AlumnIQ Admin Documentation
  • README
  • Common Features
    • Identity
    • Xid
    • Google Analytics Tracking
  • Content Management
    • Editing Pages
  • Profiles and Directory
    • Public Resources
      • Account Creation
      • Updating a Profile
      • Using the Directory
    • Administrative Resources
      • Profile Customization
      • Maintenance
      • Capturing Changes
      • Directory Permissions and Inclusion
  • Events Module
    • Event Setup
      • Event Skinning
    • Activity Setup
    • Fees
    • Webinars
    • Products
    • Fair Market Value (FMV)
    • Location Management
    • Access Control
    • Remote Check In [V5]
    • Wingman
    • Customer Service
    • Printing Name Tags
    • Express Registration
    • Reporting
    • Including Warehouse Data
    • Post-Event Survey
    • Post-Event Tasks
      • Matching
  • Image Library
    • Recent Uploads
    • Edit Image
    • Search Images
    • Uploads
  • Email and Lists
    • List Management
    • Delivery Workflow
    • Unsubscribes
    • Exclusions
    • Automated Messages
    • Bounce Handling
    • Spam Complaints
    • Resubscribes
  • Membership
    • Customer Service
  • Volunteer
    • Data Feeds
  • Online Giving
    • Giving Form
    • Global Configuration
    • Donor Cover
    • Setup Paths & Pitches
    • Sending targeted emails
    • Ask Arrays
    • Customer Service & Reporting
    • Tax Receipts
    • Suspended Pledges
    • Payment Processing
    • Give Now
    • Refunds
  • Crowdfunding
    • Introduction
    • Media Recommendations
    • Scheduled Page Updates
    • Challenges
  • Salesforce
    • Installation
    • Integration
    • Security
  • Security
    • Salesforce
    • Shared User Accounts
    • API Keys
    • S3 Keys
  • Data Sync
    • API Basics
    • Sending us your data
    • Getting data out of AlumnIQ (API)
    • API: Financial Data
    • Object Model/ER Diagrams
    • Salesforce
  • Integration Recipes
    • Everyday Events
    • Warehouse Loads
    • Salesforce
  • Compliance
  • Customer Guides
    • Auburn Specific Instructions
    • WWU Specific Instructions
  • Signature Events Service
    • Onboarding and Setup Timeline
    • Integration
    • Payments and Gateways
    • Warehouse Structure and Projection
    • Graphic Specs
    • Giving
    • Where to update what
    • Planning to Attend
    • Bio Update
    • General Configuration
    • Who's Coming List(s)
    • Package Controls
    • Access Controls
    • Strings
    • Health+Safety/Vaccination Attestation
    • Table/Seat Assignment
    • Getting events from contributors across campus
    • Virtual Events and Webinars
    • Staff Assistant
    • Common Scenarios
    • General Registration Management
    • Text and Email Messaging
    • The Pass
    • Watches
    • Housing
    • Post-Event Survey
    • Name Tags and Printing
    • Options for Check In
    • Batch Printing
    • Offloading Clicker Data
    • Event Attendance with Gatekeeper
    • iqKey for fast Gatekeeper access
    • Email Senders
    • Newsletter Archive
Powered by GitBook
On this page
  • Intro
  • What you need
  • It's not complicated
  • Will this be scan-to-register?
  • Multiple Cap Sections?
  • Steps to Import
  1. Signature Events Service

Offloading Clicker Data

PreviousBatch PrintingNextEvent Attendance with Gatekeeper

Last updated 2 months ago

Intro

Clickers are simple devices that capture scanned QR codes from name tags or the Pass.

These scans are not time stamped nor directly associated with an event.

Because of this, you must offload the data before using a Clicker at a second/third/fortieth event.

Label your Clickers before they get distributed!

Because they have no idea which event they're being used to scan, it's impossible to know which event to load them to unless you know which one(s) went where. Usually this involves gaff tape (which leaves no residue!) or a label maker.

Photo below is the benchmark - how the folks at Stevens Institute of Technology kept it all very orderly.

What you need

  • a Clicker (or several)

  • a laptop with a USB-A port

  • a USB-A to USB-C cable

If we know ahead of time that you'll be offloading Clickers, we'll send a cable along (with a link to this document) to help guide you.

It's not complicated

So please do not be intimidated! We made it easy to do because we had to do it so many times!

Will this be scan-to-register?

Scan-to-register is a neato feature that will reverse-register an event attendee for that event (and check them in to it) when we import the scan data.

For those who do not register ahead of time this is super convenient. The ideal use case is a free/open-access event (like a President/Chancellor/Head of School speech) where preregistration was requested but not required.

S2R is specifically not recommended for paid events. If used, the event registration will be added but no charge will be made nor will the reg record reflect a balance to be collected.

In short it could make a heck of a mess.

Edit event to set it to S2R active mode if that's desirable. The bulk edit screen (from Manage Events) makes this easy to review for all of your events in one shot.

Multiple Cap Sections?

This feature was cooked up for Cornell and Vanderbilt, but it will come in handy for just about everybody at some point. Thanks for the inspiration!

Because the clickers are not smart devices all they know is who they scanned - not where they are.

If you have:

  • set up your event to have multiple cap sections under it And

  • people may not attend exactly the one cap section they signed up for But

  • you want to know where they actually went Then

  • make sure you keep track of which clicker went to which section

  • when importing, make the appropriate choice under Cap Section Behavior

You can simply let people be checked in to what they registered for or tell us to reassign those who were recorded by a specific clicker to a specific cap section.

Simple, elegant, easy!

Steps to Import

Do all of these steps in this order. If you take shortcuts, you may lose data that we cannot recover.

  1. Turn the Clicker OFF.

  2. Plug the USB-A end of the cable into your computer.

  3. Plug the USB-C end of the cable into the tail of the Clicker.

  4. Turn the Clicker on.

  5. Happy sounds from Clicker mean you're doing ok so far

  6. The Clicker button surround should appear blue.

  7. Log in to the AlumnIQ admin console (if you weren't already)

  8. Go to Reports > Event Registration

  9. Select the event you want to import data to.

  10. Tap Run Report.

  11. Tap Import Scan Data.

  12. If this event has multiple sections, choose how you want us to handle assignment.

  13. Recommended: type the asset tag number (AlumnIQ sticker on the handle) in the clicker id field

  14. Put cursor focus in the large text area and make sure the cursor is blinking.

  15. Using the Clicker, scan the barcode labeled "Output Stored Data"

  16. This should fill that large text area with a pile of data. If it doesn't, try scanning the barcode again.

  17. Successful export of the data will also trigger happy beeps.

  18. Scroll to the bottom of the page.

  19. Tap Import Scan Data.

  20. The page will show you some summary stats on how the import went. This will also show any attendees who couldn't be imported for various reasons (not S2R and not registered, cancelled registrant, etc.).

  21. If you want to keep a summary of this, save to your computer. You'll also be emailed a(n admittedly rough) version of it automatically.

  22. This part is very important. If you're satisfied with the data you just offloaded and imported, scan the barcode labeled "Clear Memory". This clears off the Clicker for reuse. Hit it twice for good measure.

  23. Then scan the "Store Mode" barcode twice for good measure as well.

Your Clicker is now clear and ready to be used at the next event. Power it down and unplug.

Repeat all the steps for all Clickers you need to offload.

Once more for the folks in the back:

Once you hit "Clear Memory" that's it for your scans. Please be extra sure that what you imported looks and smells "right" based on the activity you observed at the event prior to clearing it off.

Stevens labeled Clickers