Tag: corporate

Top 8 Considerations When Choosing a Payment Gateway for Your Events

Posted on by Eventsforce

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So you’ve taken the decision to charge people attending your events. You need a payment gateway that will allow you to process payments on your event website but aren’t sure where to start. Or perhaps you are hosting an international event and the payment gateway you are currently using doesn’t support the currency of the country many of your delegates are coming from. Or maybe you’re just not happy with your current provider and would like to make a change.

There are many different options for you to choose from when looking at payment gateways. The big names include the likes of Sage Pay, Worldpay, PayPal and Stripe but there are dozens of possibilities out there. So how do you know which is the best fit for your organisation?  Decisions about event payment processing, more often than not, is something that is usually headed up by finance teams.  It is worth noting, however, that there are a number of important factors that need to be taken into consideration when choosing a payment method around your events. And the role of the event planner is key to ensure these requirements are met.

Have a look below at some of the top things you need to think about when considering event payment processing and gateways:


Untitled design (36)1) Is Your Organisation Already Using a Payment Gateway?

The first thing to do is to find out if your organisation is already using a particular payment gateway for other parts of the business.  You may be required to use the same one as part of your company policy. Payment gateways can take time to set up and will be subject to security checks and audits from your bank. There may also be different levels of bureaucracy and hierarchy regarding approvals within your own organisation.  Going through this timely (often complex) process may not be worthwhile if there is already an existing deal with a gateway that your organisation is happy with.

Payment gateways aren’t the only thing you need to think about. You also have to think about the merchant accounts, which is essentially where your attendee payments go into (different from your regular business accounts). Some payment gateway providers offer just a payment gateway and require you to have your own merchant account. Other payment providers such as PayPal offer a combined payment gateway and merchant account. What you decide on really depends on what kind of existing arrangements your organisation may already have in place.

2) Can The Payment Gateway Be Used with Your Registration System?

The next thing would be to check which payment gateways are supported by your current registration or event management software.  This can significantly narrow down your choices. Choosing one that already integrates with the system makes it a lot more convenient and saves you time – it also means you may not have to spend additional money on development time.  Ask your event tech provider what they recommend – they have a lot of experience in this and can provide good advice on which gateways are better suited for certain types of events.

Like we mentioned above, your organisation may want you to work with a specific gateway solution.  In which case, you will have to work with your event tech provider in building the right type of integration between the two systems in exchange for a fee. Each gateway solution has different versions of the product – with different features and functionalities. Bear in mind that each one of these will have their own type of integration. For example, your organisation may use the ‘Worldpay Corporate’ integration, but your event software may only support ‘Worldpay Business’. Again, this will require additional investment in development time, so make sure you factor all these things in when making a decision.

3) How Do Event Management/Registration Systems Manage Payments?Untitled design (46)

The other thing you need to take into account is how your registration systems takes payments details from your event attendees.  There are two options here.  Does your system support non-hosted payment payment gateways? This is when your attendees are able to enter their card details without leaving your event website. Though it is the smoothest check out experience for your attendees, it is also the least secure. To take payments onsite you typically need an SSL certificate and you will also have to comply with PCI-DSS requirements. It’s worth taking a look at this article that gives good information on PCI-DSS compliance and what it means when dealing with delegate card payments. The fines for non-compliance can be hefty!

The alternative is to use a hosted payment gateway which redirects users to a ‘hosted’ payment page.  Once a payment has been made then your attendee will be returned to your website and the payment will be confirmed. It will likely be the case that your event tech provider may only support these ‘hosted’ payment gateways so that they don’t have to take responsibility for PCI-DSS compliance.

4) How Quickly Do You Need It Up and Running?

Setting up a merchant account and payment gateway can typically take anywhere around 3-4 weeks – although providers like PayPal and Stripe let you sign up without a merchant account so you can get started straight away. On the other hand, set up can also be a long and complex process – particularly if you’re a new or ‘high-risk’ business.  For example, banks can sometimes be reluctant to approve merchant accounts to event organisations because of the ‘interval’ between the time delegates make a payment and the event itself. In which case, you may be requested to provide detailed application forms so that the bank gets a better understanding of your business.  This isn’t a big issue but you need to bear it in mind and find a gateway that can support your specific needs, as well as meet your event deadlines.

Untitled design (7)5) Don’t Forget About Your Cash Flow

Once a delegate payment has been processed, it typically takes a few days for that payment to be settled into your bank account.  However, these payment timings can vary significantly from one provider to another. Gateways that are also merchant accounts generally sit on your money for a lot longer. This can slow down your cash flow and has a real impact on small businesses (think about the payments you need to make to venues, caterers and other suppliers).  Other providers on the other hand can settle your funds as quickly as the next day, while some may also only pay out funds on set days. Ideally, look for a provider that pays out every day.

6) The Kind of Events You Run Will Determine the Fees

The fees you pay for the payment gateway and merchant accounts can include monthly fees, fixed fees per transaction (whatever you are charging attendees for), variable fees based on a percentage of transactions, as well as other fees for things like payments from international cards.  So an organisation running one major international event can have complete different requirements to one that hosts several local events with a greater number of attendees.

Make sure you get a good overview of fees and ask to see a full schedule of charges before committing to one provider. Don’t forget some payment providers (not all) have been known to lock organisations into lengthy contracts – so make sure you understand what you’re signing up for.

Untitled design (13)7) Do You Need to Support Multiple Currencies?

If you are hosting events across different countries and need to take international payments or have a large number of international delegates – you should check whether the payment gateway offers international and multi-currency payments or even an interface with multiple languages. The APAC region, for example, only accepts payments through specific gateways and some global systems like Worldpay aren’t actually accepted all over the world. You should also check whether there are any additional fees for accepting multi-currency payments or payments from other countries and whether you will need to have a merchant account in a specific country.

8) Your Events Can’t Afford Downtime. How Important is Reputation?

The short answer is very.  If you are processing payments from your attendees, you’ll want to work with a provider who has a good reputation in the industry and one that won’t let you down if things go wrong. Some payment gateways have had problems with outages and others have blocked merchants’ money unexpectedly without cause. Look at providers who take PCI-DSS compliance seriously and who provide a good level of support.  Find out how responsive their support service is, where their support team is based and whether or not they work the same hours as you. Do you need to pay extra for this support? Be sure you to do your research thoroughly before signing up with one.  Read reviews and get recommendations from organisations you can trust and use comparison sites which highlight the key features of each gateway.

 

DO YOU NEED A PAYMENT GATEWAY FOR YOUR EVENTS?

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Eventsforce offers quick and easy integrations of its software with a number of major payment gateway providers, including Sage Pay, Worldpay, PayPal and many others.  If you’d like to have a chat about event payment processing, please get in touch here. Alternatively, if you would like to read more about how we integrate with payment gateways, please click here.

 

Click to get in touchSources:

https://blog.socious.com/how-to-choose-the-right-payment-gateway-for-your-organization-and-ensure-secure-transactions

https://gocardless.com/guides/posts/payment-gateways/

Why Video Is a Big Deal for Marketing Your Events – Part 2

Posted on by Eventsforce

Untitled design (43)We all know how important it is to create a feeling of excitement around your events as it makes it easier to convince people why they should attend in the first place. We know that if we do this successfully, people will share their experiences afterwards and come back year after year. And video is a great way of doing this.

Last week, we talked about why online video is one of the most practical uses of your marketing time and budget (Why Video is Becoming a Big Deal for Marketing Your Events – Part 1). In this post, we’ll focus on the key things you need to take into consideration when putting together a video strategy, as well as some creative ideas on how to use videos when promoting your events.

Get Your Video Strategy Right

Untitled design (42)Start by identifying your target audience(s) and the message you are trying to convey to them. The most common mistake is trying to cram too much in or making it too sales-y. Don’t try to target everyone, otherwise you risk losing them all. Set your key goals and identify how your video content is going to help you reach those objectives. So if you want to attract last year’s attendees, then maybe make them the focus of your video. If you want to attract more delegates from overseas, then focus your content on who they will meet and what they can do in the city you’re hosting your event in.  And never end the video with a blank screen – always provide some sort of call to action, whether that’s registration, an offer or links to related material or content.

Make sure your videos are mobile responsive.  According to Cisco, mobile video traffic accounted for 55 percent of total mobile data traffic in 2015.  This figure will increase 11-fold by 2020, accounting to 75 percent of total mobile data traffic, globally.  If you’re targeting millennials, this is even more important as they are three times more likely to watch videos on their mobile devices.

Distribution is another important thing to think about.  It used to be enough to make a video, post it on your website and YouTube and that would be the end of it.  But these days, you have to think about distribution across different social media sites that can help maximise your reach. Each platform has its own creative constraints and this may mean ‘tailoring’ your content for each site. Facebook, for example, supports any length of video, while Instagram has a limit of one minute.  On the other hand, both Facebook and Instagram can play videos silently in the timeline, so you may need to think about adding subtitles to ensure your message comes across. Also, don’t forget to share your video content with other third parties involved in the event so that they can use it for their own marketing and promotional activities.

Finally, don’t forget about tracking metrics.  The success of your video campaign can easily be measured – whether it is sent via email, posted on your event web page or on social media.  You can track all sorts of meaningful data including the time spent watching the video, time spent on the page, click through rates and the number of viewers who followed through with your intended action.

How to Use Videos Before Your Event

7 Practical Ideas to Use Videos to Promote Your EventsFor some practical ideas on how to use video content to promote your event, have a look at the list below:

1.Save-The-Date Videos: This can be a great way of letting people know about your upcoming event and mark it in their calendars.  Share the video via email with your delegates, post it on your event website and on social media.  Make it fun, short and snappy.  The video-sharing service, Vine, is a good tool for this as it allows you to easily record and edit short looping videos.

2.‘Event Highlight’ Videos: If you’ve hosted your event in the past, then you’ve most likely filmed it. Have a look at this one from last year’s Sports Technology Awards. It highlights what happened at their event with plenty of B-roll footage of people chatting and having a laugh. It also includes testimonials from the many different voices and personalities. Use old videos to make totally new videos. Swap out the soundtrack and voiceover, add some new stock footage and you may be surprised with how good it turns out!

3.Video Testimonials: Again, this assumes you’ve hosted the same event in the past. Collate testimonials from different people talking about why the event was valuable for them, including some from your speakers, volunteers and staff. Going back to our earlier millennial stats, almost 70% find video customer testimonials helpful when making a purchasing decision but two in three lose interest when a video is too promotional.  So keep it simple and don’t oversell.  Focus on your attendees’ experiences and make it fun and personable.

4.Video Conferences: These can be a good crowdsourcing tool to use in the run up to your event to connect with your attendees and do some research on the kind of things they would like to see or experience at your event. A study from Eventsforce found that 62% of event planners use crowdsourcing tools to determine things like agendas and session topics, speakers and dining preferences. Though it may be quicker to do this via registration forms or other crowdsourcing platforms, a face to face informal video discussion with a select group of delegates can create long-term loyalty around your events.

5.Video Ads: This is probably the most popular form of video content used around events. It highlights the key sessions, provides details about your speakers and focuses on what delegates should expect at your event, including things like transport and accommodation.   If you are going to feature your organisation, make sure the video presents someone who is actually going to be at the events as it makes the person more approachable on the day.

6.Video Blogs: Make your promotional videos more interesting by producing informal blog-style videos. This can be things like venue tours or a list of the top ten reasons why your event will NOT be a waste of their time. It can be a list of some of the best places to relax at the end of each day or even a list of quirky places they can visit at your event destination. Ask your suppliers and see what they can provide. By focusing on their event and personal experiences, you will establish more trust with your attendees from the start of your campaign.  And by having this trust, you are far more likely to get them to read all the other content you send their way.

Click to get in touch7.Speaker Videos: Video is also a useful tool to woo your speakers. Show them videos of your last event and speakers. Perhaps send them amusing thank you videos after they’ve accepted your invitation to speak. Give your viewers a ‘sneak-peek’ into your event by creating videos of your speakers talking about things they’ll be covering at the event and the sessions they’re interested in attending themselves.  Get them to ask viewers what topics they would like them to cover or ask them a few questions about recent trends that are relevant to your industry today.

 

 

 

 

Why Video Is a Big Deal for Marketing Your Events – Part One

Posted on by Eventsforce

Video Blog 2Let’s face it.  Video is a great tool for marketing your events. It gives your attendees the opportunity to learn more about your event and does a good job of conveying the personality of your organisation. It also is a lot more engaging than text.  Forrester Research claims that a minute of video can be equivalent to 1.8 million words1.  That, by the way, is the equivalent of 3,600 typical web pages. So if you write an average of one web page an hour, it would take you 150 days of writing to achieve the impact of one minute of video – assuming of course that your content is good in the first place!

It’s true that video content marketing has been gaining a lot of momentum over the last few years. The trend first started with publishers, then marketers and now we’re seeing it become a lot more prominent in the events industry. A poll last month by Eventsforce revealed that 84% of UK and US event planners are using video as part of their marketing strategies to promote their events. In fact, the overall pace at which digital video consumption is growing right now is really quite staggering.  By the time we reach 2019, it is said that video will make up around 80% of all consumer Internet traffic globally2.  We expect this kind of growth to be reflected across our own industry as organisations increasingly try to find new and creative ways of attracting people to attend their events.

The recent advancement of technology is a big contributing factor to its popularity.  Simple animation tools and Smartphones devices are allowing people to produce slick and professional looking videos without the need for the sizeable investment that was required not so long ago. The ease in which videos can be put together and uploaded on traditional platforms such as YouTube and Vimeo has also played a part.  So has the recent surge of new video offerings from social media platforms like Facebook and SnapChat that are helping video content go viral – did anyone not see this Chewbaca Mom video last month? It has broken the record as the most-watched Facebook Live video – ever.

The impact of video on your events can really be significant. It can be a great way to generate enthusiasm amongst your attendees and equally present a really good case for those who haven’t yet registered. So if you’re doing it already and doing it well, then you’re on the right track because it will become an integral part of any event marketing campaign over the coming few years. But if you’re still unconvinced and feel that it is something that can take a lot of effort with little gain, then read on.

 The Business Case for Video Content

Video BlogWe’ll be looking at the key considerations you need to take before putting together a video strategy, as well as some great ideas on how to use video prior to an event (more on that in our blog next week).  Before doing that, however, it is important to look at why online video is one of the most practical uses of your marketing time and budget:

  1. Video more engaging than text – Compared to text, video offers your attendees more of an enjoyable ‘sit back’ experience that promises to be short and interesting. From a psychological point of view, it is said that visual makes up around 90% of all the information our brains pick up and that we process visuals 60,000 times faster than text.3 With this in mind, you can see how video can simplify your whole event communications process. It can also help overcome things like language barriers by allowing you to explain things to any number of people anywhere around the world.
  1. Return on Your Investment – Incorporating video into the digital marketing strategy of your event can be a really cost-effective way of reaching your target audience. A study has found that video converts better than other forms of digital content, with 71% of respondents indicating it performs better for them than text and images. The report also found that marketers are seeing very positive engagement rates from using video, with a majority indicating that video is a good vehicle for lead generation4.
  1. Improves Search Engine Optimisation – Video is good for your SEO ranking. Search engines lead people to your event website so the significance of this is quite important. Posting a video on YouTube moves up your search engine rankings due to Google’s high rank for YouTube. Posting a video on your event website will also help it move up the ranking pages – the advantage of this over YouTube of course is that the traffic coming in is likely to stay on your site. On YouTube, you risk attendees getting distracted by other videos instead of following your call to action – whether that’s registration or a sign up to your app. It’s best to use both methods at the same time, but it is recommended to vary your videos if you can.
  1. Expands Your Reach to Millennials – If your events target millennials, then you’ll find this interesting. A recent report from online video maker, Animoto, shows that 50% of millennials will read an email from a company if it includes a video – something worth thinking about when sending out your email invitations.  The study states that 76% of millennials follow companies or brands on YouTube and that they are three times more likely to watch a video on their mobile devices. The numbers speak for themselves.  If your attendees are millennials, then you can’t afford to ignore video.
  1. Click to get in touchIncreases Click-Through Rates – People tend to show more interest in an email or website if it contains video. According to one infographic on video marketing trends, using the word ‘video’ in an email subject line can boost open rates by 19%, click-through rates by 65% and reduce unsubscribes by 26%2. When done right, video also has the potential to boost landing page conversions by 80% – so a video on your event site encouraging people to register by promoting an early bird discount can have a significant impact on your numbers.

Next week: Top considerations when putting together a video content strategy along with some great ideas on how to use videos to promote your events

Sources:
1 Market Wired: A minute of video Is worth 1.8 Million words, according to Forrester Research
2 Cisco Visual Networking Index
3 iMedia: Why people respond to video more than text
4 Tubular Insights: 71% of marketers confirm video converts better than other content

7 Simple Ways to Personalise Event Registration

Posted on by Eventsforce

7 Simple Ways to Personalise Event Registration

Creating personalised experiences is something that companies tend to do very well in the online world.  Just take a look at companies like Netflix and Amazon, suggesting personalised recommendations based on what they already know about their customers. The likes of Cadburys, Starbucks and Marmite have also been getting in on the act over the last couple of years.  And it’s safe to say that personalisation is now finally making its mark in the events industry. Why?  Because it works.

In the same way marketing targets different messaging for different audiences, event planners can use personalisation to deliver content, offers, event experiences and networking opportunities based on what they already know about their delegates. Sophisticated data capture tools – from event registration systems and RFID to online surveys and event apps – are helping event planners collect and analyse valuable delegate information to create more powerful and targeted events.

This month, a study from Eventsforce found that personalisation was a key priority for 82% of event planners, with 97% believing it would have a positive effect on a delegate’s perception of their brand and event. Despite these claims, however, many felt that the lack of time and resources posed as the biggest barriers with only 27% consistently using it as part of the marketing efforts around their events.

Though it has its challenges and can vary in its effectiveness from one event to another, personalisation doesn’t have to be as complicated as one might think. Most organisations today use some form of automated system to manage registrations around their events and it is good starting point for any kind of personalisation you may want to do around your events.  Why?  Because it acts as the first point of contact for your delegates and lies at the heart of all your communications in the run up to your event.

Have a look below at seven easy ways you can use your registration process to personalise events:

1. Personalised Event Invitation

Untitled design (27)Personalising invitations is simple and effective. By tailoring them as much as possible to the invitee and their specific business sector, you massively increase the chances they will attend. Our study showed that 38% of event planners break down their attendees by type when deciding on marketing activities around their events.  So if you know that your delegate list is made up of corporates and academics, then it makes sense to create two separate versions of the same invitation with each one outlining the sessions that would be of interest to them.  Remember – both audiences have a vested interest in attending your event but they have very different goals and very different ideas on why your event matters to them.

Read: How to Create Invites that Draw Crowds to Your Events

2. Create Different Landing Pages for Your Event Website

Untitled design (33)In the same you can tailor the content of your invitation, you can also tailor your event website for different audiences – our study found that 21% of event planners are already doing this and we expect this trend to grow.  For example, an event site that provides information on peer reviews, abstracts, a list of research fellows and referenced publications may be more interesting for your academics.  Whereas your corporate audience will be much more interested in seeing commercial ideas that the event aims to address, a list of other businesses that are going to attend and who they’re going to meet when they are there.  You may use the page to promote an early bird rate to an academic but may not bother for a commercial audience as academics are more likely to book their places months in advance due to budget allocations at the beginning of the year.

Read: 10 Creative to Promote Your Corporate Events

3. Use Unique Registration Paths for Different Attendee Categories

Untitled design (28)Personalise the registration journey by creating different registration paths for each type of attendee.   Some registration systems support this functionality so it doesn’t have to be complicated.  Before starting the registration process, find out the category your attendee falls into – whether that be a delegate, sponsor, exhibitor, speaker and so on. Or you may also choose to categorise by industry – like academics or corporate as mentioned in our earlier example. Each attendee will then be led through a set of registration questions that are specific to their selected category.  For example, exhibitors may get asked about stand sizes, whereas journalists may be asked to upload accreditation documents. Members may be able to select special discount options, whereas a VIP may get asked if they’ll be attending the VIP cocktail party at the end of your event. Having a unique registration path for your VIP guests will ensure their questions aren’t visible to other attendees – and more importantly, it will make your VIP feel that the questions were ‘personalised’ for them throughout the whole registration journey.

4. Find Out What Your Delegates Want

Untitled design (29)Our study found that 62% of event planners are personalising events by using crowdsourcing tools with their attendees to determine things like agendas and session topics (44%), speakers (24%) and dining preferences (18%). Using your registration form to capture your attendees’ views and opinions can be a quick and cost-effective way of personalising their event experience. For example, you can ask your delegates what topics are of particular interest for them at your motor show. Are they interested in the servicing side of the business or electronics?  You can then share this information with your exhibitors and ensure the right kind of discount offer is included in the right delegate pack upon checking-in at the event. This is a lot more personalised than including discount offers from all your exhibitors as you will almost certainly include things that are of no interest to them.

You can also use registration form to ask more ‘personal’ questions like what is their favourite coffee and offering them a personalised free coffee offer as part of their delegate pack.  You could capture information about their hobbies or thoughts and include that on their delegate badges – a great icebreaker when attending networking events.  The more people network, the more business occurs and the more likely they are to come again.

5. Use Delegate Networking Tools

Untitled design (30)Almost 20% of event planners are using delegate networking tools to personalise experiences around their events. By integrating ‘meeting planner’ tools as part of your registration process, delegates will be able to personalise their agendas, see who is attending that may be of interest to them and set up meetings with people they want to meet. These tools are quite good in that they don’t allow delegates to schedule meetings that clash with other meetings or sessions that they’ll be attending at the event.  Or if the system knows if the delegate is leaving a day early, it won’t allow them to accept invitations for meetings on the next date.

6. Personalised Email Communications

Untitled design (31)In the same way you’re able to personalise the invitation, the event website and registration form for different attendee categories, you can also personalise all your email communications in the run up to the event. Let’s look at an example of a delegate who has requested a Kosher or Halal meal at the event.  Typically, this meal is almost never served with the main event buffet so the delegate has to liaise with the catering staff or event planner to locate it on the day.  This isn’t a great experience for your delegate and it is also inefficient as it means the event planners has one more thing to think about at a time when they are very busy.  Instead, send the delegate a personalised registration confirmation email that will include details on where they can pick up their meal on the day of the event.

Again, some registration platforms will support this through an integrated mail merge service, which collates all relevant delegate information in an automatic confirmation email.  And it makes no difference if you have 50 people attending your event or 50,000.  The process is quite simple and takes very little time. It also makes more sense to include this kind of ‘personalised’ information in your delegate emails than details on the weather or the nearest taxi firm (most of this information is instantly available to anyone with a smartphone or an internet connection these days).  Again, remember that you only have a limited time to capture your delegates’ attention – the more information on your confirmation email, the more likely they will jump through some of the more important things like the start time of the session they want to attend.

7. Don’t Forget About Reporting

Untitled design (32)The kind of personalisation you offer delegates will be determined by the kind of data you decide to capture and the reports you produce. The earlier you do this when you’re setting up the registration for your event, the more effective your personalisation efforts will be. Think about it from the start as opposed to when you NEED the data because that will probably be the time you’re at your busiest and data structures are unlikely to change the closer you get to the event.

Think about the reports you want so that you can figure out the right questions you need to put across to your delegates. Think about how you want to slice up the data so that you can get the reports you want and collate the analytics that will allow you to personalise your events.  For example, you may decide to create a report that will collate all the delegates attending a particular session.  Some event planners may share this list with all the other delegates attending that session.  But you can do more. Break it down by company type, interests and goals and share the list with your session speaker.  He or she can then use this information to tweak the content of their presentation or personalise it with content or examples that are more relevant to the audience.

Click to get in touchBreaking down your delegates by type will allow you to create the segregated reports you want.  Knowing that 70% of your delegates are female, love coffee and their primary objective is networking can give you the intelligent data you need to help you personalise their experience. So if you’re hosting an event in London and you know that a large part of your attendees are coming from overseas, you may opt for ‘fish and chips’ as your lunch menu as international delegates prefer local cuisine.  Or if you know that most of your attendees will be leaving early on the last day of your event, it may be a better option for you to offer them a packed lunch that day instead of a buffet and ask them in advance about their sandwich preferences.

If you require a registration process that can personalise your attendees’ event experience, speak to our experienced team today.

 Written by Paul Harris, Eventsforce. 

 

 

 

INFOGRAPHIC: Are you Personalising Your Event Experiences?

Posted on by Eventsforce

Personalisation Pic_Blog

 

 

 

 

 

 

 

 

 

 

 

 

 

Personalisation is seen as one of the hottest trends in the events industry this year with delegates expecting both the communication about an event and the live experience to be tailored to them in some way.  Data capture tools – from event registration systems and RFID to online surveys and event apps – are helping organisations collect valuable information on their delegates which can be analysed to create more powerful and customised event experiences.

But as good as it all sounds, how many of us are actually doing this?  Last month, we conducted a study with over 160 senior event planners in the UK and the US to investigate the current uptake of personalisation in the industry. The results have been very interesting.

The study revealed that though personalisation is a key priority for 82% of event planners, only 27% are consistently using it as part of the marketing efforts around their events. When asked why – it seems the biggest barriers are lack of time, resources and cost.

Registration systems are a good place to start for any kind of personalisation you may want to do around your events.  Find out how by reading this blog: 7 easy ways of using your registration process to personalise events.

We also looked at the kind of marketing tools organisations are using to personalise their delegate experiences.  Personalised email communications came up at top at 68%, followed by unique registration paths and personalised educational content.  Online surveys were the most popular data capture tool at 65%, followed by event apps (44%) and social media tools (42%). Surprisingly, new technologies such as iBeacons and wearables were only used by 3% of event planners.

For a more comprehensive look at these results and some of the other findings from the Eventsforce ‘Personalisation: Creating Tailored Event Experiences’ study, please download the infographic below:

1300 Eventsforce Infographic UK

If you would like to learn more about what Eventsforce has to offer, take a look at a few other blog posts listed below or get in contact with out friendly team.

Call us on 0207 785 6997 or get in touch here.

Top 6 Considerations When Integrating Your Event Data with Other Business Systems

Posted on by Eventsforce

Untitled design (20)Almost every blogger, analyst, journalist and vendor has identified data integration as one of the most important trends in the events industry this year. The concept isn’t something new with most organisations having taken on some form of an integration project through payment gateways, registration scanning tools or event apps. What is new, however, is the increasing number of event planners taking the plunge and integrating their event data with some of their organisations’ other business systems – from finance and CRM to marketing and membership systems.

The case for data integration is quite simple:  It makes business sense. It cuts costs and improves your team’s productivity. It reduces the endless hours event planners spend replicating data from one system to another and it also helps eliminate all the errors and inconsistencies commonly associated with data entry. More importantly, it makes better use of your data by putting it in the hands of the people who need it the most. Integration between your event management and membership systems, for example, can provide automatic delegate membership checks as part of your event registration process.  Integration with your finance system can provide your events team with real-time updates on delegate payments.  Integration with your CRM can help you create detailed invitation lists, whilst providing your sales team with new leads whenever you have new registrations.

If this is something you’re considering doing in the near future, then there are some key things to think about to make sure your data integration project works and brings real value around your events. Have a look below:

Make Sure You Know What You Want to Achieve

The most important consideration when implementing a data integration project is to figure out why you want to integrate your event data with another system. Is there a strong business need for it? Can it help solve a particular problem around your events, like chasing delegate payments from your finance team?  In the case of an event app, what data do you want to pass on from your event management system? Should the app be used by delegates to make changes to their agendas?  What will this entail and how is that information tracked?  Assess and document the benefits of integrating the two systems together, both in terms of cost and time savings, before making any decisions. If you’re finding it difficult to identify how the integration is going to answer important questions around your events, improve the service you provide to your delegates or create efficiencies within your events team, you’re probably wasting your time.

Ensure All Stakeholders Are Involved from the Beginning

shutterstock_61234468The more you know about exactly what you want to achieve, the more likely you are able to identify who needs to be involved in the project.  If you want to integrate your event data with your CRM, then it makes sense to have your CRM manager involved.  If it’s with your accounting system, then it should be your finance manager, and so on.  The next step is to approach your software providers, find out if the integration is technically possible and agree on the objectives.  It is in your interest to help the provider understand your business requirements correctly as this will help them accurately identify and integrate all the required data points.

A common pitfall at this point is for event planners to pass the project on to their developers or IT departments but you need to remember, data integration is a business initiative, not a technology one.  There should be someone throughout the whole process that understands the value of this data and will be able to lead discussions about the long-term goals of the project in order to make it consistent, successful and beneficial.

The other important factor is good communication with all team members throughout the duration of the project. This involves ensuring that there is ‘buy in’ for your project from everyone involved – from the executives in the different departments within your organisation to the techies who will be carrying out the roll out of the project and the events team whose work will be affected by the integration. Everyone need to understand what it is you are trying to achieve and why – you’ll be in a better position to identify potential problems and won’t need to make as many last-minute changes to the development work.

Agree Detailed Specifications & Data Maps Before Starting

It is crucial to determine early on which systems need to talk to each other, which fields within your systems need to be updated and how often this needs to be done. Is the data going to flow one way or two ways between the systems? So if you’re integrating your registration software with a CRM solution, you should decide which questions from your registration page (names, address, telephone numbers) should be updated in the CRM and vice versa. This ‘data mapping’ process is important as it ensures that the right data goes into the right field of each system.

Often, your expectations of what you’re able to do must be realigned as the sheer quantity of data that needs to be dealt with is sometimes underestimated – especially with CRM integrations. Gathering the data can be harder than you think and the data you have might need more ‘cleaning up’ than you first thought.  Take delegate phone numbers, for example. They could be entered in all sorts of different formats: ‘020-888-4567’ or ‘(020) 888-4567’ or they may have no separators at all.  Slightly different formats, minor typos or extra spaces and characters in your CRM system can cause problems when your event management system is expecting things one way and gets another. Take these factors into account when mapping out your data flows. Consult with both software providers and make sure you have workarounds put in place as even the smallest discrepancies and inconsistencies can stop your integration from working as it should.

Be Realistic Over Time and Budget!Untitled design (4)

The good news is that integrating two pieces of software together is no longer the big financial commitment it once was, largely due to generic communications tools (such as Java, APIs and REST) that make it simple to consume and post data from one system to another. Dealing with good software companies also helps as they can provide all the relevant support and expertise you need – which means the whole process can take as little as a few days at a fraction of the cost. However, don’t underestimate the time and budget you need to allocate for such a project.

Think about things like data discrepancies we mentioned earlier on.  If your event management and membership systems, for example, record delegate birth dates in different formats, you will probably need to invest in a bit of development work that will allow the automatic conversation of data from one format to the other. This is a small example of a simple format issue and by itself, no big task.  But multiply this across thousands of data fields and records and dozens of types of formats, and the development work to do clean-up, workarounds and validation can be substantial. Remember that development time can be expensive so think about all these eventualities when mapping out your data flows at the beginning of the project.

Allocate Adequate Technical Resources

Avoid wasting valuable time by ensuring you have the adequate IT staff on hand to answer any technical queries that may come up during the development, implementation and testing stages of your data integration project. Developers from your event management solution provider, for example, may have specific inquiries about the set-up of your bespoke finance system or vice-versa. If you don’t have the necessary technical staff, consider hiring an independent consultant or specialist system integrator for the duration of the project. Once the development phase is over, your technical staff should also be responsible for the proper testing of the integration to ensure that data flow between the two systems is correct, complete and up-to-date.

Make Time for Thorough Testing and User Acceptanceintro_tech_to_assn_congress

Both the technical and business teams need to be involved in the testing stage to ensure that the results are as expected or if anything needs to be resolved.  So if it’s an integration with your finance package, set up a test on your event management system and put through enough transactions to make sure both sides are comfortable and have covered all delegate payment scenarios.  It is then the responsibility for each department head to train their relevant teams on how the system works.

Ensure your team are aware of how the integration impacts their daily tasks.  When creating new events in your event management system, for example, staff need to know that certain fields can no longer be changed as they are now also being used by the finance team to track delegate payments. Create an action list of do’s and don’ts or include it with your event management system template each time a user logs in as an administrator.

Conclusion

Click to get in touchThinking about all these points when planning your data integration projects will ensure that the whole process will be smoother and lot more flexible for any changes you want to make in the future. It is important to note though that regardless of size, an integration between two systems is a moving thing and technology can always change. Don’t forget about it once implementation and testing is over. Stay on top of it with continuous testing and regular meetings with your software providers to ensure everything is working as it should.

Written by Ian Webb, Business Development Manager, Eventsforce

 

5 Easy Ways of Securing Your Event Data

Posted on by Eventsforce

Untitled design (17)Data security is increasingly becoming top of mind and making headlines as it continues to impact businesses around the world. Just about every week, there is a fairly major cyber-security event that gets talked about in public – and there are many more that don’t get talked about. It is a major problem for any organisation that has valuable information to protect (which means most companies these days) – especially for those involved in the world of events.

We have talked a lot about the issue in the last couple of months, addressing things like the kind of data security questions you should be asking your event management solution provider and some of the considerations you need to take when dealing with delegate card payments.  Most event planners will also be following their own organisation’s security policies when it comes to storing and sharing event data – from communication procedures to firewalls, encryption and anti-virus software.

However, while IT focuses on outside threats, there is also an element of risk lurking from within.  Over 40% of data loss1 is the direct result of internal threats which come about from staff mishandling data – whether intentional or unintentional. In fact, our event data security study exposed a number of important vulnerability areas – like staff password hygiene, email communications and data storage –  that event planners should be putting greater attention in order to prevent data from getting into the wrong hands.

Have a look at the following best practice guidelines that can greatly improve security around your event and delegate data:

Don’t Put Anything in Email That You Wouldn’t Put on a Postcard

ID-100354956Email communications is one area of vulnerability. Our study found that 65% of respondents emailed their event data (attendance reports, registration lists, invoice reports) to third parties or other departments within their organisation after downloading the information from the event management systems. Another 36% admitted to having emailed their API key – a form of authentication that allows third party systems like event apps to access data saved in your event management systems.

The truth is that it is difficult and cumbersome to encrypt data in emails from end to end – so you should always think about what you are sharing on email.  Check before sending that you have the right recipients and encrypt data within if necessary. If you don’t need to email it, don’t.  For example, when confirming registration details with your delegates, don’t include all their details within the body of the email but instead, include a personalised link that will lead them directly to their registration page on your event website. Equally, never email your event system API key(s) to ANYONE as this could expose your data to anyone who has access to this key.  If you need to share it, do so over the phone.

Be Smart About Your Passwords

Data SecurityMore than 500 million records of login names, passwords and other ID information went astray in the last 12 months, according to a report this week by security firm, Symantec2. It sounds pretty obvious but you would be surprised with the number of people that ignore the importance of passwords. Our survey found that over 80% of event planners don’t change their event management system passwords as often as they should (less than once a year). Another 33% claim to have shared their passwords with other people.  This widely increases the risk of breach and makes it difficult to accurately identify who has access to the system at any given point in time.

Using strong passwords, NOT sharing them and changing them once every three months can greatly improve security around your event data.   The problem is that the human brain can only remember so many passwords, not to mention we’re actually really bad at picking good ones. So, too often we just reuse passwords across multiple sites. This is an issue because so many of us use the same password for our work and personal accounts like Facebook, Google and online banking.  Be creative: think of a special phrase and use the first letter of each word as your password. Substitute numbers for words or letters. For example, “I want to see the Eiffel Tower” could become 1W2CtEt.

Another solution is to use a password manager, a software tool for computers and mobile devices, which will pick random, long passwords for each site you visit, and synchronise them across your many devices. Two popular password managers are 1Password and LastPass.  You can also use a Single Sign-On (SSO) system, which allows you to control access to your event management software using your authentication servers (e.g. Microsoft Active Directory) – so passwords are never submitted to your event system and access can be controlled centrally by your organisation. If someone from your team leaves their job, then their access to all systems can be cut off from one place.

Share Only What is Necessary

The study also revealed that an overwhelming 89% of event planners downloaded the data in their event management systems to external spreadsheets, with a further 81% sharing it with colleagues and other departments by printing or email.  As well as following your organisation’s policies on how to securely share and dispose of data, you can also reduce security risks by integrating your event management system with some of your other back end systems like finance, CRM and marketing.  The integration will allow for automatic updates on both systems whenever you need to make any changes, eliminating the need to download, print or email event data to other departments within your organisation.

For example, integration with your company’s finance system will allow you to automatically update delegate payment details into your finance system and vice versa without the need for printing and emailing reports and manually transferring them from one system to another. Event invoices, credit notes and received payments can be all be generated and sent from either system. This saves time and more importantly, vastly reduces the security risks associated with email communications and having printed documents lying around.

Know Your Personal Vs. ‘Sensitive’ Personal Delegate Data

Our study found that there was some confusion differentiating personal and ‘sensitive’ delegate data.  Personal information can include things like names, addresses and phone numbers.  However, sensitive data is any information relating to the delegate’s racial origin, political opinion, religious beliefs or mental and physical well-being.   The survey found that 40% of event planners didn’t think race and religion was considered as sensitive and only 26% thought dietary requirements (which may indicate religious inclinations) as sensitive.

Why is this important? EU Data Protection regulations require extra security measures when dealing with ‘sensitive’ delegate data – as this information could be used in a discriminatory way and is likely to be of a private nature.  Most registration forms will have a question asking delegates if they have any additional requirements.  This may include things like dietary requirements or the need for wheelchair assistance. Storing this ‘sensitive’ data means you must comply with the Data Protection Act from the moment you obtain the data until the time when the data has been deleted, overwritten or securely destroyed (e.g. shredding, incineration or pulping).

Don’t Forget About ‘Offline’ Security

As a general rule, try not to store any of your event data in any physical form (print or external hard drives, USB drives etc.) as this greatly increases the chance of it getting into the wrong hands.  If you are, invest in secure cabinets, fit locking doors and ensure you have the proper mechanisms in place to dispose of this data if you need to.  At your events, don’t leave your registration lists, laptops and smart phones unattended and ensure that event data on your screens are not visible to unauthorised users.  Be cautious when discussing details over the phone and avoid discussing sensitive information in public areas where you can be overheard.

Lastly, make sure your employees understand how important your event data is and all the measures they can take to protect it. Encourage security awareness among your staff, training them not to leave sensitive material lying around and to operate a clear desk policy – both at the office and at your events.  The ultimate goal is for everyone, at every level, to believe that data security is critical, understand the policies and procedures for achieving a secure environment and ensuring these are followed every day.

Written by Steve Baxter, CTO of Eventsforce

1 Information Week: Insider Threats: 10 Ways to Protect Your Data

2 BBC News: Security snapshot reveals massive personal data loss