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Event Details (the Overview tab)
Event Details (aka the Overview tab) The Overview tab of your event allows you to update the information supplied when the event was first created. copy and paste. Modify height and width if desired. Click on the pencil icon to the right of the Section name you want to edit. An event's details displayed on t…
Exhibitors Registration Options
Set up exhibitor-specific registration options. * Click the Exhibitor Setup tab * Click the pencil icon for the Exhibitor Registrations Options section. These settings are optional; if no options are set, exhibitor registrations will use the Attendee Setup options. * The following options are available: …
Register Exhibitors- Online
When registrants access the Exhibitor registration via the Exhibitor Registration Link OR via the Exhibitor Registration button on the Event Details page, the process is the same as if you used the Register (As Non-Staff) option from the back office . * Using either a link or the Exhibitor Registration button,…
How to Track Benefit Tracking and Reports
Tracking Benefit Usage Event type benefits will automatically be tracked by tying the benefit item to an event registration. See Assign Benefits to Event Registration types for further instructions. Custom benefits such as banner ads, use of conference room etc. will need to be manually tracked. This can be don…
Registering for Multiple Events in a Series
At this time, each event in a recurring series is considered to be an individual event; there is no option to register for all events in a series. If members need to sign up for multiple events in a series, you could implement any of the following options: * Create specific messaging in registration instructions a…
Configure Your Registration Form Settings
By default, the registration form for an event will require name and email address (organization will be included on the form, but is not required). You may configure the fields you wish to require on the registration form and add custom fields in the Registration Form Settings section of the event's Attendee Setu…
Exhibitor Discounts
Discounts for Exhibitors are set up on the Event's Exhibitor Setup tab and can be based on early registration, promo code, membership type, or volume. In the Exhibitor Discounts section, click the drop-down arrow on the Actions button to select the type of discount you wish to set up. There are 4 di…
Benefit Tracking - Getting Started
Introduction Benefit Tracking is created to make recordkeeping easier and reduce the time spent on tracking activities for various benefits you want to offer your members, sponsors, or affiliates. Benefits are defined as individual items you want to assign and track usage on a per-contact basis. Common examples…
Exhibitor Custom Fields
If you have additional questions or options for your exhibitors to select, you can set up custom fields to include in their registration. * On the Event's Exhibitor Setup tab, find the Custom Fields section and click the black plus icon . * In the "Add Event Exhibitor Custom Field" window, complete the following…
Set Up Sponsor Confirmation Messaging
You can customize the message a Sponsor receives in the post-registration confirmation email. * In your event, navigate to the Sponsor Setup tab. * Scroll to the bottom of the page and click the edit pencil in the Confirmation Messaging section. * In the Sponsor Messaging window, select a Confirmation Email…
