Latest Innovations for Event Registration

Transcription

1 Latest Innovations for Event Registration Presented by:

2 About ATS Serving imis community since 1996 Full-service Authorized imis Solutions Provider (AiSP) 2015 AiSP of the Year

3 Hosted by Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Moderator: Richard Banks Sales Manager Direct: (571)

4 Agenda Using Events with imis Out of the Box events ATS Online Marketplace External Registration Systems Webinar Events

5 Promoting Your Conference Landing Pages Event Calendars Marketing

6 Creating Robust Event Pages

7 Creating Robust Event Pages

8 Creating Robust Event Pages

9 Out of the Box Setup in Staff view Advanced Accounting Console Still exists Web based interface for staff to create/edit/register a member for an event Web based interface for public to purchase an event

10 imis Events Out of the Box - Allow members to register others in their organization Show a calendar of events Flexible pricing structures Allow coupon/discount codes Ask survey questions Allow registrants to update their itinerary Create a mobile event site in Rise for easy access to agendas and registrant directories

11 Registration Page Registration options (single select) Program Items (optional registration items) Expandable/collapsible list

12 Register Someone Else Define on a per meeting basis search for an existing contact or add a new contact

13 Event Calendar View events by Day, Week, Month, or Timeline. Events are color-coded Green = event is visible to all users and open to registration. Yellow = is visible to all users but not open to registration. Orange = event is visible only to staff users. Events will appear on the calendar based on the beginning and end dates defined in the event definition

14 Pricing charge different registration fees for different registration classes Simple Member/Non-Member pricing Define early bird; regular; and late registration prices Write stored procedures for very specialized pricing on demographics or other imis data

15 Coupons/Discount Codes Offer discounts based on percentage of dollars off Define discounts based on entire order or for a specific function only Choose Discount applies to specific item(s) to offer a function level discount

16 Survey Questions Ask registration or program (function) level questions Questions can be made required 6 types of answer options: Numeric integer whole numbers (positive or negative) Numeric decimal number with up to 4 decimal places Multi-line text allows for free form text Single-line Text enter a one line answer only Yes/No Dropdown list select from a predefined list of options

17 Survey Questions Denotes a required question Example of a dropdown list

18 Edit Itinerary Define on an event by event basis You designate a cutoff date for when changes can be made Changes can only be made to program options (functions) and not registration options If the change results in additional fees being owed, the registrant will be directed to their cart to enter payment information. If the change results in a credit due to the registrant, these refunds will have to be processed manually by staff.

19 Edit Itinerary

20 Mobile Site Allows for quick access to registrants programs, activities, event feeds, and attendee directory. Personal itinerary attendee directory

21 ATS Online Marketplace Unified Amazon.Com-like Shopping cart Key differences Reprices events based on adding a join to the cart Kits of events or kits of events and products One click add to cart via link or to add an event Coupons based on what is in the cart Discounts based on what is the cart (e.g., the more you add the cheaper they get) Hide/Show functions based on who is registering (e.g., only show Board breakfast to Board members) Auto conflict codes based on date/time Speaker resources and other items pulled from imis Event Resources Passkey Integration Education Clubs

22 Registration System

23 Registration System

24 Guest Registration

25 Event Resources

26 One-Click Add-to-Cart

27 Event Details

28 Third Party Integration Registration Companies Registration is done at Third Party Single Sign On Activity written back to imis Webinars Setup as an event in imis Purchase is made in imis Webinar is delivered through a third party Completion data is written back to imis

29 Event to Webinar Flow Purchase is made in imis Add/Update person in the LMS Register/Enroll the person for the course in the LMS Enrollment Activity Record is created in imis Course is completed in LMS Activity record in imis is updated with completion data from LMS

30 Vendor Integrations

31 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Moderator: Richard Banks Sales Manager Direct: (571)

32 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Question: Tresse French Technical Support Analyst Direct: (571) When registering someone else from the same company, is it limited to just company ID, or is there an IQA query that drives who you can register?

33 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: When I add a new contact does that create a person

34 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Is there a name for this ipart? Can you put it on a different page, or is it just for event registration?

35 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Is there a way to have a calendar of just chapter events (for example) or is this calendar all-inclusive?

36 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: We have members sign up for multiple sessions which happen at once during our meetings. They attend one for half a day, the other for the rest of the day. Can we override the auto-conflict?

37 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Can we have handouts that are restricted only to people who are registered for that function?

38 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Is there a way to show how many seats are left?

39 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Can registrants confirm or change their mailing address, address, etc. within the registration system?

40 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: When adding a guest, do they get added to the imis database?

41 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Which event setup steps must still be done in imis Desktop as opposed to the RiSE Staff Site?

42 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Can we prevent guests from being added to the imis database?

43 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Can we use a combination of the RiSE Store and the ATS Online Marketplace?

44 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Question: Tresse French Technical Support Analyst Direct: (571) If I add a function to the registration option after-thefact and set people to be auto-enrolled will existing registrants be auto-enrolled automatically?

45 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Is the imis Events module required in order to use the ATS Online Marketplace for Events?

46 Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) Tresse French Technical Support Analyst Direct: (571) Question: Can CE credit be dependent on a post-event evaluation test?

47 More from ATS Looking for more from the experts at ATS? Upcoming Webinars Past Webinars including video recordings, and downloadable presentation slides