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.
| Certain Page | Best Practices | |---|---| | Plan > Event Setup > Details | Title – This should always be the actual name of the event – what you would put on collateral, programs, etc. This can be included dynamically in emails, websites, confirmations, etc., so you want it to always be the same. Unique Code – Let the system automatically generate the code unless you have a particular reason to do otherwise. The unique code is the key for all the event's data, keeping each separate event's data together. Some organizations choose to select a unique code that reflects an internal tracking number used in other systems. Location – Select (or add) 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 – Select (or add) the person who will receive all primary correspondence from attendees. Like suppliers, these contacts are maintained at the account level so that you can use them in multiple events. If this is a team, we recommend establishing a generic email address such as registrationsupport@example.com. Important: make sure this is a working email address. | | Plan > Configure > Options | Prompt User for Optional Notes After Each Change – this feature 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 – you can use this area to simplify the Certain interface during the event creation and management process. We strongly recommend turning off those areas that you know for a fact you will not use. 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. | | Plan > Event Setup > Attendee Types | Attendee Types can be used to charge fees, set inventories on certain types of attendees, and restrict people by passcode. Also, keep in mind that the report on the Event Dashboard (Manage > Registrations), Completed Registrations by Attendee Type, will display a row of data per attendee type. The Code should be short – this column will be seen frequently in reports, so it's best if it's concise. | | Plan > Event Setup > Custom Statuses | 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 and Step 3: Create and Customize Registration Forms.