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 within the brand 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.

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

Primary Preregistrant: A primary preregistrant is someone who has registered themselves directly through the RSVP site.

Secondary Preregistrant: A secondary preregistrant 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.

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.

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 the RSVP site, mobile self-registration site, 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 include 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 expected 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. Each 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 answer relevant questionnaires. People who do so are stored as preregistrations and can then check in for the same event on a device that is running a workflow on the Engage360 iOS app on the day of the event. When a preregistrant checks in, because their information has already been synced on the device, they do not need to fill in the information they had previously entered on the RSVP site.

Media Page: A media page is a website used to display media captured at an event. Participants who used a workflow to take media (ex: photo or video) will receive an email or text message, depending on their preferred method of delivery, directing them to the media page where their event media is stored and can be viewed.

Survey Item: A survey item or field is aheader 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 guest (participant, preregistrant, or invitee). By default no guest has a guest type, which is displayed in Engage360 as "General". You must configure the desired guest types before your guests can be sorted into the appropriate categories. One way to use guest types is to set max preregistrant cap for your event separately for each guest type. This allows you to restrict access to some events from certain categories of guests. You can also display the guest's guest type on the RSVP site and in the RSVP emails if you wish.