How Do I Create/Edit Qualifiers?

Note: In atEvent there is currently no way to edit a topic name. Instead you will need to create a new topic in the company settings.

All Topics and Follow Ups should be created at a global level from the Company Settings. Once they have been finalized they can be imported into events. As already mentioned the Topics/Follow Up Labels cannot be edited. However, options can be edited. Qualifiers can also be created at the event level, but we don't recommend this as they cannot be used for future events.

To create or edit Qualifiers (Topic/Follow ups) in atEvent you must first identify which part of the Topic or Follow up you wish to change. The two following examples will be addressed in this article:

  • Create a Topic/Follow-up (Company Settings)
  • Import Qualifier Options via CSV Upload (Company Settings)
  • Edit an Option (Event)

A. Create the Topic/Follow-Up name (Company Settings)

1. Go to Company Settings

2. Select the “Field Setup” tab

3. Select “Topics” or “Follow-Ups” tab (In this example we will create a new topic).

4. Add a new topic by mouse-over and clicking the (+) icon at the right side of the screen.

5. Enter Label: 
   a. Enter “Company Location”
   b. Click “Save” button

6. For the recently created Topic (Company Location) select “Add Option” by mouse-over and clicking the plus icon (+) on the right

7. Enter option (subtopic):
   a. Enter “Indiana”
   b. Click “Save”

8. Newly created option
   a. Now appears as a subtopic. 
   b. You can edit the subtopic by hovering your mouse over the 3-dot icon at the right to prompt the edit icon
       to appear. 

9. Now we are ready to import the newly-created topic into our event.
   a. Go to your event in the Events tab
   b. Select your event and click on the "Topics" tab
   c. Add Topic by mouse-over and clicking the (+) icon on on the right

10. Import topic into your event by performing the following:
   a. Click inside the blank topic label frame. A dropdown menu will appear
   b. From the dropdown menu select “Company Location”
   c. Click the “Save” button

Your new topic is now ready to use when creating leads with the app.

B. Import Qualifer Options via CSV Upload (Company Settings)

If your Qualifier has many options you can save time by importing them via CSV upload.

Follow the same initial steps in Section A:
1. Go to Company Settings
2. Select the “Field Setup” tab
3. Select “Topics” or “Follow-Ups” tab. 

4. Find your Topic: In this example we will be adding options to the Topic (Company Location) that we created in Section A.
   a. For the Topic "Company Location"
   b. Click the "Download Options Template" icon

5. Open the "Options Template"

6. Enter the Options in Column A. Here we have entered the following:

  • Northeast
  • Southeast
  • Midwest
  • Mountain
  • West Coast

Save the Template to your local drive.

7. Import the Options from CSV by clicking the icon

8. Options Template
   a. Select the file
   b. Click "Open"

9. Options Template Upload (continued)
   a. You will receive a message if options have been uploaded successfully
   b. Your options will now appear in the order entered in the CSV

C. Edit the Option (Subtopic) for Topics/Follow-Ups

1. In order to edit the Option (subtopic) of Qualifiers you can make the change in the event Topic/Follow-Up or at the global level in the Company Settings. 

In this example we will be updating the option at the event level. Go to your event and select the topics tab. Find the topic that has the option (subtopic) that you want to edit.

   a. Click on the horizontal arrow (►) to the left of the topic (Company Location) to expose the option tree

   b. The option (Indiana) will now display below it. 
   c. Mouse-over the 3-dot icon at the right to prompt the edit icon to appear.

   d. Click on the edit icon 

2. Edit the option by the following:
   a. Change “Indiana” to “Illinois”
   b. Click “Save”

Your newly edited option (subtopic) is now ready for use when creating leads with the app.