etouches New Platform Features June 2015

Post on 13-Aug-2015

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Transcript of etouches New Platform Features June 2015

New Platform FeaturesBy Julian Ward, Chief Client Officer

Click to edit Master title stylelove your event software

With over 7700+ hours of development in new products and enhancements this year, our platform is in constant motion thanks to you

Click to edit Master title stylelove your event software

We wanted to highlight some of the new features available in the platform:Responsive eReg

Mass Upload

Payment Plans

Onsite Admin Reg

Responsive eReg

Click to edit Master title styleNew Features: Responsive eReg

Responsive registration sites to reach any device

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#1 ACTIVATION

Where : eReg > eReg settings > Advanced Settings > General Settings

to activate: check “enable responsive styles in registration site”

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#2 REPONSIVE DESIGN AND NAVIGATION

Click to edit Master title styleNew Features: Responsive eReg

#3 RESPONSIVE FORMS

Click to edit Master title styleNew Features: Responsive eReg

#4 PAYMENTS

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#5 MOBILE FRIENDLY CONFIRMATION

Mass Update Via Upload

Click to edit Master title styleNew Features: Mass Update Via Upload

• Allows users with a specific module profile to upload multiple changes against a number of attendees at one time

• Download report• Upload report with changes

LIVE DEMO

How does the mass update via upload work?

Partial Payments & Payment Plan

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

Set up a payment plan when using the credit card option In order to use this option you will need to ensure:

• Valid event start and end dates have been set• You have credit card as a payment option• Under “payment settings”, credit card option • Enable “ Payment Plans”

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

• Once the Payment plan option is enabled the following section is displayed

• Select the option required

“Exact date, days before the event date, or days after the registration date”

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

Adding new payment plans – When clicking the "Add new plan" button you will have the ability to choose:• Plan name: This will be the name of the payment plan (this is helpful when using multiple

payment plans)• Payment Due Date: This is the date the payment is due on. Depending on the selected

"Payment Plan Type" this item could be a fixed date, or a number of days before the event start date or a number of days after the registration is made. The date indicated will be the amount that is owed by the registrant at that point in time.

• Payment Amount: This will be the amount the attendee must pay as part of the payment plan. This field will allow you to enter a fixed amount or a percentage amount depending on your preference.

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

For example, the attendee below registered on 02/16/2015; therefore, they were only prompted to pay 25% of their registration cost based on the payment plans implemented above for this event.

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Reporting – etouches will allow you within the registrant list and custom reports to view per attendee:

Payment in Arrears: This will show you what should have been paid since the last payment date that was applicable.

Next Payment Date: This will show the next payment date, if any.

Admin Check-in Function

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Profile restriction - to allow access only to Admin registration and Admin check-in functions for onsite personnel

Create a new Module Profile

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#1: Login as onsite user

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#2: Standard functions are available, but the user can not browse all other reports or access event functions

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Added new Admin registration button#3: Added new admin registration button

Click to edit Master title styleNew Features: Admin Check-in Function

Added new Admin registration button#4: Added new “register another” button

Keep Up With Innovation

Click to edit Master title styleStay in the innovation loop: #1 Support knowledge base

Click to edit Master title styleStay in the innovation loop: #2 NEWSLETTER

Click to edit Master title styleStay in the innovation loop: #3 WEBSITE

Thank you