Events

From AvectraWiki, the wiki of Avectra netFORUM

Events
What's New in the EVENTS Module!

Contents 1 Overview 2 Getting Started 2.1 Setting Up the Events Drop-Down Lists 2.1.1 Events Setup 2.2 Workflow 3 Common Tasks 3.1 Adding an Event 3.2 Finding an Event 3.3 Adding a Registrant 3.4 Adding a Location 3.5 Sending Invitations 3.6 Other Tasks 4 Advanced Tasks 4.1 Copying an Event 4.1.1 Copying Sessions 4.1.2 Custom Copy Event 4.2 Setting Up an Event to Show on eWeb 5 Related Modules

Overview

Events
Event Planning Registrants Sessions Tracks Speakers Sponsors Group Registrants Locations ---------- Events Setup Centralized Order Entry Free Events ---------- netFORUM 2.0 UI netFORUM Glossary ---------- Events Options Events Tables Events Reports
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The Events Module enables you to effectively set up and manage all of your event operations.

Registrants Fees Products Content, Sessions, and Tracks

Facilities Management Sponsorships Staff, Volunteers, and Speakers Locations and Housing

The Group Items within the Events Module:

Event Planning	Registrants	Sessions	Tracks
Speakers	Sponsors	Group Registrants	Locations

The primary Profile Pages in the Events Module include:

Events Profile Events Registrant Profile Registration Fee Profile Cancellation Fee Profile Substitution Fee Profile Transfer Fee Profile

Session Profile Track Profile Speaker Profile Sponsor Profile Registrant Group Profile Location Profile

Getting Started

Setting Up the Events Drop-Down Lists

netFORUM uses drop-down lists for easy data entry. Some drop-down lists have baseline information that may need to be changed to make the list more organization-specific e.g. organizations have different types of activities.

BOLD text is a likely indicator that the field is REQUIRED data. Other data fields, check boxes, and drop-down lists may be CONDITIONAL i.e. affected by others, are not required but available if you need them.

You can add, edit, or delete data from the Events Setup pages just as you would from any netFORUM child form. However, once a data element is used on a profile page or form, it can be disabled or hidden but not deleted.

Events Setup

You can also access the Setup links from the Overview Group Item.

Workflow

The following is the recommended order of tasks in setting up and executing your event in netFORUM:

1. Event Setup
2. Add the Event to netFORUM
   • Add the Initial Event Fee
3. Add a Location and Facilities
4. Add Registration Fees
   • Transfer Fees
   • Cancellation Fees
   • Susbstitution Fees
   • Price Attributes
5. Add Tracks and Sessions
6. Send initial Correspondence and Invitations
7. Add Event Faculty and Staff
8. Add Event Sponsorships
9. ADD & MANAGE REGISTRANTS
10. Add Housing and Participant Room Assignments

Note: Adding Registrants is an ongoing process during the course of your event. Managing tracks, sessions, sponsors and faculty can occur after the registration process has started.

Common Tasks

The most common tasks within the Events Module are displayed directly on the Overview page and can be accessed by simply clicking the respective icon. These, along with other common tasks, can also be found in the Group Items.

Adding an Event

Finding an Event

Adding a Registrant

Adding a Location

Sending Invitations

Though the Send Invitations icon displays on the Events Overview page, the functionality is created in the EMarketing Module.

Other Tasks

Registrant Tasks Event Registrant Registration Fees Event Packages Tracks or Session Registration Add a Track Fee Add a Session Fee Transfer Registrant Transfer Fees Substitute Registrant Substitution Fees Cancel Registrant Cancellation Fees Adding a Session/Track Cancellation Fees Guest Registrant Event Sponsor Add a Sponsorship Fee Price Attributes Event Wait List Event Housing

Event Tasks Add a Location Add a Track Add a Session Add Quick Sessions Schedule Sessions Add an Event Sponsor Event Faculty Event Staff Speaker Event Volunteers Adding an Event Registrant Add Event/Session Rooms

Advanced Tasks

Copying an Event

Copying Sessions

Custom Copy Event

Setting Up an Event to Show on eWeb

Related Modules

• CRM
• Accounting
• EMarketing
• Exhibits
• Centralized Order Entry
• Abstract

netFORUM Modules	t
Abstract | Accounting | Accreditation | Admin | Advertising | Awards | Certification | CEU | Committee | CMS | CRM | Emarketing | Events | Exhibits | Fundraising | Grants| Grassroots | Inventory | Membership | Reports | Sales | Subscriptions |Time and Billing | Toolkit | ALL