If you need to register a single Company for your event, this is the process. Afterward, you’ll invite the Company to add its Company Reps to MeetMax.
In this article:
- Where is it?
- Adding a single Company
- Notifying the Company of registration
- What the Company does next
Where is it?
You’ll add the Company from the Companies tab:
You’ll notify the Company from the Messaging tab:
Adding a single Company
Keep in mind that you can also import a list of Companies to save time. |
- Step 1. Head to the Companies tab. Then choose Add Company:
- Step 2. You’ll now see the Company registration form, which you've customized for your event.
- Fill in either the required fields or all fields, depending on the details you have. The Company can always add any missing information later.
- Step 3. Click Save:
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You’ll need to add at least one email address for a main contact. This is where you’ll be sending the notification of registration.
Notifying the Company of registration
Now that you’ve added the Company (or imported a list), it’s time to notify them. We’ll do this with a batch email.
- Step 1. Go to the Messaging tab. Choose Send Batch Email, then Companies:
- Step 2. At the top of the page, you’ll see the number of emails in this batch. As a default, it includes all of the Companies you’ve added to MeetMax.
- If you need to send only to certain companies, use the Filter tab to apply filters that narrow the list:
- You can check that your filter has captured the right companies. Use the Click here to view list link:
- Step 3. Click the Compose tab.
- In the Attachment menu, choose Registration Confirmation:
- Step 4. The invitation attachment is a complete, personalized message on its own, but you can add an extra note if you like.
- Click Continue to Preview:
- Step 5. If all looks correct, click Begin sending emails:
- Step 6. MeetMax will generate a unique email for each Company you send to, containing a confirmation number to log in. The email will look something like this:
What the Company does next
Now the Company has several next steps to take in MeetMax.