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
Events
- Events and templates overview
- Event settings
- Create events and event templates
- Manage events
- Manage event templates
- Find events and event templates
Orders
- Orders overview
- Order settings and setup
- Create orders
- Manage orders
- Manage refunds and credit notes
- Tax-related invoice and website settings
Registrations
- Registrations overview
- Registrations: Settings
- Create, edit, and manage registrations
- Manage event registration details
- Registrations: Find and report
- Website registration methods
Reports
- Reports overview
- Create and manage reports
- Schedule your reports (send automatically)
- Create Custom Reports/Save Report Settings
- Export system data for advanced reporting and system integration
- Report: Account Manager Activity
Presenters
- Presenters overview
- Create a presenter
- Manage existing presenters
- Manage a presenter's working hours and external appointments
- Presenter website profile and privacy settings
- Find and report on presenters
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
Elearning
Discounts
- Discounts overview
- Order discount settings
- Registration discount settings
- Create a discount
- Manage discounts
- Find and report on discounts
Vouchers
Certificates
Tasks
Leads
- Leads overview
- Lead settings and setup (notifications, forms, and categories)
- Create a lead in the management platform
- Manage leads
- Find and report on leads
- Automatically close leads as "won" when contacts register for the associated event
Marketing Campaigns
- Campaigns overview
- Create a campaign
- Manage campaigns
- Find and report on campaigns
- Troubleshooting and FAQs for campaigns
- Add prospects to a campaign
Arlo for Mobile (Presenter App)
- Arlo for Mobile overview
- Login to Arlo for Mobile
- Manage Arlo for Mobile user permissions
- View event/session and options details in Arlo for Mobile
- View a registrants' history and add registrants to an event in Arlo for Mobile
- Record attendance, add comments, and grades 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
Accounting
Communication
Registration Rules
Application Process
- Applications process overview
- Create applications workflows
- Edit application workflows and themes
- Manage individual applications
- Manage Team Applications
- Find and report on applications