User Manual - MIE Software
Contents
1. include in ME WebLink File Vv Commission Set Up Summit Event File 19 MIE WebLink Billing Methods This option is for maintaining a reference file of billing methods that may be used by people staying at hotels associated with the event It tells the hotel how the person is going to pay for their hotel room Examples are Pays Own Account or All Charges to Event Master Account Examples of Billing Methods that should not be included are those that are only allocated by the conference organiser for example All Charges to Event Master Account Billing Methods Method Pays own account q Thclude in MIE WebLink File Iv Record 14 4 Hotels This option is for maintaining the details of hotels or other venues accommodating people attending the event There are two Include in MIE WebLink File check boxes one relates to the actual Hotel and the other relates to the particular Room Types to be made available Examples of a Room Type that should not be included are ones that are only allocated by the conference organiser for example an upgrade to a suite Hotel Counter 1 Include in MIE WebLink File V Hotel Name The Majestic Hotel Street Line 1 Street Line 2 3045 Main Road Suburb or City SURFERS PARADISE State QLD Postal Code 4606 Country AUSTRALIA Contact Name Ms Effie Effecacious Contact Title Functions and Banquets Manager Phone 07 4567 8910 072. Colour of Eyes Include in k Fi ravel Cancellation Text T Shirt Size Room Monitor Rapporteur The following travel booking has been cancelled Please note that details of this booking will not appear on any further travel reports Cancel OK Set Up Summit Event File 18 MIE WebLink Advertising Sources This option is for maintaining a reference file of advertising sources that are used to attract people to the event Advertising Sources Record 14 lt 4 Flights and Transfers This option is for maintaining a reference file of flights and transfers travel legs that are available to people attending the event Examples of Flights and Transfers that should not be included are those that are only allocated by the conference organiser for example upgrades to business class Flights and Transfers Counter 1 Travel Type Flight or Transfer Departure Date 28 Oct 03 E Tuesday Departure Time Departing Frorn Melbourne Arrival Date 26 Oct 03 El Tuesday Arrival Time Arriving At Gold Coast Carrier 1 Virgin Blue Flight Trip Number DJ 28 Class Business First PNR Locator Number K31234 Ticket Cost 385 00 Price with GST 385 00 GST Rate 01 or GST Amount 35 00 Price Does Not Include GST Includes GST Surcharge 0 00 Block Bookings Visa Required I Seats Blocked Seats Used
3. This report will detail the number of messages found in your Inbox and how many of the messages collected are actual valid WebLink registration forms This Activity Report will also detail any possible duplicates in both the registrations received and also in the current Summit Event File It is important that you check and eliminate any duplicates prior to updating your event file The date and time detailed in the white date field will be reset to the date and time that you last clicked the Check Mail Now button Processing Registration Forms 32 MIE WebLink Unprocessed Requests Unprocessed Requests 0 Demographics Updates View Edit 0 Expressions of Interest View Edit 0 Registrations without Payment View Edit 0 Unsecure Registrations with Payment View JEdit Secure Registrations with Payment View Edit 0 Speaker Presentation Details View Edit Process Requests The two valid registrations found have been placed in the Unprocessed Requests section You can view this data by clicking on the appropriate View Edit button This enables you to make any changes necessary to a delegate s registration They may have typed all the information in UPPER case or placed their Job Title in the incorrect field on the form or you can eliminate any duplicates that were found Duplicate Checking Check 1 Click on the appropriate View Edit button and scroll through the list of registrations and delete any duplicates following
4. MIE WebLink User Manual COPYRIGHT MIE Software Pty Ltd MIE WebLink 2007 All rights reserved Last updated 30 October 2007 TRADEMARKS Summit and Microsoft Microsoft Microsoft Access Microsoft Outlook Microsoft Outlook Express and Microsoft Internet Explorer are registered trademarks of Microsoft Corporation Netscape is a registered trademark of Netscape Communication Corporation Manual written and printed in Australia Any comments or queries regarding this manual should be directed to MIE Software Pty Ltd E Mail weblink miesoftware com Web Page www miesoftware com Legend Indicates specific instructions 0 Important information or warnings CONTENTS ABOUT MIE WEBLINK coincida 3 Summary Of Data Captured pia ainda wie 4 MIE WEBLINK CHECKLIST coccion iii caia iia da dial na 5 The Summit Event MANAGE esnceaisaleala polea incor ol etoile axis 5 E Mail SYSIGIM oscila 6 ISP amp Mail Server RestrictiONS oooonnccccnnnnccccccooonnncnnnnnnonononononnnnnnnnonononononannnnnos 9 Summit Software Install IO A EA SAA A ee 9 Event OOO sic 10 Internet BrOWSEL sms saca aaa 10 MIE WebLink Terms Of USB ooccoccccccnccncnonccocccccoonnccnnnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 11 SET UP YOUR SUMMIT EVENT FILE 000 0 ccsseeseeeseeessesseeenseesseessesseesssesssesssesssessseeses 14 Event File Already Created cccccccceeeeeeeeeeeenneeeeeeeeeeeeeeee
5. 00test transaction 03 48 PM 23 06 2006 93587 Mitchell Ms Melissa 430 00test transaction 03 51 PM 23 06 2006 93591 medonough miss kate 572 00test transaction 03 56 PM 23 06 2006 93592 Harley Mr Brenton 110 00test transaction 03 58 PM 23 06 2006 93601 jjjjjjjjj 110 00test transaction 00 04 17 PM 20 06 2006 92998 sdf asf asf 0 00 0 00 03 56 PM 20 06 2006 93005 Testing Person Ms Kaye 660 00test transaction 50 00 04 25 PM 20 06 2006 93032 XXXXX XXXXX XXXXX 0 00 0 00 05 36 PM Page Totals 1 992 00 300 00 This section allows you to do the following e Search for registrations using a specific date range e Search for registrations using a specific registration payment option e Reconcile credit card payments Restrict payments displayed to a specific date range to reconcile with the payments in Summit and the daily event Tax Invoices Logout To maintain the security of your Administration Site you must always Logout of the site do not just shut down your Internet browser WebLink Administration Site 41 Troubleshooting Guide The Security Features of MS Outlook If you have the latest Microsoft Office Security Updates and or Service Releases installed for either Microsoft Office 2000 Office 2002 XP or Office 2003 you need to be aware of the new anti spamming and virus protection features that have been installed The effect of these features on sending e mails via a third party program i e the Summit softwar
6. 4567 8911 E Mail info majestic com au Mabile Cell Web Site Room GST GST Room Type Rate Rate Amount gt Deluxe Suite 200 00 Standard 100 00 0 00 Record 14 lt 4 Set Up Summit Event File 20 MIE WebLink Profiles This option is for defining up to 20 ways to describe a person and or their needs Profiles are Yes tick boxes that further define someone in the database or capture answers to specific questions Example Do you want an airport transfer Yes or No Profiles nclude in MIE WebLink File Profile Type 1 Administrator Profile Type 2 Operator Profile Type 3 Educator Profile Type 4 Member Profile Type 5 Non Member Profile Type 6 Owner Profile Type 7 Staff Member Profile Type 8 Government Profile Type 9 Consultant Profile Type 10 Industry Profile Type 11 Councillor Profile Type 12 Manager Profile Type 13 Metropolitan Profile Type 14 Country Profile Type 15 Corporation Profile Type 16 Association Profile Type 17 Educational Facility Profile Type 18 Religious Group Profile Type 19 Golfer Profile Type 20 Decision Maker Reset a R x Y Q AAAA AKAA A A A A A K A K KI K Set Up Summit Event File 21 MIE WebLink Create the Event Web File To generate your WebLink event web file you need to go to the Internet Assistant
7. Amount to be Charged AVDE 505 00 Enter Your Credit Payment Detalls Credit Card Type Master Card Bank Cera Credit Card Number Expiry Date 01 2002 Name on Card e Hote Bank Security Regulations require us t RagsterNow 2 Once this page has been completed and the Register Now button selected the credit card details are sent to the Camtech Technologies Payments Gateway to be verified and collected 3 The monies are deposited into the MIE Software Pty Ltd Internet Merchant Account held with the Commonwealth Bank 4 Each morning Tuesday to Saturday a full reconciliation of the MIE Software Pty Ltd Internet Merchant Account is completed and the monies received for your event will be transferred to your nominated bank account minus any charges merchant and gateway transaction fees 5 A Tax Invoice is e mailed to you detailing the breakdown of charges that have been removed from the total number of transactions recorded for the specific day Financial Security 35 WebLink Administration Site To manage your WebLink event you will be provided with access to the WebLink Administration Site This site allows you to track registrations received via your registration page and to make any changes to the registration page yourself no web development experience required Access to Administration Site Open Internet Explorer or Netscape and in the address field type in the Administration Site URL web
8. Administration Site section of this manual If you need to make changes outside of what is offered then please complete the WebLink Modification Request Form Your request will be reviewed and a quote provided for approval Testing your Registration Page 31 Processing Registration Forms Ensure that Microsoft Outlook is open O In Summit go to the Before menu and open the Internet Assistant E mail Checking Internet Assistant E Mail Checking 23 06 2006 1 20 11 PM Check for Mail Received Since Server Time 23 06 2006 1 20 11 PM Last Mail Check Server Time 23 06 2006 3 19 34 PM Last Mail Check Local Time _ Check Mail Now l Collect Credit Card Type on Secure Registrations with Payment Ensure that there is a valid date and time detailed in the white date field as shown above The first time you attempt to process registrations all fields will be blank Click on the Check Mail Now button Once completed an Activity Report will appear similar to the example below Summit Event Manager Pro Demonstration Conference Activity Log for Mail Collection Session Asat Friday 23 June 2006 at 0353 PM Date Time Details 23 Jun 06 3 53pm 2 messages collected fram messaging system Messages were received Server Time between 3 52pm on Friday 23 June 2006 and 3 52pm on Friday 23 June 2006 23 Jun 06 3 53pm One valid registration with payment was collected fromthe messaging system
9. Internet and subsequently your e mail accounts E mail Spamming Many ISPs have protocols in place to protect their clients from e mail spamming Spamming is the equivalent of junk mail It is any message or posting regardless of its content that is sent to multiple recipients who have not specifically requested the mail or multiple postings of the same message to newsgroups or list servers If you are expecting a high volume of registrations to be received from your WebLink registration page on a daily basis you need to ensure that your ISP will not consider these e mails to be spam Mail Servers Your ISP is also the home of your e mail mailbox Any message sent to your e mail address arrives into your e mail mailbox and then gets sent to your machine Microsoft Outlook Inbox Some ISPs place restrictions on e mail mailboxes 1 Mailbox holding capacity for example your e mail mailbox may only hold up to 6Mb of data 2 Your e mail mailbox can only hold a certain number of e mail messages Checking your ISP and Mail Server Restrictions If you are expecting a high volume of registrations to be received on a daily basis i e more than 30 then you need to ensure that you will actually receive these registrations and that they will not be rejected by your ISP or your e mail mailbox All registration e mails are sent from registrations secureregistrations com and will have the same Subject wording i e lt name of your event gt Confer
10. Personal Details Page e Show or hide certain fields for example accompanying person details profiles etc e Change the Introductory message Registration Types e Turn on or off the option to make the selection of a Registration Type mandatory Add Ons e Turn on or off the option to keep Conference and Social Add Ons together e Change display options for Conference Add Ons e Change display options for Social Add Ons The registration page can only process up to 10 Add Ons in total WebLink Administration Site 38 MIE WebLink Accommodation e Turn on or off the option to collect Hotel bookings and deposits Travel Transfers e Turn on or off the option to collect travel and transfer bookings Sessions e Turn on or off the option to collect Session attendance information e Change display options for Sessions Payment Options e Turn on or off the option to process complimentary or 0 00 registrations e Turn on or off the option to collect registration deposits only Acknowledgements Page e Change the Confirmation message e Change the website to link to upon completion of the registration page e Change the e mail address that the registration forms are to be forwarded to WebLink Administration Site 39 MIE WebLink List Registrations MIE WebLink Administration Selected Event Ancold 2006 Conference Enter ID to resend Start ID End ID Re send Registratio
11. address you see below and press the Enter key on your keyboard O https www secureregistrations com weblink_admin cfm Please note that this is a secure site any information you exchange with this site cannot be viewed by anyone else on the Web htips means a secure site The Administration Site can also be accessed from the MIE Software website home page htto www miesoftware com User Name and Password You will be provided with a Username and Password to access the Administration site Within this Username you will have access to all your current events past events and the setup form for new events This information is detailed in the Site Confirmation e mail received from MIE Software once the registration page has been created lt gt Keep this information in a safe place fu A E MIE WebLink Administration If you are new to Weblink and do not have an Administrator login then contact MIE Software to get an MIE Weblink user name and password Welcome to the MIE WebLink Administration Site Username Password WebLink Administration Site 36 MIE WebLink Administration Upon entering the WebLink Administration site you will have access to three functions MIE WebLink Administration Logout New Event To request a new WebLink registrations page this link will take you to the Setup form which is to be filled out and submitted to MIE Software see page 24 for setup i
12. credit card details are forwarded to a Payments Gateway for verification and the registration monies are then deposited into the MIE Software Internet Merchant Account Here are some reasons why a credit card transaction may fail o Invalid card number entered o Invalid expiry date entered o Insufficient funds in the account o Payment Gateway failure o Cardholders financial institution is experiencing problems o Internet connection failure If a credit card verification failure has happened the delegate is advised that a problem has occurred and prompted to complete a form which is sent to the event organiser getconference conferencename Unfortunately an error has occured with the Payment Gateway Please do not attempt this transaction again without first checking with the site owner and your bank or card issuer Please complete the form below and your details will be sent to the Event Organiser Contact the Event Manager Your Name Amount to be paid Event Conference A Name Contact Phone Contact email Comment Send What to do next 1 Visit your Administration Site and re send yourself the details of the failed registration 2 Contact the delegate and ask them to try again or 3 Contact the delegate and provide an alternative method of registration or payment WebLink Administration Site 44
13. in the Before menu The Internet Assistant The Internet Assistant is where you control process and monitor WebLink registrations as well as expressions of interest demographics updates and speaker and presentation details received via the Internet The Internet Assistant enables you to process this information into your Summit event file without you having to re enter it Internet Assistant E Mail Checking 23 06 2006 1 20 11 PM Check for Mail Received Since Server Time 23 06 2006 1 20 11 PM Last Mail Check Server Time i Auto Reply Setting None C Brief 23 06 2006 3 19 34 PM Last Mail Check Local Time Check Mail Now l Collect Credit Card Type on Secure Registrations with Payment C Detailed Unprocessed Requests Demographics Updates View Edit Expressions of Interest View Edit Registrations without Payment View Edit Unsecure Registrations with Payment View Edit Secure Registrations with Payment View Edit Speaker Presentation Details View Edit Process Requests Internet Activity Log Auto Reply Content Demographics Update C Expression of Interest C Registration without Payment C Registration with Payment Speaker Presentation Details Edit Find Log Entries From To Containing Text preview T Delete Internet Processing Status Inactive Open Personal MIE WWebLink E Create Event Web Test Windows Internet
14. new event file you need to ensure that your software is completely up to date STEP 1 Ensure you are using our current suite of software Summit Event Manager Pro Version 9 Or Summit Event Manager Light Version 10 O To check what your current version of the Summit Event Manager is select About Summit from the Help Menu in the top left hand corner of your screen Your current version number will be displayed at the top of the About Summit window after the words Summit Event Manager See example below If you are on an earlier version of the Summit Event Manager you will need to purchase the latest upgraded software Please contact MIE Software for details STEP 2 Ensure you have downloaded the latest free software updates Please visit www miesoftware com update_home cfm to check and download the latest free update for your version of the Summit Event Manager To check what your current version of the Summit Event Manager is select About Summit from the Help Menu in the top left hand corner of your screen Your current version number will be displayed at the top of the About Summit window after the words Summit Event Manager Summit Event Manager Summit Event Manager Pro Version Numb 9 32 Copyright O 1993 2006 MIE Software Pty Ltd This product is licensed to MIE Software Serial Number 71309433 Warning This computer program is protected by copyright law and international treaties Unauthorised repr
15. view its properties Select your email account and click the Show Profiles button Soh oS Record the Profile name displayed STEP 4 Testing Microsoft Outlook set up Open Microsoft Outlook Open the Summit Event Manager Go to the Before menu in Summit Event Manager and select the Internet Assistant Click on the Test Windows Messaging button 7 2 ANS Make sure that the Profile displayed is the same as the one you recorded in Step 3 Test Incoming Message e Click on the Test Incoming Message button e You will be asked to approve the Outlook Profile being tested Windows Messaging Testing amp Messaging Profile Currently Stored in Summit Microsoft Access will attempt to start a MAPI session with Microsoft Outlook using Visual Basic showing all the tests it runs in the process If any of these tests fail then you will need to review the set up of Microsoft Outlook repeat steps 1 3 Incoming Message Test Declare MAPI session as an object Create MAPI session Log on to MAPI session Declare Inbox folder as an object Open Inbox folder Declare Inbox messages as objects Select incoming messages Define a single message object Retrieve first message from Inbox folder Log off MAPI session Close MAPI session If tests completed without error then the following message will appear Incoming Message Testing Completed Vv lv Vv Vv Vv Vv Vv Vv Vv Vv Vv e 1 Testi
16. which all registration forms are to be forwarded Administration Provide your bank account details This is only necessary if you are accepting Registrations with Secure Credit Card Payments Provide the e mail address that all event tax invoices and reconciliation information are to be forwarded Determine the length of time that the registration page is to be available on the Internet Set Up your WebLink Event 26 Confirmation of WebLink Event Once the WebLink registration page has been completed you will receive an e mail from MIE Software which outlines the following Registration Page URL This is the web address for your registration page For example https secureregistrations com lt abbreviated event name gt Delegates will need to go to this URL web address to gain access to your registration page Include on your website a button link to allow your delegates access to this registration page You need to provide this URL web address to your web developer so that they can create a link on the desired web site Please advise them of the following 1 The registration page must be opened in a new window It should not be opened within a frame 2 If you are inserting a link from another page it should be exactly as shown below lt a href https www secureregistrations com lt abbreviated event name gt target new gt https www secureregistrations com lt abbreviated event name gt lt a gt WebLin
17. you can e Modify the content and appearance of your MIE WebLink pages e Update your event web files as details of your event change e Reconcile registrations processed on the server with those received into Summit by e mail and resend any registrations missing in Summit from the server e Reconcile payments processed on the server with the money transferred in to your bank account by MIE Software e Submit a setup form for a new WebLink registrations page Whenever you change add or delete any setup components in Summit you must immediately create and upload a new evw file so that the details displayed on your registration page are the same as the details in your event file MIE WebLink Checklist 12 MIE WebLink Site Modifications Any modifications to your MIE WebLink site beyond those available in the administrator functions will be charged at normal programming rates MIE WebLink Checklist 13 Set up your Summit Event File Create a new Summit event file and set it up as you normally would with only one extra step to complete Instead of using static web pages that need to be re written any time the information in your event file is altered MIE WebLink creates dynamic web pages which are built on the fly using data from your Summit event file an event web file The benefit is that you have control over the content of your registration page no web development experience required Event File Alre
18. ISTRATION PAGE cccccceccseesseesseenseeeseaasaseenseesseesseenseeeseeesseeees 28 Check the Registration Page URL vices ci cecccceccenncessctncenecenennnniiencuscateecenedeneaancitine 28 Complete the Registration FolMs snisios ad 29 Resina a a nani negra ios 31 Registration Page Amendments cccccccccnnncooccccncncncconananannncnnnnnnnnnnnnnnnnnnncnnnnnnnnnnnnes 31 PROCESSING REGISTRATION FORMS cccccccccccccccccncncncnnnonennnononononononononennnonnnnnnnononenenennnnn 32 E mail Checking Lan A a 32 Unproc ssed EGUCSIS nc EDO ED ER ad sn abe EE 33 Define Auto Reply Setting 8 Content ooononnnnnncccccccnncnccccnooncccnnccnonnnnnnanannncnnccnnnnns 34 Process hequesis scada caco aaa 34 FINANCIAL SECURIT Y atraca as 35 IVECO A ESE 35 A ONO 35 WEBLINK ADMINISTRATION SITE coococcccnoconcccnncnonocnnanonocnonanarononanarononanarononanaronnannararnananana 36 ACCESO AMM did 36 User Name and Pass WO nissan ala 36 AAN Mia 37 NEA AEA EE E a ta o o o a li tito a dll dd 37 CUrENG EVENIS sce cet cele A nd ttn ae to 37 ONG EVO NS sack ea ah eect EAE E AE A acento gi ewan ta ha baat cra ee Rese E ee Moun deve ana bonnet Mp uaee 37 Current Event amp Old Event Features aiii ia iii a 37 Update Conference Event File ccccceccceseeeeceseeceenceceeeeeceaeeeeaaesseeecaeeseaaeseeaaeseeeeseaeeeeaaesseaeeenaes 37 List Registrations vicio A ide een endif dd 40 List by Date oi A A A A Si 41 COGOUT ria Rat a nee nn ee ed 41 TROUBLESH
19. L web address and hit the Enter key on your keyboard Example 2 MIE Software Summit Suite of Software Microsoft Internet Explorer File Edit View Favorites Tools Help ae gt O y e i RY y gt x a A 2 Search Pe Favorites E Cy E w LJ rel d 3 Address http wwwsecureregistrations demo2006 v Go Links lt gt How long your browser takes to download the registration page is dependant on many factors some of which are the speed of the modem and the size of the event logo You may be presented with a message indicating that you will now be going to a secure site https means a secure site Security Alert f 1 You are about to view pages over a secure connection Any micemation you exchange vath this site cannot be wewed by anyone else on the Web C In the future do not show this warning Testing your Registration Page 28 MIE WebLink Complete the Registration Form The registration form is made up of two web pages The content of these two web pages is determined by the set up of your Summit event file and the subsequent WebLink event web file Page 1 Required fields set by MIE WebLink Title i e Mr Mrs Ms etc Given Name Family Name Plus any required address and contact detail fields set by you Optional fields set by you Accompanying person name Membership number Profiles User Defined fields Travel information frequent flyer number passport details na
20. OOTING GUIDE ccocccccccncnncccnnnonoconananononananacononanarononanarononanarrnnnnnarnnnan nara rnanaaaas 42 The Security Features of MS QuUtlO0Kk ooooooocccccnnncccccccoconocccononccnnnnnnanannncnnnncnnnannnns 42 Failed Credit Card Transactions cccccccecceeececcecececceceeeececceeceecueeaeeceecaeeneeeaees 44 About MIE WebLink MIE WebLink is the easiest way to provide secure Internet registration for your events It enables potential attendees to enter registration information into an event registration page on the Internet and have that information passed into your event database without you having to re enter the information Delegates register themselves NI E 2 gt DE 2 SUMMIT Event Manager Money deposited into You receive registration Registration details Confirmation e mail created your bank account details via e mail automatically written to and automatically sent to Summit Event Manager delegate event file MIE WebLink works in conjunction with both Summit Event Manager Light and Summit Event Manager Pro to create your Internet registration pages process delegate details and administer your Internet event registration page This Manual covers the following SETTING UP Steps 1 The WebLink Checklist 2 Setting up your Summit event file 3 Setting up your WebLink registration page INFORMATION ON e Confirmation of your WebLink event e Testing your registration pa
21. Only one image file can be posted onto your event registration page If two logos are required you will need to combine them and make the one image file Internet Browser For optimal performance of your MIE WebLink registration page we recommend that everyone that visits your registration page has an Internet browser that is e No less than v 5 5 for Internet Explorer e No less than v 4 7 for Netscape MIE WebLink Checklist 10 MIE WebLink MIE WebLink Terms of Use The services that MIE Software provides to you on MIE WebLink are subject to the following terms of use Windows Messaging Software All information processed on MIE WebLink is transmitted to you in the form of a formatted e mail This e mail is read into Summit using a Microsoft technology called Collaborative Data Objects CDO This technology requires Microsoft Outlook to be used as your e mail software CDO will not work in conjunction with any other e mail software including Microsoft Outlook Express Because e mail is the means of communications between you and MIE WebLink you must establish that your e mail software will work with CDO Before submitting the MIE WebLink setup form you must have successfully completed the incoming and outgoing Windows Messaging testing functions on the Internet Assistant This requires Summit Event Manager Pro Version 9 17 or higher or Summit Event Manager Light Version 10 12 or higher If you are using Micros
22. Port Melbourne This is because the sale is processed using our Internet Merchant Account If a person disputes a transaction because they do not recognise it MIE Software must supply full details of the transaction to the cardholder s bank This process takes time and effort on the part of MIE Software but we will not charge you any administrative fee for processing these disputed transactions At the same time as we supply the cardholder s bank with details of the transaction we will also fax you details of the disputed transaction These details will include the event name name of the MIE WebLink Checklist 11 MIE WebLink person registering transaction date transaction amount and the cardholder s name as entered into MIE WebLink gateway It is then your responsibility to ensure that the person disputing the transaction is made aware of the details of the transaction and that they then advise their bank that the transaction is no longer disputed If the cardholder continues to dispute the transaction the disputed amount will be charged back to MIE Software This means that the disputed amount is removed from the MIE Software bank account by our bank at the request of the cardholder s bank If this occurs you must deposit the full charged back amount back into the MIE Software bank account as soon as we provide you with evidence of the chargeback having taken place It is then your responsibility to pursue the cardholder fo
23. ady Created If you have created and set up your event file prior to installing the latest free Summit Event Manager update available on the MIE Website you will need to re create your event file once the latest update has been installed You can use the Import Structure and or Import Demographics features available in the Set Up screen to do this quickly and easily These features allow you to transfer event set up information and or name and address details from one event file to another Please refer your Summit User Manual for details Set Up Summit Event File 14 MIE WebLink Create a new Summit Event File Open the Summit Event Manager Click on the File button Click on the New Event button Select the folder you wish your new Summit event file eve to reside provide a meaningful filename and click on the Save button e O SP New Event File Name Save in semp Y a E demo eve My Recent Documents a File name level Y My Network Save as type Summit E vent Files eve Places O Replace the asterisk with your filename and it must end in eve e g miesoftwaredemo eve Important Rules lt gt Do not use under scores _ or spaces in your Summit event filename e g mie_software_demo eve or mie software demo eve Set Up Summit Event File 15 MIE WebLink Event File Set Up for WebLink You need to mark the Include in MIE WebLink File check box in the areas detailed below fo
24. ance 0 0 Fixed Cost Per Head Cost 0 00 0 00 Total Cost Presentations in Session Qty Code Event Options User Defined Fields Enter the name of a data element in User Defined Field 1 to 5 Name You have five fields that can collect additional data relating to each person These fields then act as data entry prompts and can be found by clicking on the Extra Details button on the Personal Details form Examples include T Shirt Size Ski Boot Size Immediate Superior Favourite Destination Golf Handicap etc Event Options Name and Address Formats WinFax General Settings Pro User Defined Tax Event Documents Invoice Statement Number Text Invoice Statement Heading Text Receipt Heading Text Refund Heading Text Event Charges Text Additional Charges Text Report Footer Text User Defined Field 1 Name User Defined Field 2 Name User Defined Field 3 Name User Defined Field 4 Name User Defined Field 5 Name Session Assistant Type 1 Session Assistant Type 2 a 8 8 Description 6 w Lecturn 5 v Lectern Microphone ov System Checking Accommodation Cancellation Text Invoice Official Receipt Refund Event Charges Additional Charges SUMMIT Event Manager The following previously advised hotel booking has been cancelled Please note that details of this booking will not appear on any further accommodation reports WebLin
25. b file so that you can specify it to the WebLink setup form i e C semp demoweb evw O gt The event web file name is the same as your event file name but with a different file extension evw not eve Weblink cannot accept event web files that have underscores _ or spaces in their name If your event web file has underscores or spaces you will need to rename your event file and then re create your event web file following the instructions outlined above Set Up Summit Event File 23 Set up your WebLink Event Complete Set Up Form Log on to the MIE WebLink Administration site at https www secureregistrations com weblink_admin cfm enter your User Name and Password and then select New Event Information Collected lt gt For a detailed explanation please review the More Information hyperlinks on the Set Up form Event Details The event name is the description of the event to be displayed in current events in your administration area If you wish the name can be the same as the one specified in the Summit Event Manager If you are running more than one event simultaneously ensure each event is clearly labelled The event site name is a short name to be used as your registration site name no spaces permitted Minimum number of characters allowed is 3 and the maximum number of characters allowed is 7 Example The Summit Software Conference 2006 Your URL web address will could look like this https s
26. e Details Admin Site a Messaging Transmission Report ie i Set Up Summit Event File 22 MIE WebLink The Event Web File This process will extract a subset of your Summit event file to be used as the data for a registration page created by WebLink The event web file evw created does not contain any information about delegates on your database or any credit card or banking information Specifically the event web file only contains the information that has the Include in MIE WebLink File check box ticked 1 Click on the Create Event Web File button Create Event Web File 2 Proceed with creation of the Event Web File Create Event Web File This process will create an event web file for a web based registration form Do you want to continue 3 Confirmation of the Event Web File Event Web File Created Summit has created the C sempidemoweb evw event web file If the Event Web File is for initial server set up you should now complete the MIE WebLink setup form and specify C semp demoweb evw as the location of the Event Web File If you are updating an event web file that has already been set up on the server you should now log onto the MIE WebLink Administrator site enter your user name and password and then select the Update Event File option Cisempldemoweb evw is the file name you should enter in the Upload new Event file field It is important that you note the name and location of the event we
27. e is that Microsoft Outlook will consider these e mails to be either spam junk mail or a potential virus and you will need to approve every e mail that is sent from Summit This affects the following e mailing features available within Summit e Individual e mails generated by double clicking on the e mail address in the Personal Details screen e Individual and group e mailing of correspondence letters tax invoices etc e Bulk emailing via the Reporter e Auto replies generated by the Internet Assistant There are two message boxes that will appear when you attempt to send an e mail from Summit First message box Microsoft Outlook 4 program is trying to access e mail addresses you have stored in Outlook Do you want to allow this Allow access for a defined choose No period of time then click on the Yes button If this is unexpected t may be a virus and you should WebLink Administration Site 42 MIE WebLink Second message box Microsoft Outlook Once the blue bars have behalf progressed across the screen this Do you want to allow this takes about 5 seconds the Yes If this is unexpected may be a virus and you should button will be available for yeu choose No Click EN EN E 110 20 E a E E 0 The e mail will now be placed in the A A program is trying to automatically send e mail on your Microsoft Outlook Outbox Solution Applies to Summit Event Manager Pro v 9 19 or higher Sum
28. ecureregistrations com SSC06 The event code is a 3 character code to be used as a prefix to your registration numbers Example The Summit Software Conference 2006 Event Code SSC Event Logo Attach the event logo to the Set Up form They must have a filename extension of gif or jpg Determine the background colour of the page If you are using an image we recommend that you choose a background colour of white Web Link Event Web File Click on the Browse button to locate and assign your event web file to the Set Up form The file must have a filename extension of evw Set Up your WebLink Event 24 MIE WebLink Personal Details Page You can specify what information the person registering on line is presented with You can choose not to display some fields on the registration page The Registration Page Introductory Message is where you can detail your welcome message and it appears below the event name and logo You can utilise this message for giving any specific instructions on how to complete the form as well as your Privacy Statement Registration Types You need to decide if it will be mandatory for a Registration Type to be selected by the delegate for registration to be completed If you are offering Day Registrations select the No option Add Ons You need to decide if your Conference Add Ons Day Registrations and Social Add Ons Tours etc are to be displayed together or separately Displa
29. egistration page available to your target audience If you are on the TEST Payments Gateway you need to contact MIE Software to ensure that you get converted over to the LIVE Payments Gateway Testing your Registration Page 30 MIE WebLink Results Two e mail messages are created and forwarded To the delegate The delegate receives an e mail with the subject title of lt The event name gt Registration The delegate will get an e mail only if they have provided their e mail address on the registration page Example Subject Summit Event Manager Pro Demonstration Conference Registration O To Mr John Baggins Summit Event Manager Pro Demonstration Conference has received your registration You will be contacted shortly with confirmation of this registration Date 22 08 2002 Total Price 657 00 This paywent vill appear on your card statement as a transaction with MIE Software PTY LTD Port Melbourne To the event organiser The event organiser receives an e mail with the subject of conference registration This e mail contains all the information that the delegate has entered into the registration page This e mail doesn t contain any credit card details lt gt There is no need to open these emails as they arrive Registration Page Amendments MIE WebLink registration pages are a pre defined template with built in options to make certain changes These changes are outlined in the WebLink
30. ence Registration Please visit our MIE WebLink E Mail Testing page and send yourself up to 200 e mails in one go If all e mails are successfully delivered then it is a good sign that your ISP isn t considering them as spam and your e mail mailbox capacity isn t too small However if you do not receive all of the e mails then you will need to speak to your ISP and ask them to either not reject e mails sent from registrations secureregistrations com or increase the size of your e mail mailbox Summit Software Installation The Summit Event Manager software must be installed on the machine that is home to the e mail address to which all registrations are to be forwarded MIE WebLink Checklist 9 MIE WebLink Event Logo Please review the following image file format requirements to ensure optimal presentation of your event logo on the registration page 1 Images files must be in a gif or jpg format only Web browsers cannot view eps tif or any other formats 2 Files must be 72 dpi dots per inch If not 72 dpi they may increase in size and not display correctly 3 Files must be in RGB 3 channels red green and blue CMYK 4 channels or PMS will not be displayed by browsers 4 Maximum height and width is 250 pixels high by 1000 pixels wide for expected 1024x768 resolution or 200 pixels high by 00 pixels wide for expected 800x600 resolution 5 Maximum size allowed 40 kilobytes 40kb
31. ge e Processing registration forms received via WebLink e How to use your WebLink Administration Site MIE WebLink Summary of Data Captured Detailed below is a summary of what data MIE WebLink can capture and then be processed via the Summit Event Manager software Personal Details Name address phone fax mobile and email address contact information Special dietary requirements and special needs information Member Number Passport information Accompanying Person Information Only one accompanying person can be processed per registration Name special diet requirements and passport information User Defined Fields amp Profiles Up to 5 user defined fields and up to 20 profiles Advertising Sources Unlimited number displayed only one can be selected Registration Types Unlimited number displayed only one can be selected Add Ons Unlimited number displayed A maximum of 20 add ons can be processed per registration Hotel Bookings Only one hotel booking one check in and check out date can be processed per person Unlimited number of Hotels and associated room types can be displayed Travel Bookings Only one forward leg and one return leg can be processed per registration Unlimited number displayed Sessions Unlimited number displayed A maximum of 20 sessions can be processed per registration MIE WebLink Checklist 4 MIE WebLink Checklist The Summit Event Manager Prior to creating your
32. he Registration with Secure Credit Card Payment option The LIVE Payments Gateway any credit card details entered during registration will be processed and the money debited from the delegate s credit card The TEST Payments Gateway the Gateway isn t yet LIVE any credit card details entered during registration will not be processed This is so that the conference organiser can test the registration form prior to delegates being charged Please note that if a delegate chooses to use their credit card and pay on line then the payment will appear on their credit card statement as a transaction with MIE Software Pty Ltd Port Melbourne We recommend that you advise the delegate of this in both the Introductory and Confirmation messages and on any correspondence that is forwarded e g confirmation letters and tax invoices It is also included in the acknowledgment e mail which is automatically sent upon completion of the registration page A fee applies for dealing with any credit card disputes See the Terms of Use for details MIE WebLink can only process payments made by Visa and Mastercard MIE WebLink can not process American Express or Diners Club payments Acknowledgements Page The Confirmation Message is where you can say thank you for registering and detail any final instructions to the delegate Advise the website that the delegate can return to upon completion of the registration page Advise the e mail address to
33. k Administration Site URL You will be able to access every event you are currently running and view past events that have expired through the WebLink Administration Site with an assigned Username and Password The logon URL for your Administration Site is https www secureregistrations com weblink admin cfm Please note that the Administration Site can also be accessed directly from the MIE Software website www miesoftware com or from within your Summit program by selecting Web Resources then MIE WebLink Admin Site Details on what can be accessed via the Administration Site are highlighted in the WebLink Administration Site section of this manual Test Payments Gateway If on the WebLink set up form you have selected the option of having your Payments Gateway connected to the TEST site to begin with you will need to inform us as to when the registration page is to be become available for use so that the Payments Gateway can become LIVE Any payments made through the Test Payments Gateway will not be transferred to your bank account Confirmation of your MIE WebLink Event 27 Testing your Registration Page Prior to making your WebLink registration page available for use we recommend that you review the page complete a registration and if on the Test Payments Gateway process a payment Check the Registration Page URL Open Internet Explorer or Netscape and in the address field type in your registration page UR
34. kgroup Mode Collaboration Data Objects Microsoft Outlook 97 Mi M Microsoft Outlook 98 Microsoft Outlook 2000 Xx Microsoft Outlook 2002 N A Microsoft Outlook 2003 N A Microsoft Outlook 2007 N A Please visit our Support Article Setting up MS Outlook to Interface with the Summit Suite of Software for details on how to make these changes lt gt Outlook 2000 and Outlook 2002 XP and Outlook 2003 If you have the latest Microsoft Office Security Updates and or Service Releases installed for either Microsoft Office 2000 Office 2002 XP or Outlook 2003 then please review the Troubleshooting Section of this document MIE WebLink Checklist 6 MIE WebLink STEP 3 Determining your Windows Messaging Profile While the icons may vary depending upon which version of Microsoft Outlook you are using in most cases you can determine your Messaging Profile by taking the following steps When trying to send emails Summit talks to Windows Messaging and it is Windows Messaging that forwards the information to Microsoft Outlook For Summit to talk to Windows Messaging it needs to know the Windows Messaging Profile associated with your e mail account This is like the password that opens up the lines of communication Each e mail account address will have its own Profile From the Desktop click the Start button then select Settings then Control Panel Double click on the Mail and Fax or Mail icon in Control Panel to
35. mit Central v 4 17 or higher Summit Event Manager Pro and Summit Central now interface with a free third party product called Express ClickYes Express ClickYes is a small program that when activated automatically clicks the two YES buttons shown above with no 5 second waiting period This means that you can now send bulk e mails from within Summit without having to confirm each one Note that Summit only activates Express ClickYes for as long as is necessary to send the e mails and then suspends Express ClickYes once again giving you the full virus protection of the Outlook Security Update To download Express ClickYes please visit our support article Sending bulk e mails without delay Alternative Solutions 1 This security feature is not installed with Microsoft Outlook 97 or earlier versions of Windows Messaging 2 In the Internet Assistant change the Auto Reply setting to None This will stop the auto reply e mails being automatically generated 3 Send correspondence that has been requested in e mail format regularly so that the batches are small and manageable This way approving every e mail message being sent may not be too time Consuming WebLink Administration Site 43 MIE WebLink Failed Credit Card Transactions Once a delegate completes a registration and chooses to pay on line they are taken to a webpage that asks them to enter their credit card details As detailed earlier in this document the
36. n Enter WebLink ID to I Massa A OR asend Start ID End ID Re send Registration show O without O with E O Completed Incomplete OR A 3 Registrations All Payment Commerce Order cc 7 Total Status Payment Time United Stated Bureau of 07 25 179 01 11 2006119374 Dise Mr Karl 2D RS Sone 0 00 0 00 14 Hawke Mr No 09 19 179 30 10 2006 119024 Graham Southern Rural Water 670 00 Payment 0 00 54 177 27 10 2006 118888 E Mr evans amp Peck Pty Ltd 650 00 0 00 0 9 49 Willey Mr 12 32 177 27 10 2006 118811 Jamas GHD 500 00 Payment 0 00pm This section allows you to do the following View all registrations that have been received via your WebLink registration page Retrieve lost registrations Using the Internet Transmission Report generated by Summit you can determine if any registrations have not been forwarded to you If any are missing re send them using the WebLink ID number as detailed above Track Incomplete registrations Incomplete registrations are when someone has attempted to register for your event but for some reason has cancelled the process or had their credit card details rejected by the Payments Gateway ID is zero WebLink Administration Site 40 MIE WebLink List by Date Sta istrati Get Registrations Date 16 06 2006 Date 24 06 2006 All Registrations v Get Registrations Name Organisation TotalOrder Status CC Payment 23 06 2006 Lynch Mrs Kate 110
37. naeeeeeeeeeeeeeeeeseneeeeeeees 14 Create a new Summit Event File ooooccccccnnncccccnoncnnncnnnnncnnnonnonnnnnnnnnnnnnnnononos 15 Important RWE Sesana a ech eects Meee ete eed neice eee 15 Registration Types amp ACG ONS ccccccccessesececseeceeecsneeeeeseneeeeeceeeeesceaeeeceseeeeesseneaeessensaeesseeeaeess 17 LEIO I E A E ee A a alee tune alien 18 Event Options User Defined Fields ccccceeeseceeneeceeeeeeaeeeeeeeeeeeeecaaeeeeaaeseeneeseaeeessaeeeeaeeeenees 18 Advertising OQUICOS ear di A Ad didas 19 Flights and TAS SU ee Ae Anda een a tee Sly ai a eas 19 Billing Methods sick tte te tie leat dai idas 20 Hotel Ss eceentia ee init ee ee ee E ee ee ee ee ee ee ee ee 20 POS ii A A ee ean iii did 21 Greate the Event Web Files id Se danda decaceeadatheedacnbdcedadd tanddendndasadeeeauees 22 The Internet AssistaMtaicia ada aaa 22 The Event Web File ii E Ae eet 23 SET UP YOUR WEBLINK EVENT ciu cuidada 24 Complete Set Up ForM oooooocccccccccnncncnonoccccnonncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nn nn cnn nnnnnnnnnnnns 24 Information Collected it A das 24 CONFIRMATION OF WEBLINK EVENT s csssesssesssesssessseessessseessesssessseesseesseees 27 Registration Page URL oooocccccncccccccccccccccnonananannnonos Error Bookmark not defined Weblink Administration Site URL A aac 27 Test Payments Gate Way sedis cick occas acticarscineetcemnncebatean aticeetnceticaaeuaeuiauticosicenaantinatine 27 TESTING YOUR REG
38. ng of incoming messages has completed successfully Test Incoming Test Outgoing e pi Message Message Help Exit MIE WebLink Checklist 7 MIE WebLink Test Outgoing Message e Click on the Test Outgoing Message button e You will asked to approve the Outlook Profile being tested Windows Messaging Testing SI Messaging Profile Currently Stored in Summit Microsoft Access will attempt to start a MAPI session with Microsoft Outlook using Visual Basic Outgoing Message Test showing all the tests it runs in the process Declare MAPI session as an object Create MAPI session Log on to MAPI session Declare Outbox folder as an object Open Outbox folder Add message to Outbox folder Log off MAPI session As part of this test an e mail will be sent to info miesoftware com If any of these tests fail then you will need to review the set up of Microsoft Outlook repeat steps 1 3 If tests completed without error then the following message will appear XI lt lt I lt I lt I lt I lt I lt I Close MAPI session Outgoing Message Testing Completed 1 Testing of outgoing message has completed successfully Test Incoming Test Outgoing Q pi Message Message Help Exit MIE WebLink Checklist 8 MIE WebLink ISP amp Mail Server Restrictions Your Internet Service Provider ISP is the organisation that provides you with access to the
39. nstructions Current Events Enables access to all current WebLink events and administration features see below Old Events Enables access to all old WebLink events and administration features see Current Event Features Current Event Old Event Features There are 4 main options available in the New Event and Old Event screens You can Update Conference Event File Register List Registrations and Logout Additionally you can list registrations by date or alphabet MIE WebLink Administration Selected Event WebLink Demonstration Event Logout Update Conference Event File This section enables you to do the following Event Logo and Background e Change the logo position WebLink Administration Site 37 MIE WebLink e Upload a new event logo e Change the background colour WebLink Event Web File e Upload a new event web file an evw file If anything changes in your event file for example an Add On such as Post Conference Tour is no longer to be offered as an option go to the Summit event file and un tick the Include in MIE WebLink File in the Add On screen create a new event web file and upload this evw file If you create any new setup components or change the description s of any of your setup components you should immediately create and upload a new evw file so that the details on your registration page are the same as the details in your event file
40. oduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law Licence E Details Exp MIE WebLink Checklist 5 MIE WebLink E Mail System Summit requires the use of a fully MAPI Messaging Application Programmer s Interface compliant e mail messaging system to process registrations received in the form of an e mail and to send auto replies STEP 1 Your E Mail System Microsoft Outlook is an example of a fully MAPI compliant e mail messaging system If you use Microsoft Outlook Express or any other e mail program you will need to switch to Microsoft Outlook to receive your registrations STEP 2 Check the set up of Microsoft Outlook e Microsoft Outlook needs to be installed in Corporate or Workgroup Mode e Microsoft Outlook needs to have installed Collaboration Data Objects The following table indicates with a M the features that are normally installed automatically as part of the standard Microsoft Outlook installation The features marked with a IX need to be installed by you You will require your Microsoft Office or Outlook CDs For Microsoft Outlook 2007 you will need to download Collaboration Data Objects from http www miesoftware com downloads3rdparty htm as Collaboration Data Objects are not included with Microsoft Outlook 2007 Corporate Wor
41. oft Outlook 98 or later versions of Microsoft Outlook and do not have Express ClickYes installed the security update incorporated into Microsoft Outlook 98 and later versions of Microsoft Outlook will significantly increase the time it takes to send outgoing e mails as the transmission of each e mail must be confirmed individually This will increase the time taken to send auto replies to registrations from the Internet Assistant You can download Express ClickYes from http www miesoftware com downloads3rdparty htm Anti Spam and Filtering Software As you will potentially receive a large number of e mails from the e mail address registrations secureregistrations com you must establish with your e mail provider that none of these e mails will be blocked by any anti Spam or filtering software This step must be taken prior to your MIE WebLink page going live Continuity of Service As MIE WebLink registration pages are developed and hosted by a 3 party MIE Software cannot guarantee continuity of service You accept MIE WebLink on this basis If the services can not be delivered for any reason you will be entitled to a pro rata refund of setup and hosting fees Disputed Transactions and Charge Backs If you are accepting payments on line you understand that it is your responsibility to ensure that every person paying on line is aware that the transaction will appear on their credit card statement as a purchase from MIE Software Pty Ltd
42. r the disputed amount Should this chargeback occur you will also be liable for the bank chargeback processing fee of 27 50 per chargeback EXCEPTION TO BANK CHARGEBACK FEE If while processing Internet registrations you deem a transaction is probably fraudulent and advise us we will hold the monies for that transaction in our trust account and will not transfer them to you When the fraudulent transaction is charged back we will absorb the bank chargeback processing fee Overdue Account If you have an outstanding account with MIE Software that is more than 30 days overdue MIE Software may withhold the outstanding amount from monies transferred to you to settle the outstanding amount Credit Cards Processed The payments gateway will only process Bankcard MasterCard and Visa credit cards There is no processing facility for American Express or Diners Club credit cards Credit card processing is only available for Australian dollar transactions and you must have an Australian bank account for the transfer of funds Invoice Redirection If you wish invoices related to setup and hosting of a MIE WebLink site to be redirected to a third party for example a client corporation there is a one off fee of 66 per event MIE WebLink Site Administration When we set up your MIE WebLink page we provide you with an administrator Username and Password By logging on to the MIE WebLink Administration Site using this Username and Password
43. r this information to be included in your WebLink event web file The following data can be used to create the Internet registration pages Registration Types Add Ons Sessions Event Options User Defined Fields Advertising Sources Flights and Transfers Billing Methods Accommodation Hotels Profiles For WebLink set up Description fields for the above sections must be no longer than 65 characters Do not use a comma double quotes or single quotes Also do not begin your descriptions with a number i e 1 Conference Dinner Set Up Summit Event File 16 MIE WebLink Registration Types amp Add Ons Registration Types are for maintaining the registration fees for full registrations for your event Add Ons need to be defined for anything that all participants at your event are not automatically entitled it is an optional extra There are two types of Add Ons Conference Add Ons are day registrations which make the attendee a confirmed partial delegate i e not full The Registration Type Add On tick box must be marked on the Add On screen The division of full and partial delegates into Registration Types and Add Ons is necessary for accurate catering numbers Social Add Ons are any optional extras i e tours extra dinner tickets etc Examples of Registration Types and Add Ons that should not be included are those that are only allocated by the conference organiser for example complimenta
44. ry ones Add Ons Price may not be altered as event fees have been locked AddOn Counter 1 Description MEANS Registration Types Price may not be altered as event fees have been locked Registration Counter 1 Description Early Member Price with GST 330 00 GST Rate 01 or GST Amount 30 00 Price with GST 93 50 GST Rate 0 0r GST Amount 8 50 Price Does Not Include GST Includes GST icket Required I Price Does Not Include GST Includes GST Include in MIE WebLink File M E Display Sequence 4 Note These registration fees cover FULL attendance only Ifthe event has partial i HR registrations such as single day or single session these should be entered as Add Ons Maximum Number 0 and marked as Registration Type Add Ons This will ensure that catering requirements can Ticket Required M E be accurately determined Registration Type Add On Add On Budget Registration Type Budget Accompanying Person Add On F Budget Actual Budget Actual Hide Add On on Participation Record Attendance 10 Delegates 20 6 Include in MIE WebLink File Fixed Cost 2 500 00 Fixed Cost 0 00 Per Head Cost 75 00 Per Head Cost 7 50 Total Cost 4 750 00 0 00 Total Cost 150 00 0 00 Profit 1 945 00 935 00 Profit 6 450 00 1 980 00 ARABE Budget People New Delete Listing Help Cancel OK Record 14 1 g
45. t gt i lt gt The Add Ons will be displayed in the order you specify in the Display Sequence field Set Up Summit Event File 17 MIE WebLink Sessions This option is for maintaining a reference file of the sessions within the event A session is usually a grouping of presentations at a single location starting at a given time for example plenary session concurrent session workshop forum panel discussion etc Sessions Session Counter 1 Session Name Session Type Chairperson Room Monitor Record 14 lt 4 Session Code Plenary Session 1 Plenary Date Wednesday 29 October 2003 Le 9 00am 2 18 w 14 Rapporteur 10 Programme Sequence if Concurrent Maximum Number That May Attend Professional Education Credits Ticket Required nclude in MIE WebLink File Start Time Location Plenary Hall End Time 10 30am Mr Samuel Wigglesworth t Dr Patrick Morrissey BAL Dr Kevin Jenkins NORTH 0 r v Running Sheet Note Assigned to Setup Task Assigned to Additional Description for the Programme Escrt Mr Bouvier to the front row left when he ahs been introduced by John Lola Hershmetter Test the microphones lecturn and lapel v Garry Felder Time 8 00am Session Budget Equipment Required El Budget Actual Attend
46. the instructions below Check 2 Go to the Personal Details screen and check the main database for the duplicates picked up in the Activity Report Return to the Internet Assistant click on the appropriate View Edit button and delete any duplicates following the instructions below O To delete a duplicate registration select the desired row in the table and press the Delete button on your keyboard EE InternetSecureRM Table Event File Nam PIN for verificar Title Given Name Middlelnitial p Baggins demo eve O Ms Jane Smith Processing Registration Forms 33 MIE WebLink Define Auto Reply Setting amp Content If the delegate supplied an e mail address then Summit is able to send an auto reply e mail You can choose to turn this feature off or define the auto reply content to your specifications Auto Reply Setting C None lt gt Outlook 2000 Outlook 2002 XP Outlook 2003 If you have the latest Microsoft Office Security p j Updates and or Service Releases installed for Detailed either Microsoft Office 2000 2002 XP or 2003 then please review the Troubleshooting Section of this document Auto Reply Content C Demographics Update C Expression of Interest C Registration without Payment Registration with Payment c Speaker Presentation Details Edit Process Requests Unprocessed Requests 0 Demographics Updates WiewEdit 0 Expressions of Interest WiewEdit 0 Registrations without Pa
47. tionality Page 2 No required fields set by MIE WebLink The mandatory requirements of this page are set by you gt Mandatory selection of Registration Types Ability to process complimentary or 0 00 registrations The number of Add Ons that can be collected maximum is 10 Payment Option The optional fields can be turned on and off at any time through your WebLink Administration Site Refer to the WebLink Administration Site section of this manual for more details Testing your Registration Page 29 MIE WebLink Payment The delegate then selects the desired payment option and clicks on the Send Registration button Registration without Payment The delegate will be shown a Thank you for registering page with a link to contact the event organiser or return to your client s website Registration with Secure Credit Card payment The delegate will be presented with a webpage that asks them to enter their credit card details This page will then forward the details to the Payments Gateway that will validate the transaction The delegate will then get presented with the same Thank you for registering page as detailed above If you are connected to the TEST Payments Gateway you can use the following generic credit card details to complete your test registration Card VISA Expiry anything greater then today s date Number Number 4444 3333 2222 1111 Name Test Credit Card gt Prior to making the r
48. ying the Add Ons separately could make the page clearer and easier to complete for the delegate The registration page can only process up to 10 Add Ons in total Define how the Conference and Social Add Ons are to be identified on the page Accommodation Decide if hotel bookings are available for selection on the registration page If so then how much deposit is to be collected and if it is to be added to the total amount due Travel Transfers Decide if travel and transfer details are available for selection on the registration page and if travel costs are to be added to the total amount due Sessions Decide if conference session information is to be displayed on the registration page and how this information is to be identified Set Up your WebLink Event 25 MIE WebLink Payment Options Determine the payment options available to the delegate i e Registration without Payment or Registration with Secure Credit Card Payment or Both Decide if complimentary or 0 00 registrations are to be allowed Decide if you are going to collect a deposit only instead of the full amount payable by the delegate and what that deposit amount is Determine the initial set up of the Payments Gateway This is the entity that verifies the credit card details debits the delegate s account and transfers the money This service is provided by CamTech Technologies This section only needs to be completed if you select t
49. yment WiewEdit 0 Unsecure Registrations with Payment View Edit 2 Secure Registrations with Payment View Edit 0 Speaker Presentation Details View Edit Process Requests Once the registration form data has been checked and the auto reply setting decided then you can click on the Process Requests button to add this information to your main database Once completed an Activity Log for Request Processing Session report will appear Please review this documentation carefully It will detail if any errors occurred and if any information wasn t successfully allocated Processing Registration Forms 34 Financial Security Server Security Event registration pages and the WebLink Administration Site are hosted on a secure server Secure server URL addresses begin with https and you may be presented with the following message when attempting to enter either the registration page or the Administration Site For more information on E commerce security please visit CamTech Technologies Security Alert i You are about to view pages over a secure connection o Any micemation you exchange with this site cannot be viewed by anyone else on the Web C In the future do not show this warming Cere Payment Security Payment Option Registration with Secure Credit Card payment selected 1 Completion of the Payments Gateway transaction page Summit Event Manager Pro Demonstration Conference Order Number MI Demo_93
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