.png)
Event Revenue Reporting
While the Goals section on the Overview tab displays numbers for an event that can be helpful, they can also be confusing if it is unclear what is included in this data or the purpose of the display. Questions also arise if the Overview totals do not match financial reports. Which is correct? What numbers should I lo…
Event Sponsorships By Contact Report
The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts. * Click Reports in the Navigation Panel. * Use the Quick Fil…
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…
Additional Considerations
Before creating events in your system, there are a few additional steps you should take after setting up your Events Global Settings. copy and paste. Modify height and width if desired. * Categories : Categories allow you to create filtering and reporting options for your events. * Calendars : To display your…
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 Automated Messaging
The Events module has several messages that will get sent automatically to attendees, such as the registration confirmation, registration cancellations, event reminders, and waiting list notices. These messages are both automated and global- they get sent for every event in the software- and they are customizable. …
Event Sessions Report
The Event Sessions Report can be used to generate a report of all session registrants. You can run the report for an individual session and use the report as a check-in roster, or run the report for all the sessions offered at your event. * Click Reports in the Navigation Panel. * Use the Quick Filter option t…
Lists/Committees: Events Tab
If you have set up a calendar specific to a list/committee- for example, a calendar for Board of Directors meetings, only visible to that list/committee- any events on that calendar will display in the "Events" tab.
Assign Benefits to Event Registration types
When you create registration types (see Setup Event Registration Fees ), you will have the option to select the Benefit Item to be tied to a registration fee. You are able to choose multiple benefit items for one registration type. For example, you may have one membership that receives a free registration where as…
Add Additional Items for Sale during Event Registration
If you wish to sell additional items during the event registration process (for example you may wish to be able to sell mulligans for your golf tournament at the time of registration, or a commemorative hat), these items may be added in the Additional Items section on the event's Attendee Setup tab. Additionally,…
