etouches New Platform Features June 2015

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New Platform Features By Julian Ward, Chief Client Officer

Transcript of etouches New Platform Features June 2015

Page 1: etouches New Platform Features June 2015

New Platform FeaturesBy Julian Ward, Chief Client Officer

Page 2: etouches New Platform Features June 2015

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

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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

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Responsive eReg

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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

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Click to edit Master title styleNew Features: Responsive eReg

#3 RESPONSIVE FORMS

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Click to edit Master title styleNew Features: Responsive eReg

#4 PAYMENTS

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Click to edit Master title styleNew Features: Responsive eReg

#5 MOBILE FRIENDLY CONFIRMATION

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Mass Update Via Upload

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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?

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Partial Payments & Payment Plan

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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”

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• 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”

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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.

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

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.

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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

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

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Keep Up With Innovation

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

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

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

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Thank you