For the Love of Events! Setting up

your events with i20 Roland Sadler – iFINITY PLC

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

Agenda

• Online Events Registration Overview

• Staff Dashboards

• Online Event Setup Features

• Online Staff Management

• Administrative Console Features

Online Registration

• Register Others

– Event can be set to

allow users to

register other

people in the same

booking

• Register Guests

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

Online Registration

• Promotions - Discounts and Coupons

available in Cart

– Apply discounts to specific events, or

across the whole cart

– Time limited discounts

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

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

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

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

Online Event Setup

• Add Event

– Show in Search begin & end dates

– Allow registering other & guest

– Itinerary changes and cutoff dates

– Additional program content editor

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

Staff Management

• Staff able to

override pricing on

Web

• Register attendees

(on behalf of)

Staff Management

• View attendee

roster & Email

through

communications

suite

• View response

from registrant

questions

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)

Examples - ICS

• Deploy event

search page

Examples - ICS

• Single event

registration page

• Pricing by

registrant class

stored procedure

Examples - IABSE

• Deploy event

specific registration

pages

Examples - IABSE

• Deploy event

specific registration

pages

Examples - RIA

• Landing page with

event types

Examples - RIA

• List events by type

via IQA

Examples - RIA

• Deploy event type

registration pages

• Event and function

questions

Examples - MGAA

• Deploy event

calendar page

Examples - MGAA

• Deploy event

search page

Examples - MGAA

• Single event

registration page

Q&A

• Can you start using the Web staff

tools and enable the RiSE

components?