Carson Schaller and Patrick Kelly

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Presentation transcript:

Carson Schaller and Patrick Kelly Events 2.0 Event Management Carson Schaller and Patrick Kelly

Please Log In to the back end at this time. WiFi Instructions: Connect your device to the “Renaissance_CONF” WiFi network using the following: Network ID:  Renaissance_CONF Pass Code:  affinipay Open your web browser and go to any web-page. You’ll be redirected to the Renaissance Webpage. On the next page, enter the Pass Code and your name, and press the log-on button.

Don’t forget to check in using the mobile app! Pin Code 6436

Managing Event Registrations To manage your event registrations, hover over the event name from the event list, select the three bar menu, and selecting “Manage Registrations.” This area contains access to many administrative actions you’ll use to manage your event, such as: Event Registrant List Event Options Export lists Event Registrant List Webinar Title

Event Options Found on the “manage registrations” page; used to access many event management related functions. When might you send a bulk email to event registrants? What are some things to keep in mind regarding bulk emailing event registrants? Register a Member/Non-member and Quick Add Registration Event Options List Webinar Title

Exporting Event Reports Why would you need an event Export? Which event Export is right for you? What are some ways to get the most out of your export from the event? How do client use exports from events? List of Event Export Options, found just above the event registrant list Webinar Title

Editing Member Registrations Can be done from the event registrant list. When might you edit a registration? What happens if a member forgets to sign in to the site when they register for an event? What are some best practices for editing a member’s registration? Editing a registration from the registrant list Edit Registration Screen Webinar Title

Access the name badge list from the Event Options menu Event Name Badges Pre-populated badges can be printed from the event options screen easily. QR Code on the badge can be scanned to check the registrant in for the event. How could you use YM tools to create your own custom name badges externally? Access the name badge list from the Event Options menu The name badge list is compatible with the following Avery Product numbers: CB-2, CB-3, CB-1, 5384, 5932, 5393, 74459, 74536, 74540, 74541, 78617, 78619 Webinar Title

Access the waiting list data under the “Manage Registrations” screen. Event Waiting List Shown on the front end event details page if the maximum number of registrants has been met. Enabled within events workflow under “Registration” section under event options. Toggle appears when max number of registrants is set. Access the waiting list data under the “Manage Registrations” screen. Webinar Title

Event Waiting List (cont.) Managing the waiting list: Ordered by date/time added. Use the check-box to move someone to the bottom of the list. Uncheck them to move them back. Can be exported. Webinar Title

Registrant Check-Ins Can be done using: QR Code on Name Badge Check-In Link (found in event configuration) Manually via event registrant list Can be tied to professional development credits (Members Only). Which check-in feature is best for your event? How might you use the check-in features? Marking attended from the registrant list Using the check-in link to check in Name Badge QR Code for check-in Webinar Title

Questions? Webinar Title

Thank you! Before you set sail, don’t forget to check in! Pin Code 6436