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New Platform Features Lauren Stuart, Client Support Manager, APAC

New etouches Platform Feaures - September 2015

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Page 1: New etouches Platform Feaures - September 2015

New Platform FeaturesLauren Stuart, Client Support Manager, APAC

Page 2: New etouches Platform Feaures - September 2015

Click to edit Master title stylelove your event software

With over 7700+ hours of development in new products and enhancements this year, our platform is in constant motion thanks to you

Page 3: New etouches Platform Feaures - September 2015

Click to edit Master title stylelove your event software

We wanted to highlight some of the new features available in the platform:Responsive eRegMass UploadPayment Plans

Onsite Admin RegeSelect Module

Page 5: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Responsive eReg

#1 ACTIVATION

Where : eReg > eReg settings > Advanced Settings > General Settings

to activate: check “enable responsive styles in registration site”

Page 6: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Responsive eReg

#2 REPONSIVE DESIGN AND NAVIGATION

Page 7: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Responsive eReg

Page 8: New etouches Platform Feaures - September 2015

Mass Update Via Upload

Page 9: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Mass Update Via Upload

How does the mass update via upload work?

Page 10: New etouches Platform Feaures - September 2015

Partial Payments & Payment Plan

Page 11: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

Set up a payment plan when using the credit card option In order to use this option you will need to ensure:

• Valid event start and end dates have been set• You have credit card as a payment option• Under “payment settings”, credit card option • Enable “ Payment Plans”

Page 12: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

• Once the Payment plan option is enabled the following section is displayed

• Select the option required “Exact date, days before the event date, or days after the registration date”

Page 13: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

Adding new payment plans – When clicking the "Add new plan" button you will have the ability to choose:• Plan name: This will be the name of the payment plan (this is helpful when using multiple

payment plans)• Payment Due Date: This is the date the payment is due on. Depending on the selected

"Payment Plan Type" this item could be a fixed date, or a number of days before the event start date or a number of days after the registration is made. The date indicated will be the amount that is owed by the registrant at that point in time.

• Payment Amount: This will be the amount the attendee must pay as part of the payment plan. This field will allow you to enter a fixed amount or a percentage amount depending on your preference.

Page 14: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

For example, the attendee below registered on 02/16/2015; therefore, they were only prompted to pay 25% of their registration cost based on the payment plans implemented above for this event.

Page 15: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Partial Payments & Payment Plan

Reporting – etouches will allow you within the registrant list and custom reports to view per attendee:

Payment in Arrears: This will show you what should have been paid since the last payment date that was applicable.

Next Payment Date: This will show the next payment date, if any.

Page 16: New etouches Platform Feaures - September 2015

Admin Check-in Function

Page 17: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Admin Check-in Function

Profile restriction - to allow access only to Admin registration and Admin check-in functions for onsite personnel

Create a new Module Profile

Page 18: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Admin Check-in Function

#1: Login as onsite user

Page 19: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Admin Check-in Function

#2: Standard functions are available, but the user can not browse all other reports or access event functions

Page 20: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Admin Check-in Function

Added new Admin registration button#3: Added new admin registration button

Page 21: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew Features: Admin Check-in Function

Added new Admin registration button#4: Added new “register another” button

Page 22: New etouches Platform Feaures - September 2015

New eSelect Interface

Page 23: New etouches Platform Feaures - September 2015

Click to edit Master title styleNew eSelect interface

Page 24: New etouches Platform Feaures - September 2015

Click to edit Master title styleeSelect Features

Page 25: New etouches Platform Feaures - September 2015

Click to edit Master title styleeSelect User View

Page 26: New etouches Platform Feaures - September 2015

Click to edit Master title styleeSelect Reviewer Scores

Page 27: New etouches Platform Feaures - September 2015

Keep Up With Innovation

Page 28: New etouches Platform Feaures - September 2015

Click to edit Master title styleStay in the innovation loop: #1 Support knowledge base

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Click to edit Master title styleStay in the innovation loop: #2 NEWSLETTER

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Click to edit Master title styleStay in the innovation loop: #3 WEBSITE

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Thank you