General

Name:  This is the name of the Event.  This will be seen by attendees and internal staff.  You will be able to search this Event by this name so it's important that it is easy to remember.  

Event Code:  This is an abbreviated code for the Event.  This is only for internal use and not required.

Categories:  Categories are tracked through References.  This is only for internal use and not required.

Description:  This description is published in internal reports.

Email Description:  This description is published in confirmation emails registrants will receive.  It is important to write this description like you are writing to your audience.

Event Website:  This is the event website that the event is posted on, most likely the company or association's website.  This is not published to attendees.

Facilitator:  This is the internal staff member that is overseeing this Event.  This is only published in internal reports.

Location:  This is the name of the venue in which the Event is taking place.  This is published on confirmation emails registrants will receive.

Address:  This is the address of the venue in which the Event is taking place.  This is published on confirmation emails registrants will receive.

Event Capacity:  If the venue cannot exceed a certain number of attendees, set the capacity here.  This will ensure the number of tickets sold does not exceed this number.

Image:  This image is only published in internal reports.

Publish To:  You are able to publish this event to everyone automatically in the system, or you can distribute it to select individuals.

Track Sub-Event Revenue:  This is to track revenue within sessions in an Advanced Event that has multiple tracks.

Enable Waitlist for This Event:  If you set an Event Capacity for your event, you will want to enable this.  This will keep track of those that wish to attend your event once the capacity is reached.  A separate grid/tab will populate on your event profile page to keep track of this Waitlist.

Scheduling

Timezone:  Set the time zone in which your event is taking place.

Begins:  Select the date and time your Event will begin.  This will be published in the event confirmation email registrants will receive.

Ends:  Select the date and time your Event will end.  This will be published in the event confirmation email registrants will receive.

Settings:  If your Event is all day, select "All day event."  This will remove the Begins/Ends time fields.  This will be published in the event confirmation email registrants will receive.

Settings

Type:  It is important that you determine if your Event is Simple or Advanced before you save your Event.  Once you save your Event and move onto the next step, this settings feature will no longer be available to go back and edit.  A Simple Event provides only tickets for a registrant to purchase.  This may include a registration ticket or sponsorship package.  An Advanced Event includes a variety of tickets for a registrant to purchase including different sessions and concurrent tracks and involves a more complex schedule.

Status:  If you are still working on creating your Event, then you should stick to Draft mode.  Once you are finished, you can enable the Publishing setting to your Event.

Attendee Data:  If you are interested in capturing attendee data such as name, address, company, email, phone, company, and title be sure to select Collect Attendee Data.  Once you select this feature, these fields will drop down.  You can then specify which fields are required and which are optional for registrants to fill out.

To add a 'Pay by Invoice' feature on the online registration Lite Page of event registration, click on Financial, then Settings.  Scroll all the way down and check off "Allow customers to request invoices via lite checkout."  This will allow registrants to have a second method of payment, such as mailing in a check.  This setting will apply to all events within this client account.

It is also important to have your Director of Finance confirm the method of payment this client is authorized to use online such as Authorize.net.  This has to be set up with Data Research Group customer support.  You can also add a note in the Invoice Footer, as seen above, for your audience to be aware of specific payment policies and procedures.