Overview

The iCIMS CRM Event Management mobile app for iOS and Android enables you to capture event attendee data so it be can transferred to CXM or CRM; information from any event in the app can be synced with any Event profile in your system. The app works best when connected to the Internet, but at events where wireless service is poor, you have the option to use the app offline and sync the event later.

Notes:

• The app works for tablets and iPhones, ensuring a more user-friendly experience for attendees entering their information. The following tablets and iPhones are supported:
  • Android tablets: 6.0 Marshmallow with API level 23.0 and up
  • iPad tablets: iOS 11.0 and up
  • iPhones: models 10 and up with iOS 11.0 and up
• You cannot take action on attendees through the app (e.g., invite them to apply to a job). This must be done through CXM or CRM.

 

Getting Started with the App

To log in to the app, tap Log In at the top right of the app homepage and enter your CXM or CRM login credentials. You do not need to log in (or be connected to the Internet) to use the app, but it is recommended for best results. It is also required to sync between the app and CXM or CRM.
 

Viewing and Adding Events to the App

The app homepage lists all events currently on the app; these are events that were either created on the app or created in CXM or CRM and then loaded onto the app, as discussed in the sections below.
   

Creating New Events on the App

At the time of your event, if you have not already created the event in CXM or CRM, you have the option to create it on the app. You are not required to log in or be connected to the Internet to create new events on the app. After collecting attendee information, you can later sync that event on the app to an event in CXM or CRM. 

To add a new event on the app, tap the circular Create Event (+) icon at the bottom right and select Create Event. This opens the Add New Event page, which includes the following fields:

• Event Name
• Company Name
• Venue
• Start Date
• End Date
• Start Time
• End Time
• Event Category

Fill in the appropriate fields and tap Create Event when finished. The new mobile profile for that event will immediately open.

For more on mobile Event profiles, review Collecting Data on Mobile Event Profiles below.

Warning: Information captured for a new event on the app is stored on the device locally for 30 days until the event is synced with CXM or CRM (at which time you must be online and logged in). After 30 days, if the event has not been synced, all information from that event is automatically deleted from the device. As a result, do not wait longer than 30 days to sync the event with CXM or CRM.
 

Loading Events from CXM or CRM onto the App

If you have already created your event in CXM or CRM, you can load that existing event from CXM or CRM onto the app. You must be logged in to the app and connected to the Internet to do this.

To load an event, tap the circular Create Event (+) icon at the bottom right and select Load Event. This opens the Load Event page, which includes a Search Events field at the top to find the appropriate Event profile in your system.
 
Enter an event name in the field, view the list of events matching that name, and tap the event you want to load.

A loaded event will automatically sync with CXM or CRM when you're on the mobile Event profile (discussed below). This means that all candidates currently included on that event will display on that event's mobile profile. The event will also be listed on the app homepage for easy access.

Note: You also have the option to manually sync an event by tapping Sync at the top. For more information, review Syncing Events on the App below.
 

Collecting Data on Mobile Event Profiles

On the app homepage, tap an event name to open its mobile Event profile. A mobile profile includes basic information about that event—e.g., venue, event category, date, time—as well as a list of all attendees included on that event. Candidates who pre-registered for the event using the registration page (and check in at the event) are marked with a Pre-Registered tag.
 

Adding Candidates on the App 

While at an event, you can collect attendee information and confirm attendance by having attendees sign in through the event. To start the process, proceed to the mobile Event profile and tap Add Candidates at the bottom. This opens the registration page with the same branding configured in Step 4 of the event creation process.
 

Capturing Candidate Information 

When starting their sign-in session on the app, attendees first enter their email address. If you're logged in and connected to the Internet, the app will auto-complete the name and phone number fields if it matches that email with a pre-registered candidate. In this case, the candidate's sign-in session is finished once this information is filled in, since they already completed the other assigned questions while registering previously.
 
For new attendees, once they complete this basic information, they are directed to the additional questions assigned to the event in Step 3, with each one displaying on its own page. An attendee who has brought a hard copy of their resume to the event can also take and upload an image of their resume (or multiple images if their resume is more than one page) as part of this process.

Note: The image or set of images is saved as a PDF and cannot exceed 7.5 MB, and it can only be parsed from the CXM or CRM web application.

The session is complete once the attendee gets the thank-you confirmation message; their name will then be added to the listing of candidates on the mobile Event profile.

Note: After three minutes of inactivity, a message will display on the app informing the attendee that their sign-in session is about to expire.
 

Rating Candidates

Quickly review any candidate listed on a mobile Event profile by tapping the stars next to their name. Up to three stars can be assigned to a candidate. The stars allow you to assign a general rating for the candidate based on your interaction with that person at the event.
 

Syncing Events on the App

Event data needs to be synced for that data to transfer to CXM or CRM. When you're on the mobile Event profile, the app will automatically try to sync and displays the last time the event was synced in the top right corner.
You also have the option to manually sync an event by tapping Sync at the top of the mobile Event profile. This action is only available if you're online and logged in. You can manually sync at the end of an event to ensure that all event data gets transferred, or you can regularly sync throughout an event to ensure that the latest information gets moved over (since the last sync).

If your event lacks wireless network access, the mobile app is designed to sync once your device is connected to a wireless network. In the event that this does not occur, you can also download event data as a CSV. You can then upload that CSV in the CXM or CRM web application. For more information on adding candidates via CSV, review the Using the CSV Upload Option section of the Adding Candidates in iCIMS Candidate Experience Management (CXM) and iCIMS Candidate Relationship Management (CRM) article.
 

Editing and Deleting Events on the App

To edit a mobile Event profile, select the pencil icon to the right of the event name at the top of the profile. This will open the Edit Event page, which includes the same fields as the Add New Event page. Update any of the fields here and tap Save to save your changes.

You also have the option to completely remove the event from the app by tapping Delete at the bottom of the Edit Event page. As with completing an event, deleting an event removes all event data from the device.