IN THIS ARTICLE:
Overview
Users can now engage in a Journey experience while managing their Event expression of interest.
For detailed information on Journeys, check out the Journeys - Overview article.
Enabling Journeys on Events
To enable the use of journeys to be used on Events, you will need to update the organisation settings, follow the below steps:
Within the admin console, navigate to Settings > Organization Settings > Events tab.
Search for Journey, locate the setting Enable Journeys for Event Expression of Interest field.
Toggle Use Default? to the off position, this will enable you to update the settings of the field.
Update Enable Journeys for Event Expression of Interest to Yes.
Once this setting has been updated, a number of additional settings will be available to configure:
Default Event Journey: Select the Journey you would like to set as default for Event journeys. Check out Creating the Event Journey for more information on creating journeys.
Default Event Journey Apply Status: Status given to users after completing expression of interest for an event with a journey.
Default Event Journey Completed Status: Status given to users after completing all steps in a journey.
Creating the Event Journey
Before adding a journey to an event, you will need to create the Event Journey. Journeys for Role Offers, Shift and Events are all set up the same, check out the Journeys - Overview article.
Creating an Event with an Event Journey
Once you have enabled the Organization Setting and created the Journey, you will be able to use journeys within event expression of interests.
Follow these simply steps to create an event with a journey:
In the admin console, navigate to Events > Events.
Click Create, in the top right corner.
After completing all the required fields on the General tab, swap to the Advanced tab.
Select the tickbox for Accept Expressions of Interest.
Additional fields will be displayed:
Expression of Interest Form: Select the form that users will need to complete before applying to an event.
Cancel Expression of Interest Form: Select the form that users will need to complete to cancel an expression of interest.
Expression of Interest Demand: Select the required number of users for the expression of interest. The expression of interest will close when it hits capacity. Entering 0 will keep the expression of interest open with no limit.
Journey: Select the journey that all users will need to complete before they can apply for shifts.
Complete these fields and select the journey, that was pre-created.
Two more additional fields are now also available at the bottom:
Default Journey Apply Status: Status given to users when they complete the expression of interest form.
Default Journey Complete Status: Status given to users after they complete all steps on the journey.
Complete any other required fields within the Create Event page, then click either Save or Save and Create Shifts.
Note: You are unable to assign a journey to an event after it has been created.
Administrators Journey Progress View
Admins are able to track a users progress on a journey within an event, this is available within the Event User listing.
To access the Event User listing, follow these simple instructions:
Navigate to the Event > click Events.
Locate the applicable Event, click More Actions > View Users.
You will be taken to the Event User List, here you will be able to see the full list of Users that have applied for this specific event. To see the progress of the journey, select More actions > Review Application.
More Information
For more information, check out the Journeys - Overview article.