1. Best Practices in Annual Meeting Setup and MX Registration
April 4, The Four Seasons Baltimore
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2. OBJECTIVES Planning Configuration Validation and testing
Planning for the following year
Presenters introduce themselves
There will be a time for Questions & Answers at the end of the material
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3. Planning

4. Update / Create E-mail Template for Confirmations Pricing Structure
Planning
Confirmed GL Accounts
Session Titles / Times
Session Speakers
Update / Create Template for Confirmations
Pricing Structure
Desired Online Experience
To be most efficient, make sure you have as much information confirmed before you get started.
Robin
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5. Pricing Structure Early Bird / Late Registration Prices
Promotion Codes for Specific Sub-groups
Back-end Only Registration Types
Cancellation Fees
Robin
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6. Online Experience
Start from Event Calendar, or have a separate content page exclusively designed for the conference
Multi-step process or long scrolling pages
Jessy
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7. Let’s start setting up Switch to system. Robin: Speaker Profiles
Setup shell (Event, then Meeting)
Setup meeting registration start in the future so components don’t show up online while you are doing the setup
Efficiency tip: Mark each element as Publish to Web = True as you create it
Setup sessions first; link Speakers to Sessions as they are known; link courses if you are providing ed credits
Back date the start date of your price records using bulk edit
Setup registrations next; then link Sessions to packaged registration and restricted session scenarios
Demonstrate the setup a guest registration that wasn’t already setup; publish to web
Last, setup cancellation fees
Jessy:
OOB MXR2G conference registration setup uses a multi-step process
Show key elements of the step-process that may be configurable
Go back into the UX setup and unpublish the guest registration, then demonstrate the skip logic steps for eliminating this part of the online setup
Show how to use the event link to direct the user to a separate path that leads to a more streamlined scroll-page experience
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8. validation & testing Jessy:
Test typical registration scenarios online before opening the registration to the world
Make registration web parts only available to Admins OR
Force URL for first step
Use MX Meeting Registration record to help troubleshoot issues – this can also be used to troubleshoot issues after registration is open
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9. Best practices for online registration testing
Don’t keep using the same test Contact record
Use Contact records with different default price levels
Test all packaged session or restricted session scenarios
Use valid addresses to test confirmation workflows
Testing registrations before Start Date begins
Jessy
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10. BEST PRACTICES FOR TROUBLESHOOTING TESTING ISSUES
Price Record Dates
No overlaps
No gaps
Batch Date
Must be within the price start and end dates
Price Record is set up for all Price Levels in the system
The most common causes of unexpected testing results have to do with the configuration of the price records related to the registrations and sessions
Robin
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11. AFTER YOUR CONFERENCE IS OVER
Robin
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12. MEETING CLOSEOUT Recognize revenue Document lessons learned
Close meeting to avoid view clutter
Robin
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13. Plan for next year
Robin
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14. Was your online registration process successful?
Lessons learned
Was your online registration process successful?
Will you have changes to session structure?
Keep notes on issues that arise during the conference registration process that should be fine tuned or repeated next year.
Robin
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15. COPY MEETING First create the new Event and Meeting shell Robin
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16. Questions?
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17. Contact US
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