Terminology

Organization: The highest level of permissions. An Organization contains many brands and campaigns and groups them all together.

Brand: A brand is a unified set of campaigns with the same or similar branding. Survey items and survey questions are shared between campaigns for consistent data exports.

Campaign: A campaign contains all the information needed to actually use the system. Most settings are contained within the campaign. Data collected is segmented at the campaign level.

Participant: A Participant is someone who enters information into a survey at the event. Participants can be made from a Preregistration after using a Check-In.

Preregistration: A Preregistration is someone who has entered information into an RSVP website with the intention of showing up to an event.

Invitee: An Invitee is someone who has been entered or imported into the database but not yet associated to an event. They receive an invite link to preregister for an event if invite emails are sent.

Primary: A primary is a Preregistration who has registered themselves directly through the RSVP site.

Secondary: A secondary is invited to register by a Primary. A secondary remains associated to the primary. A secondary can be either Confirmed or Unconfirmed. After being intially invited, a secondary is unconfirmed. After a secondary has gone through the RSVP site and entered their information, they become confirmed.

Event: An Event is a single time and location. Data you collect is almost always associated to an event. Each Campaign can have one or more events. Events show up on both the RSVP website and on the iOS device before starting a workflow.

Experience: An Experience is a piece of content created by the Engage360 platform to capture data or provide some sort of interaction. Examples are photo captures and RSVP websites.

App: App generally refers to the Engage360 iOS application. It can also refer to the custom content that runs on top of the iOS application. The App is just an interface used to display the right content and store the data collected properly. Once you start a workflow, the Engage360 app effectively becomes the workflow and you cannot exit out of it without exiting the App.

Workflow: Workflow refers specifically to the set of content that is displayed on the iOS app. Each campaign can have many workflows, each with a different purpose. As an example one workflow could be a simple registration survey on an iPad. Another could be a photo capture on an iPhone. Both of these workflows can be selected and launched from the Engage360 iOS app. A device can only run one workflow at a time.

Registration: This type of workflow asks a participant questions and collects data from them before generating a record and storing the data. Once a user has registered he or she can use other workflows on other internet connected devices and be remembered by the system. If no internet is available, physical media, like QR codes, can be used to allow the participant to use other stations.

Check-In: This type of workflow looks up a name and if that name matches someone who has already registered online with an RSVP website, allows them to quickly register for the event by remembering their information. They can then participate in other workflows on other devices and their Preregistration data record is turned into a Participant data record.

RSVP: An RSVP is an Experience where users can sign up ahead of time for events and perform some data capture. People who do so are stored as preregistrations and can then Check-In to a device running a workflow on the Engage360 iOS app with the same event as the one they preregistered for. Preregistration that Check-In will have their information already on the device so that they do not have to fill in information they already had entered into the website.

Media Page: A Media page is a website used to displayed media captured at an event. Participants who used a workflow to take media like a photo or video, then receive an email directing them to the media page where it is stored.

Survey Item: A survey item or Field is header for data collected to be stored under. Default survey items are First Name, Last Name, Email and Postal/Zip Code. Many other survey items can optionally be included in RSVP sites and Workflow surveys. Custom Survey items can also be created to ask multiple choice questions, get text feedback and more. All survey items for a brand are included in data exports.

Guest Type: A guest type is a campaign level setting that applies a category to a participant or preregistration. By default all guests have no Guest Type which shows up in Engage360 as "Default". You can an events preregistration cap separately for each Guest Type, allowing you to restrict some events from some guests. You can also display Guest Type in RSVP and emails.

 

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