All posts by ctheall

Asset Management

Newsletters

July 31, 2014 ctheall

Viewing Your News Letter

1. Your Newsletters will all be featured on the main screen.

2. On this first page you may create a new Newsletter or edit an existing one.

Creating a New Newsletter

1. Click the New Newsletter

2. You will be brought to a new screen.

Current Campaigns Assets:

1.These are all the assets that have been created.
2. Click the articles you wish to include in your Newsletter.

Exports Details

Name: Name of the article
Widget: Widget to be used
Description: Newsletter Description
Export Type: Select
2. Click Save Icon() in the upper right of Exports Details

3. Once your Newsletter is created there are three buttons below used to view your newsletter

Preview in browser
Send Sample
Generate HTML

Account Settings

Create From Template

July 31, 2014 ctheall

Creating a New Campaign

All created templates will be housed under Templates portfolio

Select Template to Copy

1. Select the template from the drop down to copy from.

Filter Data to copy

1. Expand this option to choose from different criteria

Event Information
Product information
Menus
Financial Information
Additional Options
Communications Options

Enter Event information

Required

Description
Portfolio
Name
Location
From Email
Event Dates

Optional

Display Start Date
Display End Date
Display Start Time
Display End Time
Email Address
Call Center #
Event Contact
Event Link

Venue Information

Venue Name
Venue Address
Venue Address 2
Venue City
Venue State
Venue Country
Venue Zip Code

Account Settings

New Campaign

July 31, 2014 ctheall

Creating a New Campaign

1. Under “My Campaigns” drop down hover over “New Campaign.
2. Another drop down menu will appear to the left, select “New Campaign”
3. Choose your Campaign Type
4. You will be brought to a new page to enter in necessary information

Event

1. All these fields can be found and edited in Event Maintenance

Campaign Info

Description: Description of event
Portfolio: Main folder the event can be found.
Name: the name of the event
Location: the location the event takes place
From Email: Primary contact email for event
Event Dates: The Date the event will take place.
Campaign options

My campaign will have products. Check this box if you will be offering products
My campaign will charge money. Check this box if your event will be charging money
My campaign will have demographics Check this box if your even will be asking demographics questions.

Language Select from the drop down the primary language of your event.
Time Zone Select the time zone from the drop down your event will be taking place.

Style

1. There are three icons to choose a style for your campaign.
2. Each template can be customized with your brands colors and general fonts by clicking Customize Your Style

Primary Color
Background Color
Font
Font Color
Link Color

Logo

1. Upload your logo here by clicking on the “Choose File” Button.
2. The recommended Size is (728px X 90px) OR (300px X 100px)
3. Click Upload to upload your image.

5. When finished entering information click the Next button to go onto the next step.
6. The next step you will choose the layout style of your pages. (if you selected to offer products, and/or charge money you will need to choose a style from the offered style shown as clickable thumbnails)

Address screen Layout

1 column Address fields are featured in 1 column
2 Column Address fields are featured in 2 columns
4 box Address information is featured in 4 different boxes

Product Grid Layout

Hide Price Hide prices for products
Show Price Show prices for products

Transaction Page Layout

Billing Address 1 Column
Billing Address 2 Column
No Billing Address

7. Once choosing all template, select either to Enter Data Now (Applies to Products only) or Create Campaign Now

Webcast

Campaign Info

Description
Portfolio
Name
Location
From Email
Refer a Friend Page
Display Start Time
Slide Group
Embed
Twitter Embed (300px)
Event Date(s)
Language
Timezone

Logo

1. Upload your logo here.

Join

Campaign Info

Description
Portfolio
Name
Location
From Email
Event Date(s)
Language
Timezone

Logo

1. Upload your logo here.

Asset Download

Campaign Info

Description
Portfolio
Name
Location
From Email
Event Date(s)
Language
Timezone

Logo

1. Upload your logo here.

Account Settings

Portfolios

July 31, 2014 ctheall

Current Portfolios:

1. Portfolios are used to organize mutliple show categories. For example you can arrange these portfolios by year, location, or even theme.
2. To add a new portfolio click the plus icon () an edit menu will appear above

Portfolio Details

1. Fill in the fields to create your portfolio.

Title: Title of portfolio
Description Description of portfolio
Outpost/Asset Library: Select from drop down an outpost/asset library if applicable.

2. Click the save icon in the upper right of portfolio details
3. Your new entry will be seen below

Editing Current Portfolios

1. Click the edit icon () next to your portfolios under the Action column
2. An edit screen will appear about.

Deleting Current Portfolios

1. Click the trash icon () next to your portfolio entry.

See Event Maintenance to set your particular show, webcast, or video to a portfolio.

Record Search

Search Attendee Records

July 30, 2014 ctheall

To Search for an Attendee:

1. You can enter any information in the first field (name, company, email, source code, etc) and filter through the drop down.
2. You can enter information if you know specifically the first name, ID number, email, etc. By putting this information in their corresponding fields, it will make your search results more specific, but it may also make finding the person harder if you have any of the fields wrong.
3. After entering the information, you can click Search or Clear

Advanced Search Options:

1. By clicking on the Advanced Attendee Search Options you will expand more search options.

General Information

Verified Status: Filter if the attendee has checked in or not.
Reg Types: Filter predefined Reg/Show Types
Source Codes: Filter predefined Source Codes
States/ Countries: Filter with attendees address
Onsite/Badge ID: Filter attendees by their badge ID

Product and Sessions

Products/ Sessions: Filter if the attendee registered for products or sessions

Payment Information

Reference #: Search by payment #
Request ID: Search by Request ID
Payment Method: Filter by Payment Method
Payment Status: Filter by Payment Method

Demographic Information: Filter by predefined demographic questions and answers

2. After entering the information, you can click Search or Clear

Search Results:

1. Once you search, you will be shown the Attendees that meet the search criteria
2. There will be a WHITE TAB that shows the number of results
3. You can sort by First Name, Last Name, Email Address, Company, Reg Type, Campaign
4. You can select all, or clear selected Attendees
5. With the Selected, you can Print All or Delete All
6. You can also Export the results to Excel by clicking the excel button ()

Individual Attendees

1. Each Attendee has its own box with its information

Name: First and Last Name of the Attendee
Company: The company the Attendee is registered under
Email: The email the Attendee registered with
Reg Type: The Reg/ Show Type the Attendee is signed up for
Charged: How much the Attendee owes(d). If the ammount is in RED, it means they have not successfully made a payment.
Paid: How much the Attendee Paid
Verified: Yes means they have checked in/ printed their badge.

2. You can do the following to each Attendee Record

View: Shows detailed information and allows you to edit
Copy: Copy the Attendee to create a similar record
Email: Email an existing email template to the Attendee

Choose Email Template: Choose which template you would like to send
Email: Email address you would like the email to go to

Delete: Delete the Attendee Record
Dupe: Mark as a duplicate

Editing an Attendee Record

1. Find the record you wish to edit and click VIEW

General Tab

Name: First and Last Name of the Attendee
Company: The company the Attendee is registered under
Email: The email the Attendee registered with
Address: The address the Attendee registered with
Reg Type: The Reg/ Show Type the Attendee is signed up for
Charged: How much the Attendee owes(d). If the amount is in RED, it means they have not successfully made a payment.
Paid: How much the Attendee Paid
Verified: Yes means they have checked in/ printed their badge.

Asset Management

URL Shortener

July 30, 2014 ctheall

Current Links

1. Under current links is where all short link codes will be stored
2. To add a new short link click the plus icon () in the upper right of current links.
3. A menu Link Details will pop up to the right.
4. Place your link in the comment box titled Long URL/Link
5. Click the save icon () to generate your new link.
6. A new link will appear to the left under Link

Analytics

Price Point Report

July 30, 2014 ctheall

How to Download and Read Your Price Point Report

1. Under Excel Reports will be your Price Point Report.
2a. If your report has not yet been set up you will see a button that says Set Up (See Status Report Setup)
2b. If your status reports have been set you will see a View Button
3. Click View Button to download the excel report

Viewing your Price Point Report

1. Once downloaded and saved an excel file will show in your download folder.
2. Open the file to view the Price Point Report.
3. The Price Point Report is broken down into five tabs

Summary: The summary tab includes an overall breakdown of:

Total Amount Due

Net Paid

Balance Due

Total Amount Paid

Total Amount Refunded

Transaction Roster: The transaction roster takes in every transaction made during the course of your registration period, in addition to the information below

History ID: Unique ID if registrant.

Name: First and Last name of Registrant.

Company: The company of the registered attendee.

Payment Date:The date of when a payment was made

Payment Amount The total amount of that transaction.

Payment Information:The next six columns of the report contain the payers last 4 digits of credit card/check number; cardholder name; expiration date; payment type; approval code and request ID.

Show type:The registrants show type.

Total Amount charged: Total amount charged for this transaction

Total Amount Paid: Total amount paid for this transaction

Balance Amount: Any outstanding money owed or due

Campaign name: Name of campaign

Source Code: Source code the registrant used

Daily PaymentsThis tab includes every payment made by day and type including refunds.

Price Point Totals The price Point totals features each individual product at each price point, total amount due, net paid, and balance due.

Product Code The product code (this code may repeat if there are multiple prices for the same product)

Product Description: Detailed description of product

Quantity:Total quantity sold of each product

Product Price:The date of when a payment was made

Total Amount Due: The total amount of that transaction.

Net Paid

Balance Due

Over Under The Over Under tab includes and record that owes or is due money.

Analytics

Asset Analysis

July 30, 2014 ctheall

To access Asset Analysis:
1. Make sure to be in the Analytic Module and select Portfolio Reports from the “My Campaign” drop down
2. Then click “Outpost Reports”
3. Select Asset Analysis.

Asset Analysis

1. Under Analysis Analysis you will see three graphs.

Overall Unique Assets
Unique Video Assets
Unique Article Assets

Unique Views

1. Under Unique Views you will see three graphs.

Overall Assets
Video Assets
Article Assets

2. Click on the description to hide or show the featured information

Views Over Time

1. Under Views Over Time you will see a graph charting all views over time.
2. The information includes:

Views
Unique Views

3. Click the description to hide or show the given information

Assets Viewed over Time

1. Assets Viewed over Time you will see a graph charting all visitors over time.
2. The information includes:

Article
Image
Social
Video

3. Click the description to hide or show the given information

Analytics

Distribution Reports

July 30, 2014 ctheall

Adding a Distribution Report

1. Under Update Report Defaults click the plus icon () in templates to begin a new distribution.
2. A menu will appear above titled New Distributions

Description Name:
Persons to Receive Report(multiple addresses separated by a semicolon):

Report Distributions

1. After naming and deciding who will receive the report distribution, the next step is to select what report and days the report is sent.
2. The reports available for distribution is featured in the list below. Each one can be sent out Monday-Sunday
3. Check the boxes the report will be sent out.
Purchase Report
Source Code Report
Source Code Report by Catalog
Demographic Report
Region Report
State Report
Customer Type Report Not Validated
Customer Type Report
Country Report

3. Click the save icon () to save all changes
4. To edit a saved template click the edit icon () under templates
5. To delete a saved template click the trash icon () under templates

Analytics

Detail Analysis

July 29, 2014 ctheall

To access Detail Analysis:
1. Make sure to be in the Analytic Module and select Portfolio Reports from the “My Campaign” drop down
2. Then click “Outpost Reports”
3. Select Detail Analysis.

Selection Criteria

1. In the “View” Drop Down you can select the criteria you wish to analyze.

Visitors

All Assets

Video Assets

Article Assets

2. In the “By” Drop Down you can select the criteria you wish to analyze.

Day

Week

Month

Year

3. Once all criteria is chosen click the “Generate” button

Analysis of your results (Visitors)

1. Your generated report will show the desired information by the selected criteria.

Date
Visitors
Unique Visitors
Registered Visitors

Analysis of your results (Assets)

Asset Name
Date
Visitors
Unique Visitors
Registered Visitors
2. At the bottom of the page will feature totals of each column

4. Your results can be exported to an Excel spread sheet by clicking the Excel Sheet icon () in the upper right of Analysis