QR Code Check In or Computer / iPad Check In

QR Code Check In or Computer / iPad Check In

Video

Here is a quick video tutorial on how to create a simple smart form to gather congregant's information as they check-in to an event:



Step By Step

  1. Introduction

    1.1 Purpose: This SOP outlines the steps to create and manage a check-in form for events using Tent Apps.

  2. Check-In Form Setup

    2.1 QR Code Check-In

    2.1.1 Create a new group for the event.

    2.1.2 Navigate to online forms on the dashboard.

    2.1.3 Duplicate the base form for customization.

    2.1.4 Modify form fields as needed for the event.

    2.1.5 Optionally, add a radio button for special instructions (e.g., check in via QR code).

    2.1.6 Apply conditional logic for additional options (e.g., opting into newsletters).

    2.1.7 Set up email actions to thank participants and add them to specific lists based on their choices.

    2.1.8 Enable "Store Submission" for future reference.

    2.2 Computer/iPad Check-In

    2.2.1 Follow steps 2.1.1 to 2.1.8 above.

    2.2.2 Add conditional logic for redirection based on participant choices.

    2.2.3 Set up redirects to specific pages after form submission.

    2.2.4 If using a computer or iPad, redirect participants back to the form for consecutive check-ins.

  3. Page and QR Code Generation

    3.1 Create a Blank Page for Computer/iPad Check-In

    3.1.1 Access the "Web Pages" section.

    3.1.2 Add a new page without headers or footers.

    3.1.3 Insert the form onto the page.

    3.1.4 Adjust the page layout to eliminate sidebars.

    3.1.5 Save and publish the page.

    3.2 Generate QR Code for QR Code Check-In

    3.2.1 Use an external QR code generator (e.g., qr-code-generator.com).

    3.2.2 Enter the URL of the form page.

    3.2.3 Customize the QR code and save the image.

  4. Final Steps

    4.1 Testing and Optimization

    4.1.1 Test the form on different devices.

    4.1.2 Ensure redirects and conditional logic work as intended.

    4.1.3 Confirm the QR code redirects to the correct form page.

    4.2 Submission Tracking

    4.2.1 Access the "Submissions" section on Tent Apps.

    4.2.2 Filter submissions based on the form used.

    4.2.3 Review lists for segmented participant data.

    4.3 Documentation and Feedback

    4.3.1 Document the process for future reference.

    4.3.2 Seek feedback from users for continuous improvement.

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