The Events Page

Common Questions:

• How do I copy an Event?
• How do I create a custom report?
• How do I create a name badge or label?
• How do create a new Attendee directory?
• How do I enter a test registration?
• How do I delete a test registration?
• How do the reminder emails work?
• How do I add a Register Now button to my web site?
• How can I use Passkey to book lodging for my event?
• How do I integrate my RegOnline events with Salesforce?

The Events Page is where you can view and edit everything related to your event. On all sections of the Events Page you will find a sidebar along the right side. From the sidebar you can Activate or change the status of your event (G), and search the event for a specific attendee, move to another event or run a bookmarked report (E). The sidebar also contains the new Next Steps suggestions (F). Throughout the life of your event you will find relevant suggestions here to help you take advantage of the best RegOnline has to offer.

The Events Page is divided into a number of sections (Event Details, Reports, Labels and Badges, Attendee Directories) that you can navigate between by clicking the section link (A). If this is your first time on the Events Page, you will be brought to the Event Details section (pictured below). From this section you can:

• Edit, Activate, Test and Register for your registration form.
• Use the Button Designer to create attractive links and buttons to place on your website.
• Configure Reminder and Follow-up emails
• View basic event statistics and charts

A. Event Sections B. Event Functions C. Event Statistics D. Charts and Graphs E. Attendee Search, Jump to Event, Bookmarked Reports F. Next Steps G. Activate/Change Status button

Next we'll take a look at the Reports section.

A. Standard Reports B. Filter Report C. Edit Report D. Copy Report E. SmartLink F. Delete Report G. Custom Reports

The Reports section provides you with access to a variety of pre-built reports as well as the tools needed to built any Custom Report you require. The pre-built reports, found along the left side (A), allow you to quickly view information about your registrants, Agenda Items, and transactions. These reports can be filtered by date range and other criteria by clicking the Filter icon (B). If you need to view very specific information (e.g. only the registrants who selected Golf and Fish), or would like to choose which information to include, create a Custom Report (G).

Now that you are familiar with the Event Details and Reports sections you will find the remaining three, Cross-Event Reports, Labels and Badges and Attendee Directories, easy to navigate.

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