Looking to standardise how you use Eventsforce? Here’s the 8 top tips you need to know!

IMG_3574We know from client feedback that the flexibility and broad functionality needed to run your events the way you want, where you want and when you want is very much appreciated. However, sometimes our clients ask us for advice on, in the face of all this choice and flexibility, how to ‘standardise’ the use of Eventsforce in their business. This request often occurs following rapid team growth or staff turnover, or an upscale in the number or type of event being managed.

Essentially, they want help documenting how ‘they’ use Eventsforce to manage ‘their’ events. They’re looking to create a unified approach, reduce the learning curve and provide a common experience for attendees/event stakeholders.

We’ve identified the top 8 tips to ensuring your events achieve the event consistency and success you demand.

1 – Process-map your event types: For each event type make sure there is a clear understanding on how to meet the ‘who, what, why, when and how’ challenges of running an event, and do this for each type of event you run.

2 – Create event templates within your account: Save time, ensure consistency across multiple events, and create a solid starting point for creating new events. Event templates are also great at helping you enforce your brand guidelines across your event websites and registration process.

3 – Create instructions for copying events: Copying an event is easy but make sure you document the actions and checks to make for each event type after the copy has occurred. The structure of an event may be the same but many things may need to be changed such as branding requirements, sessions, marketing content, invitation lists or discount codes for example.

4 – Keep your documents and templates safe and updated: When issues are encountered or new features are released make sure that all of your documentation and templates are updated to reflect all of the new information. Make sure you carry out regular reviews so that accuracy is maintained and make the relevant people aware of what documentation there is and where it can be accessed.

5 – Deactivate Eventsforce access when someone leaves: This is really easy to do but often overlooked. It’s important to do to keep your data secure and your events protected. Only the people you want to have access to your events should have access.

6 – Link to support portal articles for key issues: So if you’re just getting started, looking to see the latest release notes, or an experienced user wanting to learn more, there’s always a useful article to help.

7 – Super-users can see all tickets raised by the business: If you choose to activate this functionality, this will save your team time if multiple people are asking about the same issue, and can offer a quicker way of getting feedback based on previous tickets.

8 – Review staff training: As your events change and grow over time you will need to make sure that your training practices evolve to keep your events team up-to-date with both the technology and best practices. This is especially important where staff turnover or role-change is occurring.

If you would like any more information on how to put any of these suggestions in place, or would like to find out more, please contact our Technical Support team on +44 (0)845-680-6826 or email support@eventsforce.com