Schedule Events with Alerts
Schedule events through alerts and share invites directly with members. You can create alerts for events such as summits, expert webinar series, meetings, or other events. Members can choose their attendance responses (Attending, Maybe, Not Attending) to events in the Member Portal. You can view these responses in the alert details in the Analyst Portal.
Before you Start
Ensure that you have the View and Create permissions for Alerts.
Steps
To schedule event invites from alerts, follow these steps:
Sign in to the Analyst Portal and click Home > Alerts.
Click Create Alert.
In the Basic Information section, enter the mandatory details (title, summary, TLP, category). Make sure to select Event as the category. When you select Event, the Indicators field in Basic Information, as well as the Threat Assessment and Recommended Actions sections in Additional Information, become disabled since they do not apply to events.
Note
If you are unable to view the Event as a category, your role does not have access to the category. Contact your Collaborate administrator to get access to an alert category.
When the category is Event, the Schedule Event form is enabled. You can create a single-day or multi-day event. Examples of single-day events are security conferences, single-day training events, panel discussions, and other events.
Multi-day events are ideal for recurring events or events that happen periodically. If you want to schedule a multi-day event, select the Multi Day Event checkbox. Use the following information while adding event details:
Timezone: Specify a timezone for the event and select one of the available options. For example, (GMT-05:00) Eastern Time (US and Canada).
Event Date: Select the date of the event. After selecting the date, you must select the event start and end times. For multi-day events, click Add More to add more event dates and times.
Place or Address: If it is an offline event, enter the address or place of the event.
Event URL: If it is an online event, enter the URL for the event. The format of the URL must be http://example.com.
Note
In the Preview and Publish section, you can view the event details. The event timing displayed here is based on the time zone you select while creating the event.
Add recipients and publish the alert. Participants receive an email reminder 10 minutes before a scheduled event.
View and Export Member Attendance Responses
After scheduling an event through alerts, you can view and export the member attendance responses. To view the attendance report for an event, follow these steps:
Sign in to the Analyst Portal and click Alerts.
Hover over the published event alert, click the vertical ellipsis, and click View.
Go to Responses > Event Attendance to view the attendance response for the event. You can view the attendance percentage for an event according to member responses.
Select the following filters to view information about single-day and multi-day event responses:
Entire Event: Select this filter to view a complete overview of responses for an event.
Custom Date/Time: Select a date and time to view responses specific to a particular date of a multi-day event.
Click Export to export a .csv file containing the attendance information.