Introduction to Events

Transcription

1 Introduction to Events Brenda Lundeen MicroNet, Inc. ChamberMaster is a service of MicroNet, Inc. micronetonline.com chambermaster.com

2 Our session includes... Add a new event Add photos and sponsor info and logos Send invitations Register participants manually & online Print roster sheet, labels, name tags Assign event fees, create event invoices/receipts See Events in Help/Info menu 1 1/2 hour

3 Remember... Please ask questions throughout! Send questions, comments, feedback on the GotoWebinar Questions area anytime Q&A time at the end If you are connected via voice line, you ll be able to ask question verbally Click Raise Hand; wait to be recognized; ask question; all participants will hear question May also converse privately through Q&A in Questions area

4 Event basics Edit event Select existing event from drop-down list or by clicking on the calendar Search for event Filter options Don t forget to Clear Filters Add new event Add button on toolbar Click + sign on day of event

5 Add Event Step 1

6 Add Event Step 2

7 Add Event Step 3

8 Search Description - Key catch phrase Displays on public event search results (V3 public modules only) Visible to public on automatic FaceBook posts Also increases your search engine ranking 2/12/2013 8

9 Change public Calendar Login as Administrator Setup->Event Options and Settings Turn on Share icons Change titles/phrases Select available search options Remove Submit Event button Other event registration items

10 Submit new event Submit button available to public if selected by you on Setup-> Event Options and Settings Members have option to submit event through their Member Information Center Submitted events appear for you in the Task List New Events Staff clicks on New Event and selects Approved Disabled status used to temporarily remove event from display; expired events are automatically removed from display

11 Automatic Event Reminder Available to all CM Plus users with SEO module integration Contact for SEO info Reminder sent to all Registered guests

12 Recurring event Put all info that should be duplicated on original event, then save recurrence. Once recurrence is created, consider the instances as separate events Individual instances may be modified or deleted Do not delete the original

13 Enhance the event Pre-defined locations Main event photo (1) Gallery photos (unlimited) YouTube Video link (1) Map link Sponsor logos (Sponsors tab) Within the description Add website links Add document links Add photos

14 Sponsor levels Designate event by event Create Sponsor levels each time on Sponsors tab OR Set levels that are available for every event Setup->Event Options and Settings Don t forget that you can insert any graphics, words, or design in the body of the event description (General tab->edit Event Description, insert Image )

15 Guest List basics Guest List displays those Registered, Invited, Declined, Invitation Not Sent Filter according to your desires Reports down-drop menu at the bottom of the Guest List gives options to Print Roster, Name tags, labels, Download, print NEW! Name tags under Reports search for name tag Event Nametags With Logos Roster prints in order as sorted Sort by clicking column title

16 Guest List - sorting Reverse sort of last name to first name (or vice versa) by selecting filter options and changing Rep Name Format Download the Guest List and bring into MS Excel to sort by first/last name when multiple reps are registered under one company name

17 Custom Fields Guest List-> Guest List Summary-> Add/Edit Registration Custom Fields 2/12/

18 Invitations Guest List->Add New Invitations->Add invitees Either Save and Exit populate your guest list with names Status=Invite Not Sent Or Send Invitations Status=Invite Sent Registration links automatically available if Allow to Register is selected on Fees tab Modify invitation if desired, save, then send

19 Invitation tips Include the member login and password so members are reminded of their login to the Member Center to receive member pricing Add Database Field-> WebPage Info->Login Name/Password Note: Members that click the Register link in their invitation will not need their login and password Resend invitations to those that haven t yet responded Save a modified invitation so you can resend

20 Fees Finance or Admin staff define available fees CM Billing: Setup->Fee Items List CQI Connection: QuickBooks->Fee Items tab Assign fees on Fees tab BEFORE adding guests and sponsors Registration fees = 1 per person fee Required if charging Additional fees = optional fees may select multiple quantities Cannot have ONLY Additional Fees Turn on registration when all fees and options in place

21 Registration preferences Turn on Registration Member registration requires member to login Non-member registration is for general public

22 Billing Preferences Select desired credit card transaction for your bookkeeping Determine where non-member transactions appear on a single member or create a new member for each

23 Event Billing Invoices - marked to be created; generated when selecting Create Invoices on the Account tab of the event. CM Billing: They can also be printed in the Billing module by selecting Batch Type: Event on Invoices tab CQI Integration: They will also show in Task List: QB Invoices Credit cards will process online when credit card is entered. If you selected to have a transaction created, CM Billing: it is created immediately and is available to be printed in Billing module if desired CQI Integration : included in the Task list and created with other Event transactions Cash If desired, receipts may be created and printed right then when selecting Paid

24 Mark Actual Attendance After event is over, return to Guest List tab, click view/edit attendance list Check off who attended View actual attendance numbers on Members->Stats tab and on event reports

25 Associate registration with a member If a member registers on the public website, you can associate their registration with their record Improves recordkeeping and stats Also allows you to create a member out of a prospect Click the Registrant Name to associate. 2/12/

26 Questions or Assistance? Click Request Support