SpeakUp! Event On-boarding

Step 1. Setup Template and Campaign
Template
Select the Event Template to use when creating the SpeakUp Event. Each template will create associated Pre-Meetings.
Campaign*
- Create New
- Use Existing
New Campaign
Enter the name of a Campaign to create a new Campaign in Civicrm.
Select Campaign
Select an existing Campaign you would like to use for this SpeakUp Event
Campaign Dates*
The Campaign start and end dates roughly define a window of time that activities related to campaign will take place. The start date equates to when marketing or other activities begin and the end date to when all reports have been delivered and campaign is over. These dates do not need to be exact but give the system a window in which to find things.
Campaign Start Date*
MM slash DD slash YYYY
Campaign End Date
MM slash DD slash YYYY
Step 2 - Configure Main SpeakUp! Night Event
Event Name*
How you will refer to this event internally e.g. Barrack 2017. This will become the name of the event in Civicrm.
Event Start Date*
The start and end dates entered here define the day of the actual SpeakUp event. Both dates are required and should match because workflow scheduled reminders are based on both of these dates.
MM slash DD slash YYYY
This field is hidden when viewing the form
Event End Date
End Date should match Start Date
MM slash DD slash YYYY
Event Start Time*
This is used on promotional materials.

: Hours

Minutes

AM/PM
Check-In Start Time*
This is used on promotional materials

: Hours

Minutes

AM/PM
This field is hidden when viewing the form
Scheduled End Time

: Hours

Minutes

AM/PM
This field is hidden when viewing the form
Program*
e.g. SUP
Level*
e.g. HS
Step 3 - Configure Organization Hosting SpeakUp! Night Event
Organization
- New Organization
- Choose Organization
Choose Organization
Organization Name*
Name of the organization (School) where the event will be held. This will be used as the name of the Organization created in Civicrm and linked to this event. An attempt will be made to find this organization in Civicrm before creating a new version.
Organization Phone
Organization Address*
Physical location of the event that can be used in promotional materials

Street Address Address Line 2 City State Zip Code
Step 4 - Configure Participating Organizations
These may be other schools hosting some of the meetings or providing participants. This list will be used on several forms where School or Organization affiliation is specified (e.g. SLC signup).
Choose Organization from the dropdown, or fill in the fields to the right to create a new organization. Organization Name Phone Street Address City State Zip
Step 5 - Configure Moderators
Note: If Moderators aren't all selected yet, this can be done at a later time. Just enter the ones that are confirmed so far.
List
You can Search on Email and Last Name by typing at least four characters and holding the down arrow.
Email First name Last Name Phone # Organization
Step 6 - Configure SpeakUp! Pre Meetings
Pre Meeting 1
SpeakUp! Meeting 1
Start Date
MM slash DD slash YYYY
Start Time

: Hours

Minutes

AM/PM
End time

: Hours

Minutes

AM/PM
This field is hidden when viewing the form
End Date
MM slash DD slash YYYY
Event Location
Pre Meeting 2
SpeakUp! Meeting 2
Start Date
MM slash DD slash YYYY
Start Time

: Hours

Minutes

AM/PM
End time

: Hours

Minutes

AM/PM
This field is hidden when viewing the form
End Date
MM slash DD slash YYYY
Event Location
Pre Meeting 3
SpeakUp! Meeting 3
Start Date
MM slash DD slash YYYY
Start Time

: Hours

Minutes

AM/PM
End time

: Hours

Minutes

AM/PM
This field is hidden when viewing the form
End Date
MM slash DD slash YYYY
Event Location
Post Meeting
SpeakUp! Post Meeting
Start Date
MM slash DD slash YYYY
Start Time

: Hours

Minutes

AM/PM
End time

: Hours

Minutes

AM/PM
This field is hidden when viewing the form
End Date
MM slash DD slash YYYY
Event Location

Choose Organization from the dropdown, or fill in the fields to the right to create a new organization.	Organization Name	Phone	Street Address	City	State	Zip

Email	First name	Last Name	Phone #	Organization

SpeakUp! Event On-boarding

Step 1. Setup Template and Campaign

Step 2 - Configure Main SpeakUp! Night Event

Step 3 - Configure Organization Hosting SpeakUp! Night Event

Step 4 - Configure Participating Organizations

Step 5 - Configure Moderators

Step 6 - Configure SpeakUp! Pre Meetings

Pre Meeting 1

Pre Meeting 2

Pre Meeting 3

Post Meeting

SpeakUp!