1. Harness the Power of Promotional Packages in MX
April 4-5, The Four Seasons Baltimore

2. Harness the Power of Promotional Packages in MX
What is a Promotional Package, and how is it new?
What can you do with a Promotional Package in MX?
How do you setup Packages to implement common scenarios?
Beth Lilienstein Product Manager
for MX Online

3. What is a Promotional Package, and How is it new?

4. What is a Promotional Package, and How is it new?
Combine more than one type of transaction in one package – registrations, membership, sales
What is a Promotional Package, and How is it new?
Promotion: Become a member now and get a free registration to the Annual Conference, and a free subscription to our online journal!!
A Promotional Package is a group of transactions that can be bundled into a single kit and purchased as if it were one transaction.

5. Combine more than one type of transaction in one package
What’s new here?
Existing MX modules are designed to apply business and pricing logic for one transaction type at a time. Now, we can apply exceptional logic to multiple transaction types when the user processes a predefined combination of transactions together as one unit.

6. What is a Promotional Package, and How is it New?
Combine multiple registrations in one package
What is a Promotional Package, and How is it New?
Promotion: Register for the whole series of courses that are required for this certification! Act now and reserve your place in all the courses at once!!
A Promotional Package is a group of transactions that can be bundled into a single kit and purchased as if it were one transaction.

7. Combine multiple registrations in one package
What’s new here?
The MX Meeting Registration module can register a person or a group for only one meeting at a time. Now you can bundle registrations for multiple meetings in one package, so the user can get multiple meetings in one click. Now you can setup groups of meetings that go together under one umbrella.

8. What is a Promotional Package, and How is it New?
Override prices for products when purchased in the package
What is a Promotional Package, and How is it New?
Promotion: Register a group of 5 people now and get 15% off!! Register a group of 10 people now and get 30% off!!
A Promotional Package is a group of transactions that can be bundled into a single kit and purchased as if it were one transaction.

9. Override prices for products when purchased in the package
What’s new here?
Promo codes cannot be automatically applied to the shopping cart in other MX modules, but they can be pre-defined as part of a Package. Automatically MX will apply a specific promo code to the package price as a whole, or to specific transactions.
The MX Group registration function cannot predefine how many people will be registered together, but a Package can. So you can define one promo code for a package of 5 registrations, and a different promo code for a package of 10.

10. What is a Promotional Package, and How is it New?
Sell a pre-defined number of registrations with placeholder contacts, and assign real names later
What is a Promotional Package, and How is it New?
Promotion: Buy a table for 10, and name the attendees now or wait until later!! Change an attendee name any time before the event!!
A Promotional Package is a group of transactions that can be bundled into a single kit and purchased as if it were one transaction.

11. Sell a pre-defined number of registrations with placeholder contacts and Assign Real Names later
What’s new here?
Many group registrations are processed long before the specific individuals can be named. With a Package, the default attendee for each registration is a placeholder who can be replaced during the purchase or later, as needed.
A new option in My Registrations allows you to transfer a registration from the placeholder registration to a named contact, or from one registrant to another, at any time.

12. What is a Promotional Package, and How is it New?
Bundle different benefits into the Package, depending on user’s selected Sponsorship amount.
What is a Promotional Package, and How is it New?
Promotion: Sponsor the Conference for $1,000 and get an Associate Membership and 2 registrations!! Increase your sponsorship to $2,500 to get a Premium Associate Membership and 5 registrations!!
A Promotional Package is a group of transactions that can be bundled into a single kit and purchased as if it were one transaction.

13. Bundle different Benefits into the Package, depending on user’s selected Sponsorship amount
What’s new here?
A user can select a Sponsorship amount from a list of suggested giving levels, just like Fundraising. But unlike a regular donation, the sponsorship amount automatically selects a predefined package of transactions that gives the sponsor benefits in return.
This option lets you define different package variations that are selected by amount ranges within the same setup, instead of always creating different Packages for each variation.

14. What can you do with a Promotional Package in MX?

15. What can you do with a Promotional Package in MX?
Present a list of packages that are relevant to any context.
Select or add registrant contacts now - or skip that step and checkout right away.
If applicable, user goes to a page of registration options for each registrant.
If applicable, user goes to a page of membership options.
Shopping cart processes all types of transactions in a single invoice.
What can you do with a Promotional Package in MX?

16. Present a List of Packages that are relevant to any context
An Advanced Find allows you to filter the list of packages to show only the relevant ones together with the applicable meeting or membership.
Each list can use a different template so it presents the applicable format.
Present packages as upsell opportunity, for both membership and registration next to the regular options.
Highlight multi-registrant bundles for this meeting, like banquet tables and golf foursomes.
Identify a separate list of sponsorship opportunities that relate to this meeting. User can select a level, or enter how much to spend.
Present a List of Packages that are relevant to any context

17. Display Packages in different ways

18. Packaged transactions don’t need to be modified because they are defined to be processed as is.
So after selecting a package with one click, the user can check out immediately with another click.
If registrations are in the package, user can search for a contact to assign to each registration – as many contacts as the quantity packaged.
If contact doesn’t exist, user can add the contact.
Any registrations that are not assigned right away are processed fine, with a placeholder.
Membership for the user or their parent company, depends on the package setup, so no customer record needs to be assigned.
Select or add registrant contacts now - or skip that step and checkout right away

19. Select or add registrant contacts

20. Each registrant has a MORE button to add registration options, like badge and special needs.
Single registrant options apply to each, so each packaged registration can include optional sessions and guests.
Each membership transaction has a MORE button to add application details, if applicable.
If applicable, user goes to a page of registration options for each registrant

21. Add Registration Options

22. Shopping cart Processes all types of transactions in a single invoice
Shopping cart shows both packaged and optional transactions together.
All types of transactions are processed together into a single invoice, so they can be tracked in UX together.
Shopping cart Processes all types of transactions in a single invoice

23. Processes all types of transactions in one Invoice

24. What can you do with a Promotional Package in MX?
LIVE DEMO

25. How do you setup Packages to implement common scenarios?

26. How do you Setup Packages to Implement Common Scenarios?
SETUP COMPONENTS
UX Package Setup
UX Advanced Finds for Listings
MX Package Listing web parts to display selected packages for user to select
MX Package Processing web part to assign contacts to registrants
MX Meeting Registration web parts and MX Membership Application web parts
MX Shopping Cart
How do you Setup Packages to Implement Common Scenarios?

27. How do you Setup Packages to Implement Common Scenarios?
Sell registrations for a table for 8 or a table for 10, or a golf foursome. The table is a package, not a registration.
Sell registrations to multiple meetings as a single series, as with courses or a seminar series.
Set a discounted price for registering the group as a whole based on group size.
Set a custom price for the bundle of purchases by automatically assigning a promo code that the client doesn’t need to know.
Package a membership with the registrations, so registrations are sold as an automatic benefit of membership.
How do you Setup Packages to Implement Common Scenarios?

28. How do you Setup Packages to Implement Common Scenarios?
LIVE DEMO

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