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Using the Guide
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This is your main entry point to administer your event registration site. It is now represented as a combination of to-do items and guide post.

Based on how you set up the event, and what features you have, the to-do list details the steps in configuring the event, and subsequently administering the event. Use this check list to keep track of what you need to do - and check the steps off when you have done them.

Also - this list provides direct links to the places you will need to go in order to manage those steps. So for example - "Edit Registration Form" will take you directly to the form editor, to save you time navigating the menus.  Explore these links from the to-do items - they are very useful. The Guide is set out over 5 pages - relating to 5 stages of running an event.   

The first Step is Event Setup. 

This Step provides guide items for setting up registrations forms, choosing menu items, creating content, adding hotels and activities.  If you see any items missing - it might be because you still need to add it as a Feature for your event.  At any time, you can 'click here to change your answers' and it will take you to the Feature Questionnaire, where you can add or remove a feature.  (Feature Help)

The second Step is Previewing your setup.  This is a very important step.  Take a few minutes and register as a test registrant - so you can see exactly what they will see - both before they register and once they are registered as an active attendee.  Check also the marketing pages.  This step leads to launch.   If the event is a paid event be sure to switch payment from test to LIVE mode.

 

The third Step is to Monitor Registration.   Watch the attendees as they register.  If its a paid event, watch the pending attendee list - these are the most valuable marketing leads.   Check the transactions to see the payments coming in.

The fourth Step is for Meetings. For many events - the meetings program occurs later in the process, starting 3-4 weeks prior to the event.   Administrators will want often want to allow for most of the attendees to register before opening up meeting requests.

The final Step is about Reports.   The event is over and you are running your final reports to assess how it went.    There are a vast number of standard reports under the Reports tab - in addition to any custom reports you may have created along the way.

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