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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…
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…
Manage your Exhibitors
If you are using the Expo module, you can add and manage exhibitors to your events on the Event page. The Expo module allows you to easily manage every aspect, including: * Create and publish your exhibitor event page * Accept on-line exhibitor registrations * Manage payments for exhibitors * Assign booths, …
Send Email to Event No-Shows
After your event has taken place and you've checked in all your actual attendees , you may want to communicate with contacts that registered but did not attend your event. To send an email to registrants who did not attend the event: * Select the event Communication tab. * Next to the Log Note button, clic…
Issue a Partial Refund
The Payments tab will display a list of all payments you have received. From this tab, you will be able to do a partial refund. NOTE: If you are working with an event registration and are trying to correct an incorrect registration type, issuing the partial refund is the LAST STEP in that process. Unapply the…
Benefit Tracking Tips and FAQ's
Benefit Tracking Tips Create and Use Benefit Item Categories Benefit Items can be assigned to one or more benefit item categories. These categories can be created by you to organize your benefits further. Having your benefits categorized will provide a nice way to group your items in the Benefit Usage Report and th…
Send Missing Attendee Name Reminder
As an event manager that needs to get name tags printed out prior to the event, you can send out an email to the main contact for a registration that will remind them of any names they haven’t yet filled in, and ask them to update their names. IMPORTANT: This option is only available for Table/Team Registration …
Event Sponsor Management
The Sponsors part of the Sponsor/Ads module allows you to set up sponsor display benefits and tie those benefits to an event sponsorship. * Changing Sponsor Terminology * Set up Sponsor Display Options * Set Up Sponsor Registration Options * Set Up Sponsor Registration Types * Set Up Sponsor Confirmation Mess…
