Online registration

• Register guests through our website; also have the ability to accept registrations by phone or mail.
• Multi-track, multi session, multi people registration.
• Pre-populate forms to expedite registration
• Allow registrants to attach files
• Ability to clone a previous event to save time
• Allow registration by voucher code or password
• Allow for survey questions, special needs (i.e. handicapped or vegetarian) and request more information on the registration form. (Charitable Planning – Distinguished Speaker series – need to know what credits an attendee is looking for)

• Task lists, calendars, name badges, table sitting and mailing labels
• Task lists
• Calendar
• Table Sitting
• Mailing Label Report

• Allow walk-ins to register on arrival
• Check in guests who registered online
• Print confirmations, name badges
  

• Easily craft HTML and text emails
• Personalize content throughout the email
• Differentiate messaging to unique segments
• Send automated response to event invitees
• Send post event thank you’s – personalized.
• Test messages effectiveness with targeted groups
• Avoid spam filters
• Track email delivery, click through and open rates
• Build brand awareness and loyalty

• Import/export contacts from virtually any source – be simple
• Enable contacts to update their own information
• Check for duplicates feature
• Customize contact information collected – break them down into categories or tag them
• Create tailored registration for different contact types
• Automatically identify bad email addresses
• Store all contact information in a central place that all users can access.
• Identify contacts with multiple email addresses.

• Be compatible with Authorize.net/Merchant Services.com. Accept all forms of payment with an option to submit a check.
• Automated event payments and refunds
• Price by registration type – code for scholarships/vouchers
• Automated billing if payment has not been received in a certain timeframe.
• Create breakout sessions with different pricing.
• Accept donations online

• Have standard reports
• Be able to make custom reports
• Analyze key metrics with cross-event reports
• Share real-time reports via dashboards on website
• Track email campaign success
• Export reports to a variety of formats

• Specific Reports
• Charitable Planning would like to create a dashboard with specific reports pertaining to event sponsorships – how much has been received and still needs to come in, automatic billing or reminders to the sponsors. What the attendance numbers are to date. There are numerous possibilities depending on the event
• NRC would like to be able to create sign in sheets with information to include payment info. Want a report that shows who is still outstanding in payments and have automatic reminders sent by email. NRC would like a report the is Attendance record – reporting vs. actual vs. registered.
• With the DSS – what types of advisors came to the event? How often are they coming to these events? Are they bringing people with them, who are their clients? What have they brought to the Foundation because of these events? (Similar tracking that NRC does for data mining purposes)
• Charitable Planning needs automation with CPE Credit Certificates sent to the attendees by email after they have attended, Be able to filter out the no shows.
• Prioritize staff resources with task reports

• Compare money collected and spent across events
• Track expenses by vendor
• Build a budget based on fixed and variable costs
• Leverage budget information to negotiate better deals
• Manage cost per attendee
• Reports for auditors based on expense codes.
  

• Be able to create, detailed, professional survey using simple survey creation process.
• Publish our survey online and attract respondents with personalized email invitations and automated scheduled reminders
• Examine data using reports

• Send personalized targeted emails
• Automate and schedule messaging
• Exchange Info between Databases
• Track budgets in detail
• Evaluate Marketing Campaigns
• Collect And Track Survey results
• Track event success
• Track and analyze budgets and other metrics critical to analyzing performance.
• Be able to build events and surveys using form templates
• Streamline payment process and have our attendees be able to register and pay for more than one event in just one simple step
• Capability to send reminders
• Perform post event follow up
• Post event contact system – easy way to reach the people that attended – to send more information about us, the speaker etc.
• Ability to print tickets that are sent via email or handed out?
  Automatic inventory control with a wait list tracking capability
• Policies on cancellation and refunds for events
• Post videos and testimonials for people to see when they register for an eventPossibly testimonials or videos that relate to the event, i.e. – videos that should have been linked on our site along with the online registration. Repeat that we do each year – past stories or videos.