Data Collection templates

Should you run events where the same set of data is required from your patrons, using Data Collection templates can save you time and ensure that your data sets are consistent.

This article will cover:

1. Creating a Data Collection template
2. Uploading templates to existing events

Creating a Data Collection template

Consider creating separate templates for fields that are to ask Once per Booking vs at the Attendee level. This will help avoid doubling up on any data or asking fields at the incorrect level.

To create a Data Collection template:

1. From the left menu, click Dashboard
2. From the left menu, click Templates then click Data collection templates
3. Click the button Add template
4. Give the template a name and click OK
5. Click the button Add field 
6. Complete all the fields
7. Click Save and close
8. Repeat for each field you want to collect
9. Click Save

For a complete guide of what options are available in Data Collection please see Data collection and custom fields

Uploading templates to existing events

With your template created you will be able to upload it into existing events. 

Importing a template will not affect any existing fields already residing within the event, even if they share the same field name.

To upload a Data Collection template:

1. From the left menu, click Dashboard
2. In the Manage events overview, select your event
3. From the left menu, go to Data collection, under Additional information
4. Use the drop-down menus to decide if you want to collect information Once per Booking and/or for each Attendee
5. Click the Import Template button
   
6. Select your template from the drop-down menu
7. Click OK

With your template uploaded, you will have the ability to add additional fields that are unique to the event, remove fields to do not apply to that event, and reorder the fields that were imported. 

By uploading the template, you are creating a copy within the event. Any changes made directly to the template after it has been uploaded, will not be reflected within the event.