Data2CRM User Manual
Contents
1. 9 Maximum Tickets Per Order Set this number to the minimum number on tickets set in the previous step or higher 10 Include Service Fee if this is a paid ticket then you can either include hide the ticket processing fees from the buyer and they will be deducted from the price or the ticket by selecting Yes The default value of No adds the service fee to the ticket price and this will be reflected on the registration page and paid at time of order by the purchaser 11 Description If you want to include additional information to the ticket buyer about this ticket type on the registration page then enter that information in this text box After saving the Event Ticket Record you can then create additional free or fee tickets as necessary If you are done creating tickets for the event it is now necessary to set the Payment options if you have created fee tickets otherwise it is not necessary for an event that has all free ticket options Payment Options On the Event record click on the Payment Options tab lel f SaveandCose key 43SendE mail Q 4 FollowUp i Actions Help Event CRM Innovation Open House Information Details A Payment Options Ei Activities Use Previous Payment No Yes L History C workflows Online Payment Configuration Event Survey Respo Accept Credit Card G Oy Accept Google L gt No es t Sales 3 Accept PayPal No Yes as Id z peyeltmaiadivss OOOO Googe hac Mer2. Publish Event 17 Status in Eventbrite Once the corresponding event record is created in Eventbrite this will display the current status of the event 18 Personalized Domain Info Use these buttons and fields to test if a subdomain is available for your event at the Eventbrite com website Enter just the subdomain name i e for http mygolftournament eventbrite com enter mygolftournament Then click on the corresponding Test button A window will pop up and let you know if the subdomain is available You should check more than one version When you publish the event the system will try and secure the subdomain in the order provided assuming that they have not been taken during the interim between the test and the publishing If they aren t available it will create a link to a generic path that generally looks like http www evenbrite com events eventnumber You can always come back later and give it a try for other subdomain names 19 Host Browse to the Account record of the company that is hosting the event 20 Host Description Enter some information about the company hosting the event This information can appear on the registration page 21 Display Host Info Make the indication if you want the information in Steps 19 and 20 to appear on the registration page 22 Venue Type Select either Online or Physical a Online Enter the Webinar information in the Attendee Passcode Presenter Online Meeting URL and Au
3. Select the radio button for This event is private Select the Require a password check box and then enter a password in the Set Password text box STEP 8 SET PRIVACY This event is public and will be listed in the Eventbrite directory and on search engines his event is private and should not be listed in the directory or on search engines Attendees can share the event with their friends on sites like Facebook Twitter and LinkedIn Require a password for people to view and register for your event Event is invite only and attendees MUST receive an Eventbrite invitation to register Save Changes Then click on the Save Changes button on the bottom of the page Event2CRM Event Ticketing and Registration February 7 2011 Then visitors to the link will see a page as follows with minimal event details and now method for registering for the event without entering the password Be sure to test the link and the password before you promote it to your members No changes are made in the CRM Event2CRM records You should add the password as a Note record to the Event record in CRM as an easy way to keep from forgetting it Contact JAMPC KC Chapter for event and ticket information Mf Powered test Wednesday February 23 2011 from 6 00 AM 10 00 AM CT Ticket Information When Wednesday February 23 2011 from 5 00 AM This event is password protected EPM mi PES l EE ESk Add to my calendar The ho
4. CRM User the notification emails will be sent 5 Event is Viable This bit is flipped to Yes when the Viability Threshold is met Notification Configuration Threshold Event is Viable f No Yes Ticket Sales
5. END Test Event Ticket Feb 23 2011 Button CLICK AND REGISTER Registration Page E test Wednesday February 23 2011 from 8 00 AM 10 00 AM CT A in Tweet ge Like W Be the first of your friends to like this Ticket Information TYPE END Test Event Ticket Feb 23 2011 Free Event Details Join us for test When Wed Feb 23 08 00 00 CST 2011 to Wed Feb 23 10 00 00 CST 2011 Where Insert your link text here 2010 CRM Innovation LLC All Rights Reserved QUANTITY Free 1 Contact AMPC KC Chapter for event and ticket information When QUANTITY Wednesday February 23 2011 from 8 00 AM oo 10 00 AM CT 4 E Add to my calendar Register Hosted By IAMPC KC Chapter The International Association of Microsoft Channel Partners IAMCP is the preeminent networking venue for Microsoft Partners in the world It brings the best partners together to leverage their joint strengths in delivering world class solutions to their clients while enhancing their ties to Microsoft View other IAMPC KC Chapter events E3 Contact the Host Subscribe to receive notifications of future events by this host Contact AMPC KC Chapter for event and ticket information Event2CRM Event Ticketing and Registration February 7 2011 Creating a Ticket From either the New Event Ticket button on the Tickets Grid open up a new Ticket form you cannot re use previously created tickets Event
6. Id 797713 Facility Info Capacity i Wheelchair Accessible yy C Yes Map Link Web Images Videos Shopping News Maps More nsh Hotm au r is a Be WW OING 9916 College Blvd Overland a KS 66210 Fe Maps Web Maps Overland Park 9916 College Blvd Overland O NA Park KS 66210 1756 ety Directions Save Send Mot what you wanted Explore user content Name Enter the name of the Venue as you want it to appear to on the registration page Address Line 1 Enter the street address Address Line 2 Enter the street address City Enter the City State or Province Enter the State or Province Zip or Postal Code Enter the ZIP or postal code Country Select the Country from the Picklist Eventbrite Id If this Venue has been used in an event previously it will already have ID if not oo ee eS a a one will be assigned when it first does the sync 9 Capacity Enter the physical capacity of the venue This is for your information It is possible to create an event that the event capacity is greater than the Venue capacity 10 Map Link This will be populated with the Bing map URL if the location can be reconciled after the Venue record is saved and closed and open again This is for your information only 11 Wheelchair Accessible Select the Venue s handicapped accessibility For your information only Associated View Select Events to see all the events that have
7. Ticket New Information Details om B E Workflows amp Event Orders event 2 CRilinoalon Oentose A Mammes SS Order Temet f ese OOO O Order Tickets Available Tickets Sold Event Start Time 2 4 2011 i 8 00 AM Tickets Remaining Start Sales Sales Revenues Sales Start Eventbrite Id End Sales 1 Hour before start X Indude Service Fee No Yes Sales End 2 4 2011 Fy 7 00 AM Description Status New Name Enter the name of the ticket which will be as it appears to your attendees Event Automatically filled in when you create the ticket from within the Event record Ticket Price Enter the amount of the ticket in Dollars Cents enter zero if free PO OS Tickets Available Automatically defaults to the event capacity You can have more tickets available for sale than the event capacity 5 Start Sales Automatically defaults to start sales immediately Use the picklist to select the starting time which will update the Start Sales read only date time field Event2CRM Event Ticketing and Registration February 7 2011 6 End Sales Automatically defaults to end sales 1 hour before the start of the event Use the picklist to select the starting time which will update the End Sales read only date time field 7 Is Donation Specify if you are accepting donations for paid tickets 8 Minimum Tickets Per Order Set this number at 1 or higher
8. Website tab To publish the new or updated registration page layout return to the General tab and select Publish Event and within a few minutes the Eventbrite com registration page will be updated Event2CRM Event Ticketing and Registration February 7 2011 Event test Information General Sales andevenue Payment Options HTML Edtor Carry Code Generate Carry Code ooo a x Live Site Preview Event URL http www eventbrite com event 1280051669 Contact IAMPC KC Chapter for event and ticket information g E test Wednesday February 23 2011 from 8 00 AM 10 00 AM CT A in Tweet Ticket Information When TYPE END QUANTITY Wednesday February 23 2011 from 8 00 AM 10 00 AM CT Test Event Ticket Feb 23 2011 Free I o EATEN d Hosted By IAMPC KC Chapter Event Details The International Association of Microsoft Channel Partners IAMCP is the preeminent Join us for test networking venue for Microsoft Partners in the world It brings the best partners together to When leverage their joint strengths in delivering world Wed Feb 23 08 00 00 CST 2011 to Wed Feb 23 10 00 00 CST 2011 class solutions to their clients while enhancing their ties to Microsoft ieoa ee ia EB View other IAMPC KC Chapter events insert your link text here EJ Contact the Host Subscribe to receive notifications of a future events by this host Event Widgets If you want to create code for events to put on your website
9. been held at this venue February 7 2011 Event2CRM Event Ticketing and Registration February 7 2011 Event Venue First Watch Gs Events se 2 NewEvent Add Existing Event lt j e X More Actions milo M Name Organizer Venue Event StartDate EventEndDate Status be Le Test Event Fee Based TAMPC KC Chapte First Watch 2 6 2011 8 00 AM 2 6 20119 00 AM Live Host Meeting Info Host Ce A Cyst Ye Host Description e International Association of Microsoft Channel Partners IAMCP is the preeminent networking venue for Microsoft Partners in the world It brings the best partners together a to leverage their joint strengths in delivering world dass solutions to their cients while enhancing their ties to Microsoft Notification Configuration To help you manage the ticket sales you can set the notification options for the following trigger points on the Sales and Revenue tab of the Event Record 1 Tickets Remaining Threshold This will display the Event Capacity minus the number of total tickets sold 2 Viability Threshold set this to the number when you reach the minimum number of tickets remaining to hold the event For example Event Capacity 12 you need to have at least 4 people registered to proceed with the event set the Viability threshold to 8 3 Notify When Sold Out Check this box to get an email when the event is sold out Notification User Select which
10. we have 6 different options available for you 1 Calendar Widget with a month calendar with clickable dates that have events scheduled Updated from the Event2CRM with all Live events that are scheduled and have not occurred 2 Countdown Timer Does what it says a widget for your website to countdown the time to the big event 3 Link A text hyperlink that will open up the hosted registration page in a new Window 4 Registration Page The complete code set in a div tag to put the registration form on your company website 5 Ticket Form Just the ticket registration form that can be included on your website to complement the information on the Event Enhances the call to action 6 Button A nice looking button for the website to provide a link to the hosted registration page Event2CRM Event Ticketing and Registration General Sales andRevenue Payment Options HTML Editor Website Carry Code http www eventbrite com event 1280051669 Calendar March 2011 1H 345 6 7 8 9 101112 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Ground Hog Day March 2nd 2011 at 6 00 AM Register Now Tweet This Event Countdown Timer test February 23rd 2011 at 3 00 AM Register Now Tweet This Event February 7 2011 Event2CRM Event Ticketing and Registration February 7 2011 Link Register for the Sunday Event Ticket Form Ticket Information TYPE
11. Event2CRM Quick Start User Guide V1 0 Plan Promote Track Any event that requires registration or ticketing i Event2CRM Microsoft Dynamics CRM Event Management CRM Innovation LLC 8527 Bluejacket Street Lenexa KS 66214 crmIinnovation com Event2CRM Event Ticketing and Registration Contents Creating a New EVIE sisi ccrenstacouss sper biateratost cer cesiicinenss conn poesia el oeountes oeecanantt ons oe eissad oe rtotiaie vist evni on ea eaiereies 3 PRECISE A OME ASO son uiae ercpueie cect urcwanaiateeseecultesh ceases seats cacaeteaevertuderhaneedeaaatursesnaieGdeceannetiaeaneueceatneusmulatenseetnietos 5 EV STNG VV FOS Ss ck teste sess EEE AEE E EE E AE E E AE A E E EE AET 8 Cand a S E E E tests 9 COUR TOO WIN TIEF sessir e a E 9 Aiai E a E EA E E E E E T E E E ee eeseeenesins 10 TICK CE ONAN aes E E S E E 10 PUTON oar S E E E S 10 Ren ALOU Po C a E E E A 10 SNS a TICKET eraran EER E 11 PMET ODON aen e E E E ES 12 PIV E EVON ona a E E I E E E E T EE E dese caaserensacadeesaeuences 13 VODU c a uaa pe aavaa aya ceva nse ssa ubeiiisaern tesa tetptasuousa th saabusaemnouecnpraatineasaeseytesaneep treecnsee 14 HOST sutasasssuticnsaueeuenedunsanesduaucenenusl anneauiaetsatetivnsed EE EEE E 16 Event2CRM Event Ticketing and Registration February 7 2011 Creating a New Event From the Event Grid View click on New Event Event New le Information Details 2 General Payment Options Activiti
12. chant Key Offline Payment Configuration Accept Cash No Yes Cash Payment Instructions Accept Checks No Yes Check Payment Instructions Accept Invoice No Yes Invoice Payment Instructions Event2CRM Event Ticketing and Registration February 7 2011 Private Events By default your event is listed as public and so will be searchable in the Eventbrite directory and using the major search engines You can also set your event to private which will remove it from the Eventbrite directory and from the major search engines You can also set the social sharing options for private events as well as password protect your event page so that attendee must enter a password to view and register for your event In the Event record setting the Event is Private to Yes only removes it from the Eventbrite directory and from the major search engines General Sales and Revenue Payment Options HTML Editor Name TAMCP KC Breakfast Chat February Event Capacity Event Currency ql Eventis Private Oh ee License Lh Event2CRM IAMCP Campaign ee Breakfast Chat IJAMCP To make your event truly private so only those individuals that have a password can see the event registration page and or register for the event it is necessary for you to login into your account at Eventbrite com navigate to the Event record select the edit mode and then scroll down to the bottom of the page to Step 8 SET PRIVACY
13. dio Information fields b Physical This will be displayed if the Physical button is selected browse to the Event Venue Record and select where the event will be held Save but do not Close the Form Event2CRM Event Ticketing and Registration February 7 2011 The Publish Event button now appears in the Sync Section on the form It is recommended that you now publish this event as a New Draft before proceeding Before you can set the status of the event to Live you will at least need to do one or more of the following 1 Registration Page Create the Registration Page Layout 2 Tickets Create one or more a Free and or b Fee paid Tickets 3 Payment Options If you have created one or more Fee paid Tickets then you will also need to set the payment options Optional Items 1 Notification Configuration set ticket sales threshold targets Registration Page Creating a registration page is initiated by clicking on the HTML Editor tab in the Event record i ld Ejsave and close i G Gisende mal J Folowup p Actons He Event test Information Details a HTML Editor Activities E L History aunch Edta Prefered E workflows _ Event Survey Respo AUNGA EUO Jefa Preferred Width Lo y Sales za Refesh Preview Event2CRM Event Ticketing and Registration Once on this tab you have several choices 1 Create a registration page with the information from
14. es Led History Event Capacity E Workflows eee gt gt Event Survey Respo Se Es Event Tickets Campaign Event Orders n gt Event Registrants Dates and Times Sales rx Event Start Date 1 29 2011 giv 8 00 AM Event End Date EN Event Check in Statu Event Length 1 Hour Time Zone US and Canada Central Time Leads fig Contacts Event Length 00 Minutes Daylight Savings G No Yes Syncing Notify on Sync Sync to Eventbrite z 4 No Yes Set Status to Status in Eventbrite Not Synced Eventbrite Id Personalized Domain Info Coo y LOOO TESE Tet iis Meeting Info Display HostIno No Yes Venue Type Online Physical AterdeePasscode OOO OOP O OSOS Online Meeting URL Audio Info Status New Name Enter the Name of the Event this what your attendees will see Event Currency Browse to and select the currency that tickets will be sold License Browse to the license file record If you have more than one Eventbrite account for your company select the appropriate License This is an option for CRM Organizations that have business units etc that would like to manage their events separately Event Capacity Enter a number which represents the top limit of attendees for the event 5 Event is Private Indicate whether this will be a Private or Open Event If you set it to Private there will be some settings that can only be made from your account at Even
15. st of this event has elected to password protect these details If you d like to see more please enter the password below Hosted By Looking for something to do Check out other great events using Eventbrite IAMPC KC Chapter The Channel Partners IAMCP is the preeminent networking venue for Microsoft Partners in the world it brings the best partners together to leverage their joint strengths in delivering world class solutions to their clients while enhancing their ties to Microsoft Rm View other IAMPC KC Chapter events EJ Contact the Host Subscribe to receive notifications of future events by this host Venue Venue Type Online Physical When you create an event and select then you must browse to and select a Venue record One Venue record can be used for multiple events and this makes a good way to track the history of events at a particular Venue 2010 CRM Innovation LLC All Rights Reserved Page 14 Event2CRM Event Ticketing and Registration led EgjSave and close it ch Gisende mail W 4 FollowUp iy Actions Help Event Venue First Watch l Information General amp Information C Activities meneka Lid History Name Gg Workflows Sous C Events Address Line 1 9916 College Blvd ZIP or Postal Code 66710 Address Line 2 Country US United States of America City Ov Park Booking Completed C No te vex State or Province KS Eventbrite
16. tbrite com Instructions are in the Private Events section of this document Event2CRM Event Ticketing and Registration February 7 2011 6 7 8 9 Campaign Browse to the Marketing Campaign that this event should be associated Event Start Date From the Date amp Time calendar and picklist set the starting time of the event Event Length Set the Length of the Event in hours Event Length If the event is scheduled for hourly increment then add the additional minutes using the picklist 10 Daylight Savings Is the event being schedule on a date when Daylight Savings is in effect 11 Event End Date Read only field which is automatically set by the event start time and length 12 Time Zone Select one of the four US Canada time zones or Other for an international time zone 13 Notify on Sync Browse to the CRM User account that will receive email notifications on the synchronization status between CRM and Eventbrite com 14 Set Status to Select the status of the Event which tells Eventbrite how to list the event 15 Eventbrite ID The unique identify of the event in the Eventbrite system which is created automatically 16 Sync to Eventbrite Enable background syncing between the CRM system and Eventbrite to bring back new and changed orders This does not update the Eventbrite system which changes made to the Event record itself This is done by clicking on the Publish Event button
17. the General tab of the Event record by selecting the Launch Editor w Default HTML 2 Create a registration page from a blank canvas by selecting Launch Editor Optionally depending on your screen resolution you can set the size of the HTML editor Window by entering in a preferred height and width The default height and width is 800x600 The editor will open in a new browser Window Show below is the editor with the default information from a test event Save and Close Jom us for test Wed Feb 23 08 00 00 CST 2011 to Wed Feb 23 10 00 00 CST 2011 Where Insert your lnk text here Use the tool bar icons to stylize the registration page You can enter text hyperlinks embedded Youtube videos and images In the case of the later you can reference an image that is on a publicly available website such as your own Currently there is no image library storage for images in the Event2CRM system Event2CRM Event Ticketing and Registration February 7 2011 S cia e Explorer User Qgompt Script Prompt Where Insert your link text here When you are done designing the registration page click on Save and Close You will receive a confirmation that the design has been save Then you should see the HTML tab select Refresh Preview to see the design This is what will appear on the Eventbrite com registration after you initiate a Sync or can appear on your site if you use the Generate Carry Code option on the
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