This guide provides a detailed overview of the Events module within the Tangilla platform, designed to help users manage various types of events.
-
Modular Structure:
Tangilla is organized into several modules, including Membership, Education, Events, Communications, Committees, Finance, Forms, and Reports.
The Events module serves as a database for any date-based action.
-
The "Plus" Button:
Throughout Tangilla, the plus button (+) is used to add or create a new item within the context of the current page.
- On the Events page, it creates a new event.
- On the Speakers page, it adds a new speaker.
-
Public Event Feed:
Event and education course information are consolidated into a single, public-facing data feed.
This feed can be given to a website developer to display event listings.
Updates made in Tangilla automatically appear in the feed without requiring an API key.
Before creating an event, set up locations and speakers.
Locations are shared across the Education, Events, and Committees modules. Adding a location in one makes it available in all.
Creating a Location
- Navigate to the Locations section in the Events module.
- Click the plus button to add a new location.
- Provide a Name and select a Location Type (Physical or Virtual).
- (Optional) Add Tags for internal tracking.
- (Optional) Add Location Notes — visible only to individuals after registration or payment (e.g., Zoom links or parking info).
Adding Rooms to a Location
- A location cannot be used until it has at least one room defined.
- Each room can have a default capacity, overridable per event.
- For virtual locations (e.g., Zoom), you can create multiple rooms, each with a unique meeting link in the notes.
Speakers are distinct from “Instructors” in the Education module; they do not need course qualifications.
Creating a Speaker
- Navigate to the Speakers section.
- Click the plus button.
- Enter First Name, Last Name, Mobile, and Email.
- Add a Bio and Speaker Image — both appear in the public event feed.
- The system tracks the number of events each speaker has participated in.
¶ Creating and Managing an Event
-
Go to the Events section and click the plus button.
-
Event Details Tab
- Event Name: Enter a title.
- RPAC Event: Check if applicable (may unlock specific billing types).
- Dates & Times: Set the start/end date and time (supports multi-day events).
- Registration Window: Define open and close dates. The event appears on the public calendar only while open.
- Location/Room: Select a configured room; capacity can be adjusted.
- Evaluation URL: Add a post-event survey link (from Tangilla Forms).
- Enable Multibooking: Allow one person to register and pay for multiple attendees. Set a ticket limit if needed.
-
Description Tab
- Enter a detailed event description. Basic formatting and links are supported.
-
Pricing Tab
- Members Only: Restrict to members if needed.
- Pricing: Set prices for members and non-members.
- Early Bird Pricing: Offer a discounted price until a set date/time.
- Late Booking Fee: Add a surcharge after a specific date/time.
-
Save:
Save creates the event in Draft status.
Change to Active to publish.
¶ 2. Event Notifications and Modifications
It’s best to set up notifications on the first instance of a recurring event — they duplicate automatically.
Available Notifications
- Registration Confirmation: Sent immediately after registration.
- Pre-Event Reminders: Can send at multiple intervals (e.g., 14, 7, and 1 day before).
- Post-Event Follow-ups:
- Post-Event Evaluation
- Post-Event No-Show Notification
- Post-Event CE Certification (with or without evaluation link)
Modifying an Active Event
- Use the Notifications and Modifications section to edit dates, locations, speakers, etc.
- Changes automatically update the public feed and trigger notifications to attendees.
Canceling an Event
- Cancel will:
- Remove the event from the public calendar.
- Notify all registered attendees.
- Automatically refund any credit card payments.
- If no attendees exist, you can cancel directly; otherwise, process via the Notifications section.
- RSVPs: View or mark attendees for live check-in. Add notes per attendee.
- Finalize Segment: (Feature in development.)
- Manage Speakers: Add or remove speakers.
- Sponsorships: Attach sponsorship packages.
- Registration Links: Copy the direct registration link for emails or member portal use.
¶ Segmentation and Visibility
You can restrict visibility and registration to specific members using Segments.
-
Create a Segment
- Go to the Segments module.
- Define filters (e.g., membership status, committee membership, or form responses).
- Example: “Active members of the Board of Directors committee.”
-
Publish the Segment
- Publish it to make it available across Tangilla.
-
Apply to an Event
- During event creation/editing, attach the segment.
- Only members in that segment can view or register.
- Tangilla includes a robust Forms Builder.
- Responses from forms can be used to create new segments.
- Non-Member Registration:
Non-members must first complete a “non-member application” form. This creates a profile and CCO record, enabling SSO login via NAR.
- Generate detailed reports from multiple data points.
- Form Response Report: View all submissions for a form within a timeframe.
- Export Reports: Download as CSV or self-contained HTML (retains sorting and search).
The Committees module includes its own meeting management system, separate from Events.
-
Creating a Meeting
- Within a committee, create a new meeting.
- Specify both physical and virtual locations.
- Attach agenda and minutes as PDFs.
-
Member Portal
- Committee members can see upcoming/past meetings, RSVP, and access agendas/minutes from their portal.