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Frequently Asked Questions

A list of questions and answers on a particular topic.

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Where can I register participants for a promotion?

Click on the promotion, in which you want to add participants. Then click on the second navigation on "Register participants" and upload a list with the desired participants.

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Is it possible to see an event invitation status?

There are three possible event invitation status corresponding to your settings in the event communication:

  1. Disabled: Invitation type Send nothing was selected
  2. Date displayed in green: Invitation was sent at this date
  3. Date displayed in red: Invitation date is set in the future

How can I edit draft events?

Compared to the option to edit a published event, draft events cannot be "cancelled" and you cannot send reminders for events that are not published yet either. Instead, you can publish the event and delete the draft event completely.

Where can I see an overview of the status of all events?

There are three different workflow status of events:

  1. Published: List of all upcoming events
  2. Draft: List of created events that have not been published yet
  3. Cancelled: List of events that were published but have been cancelled

If you want to see past events in a category, click on Show past events.

How can I create an event?

Click on + Create event. Enter the event name and select the event type. Click on Create event.

To publish your event take the steps listed:

  1. Set a date
  2. Enter your venue
  3. Select scopes
  4. Update communication settings

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Is it possible to see an event invitation status?

There are three possible event invitation status corresponding to your settings in the event communication:

  1. Disabled: Invitation type Send nothing was selected
  2. Date displayed in green: Invitation was sent at this date
  3. Date displayed in red: Invitation date is set in the future

Where can I see an overview of the status of all events?

There are three different workflow status of events:

  1. Published: List of all upcoming events
  2. Draft: List of created events that have not been published yet
  3. Cancelled: List of events that were published but have been cancelled

If you want to see past events in a category, click on Show past events.

How can I create an event?

Click on + Create event. Enter the event name and select the event type. Click on Create event.

To publish your event take the steps listed:

  1. Set a date
  2. Enter your venue
  3. Select scopes
  4. Update communication settings

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Where can I find the certificates of a member?

  1. Search the member and click on the member tile.
  2. Go to Certificates.
  3. Download the membership certificate or the Study Club certificate.

How can I add a Speaker?

Find the person your are looking for and click on the tile to go to the details of the person.

You can activate/deactivate the Speaker status on the Speaker Profile page.

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How can I send an email to a defined recipients scope?

  1. Create a new email draft on the Emails Overview page 
  2. Fill out and save the information on the View page
  3. Select the recipient scope on the Recipients page and click on Update scope (preselected for Study Club Emails)
  4. Optional: Add additional recipients
  5. Optional: Check the number of Recipients on the Emails Overview page
  6. Click on send emails on the View page (only once); it might take a while with bigger scopes
  7. Check the Sent status on the Recipients page 
  8. Optional: Check the overall progress on the Emails Overview page

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How can I create an event?

Click on + Create event. Enter the event name and select the event type. Click on Create event.

To publish your event take the steps listed:

  1. Set a date
  2. Enter your venue
  3. Select scopes
  4. Update communication settings

Where can I see an overview of the status of all events?

There are three different workflow status of events:

  1. Published: List of all upcoming events
  2. Draft: List of created events that have not been published yet
  3. Cancelled: List of events that were published but have been cancelled

If you want to see past events in a category, click on Show past events.

Is it possible to see an event invitation status?

There are three possible event invitation status corresponding to your settings in the event communication:

  1. Disabled: Invitation type Send nothing was selected
  2. Date displayed in green: Invitation was sent at this date
  3. Date displayed in red: Invitation date is set in the future

Where can I edit the Study Club name, description and default venue?

Go to the Settings page of the Study Club. There you can change the <<name>>, <<description>> and <<default venue>>. The default venue is the default location for the Study Club events. Do not forget to Save your changes.

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How do I add an ITI Member to my Study Club?

Go to "Add Members" and click on the button to add a person.

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How can I send an email to a defined recipients scope?

  1. Create a new email draft on the Emails Overview page 
  2. Fill out and save the information on the View page
  3. Select the recipient scope on the Recipients page and click on Update scope (preselected for Study Club Emails)
  4. Optional: Add additional recipients
  5. Optional: Check the number of Recipients on the Emails Overview page
  6. Click on send emails on the View page (only once); it might take a while with bigger scopes
  7. Check the Sent status on the Recipients page 
  8. Optional: Check the overall progress on the Emails Overview page

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Where can I edit the Study Club name, description and default venue?

Go to the Settings page of the Study Club. There you can change the <<name>>, <<description>> and <<default venue>>. The default venue is the default location for the Study Club events. Do not forget to Save your changes.

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Where can I register participants for a promotion?

Click on the promotion, in which you want to add participants. Then click on the second navigation on "Register participants" and upload a list with the desired participants.