Skip to main content

Workbooks
  • Knowledge Base
  • Customer Forum
  • Suggestions
  • Training
  • Support Portal
Login
  1. Home
  2. Support
  3. Knowledge Base
  4. Knowledge base
  5. Releases & Roadmap
  6. February 2019 - Event Management Release
Support

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

  1. Home
  2. Support
  3. Knowledge Base
  4. Knowledge base
  5. Releases & Roadmap
  6. February 2019 - Event Management Release
  • Welcome to the Knowledge Base
  • Introduction
    • Introduction to Workbooks
    • Using the Knowledge Base
    • Editions & Licensing
      • Renewing Licences
    • Workflow
      • Queues
    • Logging In
      • Configuring Security Policies
      • Google Authentication
      • Login Protection
      • Microsoft Azure Active Directory
        • Link Workbooks to Microsoft Azure
        • Setting up User Templates
        • Locking down your Workbooks
  • Training
    • Training Videos
    • Training Courses
  • Desktop Environment
    • Supported browsers
    • Introduction
    • Desktop
      • Setting up and configuring the Modern Theme
      • Tips & Tricks on the Desktop
    • Records
      • External Links to Workbooks records
      • Tabs
      • Watching Records
      • Notes
    • Landing Pages
      • Bulk Actions
        • Scheduled Bulk Actions
      • Customising Views
        • Customising Columns
        • Filtering
          • Custom Filters
        • Calendar Views
      • Deleted Items
      • Edit Grids
    • HTML Editor
    • Welcome Messages & Bulletins
    • Exporting Data
    • Multi Language
    • Notifications & Reminders
    • Workbooks Mobile Client
      • Modern UI on Mobile/Tablet
  • Preferences
    • Introduction to Preferences
    • Setting your Preferences
      • Email Accounts
  • Activities
    • Introduction to Activities
    • Using Activities
      • Meetings
        • Integrating Workbooks and Google Calendar
          • Installing and Managing Workbooks and Google Calendar Integration
          • Synchronising your Google Calendar with Workbooks
      • Follow-on Activities
  • Cases
    • Introduction to Cases
    • Displaying & Adding Cases
    • Managing Cases
    • Case Portal
      • Installation
        • Custom Fields
        • Case Portal Configuration
          • Company Details
          • General
            • Case Portal Reports
          • New Case
          • Help Text
          • Emails
          • Advanced Features
          • Field Mappings
          • Help Dialog
          • Product Area Questions
        • Case Portal Additional Features
          • Setting up Public/Private Activity creation
          • Setup Registration Emails from a Person
          • Automatic Emails on Case Status Change
      • Using the Case Portal
        • Case Updates - Public & Private Activities
        • Inviting a Person to the Case Portal
  • Email
    • Introduction to Email
    • Working With Emails
    • Email Signatures
    • Sending Bulk Email
    • Common Email Errors
    • Email Integrations
    • Mailing Lists
  • Forecasts & Quotas
    • Introduction to Forecasts & Quotas
    • Sales Forecasts
      • Adjusting Forecasts
      • Included Forecasts
    • Sales Quotas
  • Importing Data
    • Introduction to Importing
    • Preparing your Import Data
      • Import Templates
      • Compulsory fields for Import
    • Workbooks Import Wizard
      • Uploading your data
      • Defining Field Mappings
      • Extending your Import to other Record types
      • Checking for Duplicates
      • Running and Reviewing your Import
    • Managing your Imports
      • Undoing an Import
  • Leads
    • Introduction to Leads
    • Displaying & Adding Leads
    • Converting Leads
  • Marketing
    • Introduction to Marketing
    • Marketing Campaigns
      • Displaying & Adding Campaigns
      • Campaign Management
      • Campaign Membership
      • Tracking URLs on Campaigns
      • Integrating Workbooks and Constant Contact
      • Integrating Dotmailer and Workbooks
        • Configuring Workbooks and Dotmailer
      • Integrating MailChimp and Workbooks
        • Configuring Workbooks and MailChimp
    • Mailing Lists
      • Creating Mailing Lists
    • Products
      • Pricing Schemes
      • Supply Scheme
      • Product Bundles
    • Mailshots
      • Creating a Mailshot
    • Upload Library
      • Using the Upload Library
    • Templates
      • Creating Templates
      • Creating a Template to show multiple lines
      • Extra Template Placeholders
    • Workbooks Web Insights
      • Tracking Code
        • Restricting Page Tracking
      • Setting up the Plugin
      • Viewing Web Insights Data on your Form Layouts
      • Domain Names and Online Activities
      • Gator Popup
      • Reporting incorrect Leads created through Web Insights
      • Reporting on Web Insights data
      • Using UTM Values
      • Why aren’t Online Activities being created in the database?
      • Why is GatorLeads recording online activities in a foreign language?
    • Using HubSpot with Workbooks
    • Event Management
      • Introduction to Event Management
      • Enabling the Event Management Module
      • Using Event Records
        • Event Records
        • Event Sessions
        • Event Speakers
        • Event Sponsors
        • Event Products
        • Event Tickets
        • Event Attendees
      • The Event Management Portal
        • Introduction to the Event Management Portal
        • Prerequisites for installation
        • Accessing the Plugin
        • Installing the Event Management Portal
        • Amending Event Portal Parameters
        • Adding Custom CSS to the Event Portal
      • On The Day Registration App
      • Setup On the Day Registration App
    • Compliance Records
      • Introduction to Compliance Records
      • Enabling Compliance Records
      • Creating Compliance Records
      • Using Compliance Records
    • GatorMail Integration
      • Setting up the Integration
      • Sending Mailshots using GatorMail
        • Creating a GatorMail Mailshot without a Marketing Campaign
      • Gator Smart Forms
      • GatorMail - Dynamic Content
        • Dynamic Content Example - Dynamic Sender
      • GatorMail Domain Setup
      • GatorMail Field Mappings
        • GatorMail Hard Bounces
      • Managing your GatorMail Account
      • Setting up GatorMail Workflows
        • Spotler Data Sync
        • Triggered Mailshots
      • GatorCreator
      • GatorSurveys
  • Opportunities
    • Introduction to Opportunities
    • Displaying & Adding Opportunities
    • Opportunity Line Items
    • Opportunity Relationships
  • Integrations
    • Mapping
      • Introduction to the Mapping Module
      • Using the Mapping Module
      • Changing the size/colour of Map Pins
    • Electronic Signing Tools
      • Docusign Integration
        • DocuSign Functionality
          • Copy Document on Signature
          • Update Related Records
          • Sending Multiple Documents
          • People, Organisations & Cases with DocuSign
          • Invoice Payments with DocuSign
          • Managing DocuSign Documents
        • Setting up the DocuSign Integration
          • Authentication with DocuSign
          • Production vs Sandbox
          • Creating a Document with a DocuSign Template
          • Creating a Document with a Workbooks PDF
          • DocuSign Fields
          • DocuSign Settings
          • Form Layout Configuration
        • DocuSign - Worked Examples
          • Taking Payments
          • Updating Related Records
          • Multiple Document Sends
          • Creating a Template for Cases
          • Creating a Template for Organisations
          • Creating a Template for People
          • Unified PDF for Transaction Documents
        • DocuSign - Reporting
          • Multiple Send Report Grid
          • Document Review Report
          • Monitoring Integration Errors
      • Adobe Sign Integration
        • Introduction to Adobe Sign
        • Authentication with Adobe Sign
        • Installing the Integration
        • Integration Monitoring & Error Handling
        • Setup of Adobe Sign
        • Adobe Sign Fields & Form Layout Configuration
        • Optional Custom Fields for Adobe Sign
        • Adobe Sign Button Process
        • Using the Adobe Sign Integration
    • Creditsafe Integration
      • Installing the Creditsafe Plugin
      • Configuring Organisations to use the Creditsafe Integration
      • An example of how to use the Creditsafe Integration
    • Zapier
      • Introduction to Zapier
      • Available Triggers and Actions
      • Linking your Workbooks Account to Zapier
      • Setting up Zaps
        • Posted Invoices to Xero Invoices
        • Xero payments to Workbooks Tasks
        • New Case to Google Drive folder
        • New Case to Basecamp Project
        • New Workbooks Case to JIRA Ticket
        • Jira Issue to new Case
        • 123FormBuilder Form Entry to Case
        • Eventbrite Attendee to Sales Lead and Task
        • Facebook Ad Leads to Sales Leads
        • Wufoo Form Entry to Sales Lead
        • Posted Credit Note to Task
        • QuickBooks Online
          • Initial Setup
            • Authentication with QuickBooks Online
          • People & Organisations to QuickBooks Customers
          • POSTED Workbooks Invoice to QuickBooks Online
          • QuickBooks Online Payment to Workbooks Invoice & Task
          • QuickBooks Sales Tax Code Lookup
        • Survey Monkey responses to Tasks
      • Multistep Zaps
    • Email Integrations
      • Email Dropbox
        • Setting up your Dropbox
        • Using your Dropbox
      • Workbooks Exchange Server Sync
        • WESS System Requirements
        • Setting up the WESS
        • Synchronising Emails
        • Synchronising People & Contacts
        • Synchronising Tasks & Meetings
        • WESS Troubleshooting
        • The WESS Add-in
          • Introduction to the WESS Add-in
          • Enabling the WESS Add-in
          • Customising the WESS Add-In
          • Managing Emails with the WESS Add-in
            • Relating Emails to Specific Records
          • Managing Contacts with the WESS Add-in
          • Managing Records with the WESS Add-in
            • Creating Records with the WESS Add-in
      • Workbooks Outlook Connector
        • Introduction to the Outlook Connector
        • Before downloading the Outlook Connector
          • System Requirements
          • Enabling the Outlook Connector
        • Download/update the Outlook Connector
        • Installing the Outlook Connector
          • Uninstalling the Outlook Connector
        • Using the Outlook Connector
          • Configuring the Outlook Connector's Settings
          • Identifying Records in Workbooks created in Outlook
        • Outlook Connector Troubleshooting
    • Event & Webinar Integration Tools
      • GoToWebinar
        • Installation
          • GoToWebinar Fields & Processes
          • Setting up Process Buttons for GoToWebinar
        • Authentication
          • Multiple GoToWebinar Accounts
          • Removing GoToWebinar Accounts
        • Create/Update & Cancel Webinars from Events
        • Event Attendees as Webinar Registrants
        • Event Speakers as Webinar Panelists
        • Retrieve Webinar Data
      • ON24
        • Installation
          • ON24 Fields & Processes
          • Setting Up Process Buttons for ON24
        • Authentication with ON24
          • Removing ON24 Accounts
        • Create Webcasts from Events
        • Event Attendees as Webcast Registrants
        • Retrieve Webcast Data
          • Reporting: Survey Responses
          • Reporting: Poll Responses
        • Retrieve Survey Data
        • Engagement Hub Interactions
    • Microsoft Office
      • Azure Active Directory
      • Excel
      • Outlook
      • Power BI
      • SharePoint
        • Installation
          • Custom Fields & Processes
        • Setup
          • Sharepoint Configuration
            • Allow SharePoint to Display in iFrames
          • Authentication
          • SharePoint Integration Settings
        • Using the SharePoint Integration
      • Word
        • Introduction to the Word Add-in
        • Deploying the Word Add-in
        • Creating Word Add-in Templates
          • Example Word Add-in Templates
        • Using Word Add-in Templates
        • Word Add-in Tips and Tricks
    • Outreach
      • Installation
        • Outreach Fields & Processes
        • Create Outreach Custom Field Mappings
          • Configure Outreach Field Dynamic Picklist
        • Sync Outreach Mappings
      • Outreach Authentication
        • Remove Outreach Account
      • Sync People to Outreach Prospects
        • People Field Mappings
      • Sync Organisations to Outreach Accounts
        • Organisation Field Mappings
      • Sync Workbooks Opportunities to Outreach
        • Opportunity Field Mappings
      • Sync Outreach Tasks/Calls/Meetings to Workbooks
      • Sync Deleted Workbooks Records
      • Outreach Email Events to Online Activities
    • Scribe/Workbooks Connector
      • Connection Setup
      • Connector Control Blocks
      • Worked Example - Create, Read, Update & Delete
  • People & Organisations
    • Introduction to People & Organisations
    • Organisations
      • Displaying & Adding Organisations
      • Customers & Suppliers
    • People
      • Displaying & Adding People
      • Adding People to Outlook
    • Relationships
      • Change Employer Wizard
      • Direct Relationships
      • Third Party Relationships
    • De-duplication and Merge
      • Data Quality
    • Using Postcode Lookup
    • Data Enrichment
      • Introduction to Data Enrichment
      • Setting up Data Enrichment
  • Reporting
    • Introduction to Reporting
      • Creating Reports
        • Standard Workbooks Reports
        • Creating a Pre-populated Report
        • Creating a Report from a Template
          • Report Templates
        • Creating a Blank Report
        • Auto-refreshing Report Views
      • Sharing Reports
    • Using Reports
      • Reporting Explained
        • Adding Targets, Conditional Formatting and CSS Styling
          • Calculated Targets
        • Reporting with multiple currencies
        • Drilling into Summary Views
        • Improving Report Performance & Run Time
      • Displaying reports within Record Views
      • Displaying Reports
        • Reporting Views (Reports on Landing Pages)
      • Adding a Report view to a Dashboard
    • Charts
      • Creating & Using Charts
        • Bar Charts
          • Targets on Bar Charts
        • Line Charts
        • Pie Charts
        • Dial Charts
    • Exporting Reports
      • Emailing Scheduled Reports
    • Advanced Reporting
      • Using Calculated Columns
        • Introduction to the IF Statement
        • Introduction to the CASE Statement
        • Applying Search filters in Calculated Columns
        • Comments in Calculated Columns
        • Financial Year Reporting
        • Introduction to Date Functions in Reports
        • Using Calculated Criteria
      • Audit Reporting
  • Dashboards
    • Adding Elements to Dashboards
      • Configuring Dashboard Elements
    • Dashboard Views
    • Dashboard Fields
    • Creating a Sales Dashboard
    • Adding a Dashboard as a Record Tab
  • Transaction Documents
    • Introduction to Transaction Documents
      • Displaying & Adding Transaction Documents
      • Copying Transaction Documents
      • Transaction Documents Fields Help
      • Transaction Documents Line Items Help
      • Printing & Sending Transaction Documents
      • Managing Transaction Document Currencies
      • Managing Transaction Document Statuses
    • Credit Notes
    • Customer Orders
    • Invoices
    • Quotations
    • Supplier Orders
    • Contract Management
      • Displaying & Adding Contracts
      • Using Contracts with Cases
    • Sagelink
  • Auditing
    • Auditing
  • Configuration
    • Introduction to System Administration
      • Quick Start Wizard
    • Users & Security
      • Users
        • Setting up your Users
        • Disabling Users
      • User Groups
        • Capabilities
        • Creating & Modifying User Groups
      • Permissions
        • Sharing Policies & Mandatory Permissions
          • Configuring the Advanced Security Module
            • Configuring the Advanced Security Module: Segmenting Users by function
            • Configuring the Advanced Security Module: Segmenting Users by location
      • Account Settings
      • Licences & Modules
    • Database
      • Databases
      • Prefixes & Numbering
        • Modifying Object References
      • Export Database
      • Database Settings
    • Accounting
      • Accounting Periods
      • Exchange Rates
        • Setting Exchange Rates
      • Tax Regimes
        • Setting Tax Rates
        • Sales Tax Rulesets
          • Using Sales Tax Rulesets
      • Own Organisations
        • Setting up your Own Organisation
    • Email & Integration
      • Email Settings
        • Setting up your Email Server
        • Using Workbooks Server to send Emails
      • API Keys
      • Web to Case and Web to Lead
        • Setting up a Web2Case Form
        • Setting up a Web2Lead Form
        • Using Web Forms in Workbooks
        • Editing a Web Key Form
      • Preference Centre
      • MailChimp, Constant Contact & dotMailer
      • Loqate
      • Bank Account Validation
    • Customisation
      • Creating & Modifying Picklists
      • Record Types
        • Creating Custom Fields
          • Dynamic Linked Items & Picklists
          • Constrained Dynamic Linked Items (DLI) & Picklists
          • Creating relationships with Dynamic Linked Items (DLIs)
          • Linking Custom Field Values
        • Report-based Custom Fields
        • Linked Fields & Reference Fields
        • Record Templates
        • Form Layouts
          • Customising an Organisation form
          • Read-only Assigned to Fields
          • Card View
        • Customising relationships between parties
          • Configuring Custom Party Relationships
        • Opportunity Stages
      • Custom Records
        • Enabling Custom Records
        • Creating Custom Record Types
          • Editing Custom Record Types
        • Using Custom Records
    • Automation
      • Plugins
      • Processes
        • Process Logging
      • Workbooks Scripts
        • Script Library
        • How Workbooks Runs Scripts
        • Workbooks Script External Access
      • API Data
      • Triggers and Webhooks
        • Configuring Triggers and Webhooks
    • PDF Configuration
      • Modifying Document Templates
        • Adding Terms & Conditions to your Documents
        • Multi-line Value Tags
      • Modifying Default Colours & Images
      • Creating Custom Document Templates
  • Contact Support
    • Contacting Workbooks Support
    • Workbooks CRM Advisory Packs
    • Introduction to the Administrator Service
  • Releases & Roadmap
    • Roadmap
    • December 2020 Release
    • September 2020 Release
    • April 2020 Release
    • January 2020 Release
    • September 2019 Release
    • February 2019 - Event Management Release
    • January 2019 Release
    • October 2018 Release
    • May 2018 Release
    • February 2018 Release
    • January 2018 Release
    • November 2017 Release
    • September 2017 Release
    • June 2017 Release
    • March 2017 Release
    • December 2016 Release
    • August 2016 Release
    • January 2016 Release
  • Workbooks Glossary
    • Workbooks Glossary

February 2019 - Event Management Release

Release date: 21st February 2019

We have added further features to enhance and improve how our Event Management Portal functions, making it easier for you and your customers to use.

Free Events

This update to Event Management introduces the concept of a Free Event. An Event is considered to be a Free Event when all of the Items for an Event are free, or you have not configured a payment gateway to be used for Ticket purchases.

We have then simplified the Event signup process for Free Events to three simple steps allowing users to signup for Free Events much more easily:

Step 1

Register for the Event, either as a guest or login to your account. We have now removed all references to prices and tax on this step.

Step 2

Select the number of Tickets or other Items you want to sign up for. As before, all mentions of prices and tax have been removed and the Checkout button has been changed to “Continue”.

Step 3

Enter your contact information as well as information for any additional attendees.

When completing Step 3 there are now some additional features available to make this step simpler.

Once you have filled out the Contact Details, there is now a checkbox to say “I am attending” this will copy the personal details into Ticket 1. As a result customers signing up for a single ticket now only need to enter their information once.

Password Fields are shown on this page so guests can sign up for accounts.

When signing up for additional tickets you are only required to provide the attendee’s name.

Users will be unable to Save and Finish until they have provided details for all attendees.

Just like Paid Events, Free Events will generate and post Customer Orders in Workbooks, but an Invoice will not be generated because there is no purchase.

Order Details layout changes

The Order Details page has now been simplified to make it easier for users to submit their required information. It is now divided into two distinct sections:

  • Contact Details was previously named Personal Details.
  • The Organisation and Address sections have been merged into a single section and renamed as Invoice Details.

These changes have been made to help make it clearer to users that information they are submitting will be used when generating the Invoice.

When hosting Events for People & Organisations, the radio buttons for where to send the invoice are now in the Invoice Details section. Selecting the employer will then trigger the Organisation Field to become required and the VAT No. field will appear.

Improved Attendee Matching

We have made a number of changes to the matching criteria used when attendee information is submitted to Workbooks for both People and Organisation Records. This will reduce the likelihood of duplicate records being created in the database when people are creating Orders or purchasing Tickets.

Configurable Error Messages

Error messages are now configurable within the Event Portal Parameters, these can be set on the initial install or at a later date. For example it could be used to tell attendees who they can contact for support should any errors be encountered.

Sold out Events

We have made it easier for attendees to see if an upcoming Event is sold out of Tickets. This can be seen from the Event’s details page as well as on the Ticket Registration Page.

Terminology Changes

Event Products will no longer be referred to as Products when registering for an Event, but as Items. This is to reflect the fact you may be offering more than just tickets at your Events.

Dietary & accessibility requirements

You can now control whether attendees will be asked for their dietary and accessibility requirements when signing up for an Event. This is controlled by two checkboxes on the Event Record itself so they can be hidden for events where it is not necessary to know this information, such as webinars.

Login button on the Events Homepage

Users are able to login to their account and access their tickets and invoices from the Upcoming events page. This page now displays a 'Login' button in the top right hand corner of the screen. 

Return to Events home page from Accounts

The account screen has also been updated to include a button to allow users to navigate back to the Events home page using the “Events” button.

Password reset redirects users back to Events

Once a user has completed a password reset, they will be now redirected back to the login page where they originally requested the password reset. This means that if a user requests a password reset while trying to register for a specific Event, they will be returned to that Event once the password reset is complete, rather than having to find the Event on the homepage.


 

  • September 2019 Release
  • January 2019 Release

© 2021 Workbooks.com - privacy & terms
  • Linkedin
  • Twitter
  • Youtube
  • Facebook