Step 2: Fill in Basic Details
We recommend that you first fill in some basic details about the event before you continue to more advanced details such as the event agenda or accommodation.
Best Practices
- Title is the actual name of the event.
- The title can be included dynamically in emails, websites, and confirmations.
- The title should always be the same.
- Unique Code is generated automatically by the system unless you have a particular reason to override.
- Some organizations choose to select a unique code that reflects an internal tracking number used in other systems.
- Location is the location where the event will be held.
- If the venue doesn't already exist in your account-level Suppliers database, add it as a new supplier.
- Contact is the person who will receive all primary correspondence from attendees.
- If this is a team, we recommend establishing a generic email address such as registrationsupport@example.com.
- Important: The email address should be working.
- Prompt User for Optional Notes After Each Change is a feature that will prompt you every time you change details in a registration or profile.
- We recommend leaving this switched off unless you need to track the actions of a large number of Certain users.
- In addition, leave the feature turned off during testing.
- Functional Areas can be used to simplify the Certain interface during the event creation and management process.
- We strongly recommend turning off unused functional areas.
- For instance, if you do not process credit card payments for your events, you may disable the E-commerce functional area of the Financial Module.
- By disabling unused functional areas you will simplify the interface you will use to set up and manage the event.
- Attendee Types can be used to charge fees, set inventories on certain types of attendees, and restrict people by passcode.
- The Code should be short – this column will be seen frequently in reports, so it's best if it's concise.
- Use the Custom Statuses section to define custom registration processes that cannot be easily handled by the built-in registration statuses.
- Create statuses in order to track processes unique to your business.
- For instance, you could create statuses that track speakers who for the event like this:
- Needs to submit abstract
- Abstract under review
- Speaker abstract approved
- Once you've entered basic event details, move on to Step 3: Create and Customize Registration Forms.
- Any comments about this Help topic? © 2020 Certain, Inc.
- Note: Help topics may include features to be released.
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- Build and Manage an Event - Step 4
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