General
CRM-service provides a tool for event management called Mass Events. The tool is used in cooperation with contacts (the attendees), surveys, e-mail templates, and invoices. Custom fields, dynamic fields, formulas, workflows, reports, etc standard functionalities apply also to the mass-event module.
Registration form is available in the following types:
- Form in Self-Service Portal for registered users
- An anonymous form can be created when creating a mass event
- Customers can use custom integration from their website provider’
Start
The new event is created in the Mass Events module, and when creating the event, at least the information on the fields that are set as mandatory in the system settings is added.
Quick Start Guide
- Star by pressing
. - Enter the necessary information in the basic fields.
- Enter the desired additional information.
- Start managing the event and add optional parts like survey and subevents when necessary.
Basic Fields
The event name and description fields are used to share info about the event with the public. This is an example, so all fields may not be active in the system you are using. In addition, the admin user has the ability to set fields that are not automatically mandatory as mandatory fields. Despite the high customizability of the system, the following fields are always visible to everyone and the fields marked with an asterisk are mandatory for all users:
Event types
- Need Registration: Contact needs to fill out the form and register themselves as attendees to the event
- Open: Will be visible on the listings of upcoming events in the Self-Service portal or on Event-listing but do not contain the form.
- Invitation Only: Generates registration form, but won’t be shown on Self-Service Portal or on Event-listings. Link to the registration form can be delivered as an email to selected contacts.
Dates:
- Event starts and Event ends are date and time fields and indicate the time period when the event takes place
- Registration starts and Registration ends are date and time fields and indicate when the event will be shown on the listings and when people can register themselves.
Capacity:
- Capacity is how many in total can attend this event
- The spare place is how many people will be taken to queue and added to the event automatically if one participant is canceled from the event.
Product and pricing:
- On a product field, the product chosen will be also on the invoice.
- The price of the event will be the unit price of the product and the tax percent of the product
Other optional fields to use:
- Header image is a field where a photo can be set and that photo is used on the registration form to brand the event.
- Location is the selection field of the spaces module
Sub-events
One event can contain multiple sub-events and sub-events can have their own capacity and price. The capacity of the subevent can’t be more than the capacity of the whole event. The selected product will be added to the price of the total event.
Example
There is a trade fair in the city. Participation in the fair is free, but there are three different sub-events in which registrants can participate:
If the person does not want to participate in the sub-events, they will not be charged anything in this example case. If a person wants to participate, for example, only in a concert, they will be charged 80€. Participants in the concert and seminar will be charged 130€, and participants in all three sub-events will be charged 630€. However, only a certain number of people can participate in the sub-events, so not all those participating in the fair can register for all the sub-events. For example, the first 100 fair guests who register can get to the dinner if they choose to do so.
Registration form, Mass-event survey
From the tool button there is a link to managing the form (survey) for registration, note that this is not needed if the event type is open. The survey needs to contain Firstname, Lastname, and email if the registration is open to the public. The registration form can contain questions that are needed from the contacts and all answers will be saved under the contact module and the answers tab on mass-events and has an Excel export possibility. From time to time the answers contain data that is under the GDPR regulation information that needs to be deleted after the event. We have manual or automatic ways to delete the answers but keep the info of all contacts who attended the event. Learn how to create survey forms: Mass Event Surveys.
Triggers
Triggers are pinpoints when there is a need to send e-mail to the attendee or to the staff. E-mails are ready-made e-mail templates in the CRM that can contain tags from the event. With tags, there is no need to create an e-mail for all events since the tag will use example the event name, starting time, and fields that are added to the mass event or on the contact modules.
Triggers can be set up for attendees or staff by role, different e-mails to sub-events, and so on…
- Learn here how to use the triggers: Mass event triggers
Staff
This listing is for manually upkeeping the contacts that are participating in the event as staff like speakers, hosts, etc. These contacts won’t be counted in the capacity. This is an optional feature and helps out when organizing large events.
Invoicing
The billing date is automatically set by the system if the system’s invoicing tool is used. In the Self-Service Portal, Paytrail business customers can invoice participants directly at the time of registration. However, invoicing can also be done manually or via integration if other invoicing methods are used.
Read more about invoicing for mass events here.
Registrations
All registrations are listed under the registration -tab. First, all is shown and then the list can be filtered to sub-event registrations only. Also, the cancelations and spare place queue are on this tab. Contacts will be automatically updated here when registering themselves via a registration survey or by custom integration. Also adding contacts manually is possible then the same questions are asked that the contact should have filled out.
Attendees can have different roles if needed, but in many cases, one role is enough.
The participated checkbox is automatically on to ease out the upkeep of who showed up since in most cases fewer people are no-shows and those can be edited to list manually.
- Registered people are automatically checked as Participated.
- Participation, role, and invoicing date can be edited here.
- Participation can be canceled here.
The invoicing date is automatically set up by the system if using the invoicing tool or self-service pay trail connector. But it can be also manually/with integration added if other ways to invoice are used.
- Learn here how to use the general mass-event invoicing tool.
Canceling the registration happens on this tab simply by clicking the cancel icon.
Group Registration
For events where group registration is selected as the registration type, it is possible for one person to register more than one person at the same time. The group will be registered for the event only if there is enough room in the event for the whole group.
There are two different types of group registration. Type is defined in the mass event settings. In the case of mass registration by amount, it is not necessary to fill in the information of the participants in advance, but only the number of participants. In the case of registration by name, the data of the participants must be filled in at the time of registration.
For mass events that allow group registration, you will be asked at the beginning of registration how many people you want to register for the event.
When registering a group, the registrant must fill in their contact details on the provided form. he registrant can either participate in the event or indicate that they will not participate, in which case only those who have registered as participants will be registered to the mass event. If the group registrant wishes to participate in the event, they must fill in both the contact details and the participant details.
The example in the picture demonstrates how each participant’s details need to be filled in separately (1). For each participant, the role of the participant (2), any sub-events in which the person is participating (3) and the basic information about the registrant (4) must be provided. If a survey has been added to the mass event, the registrant must answer it on behalf of the participant.
Persons who are registered for an event will see the registration in their own portal. In addition to this, the portal will also show who registered them for the event.