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How do I confirm Applicant Open Day Attendees?
How do I confirm Applicant Open Day Attendees?

Marking students attended or not attended to trigger Touchpoints

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

After an open day, you can mark students within the CRM as attending your open day. After marking all the students who turned up as attended, you can confirm your attendees. Confirming your attendees changes the status of all the bookings for the open day to Attended or Not Attended, depending on whether the student attended the open day. This gets used to generate attendance figures and send out post-open day touchpoints.  Attendees are marked and confirmed using the Attendees tab of an Open Day within the Applicant Open Days app.

Be aware: Confirming attendees is an irreversible process.

On the Dates tab, click the Magnifying glass to view the event, then click onto the Attendees tab.

There are a few ways to mark students as attended:

  • Upload the data from a barcode scanner 

  • Manually search and mark attendees from a list

  • Use the Event Day Scanner to automatically mark students as attended.

  • Create an "on the day" booking. Again these are automatically marked as attended.

Transferring data from the barcode scanner

  1. Follow the instructions for your specific barcode scanner to transfer the data from your scanner.

  2. Once the data is in the text box, click Process Barcodes to update the status of the Students.

Manually mark attendees

  1. Use the "Shortlist bookings" field to search for your student.

  2. Then tick the Attended checkbox.

Once all the relevant students have been ticked as attended, click on Confirm Attendees. Then follow the instructions to change the status of the students to Attended or Not Attended and trigger the relevant touchpoints.

Be Aware: This cannot be undone, so it's best to be sure before you click the button.

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