Platform Training for Chambers & Associations

English

中文

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Save the dateJune 5, 20192:30 PM - 6:00 PMGMT+8 Add to Calendar

Venue Location

AmCham China

Floor 3, Gate 4, Pacific Century Place, 2A Workers' Stadium North Road
Beijing, China

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Organizer

Organizer: EventBank, Amcham China

Phone: +8613681430842

Contact Person: Ekaterina Vaulina

Email: ekaterina.vaulina@glueup.com

Event Details

We are excited to invite you to our very first onsite live training for Chambers of Commerce and Associations in Beijing. Join us next Wednesday (June 5) for an extensive training on the most crucial 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 us next Wednesday at AmCham China's office.

At this event you will learn how to:

conduct onsite check-in
go through registration workflow and deal with the ticket adjustments
design and print event badges
create beautiful event pages with our tips & tricks

Also you will get to know:

what best practices for membership renewals are
how to edit the membership price
member notifications and how they can be controlled
how to modify membership types without affecting current records

Agenda

2:30 PM - 3:00 PM
Arrival of guests and registration
Arrival of guests and registration
3:00 PM - 3:15 PM
Introduction
Introduction
3:15 PM - 3:45 PM
Introduction into the depth of EventBank platform
Introduction into the depth of EventBank platform
Ekaterina Vaulina
Senior Customer Success Manager at EventBank
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
Introduction (dashboards, settings and sync).pdf
3:45 PM - 4:00 PM
Design Beautiful Events & Campaigns to Match Your Brand
Design Beautiful Events & Campaigns to Match Your Brand
Alex Santafe
Creative Director of EventBank
Tips on creating event pages and campaigns:
- How to utilize each template
- Sleek and attractive design tips & tricks
Design Beautiful Events & Campaigns to Match Your Brand.pdf
4:00 PM - 4:20 PM
New Data Points: Onsite Toolkit Session
New Data Points: Onsite Toolkit Session
Sol Han
Customer Success Manager at EventBank
Best practices for onsite check-in and badge printing:
- Multiple points check-in
- Badge design and printing
- Mobile app Check-in
New Data Point Onsite Toolkit Session
4:20 PM - 5:00 PM
Membership Workflow Session
Membership Workflow Session
Sol Han
Customer Success Manager at EventBank
Manage your membership applications and renewals:
- approve, confirm, control notifications
- edit the amount and terms of the membership
- understanding a member and a membership profile
Membership Workflow.pdf
5:00 PM - 5:20 PM
Registration workflow
Registration workflow
Ekaterina Vaulina
Senior Customer Success Manager at EventBank
Key to unlocking your member and community registration secrets:
- approving registrations
- switching ticket types
- revising amount of the registration
- one registrant per email, multiple registrants notifications, and warning pop-ups
Registration Workflow.pdf
5:20 PM - 5:30 PM
Data Integrity
Data Integrity
- Cleaning up your bounce list
- Merging companies and individuals profiles
5:30 PM - 6:00 PM
Q&A
Q&A
Ekaterina Vaulina
Senior Customer Success Manager at EventBank
Sol Han
Customer Success Manager at EventBank
Wendy Dou
Customer Success Manager at EventBank
Khulan Sainbayar
Customer Success Manager at EventBank
Alex Santafe
Creative Director of EventBank
Carol Liu
Customer Success Manager at EventBank