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Payment Type SetUp

Available Payment Types

1. Under Available Payment Types, choose from the drop down a payment type you would like to add.

American Express
American Express
Discover
Master Card
Visa
Cash
Check
Purchase Order
Invoice
Wire Transfer
Government PO
Diners Club
Paypal
In House Credit

2. Select Yes or No from the drop down to make the payment internal or external
3. Click save icon () on the upper right of the Available Payment Types

Manage Refunds

Requested Refunds

1. Click the “View Requested Refunds” Button.
2. Records with pending refunds will appear below

Actions: You can edit () or email attendee from this location
ID# A clickable attendee ID (if you click on the ID an attendee details window will appear)
First Name:
Last Name:
Reg Type: The individuals registration type
Amount Charged: The amount the attendee has been charged
Amount Paid: The amount the attendee Paid
Refund Amount: The final refund amount
Reason for Refund:
Details/Noes: Separate notes concerning the refund

3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon

  • Email Details Window will appear
  • Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
  • Click “Send Receipt” button to send the attendee a receipt

Declined

1. Click the “View Declined Refunds” Button.
2. Records with declined refunds will appear below
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon ()

  • Email Details window will appear
  • Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
  • Click “Send Receipt” button to send the attendee a receipt

Approved

1. Click the “View Approved Refunds” Button.
2. Records with approved refunds will appear below
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon ()

  • Email Details window will appear
  • Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
  • Click “Send Receipt” button to send the attendee a receipt

1. Click the “View Problem Refunds” Button.
2. Records with approved refunds will appear below
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon ()

  • Email Details window will appear
  • Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
  • Click “Send Receipt” button to send the attendee a receipt

HTML Pages and Images

Available Files and Images

1. A highlighted eight (8) digit number will appear under Available Files and Images; this is your show ID and holds all HTML files, CSS folder, and Image folder.
2. To the right there is the available HTML files to edit.

Editing HTML Files

1. Click on one of the available HTML Files to edit.

Address.html
Change.html
Products.html
Transactions.html
Final.html

2. An edit screen will appear above.

Design: The HTML will be default open up to the design tab. Here you can edit basic text and see how the page will look. (do not cut and paste information into this tab)

HTML: In this tab you can edit any an all HMTL, included but not limited to links, tables, text colors, headers, etc (it’s best to make all edits to the content here)

Preview: This tab allows you to preview the page, showing all styling from CSS and edits.

Merge Fields

  1. On the left hand side after opening an HTML file to edit, there is a list of available merge fields. Merge fields are used to pull information from different parts of the platform into your site. Each merge field is influenced by the matching category within the Platform.
  2. Name and Address
    • Address Widgets
      • Address with No Legend Cell Phone Extra 1
      • Address Source CodeBox No Legend
      • Address 4 Box
      • Address No Box
      • Address No Box 1 Col
      • Address NoBox 2 Col
      • Address No Legend
    • Individual Fields
      • This list contains individual fields form the address template
  3. Demographic Questions
    • Demographic Widgets
      • Demographic 1 Column
      • Demographic 1 Column No Legend
    • Individual Questions
      • Place individual Demographic question fields in the registration process
  4. Products & Prices
    • Product Widget
      • ProductGroupNoPriceListViewPopUpURL
      • ProductGroupExpandableDescriptionNoPrice
      • ProductGroupExpandableDescriptionNoPriceNOJS
      • ProductGroupCurrentPriceListView
      • ProductGroupExpandableDescription
      • ProductGroup1PriceListViewPopUpURL
      • ProductGroupCurrentPriceListView
      • ProductGroupExpandableDescription
      • ProductGroup2PriceListViewSubGroups
      • ProductGroup1PriceListViewSubGroups
      • ProductGroupNoPriceNoDescPopupListView
      • ProductGroupHotel
      • ProductGroup3PriceListView
      • ProductGroup1PriceTabView
      • ProductGroup2PriceListView
      • ProductGroup1PriceListView
      • ProductGroupNoPriceListView
      • ProductGroupnopricenolegend
      • ProductGroupNoPriceTabView
    • Individual Fields
  5. Transactions Fields
    • Transaction Widget
      • TransactionsExhibitorCheckPolicy
      • Transactions2Colnolegend
      • TransactionsWithHotel2Col
      • Transactions
      • TransactionsExhibitor
      • TransactionsNoBilling
      • Transactions1Col
      • Transactions2Col
      • Transactions1Colnolegend
    • Individual Fields
  6. Event Fields
    • Show=EventName
    • Show=Location
    • Show=StartDate
    • Show=DisplayStartDate
    • Show=DisplayStartTime
    • Show=EndDate
    • Show=DisplayEndDate
    • Show=DisplayEndTime
    • Show=ContactName
    • Show=CallCenterNumber
    • Show=EmailAddress
    • Show=VenueName
    • Show=VenueAddress
    • Show=VenueAddress2
    • Show=VenueCity
    • Show=VenueState
    • Show=VenueCountry
    • Show=VenueZipCode
    • Show=EventLink
    • Show=EventDescription
  7. Menu Options
    • These include the individual showtypes
  8. Additional Choices
    • Widgets
      • Ebadge with Full Grid
      • No Twitter
      • Live Player With Slides

Uploading Images

1. All of your images are located in the sub-folder called “Images”

Existing Images: If you need to pull your image’s web link for use, simply open the folder, click on the file, then right click on the image itself. Depending on your web browser, you should see an option entitled “view image info”. This will pull up all the details of your image, including size and weblink location.

Folders: You can organize or re-organize your files into folders similar to an operating system like Microsoft Windows. To open or create a new folder, please use the icons listed, or click on the folder itself. Unfortunately for your protection, an existing folder cannot be renamed or deleted. This is the same with existing images and files. This is done to prevent accidentally deleting a critical folder or file in your campaign.

2. To upload a new image file, click on the Plus Icon ()

Restrictions: All image files must be 200 kilobytes or less. We generally recommend using a file extension which provides a good quality vs. size such as PNG.

Upload: You can upload up as many files as you would like at a time. By default, our system displays three upload links. If you need more, just click the “add” button to add another upload link.

Overwrite: If you are trying to replace an existing image, please click on the box at the bottom of the pop up entitled, “Overwrite if file exists?”

Custom Lists

Adding a Custom List

1. To Add new Custom Lists click the plus icon () on the upper right of the Custom Lists box.

2. An edit box will show at the top of the screen

List Name: Enter the name of your custom list to be used
Value to Display: This entry is what will show during the use of the custom list
Value to Store:This entry will show on all reporting
Sort Order: enter a numeric value to place where in the list the entry will fall

3. Click the Save Icon () on the upper right in Custom List Detail.

Adding a Custom List Entry

1. To Add a new Custom Lists click the plus icon () on the upper right of the List Details for:[[custom list name]].

2. An edit box will show at the top of the screen

List Name: This will be pre-populated with the list name
Value to Display: This entry is what will show during the use of the custom list
Value to Store:This entry will show on all reporting
Sort Order: enter a numeric value to place where in the list the entry will fall

3. Click the Save Icon () on the upper right in Custom List Detail.

Address Templates

Address Templates

1. To Add new address templates click the plus icon () on the upper right of the current template box.

2. To Edit a Current Address Template click the default template “Attendee” on the left hand side under Current Templates.

3. The selected address field will populate on the right with fields to edit

Template Name: Here you can edit the Template name that best suits your needs.

# of Extra Fields: Select a number of extra fields you desire for addition information (mobile phone; emergency contact; emergency contact name; etc)

4. Click the Save Icon () on the upper right in Header Information.

Editing Selected Address Templates

1. In the “Details” Information, address field will populate on the right including (First Name, Last Name; Company; City; State; Email; etc.)
2. To edit each field Click on the edit () an edit box will appear above Details

Field:The field that an entry will fall under in all reporting
Text: Entry here is what shows on html pages
Sort Order: Where the Item will fall in the address information page.
List Name: Choose a custom list to populate an entry
Default Value: A pre-entered entry can be entered here
Required: Check to make an entry required for this field
Editable: Check to enable editing for this Field
Use as Input Field: Check to have this field appear on contact page
Validate: Check to ensure valid entry (E-mail, Source code)
Drop Down: Check to make field feature a drop down (best used with custom list)

Fields of Entry:

Prefix
First Name
NickName
MiddleInt
Last Name
Suffix
Title
Company
Street1
City
State
Zip Code
Country
Telephone
Email
Source Code
Extra1…Extra40

3. Click the Save Icon () on the upper right in Address Detail.