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Document Templates: Certificate Templates
Creating Certificate Templates Introduction You can send certificates by email to all the contacts that have attended a certain invitation event directly from the invitation event. The certificate is always event-specific and the information about the event, like the event name, time and place, must be written manually on the certificate template. The information about […]
Managing and Setting Up Invitation Events
Managing Invitation Events The Invitation Events module is used for creating and managing different types of events and their registrations inside the CRM. For some instances, these events can for example be used for training purposes and thus the module is often also named and used as a “Training” module. Through this module it is possible […]
Public Registration for Invitation Events
Public Registration for Invitation Events The Self-Service Portal provides multiple options for gathering registrations for invitation events. For customers who sign in to the portal, you can grant access to browse events and sign up for them, and also to cancel their registration. On the other hand, the portal also enables you to activate public […]