< Want to jump to a particular section? Use the contents tab to the right of this article
 | The Collection App makes it easy to allow attendees to collect items such as a Registration Pack (e.g. a bag containing event information, itinerary, and gift items from sponsors and exhibitors). You can also record when items have been collected. By creating a separate area or desk for collections, you can minimize queues at your main registration desk. |
Setting up the Collection App
Details
As for all apps/portals, you need to set up a name, Alias (URL), brand, live dates, and messaging for before and after the app is live. Read this article for more information.
Localization
For this portal, you make wording changes directly in the app, so there's no localization tab. Read more about Localization.
Content tab - Collection App
Configure the Navigation link description, the Heading, and the page content for the following portal pages:
Sign-in Page
Home Page
Help Page
Search Page - also includes:
Collection Note Type - choose a Note Type to apply to the Contact record when a package is collected. [You need to set up the Note Type beforehand, such as "Item Collected" or "Prize Collection" in the Setup Panel, Notes module.]
Collection Note Text - the default text for this note. The final note will be a combination of this default text, plus any extra text the user enters, appended with the username of the person who marked this item as collected (using the Collected button).
Important: If you change this Note Type part-way through the event, you will not be able to see previously entered Notes and Collections in the portal, unless you change the Note Type back.
Using multiple collection apps
If you have more than one item you need to track collection for, create a unique Collection App (and associated Note Type) for each item.
Other content - Additional Page 1-3 - define up to 3 additional pages to display any required information.
Users Tab
In this tab, you set up who's allowed to access the app. To add a new user, click the plus sign next to App Users, and complete the fields below. When you've finished adding users, press Save.
Note: You must set up Users here before anyone can use this app.
Click on App Users to create a new user, then fill in the following:
Email Address
Password
First Name
Last Name
Organization
User Type - (Leave as Basic - the default. No other user types for this app.)
User Level - (Leave as Standard - the default.)
Is Disabled - check this to disable the account, so the user cannot sign in.
Last Logon - shows the date and time this user last signed in.
Access Logs
This panel shows the details of every time this user has signed in to the app. Here you can review the date and time of access, the originating IP address, and any actions taken.
Using the Collection App
Search
Enter the Attendee's ID number, or a part or their Title, First Name, Last Name or Organization. Press Search to see a list of matching people.
When you give the Attendee their Registration Pack (or prize), press the Collected button.
A pop-up will ask you to enter an optional note. Enter any details you want recorded, then press Collected.
If you need to undo this action, press the Undo button. It will also delete any Collection Note you previously entered.