Latest Innovations for Event Registration

Latest Innovations for Event Registration Presented by:

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

Hosted by Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Moderator: Richard Banks Sales Manager Direct: (571) 213-4785 Email: rbanks@atsol.org

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

Promoting Your Conference Landing Pages Event Calendars Marketing

Creating Robust Event Pages

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

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

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

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

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

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

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

Survey Questions Denotes a required question Example of a dropdown list

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.

Edit Itinerary

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

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 email 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

Registration System

Guest Registration

Event Resources

One-Click Add-to-Cart

Event Details

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

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

Vendor Integrations

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Moderator: Richard Banks Sales Manager Direct: (571) 213-4785 Email: rbanks@atsol.org

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Question: Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org 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?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Is there a name for this ipart? Can you put it on a different page, or is it just for event registration?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Is there a way to have a calendar of just chapter events (for example) or is this calendar all-inclusive?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org 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?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Can we have handouts that are restricted only to people who are registered for that function?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Can registrants confirm or change their mailing address, email address, etc. within the registration system?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Which event setup steps must still be done in imis Desktop as opposed to the RiSE Staff Site?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Can we use a combination of the RiSE Store and the ATS Online Marketplace?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Question: Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org 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?

Questions & Answers Randy Richter Director of Technology Solutions, Partner Direct: (720) 945-7256 Email: rrichter@atsol.org Tresse French Technical Support Analyst Direct: (571) 293-0827 Email: tfrench@atsol.org Question: Is the imis Events module required in order to use the ATS Online Marketplace for Events?

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