April Product Updates – What’s new?

April Product Updates – What’s new?

What’s New In ClearEvent For April?

Last month the ClearEvent team shipped a number of great new features to help improve event manager productivity, as well as reduce friction for registrants in the event registration experience. A lot has been happening, so we thought we’d recap what we accomplished in April. All of these features are available today, so be sure to check them out!

Streamlined Registration Experience

We’ve improved the registration experience by removing the requirement for participants to sign in to a ClearEvent Account before they can complete a registration form. This approach means that there is less friction for registrants, no password needed, and registering for your event is event simpler & faster!

To take advantage of the new streamlined registration workflow, you’ll simply need to update any links to your registration forms to use the new registration form Share Link format.

Registration Form Permalinks

Registration form permalinks (permanent Share Links) can now be used to share registration forms links that will not change if/when your event is rolled over.

In the past, when your event was rolled over, event organizers were required to update any registration form links to point to the newly rolled over event registration forms. Now, the same registration form Share Link will still work, even after your event is rolled over.

Here’s an example of the new, simplified registration form Share Link:
https://app.clearevent.com/register?form=23456789-2345-2345-2345-234567890123 

Manually Register Event Attendees

Event Organizers can now easily sign up on behalf of event guests. This is great if you have guests that are unable to register themselves, or if you already have event registrants that have been manually registered for your event through some other means. Event Organizers can simply open the desired registration form and then use the registrant’s email address & name to complete the registration form on their behalf. ClearEvent will automatically send the registrant an email confirmation when their registration is received by the system.

Learn More

Auto-Linking In Plain-Text Fields

Any web links pasted into common text fields (e.g. description, summary, etc.) will now be automatically converted into clickable hyperlinks. This includes event setup, forms, tickets, schedules, messages and products description setting fields. For example:

Learn More

Happy planning!

P.S. If you enjoy using ClearEvent, please tell a friend about us! 😀

Build Networking Into Your Next Event

Build Networking Into Your Next Event

Organized events are a great opportunity to make new connections. This is a key objective for attendees. Including opportunities to network on the agenda contributes to the overall success of your event. Participants will remember your event as educational, fun and most importantly provided value to them with connections that live on beyond the event itself. Look for ways to build in specific networking activities during your event to help your attendees get the most out of your event.

“Attendees taking a random walk in a crowded space may not meet the folks that could be most helpful to them, not to mention getting stuck talking to the wrong people.”

Traditional networking usually involves some kind of social dinner/drinks activity at the beginning or end of the event. Attendees taking a random walk in a crowded space may not meet the folks that could be most helpful to them, not to mention getting stuck talking to the wrong people! No one wants to appear rude in a fun, social setting. Some attendees may not feel comfortable with it. Some may feel frenzied and overwhelmed. Or, attendees may simply not want to spend all their time networking at a social function. So when is enough?

“attendees may not feel comfortable networking, sometimes feeling frenzied and overwhelmed”

Other styles of networking involve team activities or other group gamifications. However, these scenarios limit attendees to only their immediate team for the entire activity. This reduces access to other key people with whom an attendee may want to connect.

“beyond traditional options is the use of speed networking”

A new alternative beyond traditional options is speed networking. With similarities to a speed dating format, speed networking allows attendees to meet a lot of people in a very short time period. This can be especially helpful if the event has a full agenda with limited time available for making connections. This approach is an additional opportunity beyond the dinner/drink social style activities.

Speed networking is a structured process with facilitators. The “speed” element brings in a fun and efficient aspect to the event. Networkers have a few minutes to connect one-on-one. Then it’s on to the next person. This format has the added benefit that if you’re not connecting well with someone, or you discover they are not the right person to connect with, it’s very easy to move to the next conversation. Each round is only a few minutes long. There is no need to appear rude to move onto a new conversation. It’s fast and efficient. After the session, attendees can expand the connections from the speed networking session during the rest of the event. This is a good reason to include speed networking early in your agenda.

“Technology can further enhance the success of any speed networking activity”

Technology can further enhance the success of any speed networking activity. One example is a company that goes by the same name, Speed Networking. They offer a full-service speed networking solution which includes matching software that minimizes situations like getting stuck talking to the wrong folks. They also measure trackable results and an ROI analysis so you can ensure you’re adding tangible value to your events. Then, to ensure attendees take full advantage of the session, the event planner should remind attendees in advance to bring business cards and have an elevator pitch ready to go regarding who they are and what they’re interested in.

Ensuring your event generates great connections is easy. Build opportunities into your agenda to network, especially in the early stages. Help your attendees by providing fast and efficient methods to network such as speed networking. Leverage technology to make it effective and provide you the feedback you need to keep improving your events!

As an event planner, knowing what options are available to you is key. If you would like to hear about other topics that could help your event planning success, please let us know at support@clearevent.com.

In the meantime, happy planning!

 

References:

March Product Updates – What’s new?

March Product Updates – What’s new?

What’s New In ClearEvent This Month?

March has been a busy month for the ClearEvent Team and we’re excited to announce a number of new and highly requested product features that are available today!

Copy A Form Between Events

Quickly copy an existing registration form between multiple events that you manage.

At the click of a button, you can now build new events using forms you created for previous or concurrent events as templates. Once you copy your registration form, just open the copied form and made any necessary adjustments needed.

Learn More

Promo Codes

Offer promotional discounts on ticket purchases to encourage early purchases and increase sales.

What Can You Do With Promo Codes?

There are many benefits and uses of Promo Codes. Here are just a few ways you could use Promo Codes for your event.

  1. Create time-sensitive Promo Codes to encourage event guests to sign up early.
  2. Create special one-off Promo Codes for friends of your event, sponsors or special guests.
  3. Use different Promo Codes for various advertising channels to help track ROI.

Learn More

Fee Groups

Organize multiple fees and customize which form fields & products are shown to registrants based on the fee they select during checkout.

Learn More

Free Tickets

You can now sell both free and paid tickets to your event on the same ticket order. Even if you don’t charge to attend your event, or have a gate, setting up free tickets are a great way to help you collect and build your contact list for future events.

If you have a chance, please jump in and try out these new features and let us know what you think!

For a list of all recent release notes, click here.

Happy planning!

P.S. If you enjoy using ClearEvent, please tell a friend about us! 😀

Check Payments are a Bad Idea for your Event

Check Payments are a Bad Idea for your Event

There are many good reasons why we all stopped using film cameras. You had to wait to get results, there were a lot of manual steps and you never knew if you got the picture till later, after processing. Check payments for registration are the same way! Payments by check cause delays, involve wasteful manual steps and increase risk for your event. Even though only a small percentage of your attendees may ask to pay by check, check payments are a bad idea!

Before you offer check payments for registration and other payments, consider the following 3 essential points.

1) Checks mean delays in receiving your money

It takes time to receive check payments. It takes more time for you to manually process the payment and get it to the bank. The bank then takes time to process the funds. All up check payments can add weeks to your receipt of funds.

Most event planners prefer the speedy payment of credit card payments which puts registration and ticket proceeds into your bank account in as little as 2-5 days for most regions.

2) Check payments create work for you

Who needs that? You’re busy and this is why you got event software in the first place – to let the computer take care of detailed jobs like payments.

With check payments, you must do multiple manual tasks for EVERY check you accept! You have to:

  1. Watch to make sure your all checks are received before the event
  2. Collect the check
  3. Process the payment and receive funds
  4. Deal with bad checks
  5. Enter each check payment received in your event software
  6. Communicate and coordinate with your buyer when there is a problem

3) Check payments are riskier

A small number of all payments will have problems. With check payments, this becomes your headache to sort out. This often leads to awkward and uncomfortable conversations with your registrant and your bank.

Simple things like poor handwriting on the check itself can cause processing delays. More serious issues like bounced checks can cost you money as most banks will charge you a fee for each dishonored check.

Check payments are a bad idea!

Check payments

  • create delays in receiving your money
  • create work for you
  • are less certain

The best thing to do is eliminate check payments altogether. If that is not an option for you then minimize the impact to you and your event.

It may be tempting to accept checks but most planners quickly realize the pros of check payments are quickly outweighed by the cons.

Protect your valuable resources of time, money and stick to credit card payments wherever you can!

Happy Planning!

 

Easily accept credit card payments for registration and ticket sales with ClearEvent.


Interested In Other Topics?

As a conference planner, knowledge is key. Let us know the topics you’d like to hear about to help increase your event planning success, at support@clearevent.com.

In the meantime, Happy Planning!

3 Must-Do Tips For Creating a Great Registration Experience

3 Must-Do Tips For Creating a Great Registration Experience

What’s the big deal?

A registration form is just a simple form, right? Not at all! You should care a lot about your registration forms.

For most delegates, your registration form is one of the first interactions they’ll have with your event and your brand. And impressions matter, especially first impressions. A good registration form creates an efficient and warm welcome to each delegate into your conference creating a great first impression much like a well-designed business card for your event.

Delegates (and organizers) are busy and want a registration process that is easy, quick and effective. Producing a great registration experience is entirely within the organizer’s control. With just a little extra attention to detail, it’s easy to create a great registration experience that makes a positive impression for every delegate.

“It’s easy to create a great registration experience that makes a positive impression for every delegate.”

This article describes some of the most common, avoidable pitfalls. Much of it seems simple, but a surprising number of registration forms miss the opportunity to create a great first impression.

At ClearEvent, we’ve reviewed hundreds of registration forms and have seen a huge range in quality and effectiveness. Poor quality forms lead to delegates becoming confused or frustrated, contributes to high bounce rates and creates registration questions which can be time-consuming and distracting for conference organizers.

Tip 1: Short Registration Forms, Please!

Delegates are busy. They want to complete registration quickly. Yet as the conference organizer, you need to collect important information from the delegate as well accept a credit card payment. Organizers must balance their need to collect delegate information while making registration as short as possible.

Think about your registration form as a ladder, where each question is a step. The more questions you ask, the higher you’re asking delegates to ‘climb’ to complete their registration. Pair down your questions to just the absolute necessities. Less than 10 questions is a good rule of thumb, less than 6 is even better.

“Less than 10 questions is a good rule of thumb, less than 6 is even better.”

Ask yourself (and your team) do we really need to ask every question on your form? Is it a necessity or a nice-to-have? Will you take action on each piece of gathered information? If not, cut the question.

Let delegates know at the start of the registration form how long it typically takes to complete registration. E.g. “Registration can usually be completed in less than five minutes”. If you feel your form will take more than ten minutes to complete, take another look at it! They may not say anything, but your delegates will appreciate your short registration form.

Tip 2 “Easy to Complete” feels good to delegates

Sounds easy, but a lot of registration forms aren’t easy to complete. To be easy to complete, delegates need a) to know what information will be needed to register, b) a streamlined way to enter their responses, and c) easily identified required fields so delegates know when the form is complete.

“Delegates need a) to know what information will be needed, b) a streamlined way to enter their responses, and c) easily identified required fields.”

  • Make sure delegates have the info they need. For every question on your registration form ask yourself: “Will the delegate know this information, or will they have to stop and find it?” Include a list of info they’ll need to complete your registration. Put this list on your conference website and at the top of the registration form itself.
  • Streamline the entry of information into the form.  The more you do to make your registration form easy to fill out, the more likely your delegates will complete it. Use the following to make your registration forms easy to fill out:
    • Registration system vs Ticketing system:  One of the most common challenges we’ve seen is the use of a “ticketing system” for registration.  While a ticketing system can take credit card payments, they are mainly geared to provide tickets and are typically less flexible and not able to produce registration forms that are easy to complete. Delegates feel that ‘friction’ while registering.  Use the right tool for the job and avoid using ticketing systems for registration.
    • Minimize jargon or abbreviations: Will ALL your registrants know what an ‘XYZ’ certificate is? If not, will they know where to get one? Avoid using jargon to ensure delegates are clear what you need.
    • Include tips and examples: Provide Help Tips and relevant examples with each question to help delegates if they don’t understand what the question is asking for.
    • File uploads: If you ask for files to be uploaded, limit the number of files as much as possible. Your delegates don’t always have fast internet connections and may have to scan documents to create the file you’re asking for. Every file increases the likelihood of abandoned registration so try to keep file uploads to just a few.
    • Use short questions: Forms with more reading are slower to fill out. Keep every question short. E.g. “Organization Name?” is better than “Enter the name of your Organization as you would like it to appear on your badge”.
      Use list selections: If a question can have multiple answers, rather than asking for a free form text response, provide a list of likely options for the delegate to select from. If you must have a free form option, make it the last option in the list.
    • Indicate required fields. Make sure required fields are clearly identified. Your form must let delegates know at a glance what info is missing if they try to register with an incomplete required field. An asterisk with simple reminder text is a common method to identify required fields.
      Example Require Field

Tip 3. Advise delegates of their registration status

It may seem obvious, but it’s worth stating the goal is for delegates to go all the way through your registration process and complete their registration. Under some circumstances, it may not be clear to the delegate if their registration is complete.

As we’ll discuss below, not all registrations get completed, and there are times when delegates do not know when they are registered. This tends to be a ‘dark’ aspect of most conferences making it hard to improve, so let’s look at some scenarios, and offer some suggestions to minimize the effects.

“Not all registrations get completed, and delegates do not always know when they are registered.”

Poor quality registration forms (addressed in Tips 1 and 2) contribute to abandoned registrations i.e. a delegate starts the registration, but does not complete it. Abandoned registrations can also result from delegates deciding the conference is not a fit for them.

Poor internet connections can prematurely end a delegate’s registration session in ways that leave them thinking they are registered, when in fact they are not. Or worse, some delegates can mistakenly think they have completed the registration process and navigate away from the form prior to completing it.

Some conferences have an approval step after delegates submit their registration and payment details. Depending on how your registration system works, some delegates may not realize the registration process is not yet complete.

All these situations are bad for delegates and bad for your conference, especially if you don’t know when it is happening. The best prevention is to set expectations for delegates before they start the registration and clearly notify them of their registration status as they progress. Your registration system should handle this for you.

Here are some suggestions for minimizing abandoned registrations, ensuring clarity regarding registration status, and what to look for in your registration system:

  • Confirmation message: Ensure there is a confirmation message on screen after the registration has been submitted by the delegate. The message should let delegates know if the registration was accepted and approved, or if there was a problem, and what to do about it.

    Registration Confirmation Image

  • Notify if further approvals required: If the registration will be approved by an organizer before it is effective, make sure your registration system provides notification at the point where the delegate submits their registration and in the confirmation message.
  • Email confirmation: Make sure registrants receive an emailed registration confirmation and receipt. It’s also helpful for organizers to receive a copy of the confirmation email. When the registration changes status, for example when a pending registration is approved by an organizer, the delegate should also be notified of the change in status.
  • Waitlisted Registration: Registrations received after conference capacity is reached are typically added to a waitlist. Delegates need to be clearly notified that their registration is on a waitlist and not yet complete.

Bonus Tip #4! Test before going live.

As hard as we all try to get everything right, we never really know how well our registration system works till we test it. It’s critically important to test your registration process and find any problems before going live.

“It’s critically important to test your registration process and find any problems before going live.”

Put your event system in Test Mode and ask some colleagues and friends who are representative of your delegates to fill out your forms.

The objective is to test your registration process to see if it works the way you expect and to identify any items that need attention. Use their feedback to make improvements and clarify your instructions, prompts and help tips.

Lastly, don’t forget to set your system back to Live Mode after making your updates.

Go ahead, create a great registration experience!

Use these tips to help make a great first impression on your delegates when they register:

  1. Ensure your registration process is quick, easy and effective.
  2. Keep your registration form short.
  3. Let delegates know what they will need to complete their registration.
  4. Help delegates along the way with advisory notes, tips, examples, and status notifications.
  5. Lastly, test your forms with other people to catch and correct any confusing or unclear items.

Your delegates will appreciate it!

Happy planning!