Creating an Event

You are here:
Estimated reading time: 3 min

Sign in

Navigate to https://events.vtools.ieee.org/ and sign in with your IEEE Account.

Click to Enlarge

Click “Create Event”

Click to Enlarge

 

You will be brought to the CREATE AN EVENT form.

Begin by selecting a primary host OU. Note: You will only be able to select the primary host as one you are associated with and are currently an officer for.

Add the contact email for the primary host.

Click to Enlarge
Click to Enlarge

Select Additional Hosts

Once you have added the primary host OU, you may add additional Host OUs as needed.

  • A single event can include multiple OUs as hosts
  • OU volunteers can efficiently manage the registration process for all registrants
  • Reporting is reduced to one report that applies to all hosting OUs
  • Only one (1) Primary Host may be assigned
  • Additional Hosts may be assigned (i.e. co-hosts, sponsors) as needed
  • Officers of Primary Host are authorized to add additional Hosts
Click to Enlarge

Event Details

Enter the event details, including the Title, Category, Start/End Time. Description, etc. Photos/pictures can be uploaded using the TinyMCE editor. Emojis are also supported.

Click to Enlarge
Click to Enlarge

Location

The location panel is where you would select whether your event is virtual (e.g., WebEx, Google, ZOOM, etc), in-person at a physical location, or hybrid (both virtual and in-person). If an address is entered, the system will auto-generate a map once you publish the event.

Click to Enlarge

If you select “Virtual,” include the link for registrants to access the event. Note: You do not need to include the link right away. Some event hosts choose to send the link to participants closer to the date of the event. If you do not yet have a Webex or other means to join the event, you can enter “Coming Soon,” or “TBD” or something similar to indicate to attendees that the virtual information is coming. Once you have obtained the virtual information, you can go back and add it in by editing the event.

Also, any links added to the event will be obfuscated from users who are not signed in to vTools.

If the event is hybrid, provide the virtual link as well as the address of the physical location.

Click to Enlarge
Click to Enlarge

Registration & Payment

Click to Enlarge

Select either “Standard,” or “External,” which would utilize an external registration site such as EventBrite. If no registration is required, select “None.”

Select the start and end dates/times for registration. Other options to select:

  • Maximum # of registrants (if space/bandwidth is limited)
  • Menu selections, if applicable
  • Custom registration questions, if needed

Enabling Payment Functionality using Primary Host Concentration banking account

In order to set up payment for an event, registration dates are required. Select “Set up Payment” to show pricing information.

Click to Enlarge

Optional Pricing Levels – Price Restrictions based on Member Grade

Specify who qualifies for a given price level based on their association with IEEE or member grade. Example: You can provide discounted pricing to IEEE members and student members. Registrants will be required to provide their member number to qualify for the discounted price level. The system will use the member number to check the registrant’s member status (active/inactive) and current member grade.

Click to Enlarge
Click to Enlarge

You may also re-order the registration levels, if desired, by clicking the square icon in the right-hand corner to drag & drop the levels in your desired order. The pricing levels will appear in the order you select when guests are registering.

Click to Enlarge

You may also specify certain start and end times for the pricing levels. This may be useful if you want to have “early bird” pricing for registration.

Note: If you are using start and end times for registration levels, there can be no gaps between the end time of one level and the start time of another level! E.g. if the end time of one level is 24 March 2024 10:42 AM, then the start time of the next level must also be 24 March 2024 10:42 AM. If there are even 1-minute gaps, this will cause an error in vTools.

Click to Enlarge

Adding Speakers

Photos for speakers can be uploaded using the TinyMCE editor.

You may add as many speakers as needed.

Click to Enlarge

Publish the Event

When ready, click “Save & Publish” to publish the event for public view.

The “Manage” page will show the details:

Click to Enlarge

Note the QR code! All events now feature a unique QR code which when scanned will bring users to the public Event View page. This QR code is visible on both the Manage Event page, and the public Event View page. This code can be shared with users as needed.

Public View

Click to Enlarge

 

Once the event is over, it must be reported to IEEE Headquarters.  The host OUs will receive an email reminder to report the event after it is over. See this tutorial for how to report an event.

See other event tutorials for other options available in vTools Events.

Tags:
Was this article helpful?
Dislike 0
Views: 2320

Continue reading

Previous: File a report for a past event already in the system
Next: Create a New Event from an Existing Event