Knowledge Base
Contacts and Organisations
- Contacts and organisations overview (CRM)
- Creating contacts or organisations
- Manage contacts (edit, merge, add notes and documents)
- Manage organisations (edit, merge, add notes and documents)
- Contact and organisation settings (custom fields, email validation, auto-link, duplicate prevention)
- Find and export contacts and organisations
Customer Portal
- Customer portal overview
- Enable and style your customer portal
- Set up customer portal invitation emails
- Allow customers to update their details using the customer portal
- Customer portal end-user experience
- Provide customer portal access to contacts (non-registrants)
Events
- Events and templates overview
- Course settings
- Create course templates and courses
- Private courses
- Manage course templates
- Update communication details for existing courses
Webinars
Orders
- Orders overview
- Order settings
- Create orders
- Create credit notes and process refunds
- Manage orders
- Manage payments on orders
Elearning
Registrations
- Registrations overview
- Configure your registration settings
- Create, edit, and manage registrations
- Manage event registration details
- Registrations: Find and report
- Registration limits and alerts
Reports
- Reports overview
- Create and manage reports
- Schedule your reports (send automatically)
- Create and save a report as a favourite
- Export system data for advanced reporting and system integration
- Report: Account Manager Activity
Presenters
- Presenters overview
- Create a presenter
- Manage presenters
- Find and report on presenters
- Presenters FAQ
- Presenter website profile and privacy settings
Venues and Rooms
- Venues and rooms overview
- Create venues and rooms
- Manage venues and rooms (edit, archive, website settings)
- Display venues on your website
- Find and report on venues (availability, dietary and access requirements)
- Manage a venue's operating hours and external appointments
Calendar and Schedulers
Discounts
- Discounts overview
- Registration discount settings
- Order discount settings
- Create a discount
- Manage discounts
- Find and report on discounts
Vouchers
- Vouchers overview
- Create a voucher
- Voucher settings
- Manage vouchers
- Find and report on vouchers
- Vouchers FAQ
Certificates
- Certificates overview
- Create, format, and upload certificate templates
- Manage certificates and certificate templates
- Certificates FAQ
- Automated Certificates
- Email certificates to registrants
Tasks
- Tasks overview
- Task category settings
- Create and apply tasks
- Manage tasks
- Find and report on tasks
- Tasks FAQ
Leads
- Leads overview
- Lead settings and setup
- Create a lead in the management platform
- Manage leads
- Find and report on leads
- Lead forms
Marketing Campaigns
- Campaigns overview
- Create a campaign
- Manage campaigns
- Find and report on campaigns
- Campaigns FAQs
- Add prospects to a campaign
Arlo for Mobile (Presenter App)
- Arlo for Mobile overview
- Install and login to Arlo for Mobile
- Manage Arlo for Mobile user permissions
- Arlo for Mobile troubleshooting
- Manage registrants in Arlo for Mobile
- View course and session details in Arlo for Mobile
Send Presenter Requests
Certification, Licensing, and Membership
- Certification overview
- Understanding a certifications template and workflow settings
- Create and edit a certification workflow
- Manually add contacts to a certification workflow and approve, renew, or cancel certifications
- Find and report on contacts with certifications
- Send certificates for approved certifications
Communication
Registration Rules
Application Process
- Application process overview
- Create applications workflows
- Edit existing application workflows
- Manage individual applications
- Manage Team Applications
- Find and report on applications