Knowledge Base
Contacts/CRM Management
- Manage Contacts
- Manage Organisations
- Custom Fields on Contacts and Organisations
- Merge Duplicate Records
- Document Management
- Create a New Contact
Manage Communication
- Manage Communication
- Configure Communication Settings
- Notifications in Arlo (Automated Emails)
- Copy in Order Contact on all Event Communication (CC Order Contact)
- Setup Administrator Order Notifications
- Stop Administrator 'Event Scheduled' Notifications
Arlo for Mobile
- Manage Arlo for Mobile App
- Manage Arlo for Mobile Users (In Bulk)
- Setup an Existing Administrator with the Arlo for Mobile App
- Set up an Existing Presenter with Access to the Arlo for Mobile App
- Login to the Arlo for Mobile App
- Open an Event (Mobile App)
Manage Events
- Manage Events
- Event Schedule Types
- Manage Private Events
- Event Confirmation Workflow (Confirm an Event Before Running)
- Create a Basic Event
- Create a Basic 'Live Online' Event (Webinar) - without GoToWebinar integration
Event Leads - Expression of Interests
- Leads Overview (registration of interest)
- Manage Leads
- Set up Leads / Leads Settings
- Setup Website Lead Notifications
- View and Edit Website Lead Forms (Get Lead Form URLs)
- Custom Fields on Leads
E-Learning - Webinars and Online Self Paced Events
- eLearning options
- Online Activities Explained
- Create an Online Activity
- Managing Live Online Events (Webinars)
- Setup a Live Online Event (Webinar) without GoToWebinar
- Managing Blended Learning Events
Manage Registrations
- Manage Registrations
- Manage Registration Limits
- Manage Waiting Lists
- Custom Fields on Registrations
- Website Registration Methods (Registration Processes)
- Create a Registration in the Management Platform
Manage Applications
- Manage Application Processes
- Accept Individual Applications for Events
- Accept Team Applications for Events
- Manage Individual Applications
- Manage Team Applications
- Create Bulk Orders for Applications
Event Certificates and Certifications (Licenses, Permits, Memberships)
- Edit the Certification Expiry Reminder Email
- Create and Manage Certificate Templates
- Send Certificates to Registrants via Email
- Download Certificates for Registrants
- Manage Certifications (Licenses, Memberships, Permits etc.)
- Create a Certification Template
Logistics and Task Management
- Manage Presenters
- Manage Tasks
- Add a Provisional Presenter to an Event/Session
- Manage and Send Presenter Requests
- Find an Event Date that Suits the Presenter
- Find a Presenter for a Proposed Event Date
Marketing and Campaign Management
- Manage Newsletter Subscriptions
- Manage Newsletter Topics
- Bulk Update Newsletter Subscribers
- Manage Campaigns
- Create a Campaign
- Add Prospects (Contacts) to a Campaign
Manage Payments and Orders
- Manage Orders
- Order / Registration States
- Create a New Order
- Create a Manual Credit Note
- Mark an Order as Paid (or Unmark as Paid)
- Edit Order /Change Order Information
Discounts/Vouchers
- Manage Discounts
- Manage Vouchers
- Membership Management
- Manage Member Discounts using a Data List
- Offer a Discount via a Yes/No Value on your Contacts/Organisations
- Delete or Archive a Discount
Accounting
Reports and Data Exports
- Manage Reports
- Save Default Report Settings
- Schedule Favourite Report to be Sent Automatically
- Create Custom Reports/Save Report Settings
- Send Event Registrants Report and Attendance Register to Presenters Automatically
- Export all Data (CSV Format)