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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…
Exhibitors Overview
With the Expo module, you can set up Exhibitors for your event. Exhibitors have many similar setup options as Attendees, such as a customized registration link, registration types (including booth assignment), registration discounts, custom fields, additional items, and the ability to customize messaging. You can als…
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…
Cancel Sponsors
* For the desired event, click the Sponsors tab. * Find the sponsor that needs to be cancelled and click the ellipsis in the Actions column. * Select "Cancel". You should see a green "Success!" window appear in the upper right. The Sponsorship is now cancelled. You can now perform any accounting actions (such as…
Matching Sponsorships to Contacts
There is a column called Match that may contain an icon for some sponsors. If there is NOT an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there IS an icon, it means something about the registration doesn't match the data in the system. Clicking on …
Register Sponsors- Online
If you have enabled Everyone, Members, or Non-Members for the sponsor registration , sponsors can register via your event registration page. Registering as a sponsor online is very similar to registering as an attendee. Your sponsors will complete all the required fields, and apply their payment. NOTE: The Spon…
Attendee Messaging
When setting up your event you will be able to select a custom confirmation email template, customize the confirmation page displayed after registration is completed, and enter instructions for registration. copy and paste. Modify height and width if desired. On the event's Attendee Setup tab, scroll to the At…
Fields Sent in Zapier
Integrating the Zapier tool in GrowthZone allows can take your GrowthZone memberships and events to the next level. The following lists contain the fields that are sent in our Zapier "zaps" for both memberships and events. *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have availabl…
Cancel an Event Registration
You can cancel a registration from the Attendees tab. For an Individual Registration For a registration with a single contact (i.e. there is only one person associated to the registration ID), you can use the ellipsis in the Actions column to cancel the registration. * Click on the three dots in the Act…
