Action Network is best used from a computer and not a mobile device. All screen-shots and directions are from a computer web-browser.
____
Once in Action Network, click the ACTIONS tab in the Top Toolbar (as shown in the photo) and click Events.
You are in the EDIT portion of making your event (circled in blue).
Put an Administrative Title and fill in all the info for your event (while it says Optional for the admin title, please try to use them so we can more easily find events.)
If there is a specific Committee or Working Group email that you want folks to know and you will be checking about this event you can put that into the HOST CONTACT INFORMATION, but it is also okay to leave this line blank.
Make sure to select if this event is virtual or add the general location details if this event is in-person. If you have a definite start and end time make sure you check the box for End Time.
(Image 1)
After you've chosen a date you will be able to set the time. (if you've chosen your event to have an End Time set the end time as well).
(Image 2)
____
As you scroll down make sure the you add an event description, we do not recommend adding the exact meeting details (such as the zoom link, or the complete address/special instructions for checking in, etc) until the next step.
If physical space is limited (or you want a smaller virtual meeting) you can also set the maximum amount of possible attendees (circled in blue) on this page.
If you have an image for your event you can add it on this page as well, check the requirements that Action Network sets for Banner Image.
When you're ready you can hit Save And Go to Next Step button to continue.
You are now in the EDIT THANK YOU area of your Action Network event page. (circled in red)
You can edit the big "thanks for your support" message and the smaller subtitle to display any wording you would like.
____
You can add any instructions for your attendees in this space, for a physical event, maybe that means the address (cross streets) or for a virtual event letting folks know to look out for the email with Zoom link details (and to check their spam if needed)
You shouldn't add the actual Zoom link in this area of the RSVP, you instead would add Zoom links and password in the automatic response you will set up that goes straight to attendee's email.
Save and Publish your event.
____
Now your event is published! You are the very first RSVP to the event! Scroll down and click on the Responses tab (circled in blue) and then you can scroll down and make edits to the Auto Response Email and the Event Reminder (make sure these are both clicked on, this automatically sends attendees an email when they RSVP and then also sends them another email 24 hours before the event).
___
The Auto-Response Email and Event Reminder will work exactly like setting up an email in Action Network does (check the Sending an Email page for a refresher if you need!) but to start with you can see Action Network already auto-populated some text in your email, and it is pretty useful to keep that and add any additional info you have, like a Zoom link and password if your meeting is digital, or maybe the exact address and any parking specific instructions for an in-person event, below.
Here you can also set up a specific email address that attendees can reply to. The default email is always the main Suffolk DSA email, but if it makes more sense to have as specific Committee or Working Group email or a specific point person's email as point of contact, please change it here.
Make sure you hit the SAVE RESPONSES button when you've finished with any edits (scroll down until you see this button after both the Auto-Response Email and the Event Reminder sections)!
Please check out the Bit.ly page here for more info on what bit.lys are used for and how we generally set up our bit.lys (especially for regularly reoccurring meetings like Chapter Meetings or Open Houses).
To get the link to make into a bit.ly you will see the DIRECT LINK in the right side panel (with all of the sharing tools), copy and paste this direct link into bit.ly, or if you are sharing without character limits you can use the direct link itself if you haven't made a bit.ly just yet, tho we do prefer to use a bit.ly for sharing because it is easier to remember (if you've followed general "formula" on how we create SCDSA bit.lys) and we can also track clicks on a bit.ly to see when most clicks were happening and see what was/wasn't effective in broadcasting this event out.
Sometimes a regularly reoccurring event can be duplicated (and edited) from a similar previous event, for example most times Chapter Meetings can be duplicated from a previous one and just updated to have the current/upcoming information.
Some useful pages to have open along with Action Network: the SCDSA Shortened Links doc (bit.ly/SCDSA-ShortenedLinks) and the Suffolk DSA website calendar (suffolkdsa.org/#events), and please also make sure you have the correct zoom link and passcode, or the exact address and any check-in details if it is an in-person event, for the meeting to put in the automatic response attendees receive when they RSVP.
Chapter Meetings are best to just duplicate a previous one and update the dates/details in the Administrative Title and the rest of the areas.
____
From anywhere in Action Network access the Bottom Toolbar and click Actions.
____
As you scroll down you will see event pages that have been published and maybe some events in draft.
The actions for events (in draft) are the Edit button (for events that have been published you will see Manage), the duplicate button, and the stats button (the fourth button is to hide the event, but only the Chapter Secretary should use this button).
If you had previously published an event but now needed to come back and edit it, you will find it in this list and you can edit it by clicking the manage button.
If you are making the chapter meeting event it is easiest to find the most recent previous event and duplicate it. This will open a new tab/window in your browser.
The steps now are the same as making an event only everything will be filled in already!
All you have to do it edit the Administrative Title and change dates/times and anything that needs to be updated in rest of the areas and publish it!
Once published if the reoccurring meeting uses the same Zoom link/password as the previous meeting or is being held at the same address as before you can leave that info, but if not make sure you remember to change that info in the response section after you have published the event!