Conference and Event
Management
The Conference and Event module of the
MA Association Manager is designed to manage events which
are charged for, and which have multiple pricing elements and
details. Some of the functions within this module are:
- Auto e-mailing of receipts as a PDF attachment
- Creation of name tags
- Detail special dietary needs list
As well, a summary report into an excel file, and
Event Payment Deposit reports by payment type are built into the system as
standard reports.
While on the Event Entry screen, the operator just needs to hit a button to send a e-mail
confirmation note, or a PDF receipt as an e-mail attachment.
By way of example, one of our clients,
the Independent Financial Brokers of Canada (IFBC),
schedules seminars across the country. They register
delegates centrally; then prior to the the event, e-mail a
Excel spreadsheet generated out of our conference module to
the Event Management Company for input into their database,
allowing them to use it to produce bar-coded labels
that are scanned as delegates go into and out of sessions at
the conference. Each session has a value relative to the
member's requirements to meet certain educational criteria to
maintain their certification. After the conference, the
Event Management Company e-mails IFBC the list of delegates
with their in and out times of the sessions they attended.
This information is then uploaded into
the conference component and the operator reviews it to see
where there are any issues. Once all issues have been addressed,
the system then proceeds to create PDF certificates based on
the credits the member earned by attending the respective sessions
at the conference, and these are then e-mail broadcast out
to the members as attachments. What once took the staff days to
perform, is now done by one person in a matter of hours.
Call us to see if there is some way we
can automate your requirements to reduce workload and
improve member service.
|
