Sequel's new In-Person module allows businesses to conduct successful in-person and hybrid events without data sacrifice.
ℹ️ This guide assumes you are somewhat familiar with Sequel's virtual offering and does not dover the basic flows of the tool. Please refer to our academy for basic training.
Setting up in-person events involves:
Deciding on invitation, approval, and waitlist options
Getting all your emails and landing page templates ready
Having a phone or tablet onsite to check-in attendees
Sending status data back to CRM
Pre-Work: Setting up Templates
Setting Up Landing Page
Sequel in-person events can be embedded on your website like virtual events but our landing page templates make it easier.
Navigate to "Landing Pages" and select a starting template from the bottom section.
Edit the design to include images, links, etc. to display.
Add in template variables like start date, end date, etc. to make the template dynamic to each event to which the template will be applied. A full list can be found by clicking on the "Template Variables" button on top right of the editor.
Save template and follow a naming convention for ease of use.
You will select this from the in-person event.
A full walkthrough on how to edit and use the components within the landing page editor can be found here.
Setup Event Management Emails
Templates for invitation, approval, rejected, waitlisted, etc. can be made dynamic to your event as well!
Navigate to "Emails" area > Templates tab > select a starting point for ease.
Add in template variables like qr_code, buttons, text, etc. Click on the "Template Variables" button to copy and paste the variables.
Back on the Email tab, you can now select any variable as the default for that email type. This will flow through to events created.
Custom Emails
When it comes to events, especially live, in-person events, communication is key to getting everyone there. With the In-Person solution, you can create your own emails and schedule them at whatever interval you want.
You can also segment custom emails based on participant status:
Registration Setup: Invite and Approval Flows
Once you've done the pre-work of templates and landing pages, it's now time to create your event and setup registration.
Registration options include:
Invite-only
Approval needed
Waitlist enabled and max capacity
Invite-Only Event
For exclusive events where you want to invite participants to accept or reject the invitation, toggle on the "Invite" option in the registration tab.
This will enable a "Invite" button in the Participants tab and you can upload or invite individually.
Check-In and Follow-Up Modes
A video run through of check-in and follow up options for in-person events in Sequel. Preserve sanity and data without the labor.
Check-In Attendees
As a host, to prepare for checking in attendees, you have to first activate your in-person host controls. Thankfully, it takes a couple of clicks, no scanner or app needed. Enabling host controls only has to be done once per event.
Navigate to Participants tab within the event > three dots next to host name
Select Copy Ticket Link and enter that into a browser
This will bring up a page with your ticket and host controls button on top right.
Once prompted for check-in code, paste in code from Registration tab in Sequel.
4. Enter in code and you're ready to use your phone or tablet camera to check-in attendees!
If you miss anyone, you can always mark them as attended manually by hovering over their status in Participants tab and selecting check or X
Follow-Up and Data Sync
After the event, you'll select "Follow-Up" to move to a post-event mode where the data is ready to be synced to your CRM.
Statuses for registered and attended will pass for in-person and others for hybrid as applicable.
