1. Event management tool survey results
May 2018

2. Research PURPOSE Event management tool landscape at UBC
Satisfaction levels
Features required in a future tool

3. Survey Questions
Current event tool used
Satisfaction with current tool
Feature requirements for a new tool
Support needs
Current expense on event tools

4. Major findings
Current event management tool used
Issues with current tool
Benefits of current tool
Current spend
Required features for a new tool

5. Current Event tool

6. Satisfaction

7. Issues with current tool

8. Current spend

9. Top Required features

10. ALL Required features

11. Feature Requirement Details
Payment flexibility
Foreign currencies, add a donation, generate invoice/receipts, ability to refund, PayPal, WeChat, Alipay
Integration
With Facebook, other social media, CRM, events calendar, website, finance, outlook calendar appointment
Registration / ticketing flexibility
Cap waitlists, tag/categorize registrations, set open and close times, verify identity as student/faculty/staff, pre-filled out fields for recurring registrants, ticket confirmations, discount codes
Reporting
Easy export of data
Easy to use – event manager
Reliable, not buggy, dashboard with # of guests, WYSIWYG editor

12. Feature Requirement Details (Cont’d)
Customize s for RSVP / follow up / invitations
Include collateral for distribution, media, maps/directions
Easy to use – for guests
Simple, nice looking interface
Customize event details
Add custom fields, constituent ID, allow multi-day events
Import / Export
Import and export data to PDF, word, excel, etc. (for guest lists)
Customize Branding
Customize links/intuitive URL’s
Register without account/password

13. Outlier Feature Requirements
Restriction to register based on user roles
Ex. Ability to restrict registration of an event to post-doc’s only.
Ex. Ability to restrict registration to undergraduate students in years 1-3.

14. Summary Users are not happy Tools are not FIPPA / PCI compliant
Most users do not have an expectation to pay for the tool
There are simple needs and complex needs
Most users want a high-level of support

15. Summary (Cont’d) Users want a tool that: Can be integrated
Has robust reporting
Is user friendly
Has the ability to send s
Is flexible – payments, registration and ticketing
Is customizable – fields for event details, branding templates
Has export / import capabilities for attendee lists