All posts by Jessica McConoghy

Update Report Defaults

Report Defaults

1. Updating your report defaults affects information in your Database File
2. Update your report defaults by selecting information the drop downs below.

Reports will include Data Thru: Select fromt he drop down how what time frame you wish to include your data from.
Include Non-Validated Records Select yes/no from the drop down if you wish to include records that have been validated or not.
Include Answer Text in DataFile Select yes/no from the drop down to include full answer text instead of answer codes in your report.
Include Product Text in Datafile: Select yes/no from the drop down to include full product text instead of product codes in your report.
First Day of Report Week Select from the drop down the day you wish to have your week begin.

3. Once all information is selected click the save icon () in the upper right of Reporting Defaults.

Templates

1. These templates will consist of your custom distributions.
2. See Distribution Reports.

Reg Types and Prices

Adding a New Reg Type

1. Click on the Plus () icon in the tools section of your Current Reg Type Box.

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

Details Tab

Reg Type: Enter Code to Title the Reg Type (We recommend no more than 3 letters)
Ask/Allow Demographics: Select YES/NO if you want specific demographics for this reg type.
Product Group: Select an already created Product Group to connect with this reg type
Source Code: Select an already created Source Code that customer must enter to register as this type. (We recommend 4-10 letters)
Final/Last Page: Select an already created last page to show if a customer registers as this reg type.
External Address Template: Select an already created Address Template to show if a customer registers as this reg type.
Description: Enter the description of this reg type.
Ask/Allow Products: Select YES/NO if you want to allow products for this reg type.
Agenda Builder Product Group:
Badge Code: Enter the Code you wish to display on the attendee’s badge. (We recommend no more than 4 letters. Examples: 1-Day, FULL, Fri)
Category: Enter a category to help organize your reg types.
Include Reg Type in Reports: Select YES if you would like to see Reg Types as a column in your reports.
Display Reg Type as a Product: Select YES/ NO to list this reg type as a product as well.
Pass Key Event Code: Provide customers Event Codes to register with.
Designate as Needing Approval: Select YES if customers must be approved prior to becoming a registered attendee.
Refer a Friend Reg Type: Select from an already existing reg type for referred friends.
Ask About Hotel: Select YES if registration should prompt Hotel Accommodations.
Hotel Product Group: Select an already created product group for hotel products.
Speaker Show Type: Select YES if this reg type is for a speaker. This automatically gives the speaker access to certain portals.

Demographics Tab

Assigned: Check this box if this demographic question is required for this reg type.

Tab Information

Enter product categories in Tab Text (1-8)

3. Click the Save Icon () in the tools section of the Reg Type Detail Box.

To edit a Reg Type:

1. Click on the edit icon () in the reg type row you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Product Details Box.

To Create a Reg Type Price:

1. Click on the more icon () in the reg type row you would like to edit. This should show a list of all prices.

2. Click on the Plus () icon in the tools section of your Current Prices Box.

3. An edit box will show above your current Reg Type Prices

Rate Code: Enter the code that corresponds with this price. (we recommend consistency with the Reg Type Code)
Price: Enter the price (format does not matter)
Start Date: Enter the start date when this price should apply to registration.
End Date: Enter the date when this price should no longer apply to registration.
Rank:

4. Click on the Save Icon () in the tools section of your Price Detail Box.

To edit a Reg Type Price:

1. Click on the more icon () in the reg type row you would like to edit. This should show a list of all prices.

2. Click on the edit icon () in the reg type row you would like to edit.

3. An edit box will show at the top of the screen. See field descriptions above ^

4. Click on the Save Icon () in the tools section of your Price Detail Box.

To delete a Reg Type:

1. Click on the edit icon () in the reg type row you would like to edit.
!Please make sure you want to delete this Reg Type versus not use it!

Widgets

Creating a new widget

1. Click on the Plus () icon in the tools section of your Current Widgets Box.

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

Widget Name: This will be the name for the widget. We recommend using a short, descriptive word to help you remember. (example: 1 Col Video Widget)
Page Description: This text will be shown as a title for your widget. We recommend using an SEO keyword, as it will generate as an H1 that google will read as a header. (No more than a few words)
Widget Description: This should correspond to the widget name, as in some widgets can be used to identify the page. (example: to say “Marketing Videos” we put “Marketing” here)
SEO Text: This text will be used as a short description of the widget. We recommend using this area for SEO driven content, with specified keywords. (50 – 100 words)
Call to Actions: From the drop down, please select an already created Call to Action to display if your widget has a spot for a Call to Action.
Template: From the drop down, please select the HTML template you would like to use for the layout of your widget.
Associated Style Sheet: Enter the complete URL for an external stylesheet (CSS)
Private: Select YES/NO to set privacy settings of this widget. If YES is selected, users must enter credentials to view.
Start Date and End Date:Enter dates to limit the content that is displayed on the widget. (example: if you only want to show videos that were created during an event, enter the dates of the event)
URL for Videos and Articles: Set the slug for where your asset detail pages live. (example: /video for your videos to play at www.website.com/video/?examplestring )
Widget to use for Asset (Video, Article, Whitepaper, etc) Details: From the drop down, select an already created widget that will be used for any asset you click from this widget.
Display Assets (Video, Article, Whitepaper, etc) as a Pop Up: Select YES/NO from drop down.
Tags: Check the tags that are relevant for this widget.
Categories: Check the categories that are relevant for this widget.

3. Click on the Save icon of your Widget Details Box.

4. A widget ID and WordPress Code should have been generated.

5. Use the WordPress code as a shortcode in any page, post or widget in your WordPress site.

Edit a current widget

1. Click on widget you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save icon of your Widget Details Box.

Event Maintanence

To edit your Event Maintanence:

1. Click on a tab you would like to edit. By default you should see the General Tab

General Tab:

Event Name: Name for the event (try to be specific. Example: TPN January 14 Webinar)
Location: Location where the event will take place.
Portfolio: Which of your clients, show types would you like this categorized in. Note: Your drop down menu is divided by “Portfolios” under “My Campaigns.”
Zip Code: Zip Code where the event will take place.
Start Date/ End Date: When the event will take place
Show Email Address:
Campaign Cost: Budget for this campaign.
Call Center #: If you would like to list a call center phone number on the registration site, please enter here.
Industry: Provide an industry for your audience.
Event Contact: If you would like to list a contact/ email addresss on the registration site, please enter it here.
Customer Campaign ID:
Venue Name: Enter Venue name, if Webinar, leave blank.
Venu Address, City, Country, Zip: Information for Venue.
Display Start Date/End Date: When the registration site is visible online.
Event Description: Brief Description about event.
Auto Close Site: Select YES if you would like the site to close once registration is complete.
Event Close Date/Time: When is the registration site closed.
Close Page File: To direct customers to a specific page once registration is complete, please provide URL.

Appearance

Header/Footer Files: File used as a header or footer for registration site. These files may contain custom CSS/ JS/ HTML links, sources, code. (admin only)
Group Entry Header/Footer Files: Files used as header or footers on exhibitor management or speaker sites. These files may contain custom CSS/ JS/ HTML links, sources, code. (admin only)

Transaction Tab:

Credit Card Processor: Select from the drop down the authorization platform you would like to use. By default, our system processes through AuthorizeNet.
Credt Card Processor Method: Select from the drop down how transactions should be processed.
Check Policy: Please supply instructions regarding a Check Policy for pending customers.
Cancellation Policy: Please provide instructions regarding the Cancellation Policy for customers wishing to cancel their registration.
Approval Message: For a custom approval message, once transaction is successful, enter here.
Decline Message: For a custom declined message, enter here.
Retry Credit Card: Select YES/NO if card can be retried once declined.
# of times to Retry: Enter amount of time card can be processed if declined.
Max Retry of Bad Credit Card Msg: For a custom approval message, if card is declined to many times, enter here.
Include Pay Pal: Select YES/NO if paypal is a payment option.
Ask for Seperate Billing Address: Select YES/NO to show seperate billing fields on transaction page.
Display Payment Logos: Select YES/NO to show list of accepted payments.
Display Security Code: Select YES/NO to show the actual security code versus dots.

3. Click on the Save Icon () in the tools section of your Event Detail Box.

Products

To add a new product:

1. Click on the Plus () icon in the tools section of your Current Products Box

2. Fill out the necessary information.

Product Code: Unique Code used to specify individual products. We commend no more than 4 letters.
Default Price: Price of product when special rates are not applied.
Badge Code: This code will show on the badge if you wish to display which products the customer has purchased. We recommend no more than 4 letters.
Product Limit: This limits the ammount of this product a customer can have.
Printable: Please choose Yes/No to have this product print its own ticket.
Description: This description will show on the registration site to inform customers about the product. We recommend no more than 3 sentences.
Detailed Description: If you wish to provide more than 3 sentences, please do so in this box.
Start Time: This is when the product will begin
End Time: This is when the product will end.
Location: This is where you can specify where the product can be picked up or if it is a session, where to go to attend.
Session: If this product is a physical session, please choose YES from drop down. Otherwise, you can choose NO.
Follow Up Group: When an attendee registers for this product and you would like to group them with a particular follow up group, choose from this drop down.
Hotel Reservations: Please choose YES/NO if this product is used for Hotel Reservations.

3. Click on the Save Icon () in the tools section of your Product Details Box.

To edit a current product:

1. Click on a product you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Product Details Box.

To edit the rates of a current product:

1. Click on the expand icon () to the left on the product. A list of corresponding rates will show beneath the product. Click to edit.

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

Rate Code: Used to differentiate prices.
Price: Price of products with the specified actions.
Start Date: When this price is shown and applied for product registration.
End Date: When the price is no longer applied for product registration.
Rank: Rank determines where the product sits in relation to other rate codes.
Show Type: If you wish to connect this rate with a specific show type, please choose from drop down.

3. Click the Save Icon () in the tools section of the Price Detail Box.

Creating Product Groups

1. If you wish to group your products by day or type, you can do so by creating Product Groups.

2. Click on the Plus () icon in the tools section of your Current Product Group Box.

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

Group Name: Please use a name without spaces for the group.
Group Description: Short description to help remember what is in the grouping.
Allow for Multiple Sessions: Select YES/NO if allowed multiple sessions.
Selection Required: Does an attendee have to decide if registering for group or individual
Assosiated HTML File: If you wish to provide an external HTML page, please enter full url.
Sort Order: Sort Order specifies where the group sits in relation to other groups.
Header and Footer Text:If you would like to put group specific language in the header and footer, place copy here.

4. Click the Save Icon () in the tools section of the Price Detail Box.

To edit a current product group:

1. Click on a product group you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Product Group Box.

Adding or Editing Products to Product Groups

1. Click on the expand icon () to the left on the product group. A list of corresponding products will show beneath the product. Click to edit. Click “Add Another Product” do add a new product to this grouping.

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

Product Code: From the dropdown list, choose a product you would like to add to the group.
–or–
Product Group Code: From the dropdown list, choose a product group you would like to add to the group. (you may have groups within groups)
Prices: You may have up to four prices to display
Default Product: Select YES/NO if this is a default product.
Display Quantity: Select YES/NO if you wish to show the quantity of this product to customer.
Menu Stage: At which point during the registration process would you like to group these products.
Tabs: If there are tabs in during the registration process, which tab should this group be in.

3. Click on the Save Icon () in the tools section of your Product Group Detail Box.