Roland Sadler iFINITY PLC - iMIS by ASI: Non-Profit ... · •Register attendees (on behalf of)...
Transcript of Roland Sadler iFINITY PLC - iMIS by ASI: Non-Profit ... · •Register attendees (on behalf of)...
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For the Love of Events! Setting up
your events with i20 Roland Sadler – iFINITY PLC
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Session Overview
Events have changed a bit from iMIS 15 to 20, depending on what you do within your organisation.
During this session you will see how to utilise the events area to get what you need as well as features now available in i20, what the changes mean and where to go to get things done
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Agenda
• Online Events Registration Overview
• Staff Dashboards
• Online Event Setup Features
• Online Staff Management
• Administrative Console Features
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Online Registration
• Register Others
– Event can be set to
allow users to
register other
people in the same
booking
• Register Guests
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Online Registration
• Event and Function level questions – Gather event specific
data from registrants
– Dietary requirements, golf handicaps etc.
– Required questions need to be answered to complete the booking
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Online Registration
• Promotions - Discounts and Coupons
available in Cart
– Apply discounts to specific events, or
across the whole cart
– Time limited discounts
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Online Registration
• Show/hide options
– Display program functions to delegates
based on registration options selected
– Automatically add program functions to
itineraries based on registration options
selected
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Online Registration
• Event Calendar – Content item to display
events in calendar format
• Colour-coded: – Green - visible to all
users and open to registration.
– Yellow - visible to all users but not open to registration.
– Orange - visible only to staff users
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Staff Dashboards
• Dashboards for all Events analytics
– Default “this year vs. last year.
– Annual Event revenue
– Goal attainment
– Registration by Member Type
– Revenue by Event
• Recently viewed Events display iPart
• Recent and Upcoming Events
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Staff Dashboards
• Specific Event dashboards
– Capacity filled
– Total Registrants
– Days remaining until event
– Revenue from registrations
– Registrants by member type
– Program item registrants by track and category
– Print badges and directories
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Online Event Setup
• Add Event
– Show in Search begin & end dates
– Allow registering other & guest
– Itinerary changes and cutoff dates
– Additional program content editor
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Online Event Setup
• Add Program Items (functions)
– Display programs items based upon
program registration item.
– Add track and category per item
– Addition information html editor or image
– Set pricing
– Set default accounting
– Create question per item
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Staff Management
• Staff able to
override pricing on
Web
• Register attendees
(on behalf of)
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Staff Management
• View attendee
roster & Email
through
communications
suite
• View response
from registrant
questions
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Administrative Console
• Event Setup and Registration – All features are still available
• Features not yet available on web view – Closing or Cancelling Events
– Cloning Events
– Registrant classes other than M & NM
– Setting other entity
– Enabling Stored Procedure pricing
– CEU Management
– Enabling Functions as FR
– Mass Registrations
– Amend event registration (if VAT enabled)
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Examples - ICS
• Deploy event
search page
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Examples - ICS
• Single event
registration page
• Pricing by
registrant class
stored procedure
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Examples - IABSE
• Deploy event
specific registration
pages
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Examples - IABSE
• Deploy event
specific registration
pages
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Examples - RIA
• Landing page with
event types
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Examples - RIA
• List events by type
via IQA
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Examples - RIA
• Deploy event type
registration pages
• Event and function
questions
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Examples - MGAA
• Deploy event
calendar page
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Examples - MGAA
• Deploy event
search page
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Examples - MGAA
• Single event
registration page
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Q&A
• Can you start using the Web staff
tools and enable the RiSE
components?