new etouches platform feaures - september 2015
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New Platform FeaturesLauren Stuart, Client Support Manager, APAC
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Click to edit Master title stylelove your event software
With over 7700+ hours of development in new products and enhancements this year, our platform is in constant motion thanks to you
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Click to edit Master title stylelove your event software
We wanted to highlight some of the new features available in the platform:Responsive eRegMass UploadPayment Plans
Onsite Admin RegeSelect Module
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Click to edit Master title styleNew Features: Responsive eReg
#1 ACTIVATION
Where : eReg > eReg settings > Advanced Settings > General Settings
to activate: check “enable responsive styles in registration site”
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Click to edit Master title styleNew Features: Responsive eReg
#2 REPONSIVE DESIGN AND NAVIGATION
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Click to edit Master title styleNew Features: Responsive eReg
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Mass Update Via Upload
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Click to edit Master title styleNew Features: Mass Update Via Upload
How does the mass update via upload work?
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Partial Payments & Payment Plan
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Click to edit Master title styleNew Features: Partial Payments & Payment Plan
Set up a payment plan when using the credit card option In order to use this option you will need to ensure:
• Valid event start and end dates have been set• You have credit card as a payment option• Under “payment settings”, credit card option • Enable “ Payment Plans”
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Click to edit Master title styleNew Features: Partial Payments & Payment Plan
• Once the Payment plan option is enabled the following section is displayed
• Select the option required “Exact date, days before the event date, or days after the registration date”
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Click to edit Master title styleNew Features: Partial Payments & Payment Plan
Adding new payment plans – When clicking the "Add new plan" button you will have the ability to choose:• Plan name: This will be the name of the payment plan (this is helpful when using multiple
payment plans)• Payment Due Date: This is the date the payment is due on. Depending on the selected
"Payment Plan Type" this item could be a fixed date, or a number of days before the event start date or a number of days after the registration is made. The date indicated will be the amount that is owed by the registrant at that point in time.
• Payment Amount: This will be the amount the attendee must pay as part of the payment plan. This field will allow you to enter a fixed amount or a percentage amount depending on your preference.
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Click to edit Master title styleNew Features: Partial Payments & Payment Plan
For example, the attendee below registered on 02/16/2015; therefore, they were only prompted to pay 25% of their registration cost based on the payment plans implemented above for this event.
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Click to edit Master title styleNew Features: Partial Payments & Payment Plan
Reporting – etouches will allow you within the registrant list and custom reports to view per attendee:
Payment in Arrears: This will show you what should have been paid since the last payment date that was applicable.
Next Payment Date: This will show the next payment date, if any.
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Admin Check-in Function
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Click to edit Master title styleNew Features: Admin Check-in Function
Profile restriction - to allow access only to Admin registration and Admin check-in functions for onsite personnel
Create a new Module Profile
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Click to edit Master title styleNew Features: Admin Check-in Function
#1: Login as onsite user
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Click to edit Master title styleNew Features: Admin Check-in Function
#2: Standard functions are available, but the user can not browse all other reports or access event functions
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Click to edit Master title styleNew Features: Admin Check-in Function
Added new Admin registration button#3: Added new admin registration button
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Click to edit Master title styleNew Features: Admin Check-in Function
Added new Admin registration button#4: Added new “register another” button
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New eSelect Interface
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Click to edit Master title styleNew eSelect interface
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Click to edit Master title styleeSelect Features
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Click to edit Master title styleeSelect User View
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Click to edit Master title styleeSelect Reviewer Scores
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Keep Up With Innovation
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Click to edit Master title styleStay in the innovation loop: #1 Support knowledge base
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Click to edit Master title styleStay in the innovation loop: #2 NEWSLETTER
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Click to edit Master title styleStay in the innovation loop: #3 WEBSITE
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Thank you