Adding Qualifiers (Topics and Follow-Ups) to an Event

Qualifiers (Topics and Follow-Ups) are key questions and information entry points you have for potential customers. Your company may have a standard template or you might be revising these before and after every event. The most important thing to remember is that Topics and Follow-Ups are in most cases controlled on a global level from the Company Settings. This means that all Topics and Follow-Ups must first be created in the Company Settings before they can be imported into and used for an event.

When creating Qualifiers (Topics and Follow-Ups) to be attached to each lead for an event, you will be presented with the following options:

• Import All Global Topics
• Add Manually
• Duplicate from an another Event

Tip: Company Admins can edit the option choices for topics and follow-ups when adding to an event. However, Event Managers must use the exact topics and follow-ups including the option choices when importing or duplicating.

For more information on making changes and updating existing Qualifiers see the following article:  How Do I Edit a Topic/Follow-Up?

A. Import All Global Topics

Note: After you have entered the Topics screen for the first time and entered your first topic you will no longer be taken to the welcome screen: "How shall we add topics for this Event?"  You will be taken directly to the Topics section.

1. Import All Global Topics: While going through your Event setup for the first time or and entered your first topic while in your existing Event by clicking on the Topics tab you will arrive at the following screen

a. Click on "Select From Global Topics"
b. Click "Continue"

2. Existing Topics: 

a. All of the existing Topics will be displayed because the "enabled" checkbox is filled.
b. You can uncheck any specific Topics that you don't want to use on this specific Event.

B. Add Manually

Note: After you have entered the Topics screen for the first time  and entered your first topic you will no longer be taken to the welcome screen: "How shall we add topics for this Event?" You will be taken directly to the Topics section.

1. Add Manually: While going through your Event setup for the first time or while in your existing Event by clicking on the Topics tab you will arrive at the following screen

a. Click on "Add Manually"
b. Click "Continue"

2. Add Manually (continued): 

a. Click inside the box name "label".
b. A dropdown menu of suggested topics will appear. You can select one of these from the dropdown menu or enter your own topic label in the box above it.

C. Duplicate from another Event

Example: Import All Follow-Ups