Platform Training

About Training

We are excited to invite you to our onsite live training series for Chambers of Commerce and Associations in Beijing. Join us 19th of November Tuesday at 2:30 PM for an extensive training on the latest features that make Chambers of Commerce and Associations around the world more productive in their daily work.

EventBank Team is looking forward to pass on the knowledge to the new employees and to introduce the platform to the existing long-term staff from a fresh angle. We are always striving to ensure the best event and membership experience for you and your communities and we hope you and your colleagues can join!

Training Schedule

2:30 PM - 2:50 PM

Check-in

Experience EventBank Mobile Check-in

2:50 PM - 3:00 PM

Introduction

3:00 PM - 3:20 PM

Introduction into the depth of the EventBank platform

Discussing the architecture of the platform and how the data is built from a technical point of view.- Dashboards- Field settings- CRM to Membership synchronization- Event registration to CR...

Discussing the architecture of the platform and how the data is built from a technical point of view.
- Dashboards
- Field settings
- CRM to Membership synchronization
- Event registration to CRM synchronization

3:20 PM - 4:30 PM

EventBank's Latest Updates

General- New field type (Cascading choice)- Task Module- Company LookupCRM - OpportunitiesEvent- Add/Import Group Ticket- New attendee categories- Organizer bypass member-only ticket- Invite...

General
- New field type (Cascading choice)
- Task Module
- Company Lookup

CRM
- Opportunities

Event
- Add/Import Group Ticket
- New attendee categories
- Organizer bypass member-only ticket
- Invitees bypass approval stage
- New Templates

Membership
- Updated membership profile layout
- Auto-refuse renewals
- Renewal confirmation setting
- Awaiting approval member's billing address improvement

4:30 PM - 5:00 PM

Ask Anything QnA session