Creating Internal Information Questions

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Say CYA to TMI by keeping some things between you and your colleagues. Internal information allows you to do just that, creating event- and account-specific questions that are only visible to fellow account users. After answering the question in the invitee's record, responses will appear in summary views and various reports.
 
NOTE: These instructions are for the New Experience. If you haven't already, click Switch Now in the top of your account to follow the steps below.
 
Creating Event-Specific Internal Information Questions
 

Follow these steps if you only need to add the internal information question to a single event. Want to use the same question across all of your events? Add default internal information questions instead.

1 Access the Internal Information page. Begin by selecting your event. From the left-hand navigation, click Attendees, then Internal Information.

2 Add questions.
Add a question to the canvas by clicking the User-added image icon.
 
User-added image

When the pop-up appears, enter the question details. Options will vary depending on the selected question type.
 
Once you're done, click Save.
 
Creating Default Internal Information Questions

 
If you'll be reusing the same question across all of your events, follow these steps to add it to the Internal Information library. The question is then automatically added to all of your events, so you don't have to create it over and over again.

1 Access the Internal Information library. Begin by clicking the User-added image icon in the top-right, then select Admin from the dropdown. From the left-hand navigation, click Events, then Internal Information.

2 Add default questions. Add a question to the canvas by clicking the User-added image icon.
 
User-added image

When the pop-up appears, enter the question details. Options will vary depending on the selected question type. Once you're done, click Save.
 
 

Answering Internal Information Questions
 
1 Answer the question in an invitee's record. Once you've finished adding questions, it will only be a matter of time before you're ready to fill them with good wholesome data.
 
NOTE: Adding an abundance of answers? Consider importing them.

If necessary, click the User-added image icon in the top-right, and select Events from the dropdown. Select your event.
 
From the left-hand navigation, click Attendees, then Attendee List. Search for the invitee and click their name.
 
The Details tab will open by default. Click the tab to the right, Answers, then Edit.
In the Survey section, from the Display dropdown, select Internal Information. Both the event and default internal information questions will appear.
 
User-added image

Update your heart out, but don't forget to click Save.
 

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