of dismissing the event it will present the form to be filled in a layover window. You can use this to collect or confirm information discussed during the event with the contact.
In order to make the Form appear as an option you will want to make sure none of the check boxes under Form Options section are checked in the form builder. For more information regarding Form Building please visit our support article here.
Results
Results can be setup in regards to the dismissal of an event. You can setup different result options and connect Dismissal Forms or Workflow Status changes as part of selecting that Result. In the example below we have setup a series of possible result options and connected a Workflow Status change that will occur when the event has been dismissed with each result. Also notice as part of the "Connected / Compliant" result we have added a Dismissal Form. The Dismissal Form will appear when selecting that result option from the event dismissal layover.
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