Event Registration
- Accept registrant modifications or cancellations up until specified dates
- Hosted registration on our site or yours via WP plugin
- Create dynamic registration paths based on contact type (ie. exhibitor, attendee, speaker)
- Create online registration processes for events of all sizes and types
- Dynamic Add-ons display & pricing based on applicant type
- Custom labels for navigation and buttons
- Create unlimited custom profile fields for applicants
- Designate required input fields
- Hosted registration on our site or yours via WordPress plugin
- Optional form chat integration via Hubspot or Chatra
- Bulk registration of a group all at once
- SSO login to pre-populate contact information on registration forms
- Support registrant upload of presentations, abstracts, biographies, or other documents
- Terms and Conditions agreement by e-signature or checkbox
Floor Mapping
- Start registration with "Book this booth" option from front facing map
- Create selectable locations on your floor/venue map
- Add any selectable shape to your map (squares, circles, free-form shapes)
- Restrict selectable areas based on applicant type (ie. sponsors vs exhibitors)
- Display your exhibitor/sponsor listings with map on a dedicated page
- Easily override booth pricing per applicant
- Exhibitor details available via booth location popup
Email Marketing
- Automate payment confirmation, receipts, and invoice emails
- Automatically copy an administrative assistant on all emails to registrant
- Create, save and re-use email templates
- Customize email templates to match organizational branding
- Custom “Reply to” email address on emails
- Deliver confirmations and notifications to guests of registrants
- Include QR codes into emails for scanned check-in
- Save favorite email templates for easy re-use
- Schedule specific dates/times for every email within a campaign
- Send email invitations, reminders, registration confirmations, and post-event thank-you’s
- Send emails based on applicant status such as Undecided, Accepted, Attended, or No-show
- Send emails in HTML or plain text, SMS text
- Tailor messaging to unlimited targeted lists
- Personalize with mail-merge tags, such as name, company, total due, etc.
Payment Collection & Processing
- Accept payments from Visa, MasterCard, Discover, and American Express
- Custom display currency per event
- Accept payments in international currencies
- Allow partial payments and/or full payment amount on cart total. (ex. 50% or 100%)
- Choose gateway: Paypal, Stripe
- Connect to an existing Stripe merchant account or acquire a new merchant account
- Support for custom gateway account for each form
- Direct deposit of all payments into planner’s merchant account
- Promo codes/coupons with expiration dates and capacity limits
- Promo code discounts applied to specific items or entire cart
- Offer early-bird discounts
- Sell add-on/optional items with dynamic pricing options
- Present options for payment by check or purchase order
- Provide dynamic registration/add-ons pricing based on applicant types
- Real-time credit card processing
- Safely process fees via Payment Card Industry (PCI) compliant provider
- Set custom tax rates and service fees
- Register outside ACH/check payments made by applicants & sponsors
Attendee/Exhibitor Management
- Create mailing labels
- Design and print name badges with QR codes
- Designate table assignments
- Enter discounts for individual attendees manually
- Display and search applicants quickly with advanced search
- Issue full or partial refunds manually
- Pull event and session attendee lists for event staff
- Register attendees on the back-end by phone, fax, or mail
Contact Management
- Advanced contact search and filtering by type
- Audit actions history per contact (actions, dates, modified by, etc.)
- Collect necessary contact info with unlimited custom profile fields
- Create custom contact groups
- Enable contacts to update their own profile information
- Import/export contact information from XLS
- Merge duplicate contacts into one contact record
- Segment contact database on specific criteria
- Store all contacts in one place
Administrative and Workflow Tools
- Assign event launch approval rights to specific users only
- Build internal calendar for all events
- Control visibility of events, contacts, and RFPs based on user
- Customize views of event list
- Manage graphics and document libraries
- Multi-user access with defined user rights
- Project/task management tracker with task creation and delegation
- Top-level stats dashboard of event sales, A/R and latest applicant activity
- Track staff completion of assigned tasks and subtasks