Your 1st Event | 05 Run Your Event | SANDBOX EXERCISE Procedures

SANDBOX EXERCISE PROCEDURES

Your Journey:

This is Step 5 of 5 setup tasks that will get you to Your 1st Event:

• 01 Configure Your Background Settings
• 02 Add Your People
• 03 Load Your Content
• 04 Configure Your Communications
• 05 Run Your Event

Procedure:

Use these desktop procedures to get your first event up and running as soon as possible.

• NOTE: This follows steps in the demonstration video exactly; if you get stuck, refer back to the video for visual support.

16. Task sixteen: create your new event using your Making Great Salsa course template
    1. Click Training in the upper left and select Events from the dropdown menu that results
    2. Click the green Create Event button in the upper right
    3. Click into the Course field and type making
    4. Click Making Great Salsa from the dropdown that results
    5. Click into the Location field and select Toronto
       
       NOTE:
       Both Tax Type and Time Zone automatically fill in as a result of the location selection.
    6. Click into the Venue field and select Salsero Headquarters
    7. Scroll down to the Classroom Start field, click into it, and select a Monday approximately one month in the future
    8. Scroll back up, and click Active under the Status header on the right
    9. Click the green Create button in the upper right
       
       
17. Task seventeen, add an instructor the the event
    1. Scroll to the bottom of the screen
    2. Click the blue Add button on the right under the Personnel header and select Instructor from the dropdown
    3. Click to check the box to the left of Tricia Yardling
    4. Click the blue Add to All Sessions button
       
       
18. Task eighteen: add a student to the event
    1. Click the Students tab at the top center of the page
    2. Click the green Add Student button on the right
    3. Click into the Contact field and type Freddy
    4. Select Freddy Mantle from the dropdown
    5. Scroll to the bottom of the dialogue and click the blue Save button

Now we’ll manage the student on the event:

19. Task nineteen: Verify student communications:
    1. From the Event \ Students tab, scroll down to the middle of the screen and click Communications
       
       NOTE:
       On Registration triggered emails are considered “priority” and run every 5 minutes; you may need to wait 5 minutes, and then reload the page to verify their send has occurred.
       
       
    2. Click the communications header once again
    3. Click the green DELIVERED indicator under the salsa-join header
    4. Review the message to ensure all merge field logic is working as expected
    5. Click Cancel to close the email
    6. Navigate to the email recipient’s inbox, and verify the email message there as well
       
       
20. Task twenty, update student attendance:
    1. Return to the page you left off on in the TMS: the Events \ Students page
    2. Click the Options dropdown on the right side of the Students header
    3. Click Record Attendance from the dropdown that results
    4. Click the top boxes to the right of Set All to make all boxes in every row turn green with checkboxes, meaning Freddy had perfect attendance
    5. Click the blue OK button
       
       
21. Task twenty-one, verify student achievement
    1. Click the Achievements tab at the top center of the page
    2. Scroll to the bottom of the screen to the Results header, and verify that your student now shows:
       1. Result = PASS
       2. Making Great Salsa AUTO has a checkmark

You have successfully completed running your event, including creating an event, adding a student, and managing a student. You’ve successfully completed this training demonstration. Click back to return to the event menu and continue learning.