Welcome to IRM Events.
If you are an Event Manager responsible for investor events of all types for an ASX Listed company, IRM Events is designed just for you.
IRM Events allows you to set up and manage Investor Events, and have them published on the company website. You can also manage invitation emails to the HQi Email Alert Subscriber Groups, set up separately in HQI for IRM Newsroom and other email functions in HQi.
With IRM Events you can manage the entire event process from initial concept, through invitations, registration, attendances and post-event follow-up.
IRM Events supports a wide range of different event types - normal in-person meetings, online meetings or webinars, hybrid (online and physical) events, and other more complicated types of events. You can even use IRM events to manage private events - ie events not to be made visible to the public through the website, but where you may still want a web page and a registration process.
IRM Events does not actually run the virtual event - you will use your favourite virtual event provider for that, eg Zoom, Google meet, Microsoft Teams, Webex, GoToMeeting or similar. IRM Events can integrate with those different suppliers (in different ways) and the automation of that integration will improve over future releases of HQi.
This Overview help centre page gives you the general concepts of IRM events, shows you briefly around the HQi Events menu, helps with the setup of IRM Events in your instance of HQi, and points to more detailed help centre pages for particular functions.
Initial setup of Events in HQi
Events are shown on an HQi Website on two types of web pages:
- one or more Event List pages, and
- one or more Event Detail pages.
These special pages control how events will look on the website. - see Add/Edit pages in HQi for the list of web pages already set up on your website, and see help centre articles for adding and maintaining Website Event List Pages and Website Event Detail Pages.
These details include how to use the default page templates delivered with your initial setup of IRM Events.
Before you will be able to see any of the results of your Events work on the website, you will need to set up at least one Events List page and at least one Event Detail page. You can leave them unpublished (ie do not show in the menu) while you get them working exactly as you want.
To start using IRM Events in HQi, you will need to have "Event Manager" permission (or higher) in HQi. In the standard permission settings in HQi, if you're "Company Secretary" or "Newsroom Admin", you're already set to go, You're already an Event Manager.
In HQi there is a section in the main menu for Events that contains all the functionality for IRM Events.
The Events Settings for this instance of HQi need to be set up for the types of events you will be running, and other settings as described in the Events Settings help centre article.
You will probably choose to group your events into Categories. This can be useful for a variety of purposes, including controlling multiple Events List page formats on your website. See the help centre page "Events Categories"
Managing the Event List in HQi.
The Event List tab shows you the current list of all your Events. From the Event List page in HQI, you can add your new events.
See the help centre page "Event Management Overview" to understand the concepts of the Events List and Event Details pages in HQi, and see "Creating a New Event" for how to start an event. The help centre page "Fields in the Event Detail Page" gives a full description of all the fields possible for an Event and what they do.
The Event List page shows Current Events separate from Historical Events, in order of the Start Date. The default is to show events for all categories, but if you manage many events you may wish to filter this list by Event Category using the Filter dropdown. You can also filter events by date range in both the Current and Historical sections if you wish to view a smaller selection of events on the list.
The columns on the Events List in HQi can be used to sequence the lists on any of the columns by clicking on the arrows in the headings.
The Event List page also has the Add New Event button, which is where all new events will start.
For each Event, you can send any number of email "invitations" to selected subscriber groups of your Email Alert subscribers. The Invitations list on the main Events menu takes you directly to all the invitation campaigns sent out.
For more information on Invitation Processing, refer to the help centre section on Invitation Processing.
Each Invitation is an Email Campaign in HQi and the results of each campaign can be viewed in the Mail>Statistics section.
Invitations are sent to the selected Email Alert subscriber groups. For Subscriber Group processing refer to the Help Centre articles on Email Subscribers > Subscriber Groups.
In IRM Events, we use the generic word "Attendee" to describe any person who has been invited to an event, or who attends an event or is otherwise involved with the event.
See the Attendee Processing help centre section for full details of Attendee processing.
The Attendees list shows all Attendees for all events unless filtered for a particular event, a particular invitation, a date range, Event Status or Attendee Status, as described in the help centre page Attendee List Page.
Every person who has an Attendee record also has an Email Subscriber record in the Email Subscribers list on HQi. Every event activity - invitation, registration, attendance, etc is tracked in the Subscriber Activities records attached to the particular Email Subscriber's entry.
There is a separate Attendee record for every person for every event - so if a person is invited to or attends multiple events over time, there will be multiple Attendee records.
There is only one Attendee record for a person for a given Event. The Attendee Status will indicate the role that person has with the Event.
The Event Statistics section gives you some basic information about the numbers of Attendees recorded in various Statuses for every event, with the ability to filter to show smaller lists if needed. See the help centre article for Events Statistics for more information.