Smart Events Cloud Spring Release 2016

Transcription

1 Smart Events Cloud Spring Release 2016 Maintenance Window Effective: Late March, 2016 This is not a site-down release. Users still have access during the upgrade, and updates will immediately become available to customers who have already activated the new Attendee Management features and Spend Management module delivered in the Summer Release Modules Impacted The changes in this release affect these highlighted modules and features: Lanyon Meetings Spend Management RFP sourcing Budget Profile Meeting locator Meetings360 Simple Meetings Quick budget Profile Simple RFP Attendee Management marketing Event website Registration Session/Event Agenda Hotel booking / Lanyon Passkey Surveys Meetings 1:1 Travel Business Intelligence Standard reports Business intelligence Customer support portal Lanyon Events Application programming interface API Customer support portal Customization layer Lanyon Events (continued) Registration Session/Event agenda Nomination tool Meetings 1:1 Hotel Booking/ Lanyon Passkey Surveys marketing Session & Speaker Management Call for papers Speaker resource center Voting Exhibitor & Sponsor Management Exhibitor resource center Exhibitor tasks Call for demos Connect Social media Sharing Interests and tagging Networking Onsite Check-in Cyber café Session access control Lead retrieval Webcasting Badge design Badges Printing (NFC, RFID, UHF) Business Intelligence Standard reports Custom reports 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 1

2 Summary In the second half of March, 2016, our Spring Release will include enhancements to Lanyon Smart Events Cloud solution which includes Lanyon Events and Lanyon Meetings. These updates further enhance our meeting and event management software, making it simpler for you to design, plan and promote events and manage your meetings budget. Designed to make your job easier, this release provides you with a number of key enhancements that will improve productivity: Event Templates Additional functionality added to event creation now allows planners to have three choices as their starting point for their event registration website. They can start from the default event template, pick from one of the templates (small event template, large conference template, etc.), or copy a previous event. In this way, the Smart Events Cloud solution saves time by making it simple to work from an established, pre-formatted template rather than starting from the beginning every time you need to create each event. Improving the Registration Flow and Attendee Experience With the new Packages and Sessions registration features, planners have the flexibility to offer attendees packages that include pre-determined sessions or to add an extra step in the process flow that allows the registrant to select from a list of various sessions to further tailor their experience at your event. Or instead, planners can choose to create a simplified registration (without packages, sessions, or payments) for expediency and convenience. Making it easier to comply with your corporate branding standards Website theme builders can assure adherence to corporate branding standards by predetermining the color and font selections that can be accessed by event planners, creating a more streamlined experience for building website pages. For details, see the New Features and Improvements section Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 2

3 New Features and Improvements This section describes in detail the following changes in this release: Event Templates Event planners have the ability to create event templates to speed up the event setup process. To start on their next event, they then have the option of using a template, making a copy of a current event, or creating a new event. Registration Packages and Sessions Creation We have split the concept of a registration package and a session/activity to provide more options in configuring the registration flow. Registration Packages defines what the attendee wants to do at the event/meeting. It s typically something an attendee purchases, but does not always involve payment, while a Session is a specific activity at a meeting or event that is typically part of a package. When there are an excessive number of packages and/or sessions, the planner can now add extra pages to a registration flow to split packages from sessions/activities. Doing this allows the planner to launch registration earlier to collect payments and sign people up well before the sessions, speakers and locations are all approved. The planner can add sessions later and invite attendees to come back and pick sessions once these have been finalized closer to the event date Simplified Registration Option Event planners can choose a simplified registration flow, without packages, sessions, or payments for convenience and ease of sign up. Theme Customization Corporate website theme builders can quickly brand a theme with your company logo. If the event planner needs to customize the logo for a specific event, they now have a simple way to upload a new logo to the theme. Theme builders can also set approved colors and select the fonts that planners have access to. Administrators have the ability to set permissions that hide (or don t allow) advanced editing by the event planner, in addition to the website theme builder, to simplify the website building process and ensure compliance with corporate branding standards Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 3

4 Event Templates Planners with the appropriate security permissions, have the ability to choose from their existing events in order to make a template to use for creating future events. Planners can then work from an available template; from a copy of an existing event; or simply create a new event from scratch. Template Creation Event Creation Method 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 4

5 Choice of Event Templates 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 5

6 Registration Packages and Sessions Creation To allow for greater flexibility when offering sessions to registrants, event planners now have the ability to add sessions to either the Packages step or to a separate Sessions step of the registration flow. With the Packages step, planners can now offer a choice of sessions, while the new Sessions step has been created to allow planners to offer multiple sessions without having to group them into packages. Registration Packages: when the sessions step is not checked planners can only modify sessions in the packages step Registration Packages Registration Packages Preview (as registrant/attendee would see it) 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 6

7 Sessions: when the sessions step is checked planners can create sessions here. Add a Session (Settings) 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 7

8 Simplified Registration Option Event planners now also have an easy way to make a simple registration experience one without packages, sessions, or payments. Registrants will still appear in registration reports and onsite check-in. A registered person flag will be associated with their name to display that they do not have any packages or sessions associated with their attendance. Updated Configuration Interface If no price is configured, the registration pages in the flow will not display pricing. However, registrants given a discount for free access to a purchased event will still see price content as usual, but with their discount reflected on the appropriate pages. Simple Registration Flow 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 8

9 Theme Customization To help corporate theme builders customize and brand website themes that planners use to build their registration websites, we have made it simpler to upload a company logo. Additionally, theme builders can set which web fonts and Google fonts and which colors planners have access to. And, administrators have the ability to set permissions that hide (or don t allow) advanced editing by the event planner, to simplify the website building process and ensure compliance with corporate branding. Example Copied Theme (Logo placement) 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 9

10 Theme Options (Update Image for Logo) Zoomed in view 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 10

11 Theme Options (The theme builder defines approved fonts and colors) Theme Options (The Theme builder has chosen fonts and colors and has included a banner and logo) 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 11

12 Defects [SEC-33457] Hotel import not working due to AMS credit card updates. [SEC-34363] Manage > Hotels: Drag and drop is not working. Cannot grab and move handle. [SEC-36318] CRM: Profile Values are not being added on user create in portal [SEC-36569] Consolidated Multiple Accounts date fields on new meeting request form [SEC-36636] SM: View AMEX transaction screen not working properly [SEC-36848] Error when saving the Budget page [SEC-36866] Budget not saving the tax gratuity selection [SEC-36946] Deleting default Attendee Type doesn t fully work [SEC-36947] Error message when cancelling a session from list view [SEC-36974] Registration Confirmation page only shows first option selected on multiple option select fields [SEC-37030] Registration profile page appears even though it has no custom fields added [SEC-37038] Contact information is not working as design on Registration Confirmation [SEC-37048] Confirmation page details are not aligned correctly [SEC-37053] Passkey Integration: foreign characters are not passing to Passkey correctly [SEC-37083] Login error redirects to processlogin.do [SEC-37088] Failed CRM login creates new bug case similar to SEC [SEC-37112] Typographical error in the Forgot Password [SEC-37120] Meetings > Create New Event > New Registration: Time Out Error appears behind the Event Creation selection method overlay [SEC-37246] SEC Attendee Types newly added field is not shown in existing field list immediately 2016 Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 12

13 Browser Compatibility Please allow pop-ups in your browser so you can access all features. The following desktop browsers are compatible with Smart Events Cloud Summer Release 2015 and later. *Internet Explorer 9, 10 and 11 Chrome Version Firefox Version Safari Version for Mac and ipad *Internet Explorer specifications: o IE9 - As of January 12, supported only on Windows Vista SP2, Windows Server 2008 SP2, and Windows Server 2008 IA64 o o IE10 - As of January 12, supported only on Windows Server 2012 and Windows Embedded 8 Standard IE11 - supported on Windows 7, Windows 8.1, Windows Server 2008 R2, Windows Server 2012 R2, Windows 10 and Windows Server Lanyon Solutions, Inc. All rights reserved. Smart Events Cloud Page 13