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. 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:
-
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 field, 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.