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Set Up Event Benefits (Optional)
How to Set Up Event Benefits: * Global Settings * Create Benefit Discounts * Set Up Benefit Discount Types * Ensure Benefit Item is Set Up Correctly * Tie Benefits to Event Registrations (optional) Global Benefit Settings You can also allow the ability for staff to set a global option that allows event regis…
Benefit Tracking Helpful Videos
Helpful Videos * Benefit Tracking Overview : 7 min video * Event benefit setup and use : 4 min video NOTE: This video was recorded prior to December 2024. This means there are a few new features added. We now have the ability to allow benefits to be available to a registrant without logging in, but instea…
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…
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…
Tracking Certifications
You can track contacts certifications on the Tracking tab within the Certifications module. By clicking the Quick Filter drop-down list, the Tracking tab may be filtered by the following criteria: * In progress : Contacts currently working towards a certification. The status may be automatically set when a…
Info Hub Resource Tracking
IMPORTANT : The Metrics Module must be enabled in order to provide resource tracking. Contact the Engagement Team if further information is needed. Resources that are accessed in the Info Hub will be recorded so staff can view the following: * the most popular resource, * which contacts or organization are us…
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…
