Tag: Event Registration

6 Signs Your Event Technology is NOT Working for You

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Last month, we spoke to some of the industry’s well known event tech experts to find out what kind of trends we should expect over this coming year – Ask the Experts: The Next Big Thing in Event Tech for 2017.  Along with a more widespread use of new and exciting tools like AR/VR and chatbots, it seems that for many event planners 2017 will be the year to re-evaluate their technology investments.

A lot of organisations are now using sophisticated registration and event management software to automate and simplify their everyday tasks and processes, as well as other tools such as mobile apps, audience response systems, livestreaming and hybrid events. If you rely on event tech, you’ll know how important it is to know whether or not it’s working for your organisation. If it was going to save you time and money, you need to make sure that it is delivering on that promise.  If your management asks if it is helping you meet the objectives and goals you’ve set around your events, you need to have an answer. Otherwise, where’s the ROI?

The impact of technology on events is huge – we can’t function effectively without it.  And though it can make our jobs easier, it can also cause complications.  So, it’s important to keep things in check. But how do we do it?  How do we know if the technology we’re using is still a good investment?

Have a look at these five symptoms that may suggest your event tech is NOT working for you:

Untitled design (55)1) You Dread Using It

Is your event tech making your life easier? If it’s not, it should be.  You don’t want technology to create more work for you – you want it to simplify processes.  You want it to save you time and deliver a better experience for your attendees and customers. You want it to create new opportunities. You want it to help you do more with your event data so that you can do bigger and better things. And ultimately, you want it to have a positive impact on your event ROI.

If you’re spending too much time trying to figure out all the nuts and bolts of your technology solution, then it’s probably a sign that the solution is not working for you.  Technology is also a constantly evolving thing and your event tech provider should be supporting you with regular release updates so that you can get the most out of your technology investment.  Are you happy with the training and support you’re getting from your provider?  Can you get the support you want when you need it?  If you feel you’re being let down and spending far too much time on the technical aspects of using your technology, then it may be time for a change.

Untitled design (26)2) Your Goals Seem Too Complex

Go back to the business or event objectives you set out when you first deployed the solution. Did you want to save time in processing registrations? Did you want to attract new attendees?  Did you want to create more engagement? Or did you want to do a better job managing payments? Go through these objectives after each event and see what role your event tech played in reaching these goals. The answer should be pretty clear, either way. And if you’re not sure, then it may be a symptom of bad deployment.

One of the ways to help address this is through an onboarding service, which is something you should really get from your tech provider before you even start using the system. An onboarding programme from Eventsforce, for example, ensures that your event management solution is set up and configured in a way that accurately reflects and measures the objectives you’ve set around your events. It will recommend on the best processes and work flows you need to put in place. It will provide you guidance on what data needs to be captured by the system in order for you to create the ROI reports that matter. Having this support from the start can help you avoid making any changes later on, which can cost time and money.

If you feel it’s something you should have done or would like to re-visit, then it’s not too late.  Talk to your event tech provider and they should be able to help you out.  You can also read this article: Why Onboarding is Critical for Boosting Your Event ROI.

untitled-design-673) Your Quality of Data is Not Improving

The data we get from all the different systems we use around our events is incredibly valuable.  The more you slice, dice, analyse and share that data across your organisation, the more valuable it becomes.  Registration systems are key here because they play such an important role when it comes to collecting information on your attendees. But it’s not just about the ability to capture data that is important, but whether or not you’re able to improve the quality of your data over time.

Attendee lists, for example, are one of the most guarded assets of an event planner and ensuring that the data is well maintained and accurate is essential.  However, if your registration system is not updating changes to attendee profiles in your central database, then it’s hardly going to do you any favours for your next event.  If your returning attendees are retyping the same information or correcting the data you hold on them time and again, then they may not bother the next time round. Or perhaps you’re not even reaching them in the first place because you still hold their old contact information?

Remember, good event data is about quality, not quantity.

untitled-design-664) Attendees Complain About Their Experience

Again, for the sake of simplicity, let’s look at event registration tools.  Is your attendee’s online registration journey quick and easy or does the process have too many steps? If you’re an association and you’re hosting your annual conference, can your members register without having their membership numbers on hand?  Or do they have to request the details, log in and start again? Are you still asking attendees for their mailing addresses despite the fact you never use this information?  Don’t forget that the more clicks it takes to close a sale, the more excuse your attendees have to walk away instead of completing that sale.


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As well as offering an intuitive and user-friendly design framework, good registration systems can simplify this whole process by helping events planners find the best way of asking attendee questions.  Features can include things like single sign-on, drop-down menus, default settings and auto-fill functions that remember the answers attendees provided the last time they registered for one of your events.

untitled-design-725) Reporting is Time Consuming

Let’s say your system is capturing all the information you want to collect around your event.  But how is it processing this data and are you able to get the reports you need?  Are the reports updated as often as you want? Are you able to get the reports and lists you need for your speakers, sponsors, exhibitors or judging panel?  What about the reports your other department require, like finance or marketing?

Having a system that can take the data you have around your events and produce the right kind of report is essential in measuring your event ROI.  You (and your management) will measure success based on the data provided in these reports.  So again, look at your event goals and determine the metrics you need to measure. Make sure your event tech provider can offer you the support you require in identifying what you need to measure and ensure markers are placed across the system in all the right places so that your tech can provide you with the important event reports you need.

conditions-624911_12806) The Legal Eagles Are Circling

Reporting is also important for regulatory compliance. It wasn’t that long ago when all we needed to do as event planners was make sure attendees ticked the terms and conditions box in the registration forms. But times have changed. Today, you have different boxes for different things. You can have compulsory ones that ensure attendees have understood the terms and conditions of your cancellation policy.  You can have optional ones asking if they want to be contacted by third parties. You also have privacy statements. Your software has to be sophisticated enough and be deployed in such a way where it is able to give attendees the right choices, securely store their data and produce the kind of reports that ensure compliance to legal and data protection requirements.

For example, it’s quite common to see delegate lists that include personal information like email addresses at event registration desks. This kind of information is also included in lists sent to caterers, hotels and venues. But have you taken permission from your attendees to share this kind of personal data in the first place?  If you haven’t, then your system should let you tailor your own reports so that you can produce lists that don’t put you or your organisation at legal risk.

Want to get more out of your event technology? Eventsforce’s onboarding service makes sure that your event management solution is set up to accurately reflect and measure the objectives you’ve set around your events.  Find out more by getting in touch here.

Event Spotlight: Women into Leadership Conferences

Women into LeadershipThe annual series of Women into Leadership conferences has established itself as the main go-to event for people interested in seeing more leadership opportunities for women. The 2016 events were held in London, Leeds and Edinburgh, featuring over 50 speakers and more than 1,000 attendees.

EventTech Talk spoke to Claire Walmsley, Senior Content Manager at Dods – organizers of the event – about her experience of working on Women into Leadership as well as getting some insight into what it takes to be successful in event management.

How far in advance do you usually start planning and booking guests? Do you already have dates scheduled for next year?

Women into Leadership is a year-round project that not only covers multiple venues but also numerous sessions within each one that require extensive planning and advertising. As soon as one event finishes, we will move straight onto revamping the agenda for the following year. The conference agenda is shaped by the suggestions offered from our planning group so it’s essential to get the ball rolling as soon as possible.

We already have the dates for 2017 and have added Cardiff to the list. So we’ll have four events next year, spanning across March, May, September and October. This means we have even more pressure on us to be organized and focus on every detail.

Women into Leadership Conference 2015What would you say was the biggest challenge of planning the Women into Leadership events? How do you prepare for a crisis scenario?

There are lots of very high profile speakers at these events, and they really make the events what they are. The biggest challenge is therefore getting the dates in their diaries as early as possible, and keeping them there! It’s crucial we are as flexible as possible with the agenda for as long as possible, as our senior speakers have competing commitments making their way into their diaries all the time. In terms of crisis management, we always expect some last-minute speaker cancellations so we always make sure we have people who could step in at short notice.

Has anything gone wrong at one of the Women into Leadership events that required a quick response and how was it handled? For example, issues with the venue, tech problems, etc.

Yes – when we arrived on site for Women into Leadership Leeds last month, a miscommunication in our operations team led to no AV being ordered for the event. This meant that, in a room with over 150 delegates, there was no PA system, no microphones, nothing. Luckily, we were able to work with our venue contact to get a hand-held microphone straight away, while the in-house AV team worked on getting a more substantial system (lectern, microphone, panel table microphones, etc.) up and running. By the time our first speaker took to the stage, we were all set-up and ready to go, but it was extremely tight! We almost had to go into that first session with one hand-held microphone between the chairperson, keynote speaker and audience!

How big is the team involved in the planning and execution of the conferences? Do you work on multiple events at once? What project management tools do you use to ensure everyone is up-to-date with each stage of the process?

I work on Women into Leadership year round with support from various teams around the company, including sales and marketing. I have support in terms of agenda and speaker ideas from the FDA [the union for senior public servants and professionals], our event partner, and also a wonderful planning group of civil servants who contribute lots of great ideas for content. I also have my lovely colleagues to call on in particularly busy periods and a brilliant team of Dods staff with me on the day to ensure on-site execution is top notch.

Women into Leadership Conference 2015How do you evaluate the success of your events?

The most immediate feedback comes from social media. Our delegates are really active on Twitter and we can always tell straight away how well particular speakers are going down [see @WiLeadership_UK]. We also have a more formal feedback form process, which I write up into an evaluation report and take with me to the subsequent planning meeting. This provides the basis for the next event.

How does the Eventsforce software benefit your events?

All of our delegates register via Eventsforce, so it’s an essential component of the events. We can tailor the sign-up process to our particular events and delegates always feedback that they find the system to be simple and straight forward – exactly what we need with this volume of delegates!

What do you see as the most important trend in the events industry today?

Women into Leadership Conference 2015From a Women into Leadership perspective, speaker line-ups are definitely becoming more diverse and event managers are very aware that they are being judged on the diversity of their speakers – it’s very important. Gone are the days when an all-male panel was acceptable – our audience want to hear from a diverse range of people, which reflects the society we live in!

Which mobile app or social media platform couldn’t you live without?

Twitter!

Is there any advice that you would give to someone considering a career in event management?

Know your industry. Delegates are attracted to events which show a deep understanding and passion for the topic area. Get on Twitter and sign-up to news bulletins, follow all the relevant organizations/groups/individuals who regularly comment on your industry and keep up-to-date. Knowledge is power, and this could not be more true than when working in events – your agendas really need to reflect the most up-to-date policies and ideas to stand out from the crowd.

Click to get in touchDo you have any anecdotes about any of the events? Or is there a special power you sometimes wish you had when planning/managing them?

I often think about Bernard’s Watch (anyone who grew up with kids’ TV in the 90s will understand the reference!) and how totally amazing it would be to have one of my own at these events. It’s basically a pocket watch which, when you press it, stops time for everyone but you. At the London event, there are six breakout sessions running at the same time and I am running all across the venue just to pop my head into a room and check all the speakers are there and the session is ready to start. I really do need to be in six places at once during these times of the day. If only I had Bernard’s Watch, I could actually do it!

Images © Women into Leadership

 

Event Spotlight: The Festival of Marketing

Festival of Marketing 2016This year’s Festival of Marketing (FOM) took place on 5-6 October at Tobacco Dock in East London. It is the largest global event dedicated to brand marketers with more than 200 speakers, workshops, awards, experience rooms and training sessions. Over the two-day event, more than 4,000 marketing professionals came together to discover, learn, celebrate and shape the future of marketing.

EventTech Talk spoke to Antonios Maropoulos, Festival Coordinator, about his experience of working on the Festival of Marketing as well as what it takes to be successful in event management.

You’ve already announced the dates for FOM17. How far in advance do you usually start planning and booking guests? What is your process timeline?

Festival of Marketing 2017 will take place on the 4-5 October 2017. Booking guests usually starts six to seven months prior to the event. This year we are planning to start registering people as early as possible as planning is a year-long process in itself – part of a forward-looking strategy that spans several years.

Festival of Marketing 2016Given the size of FOM, what would you say was the biggest challenge of planning an event this size?

Every single aspect of an event of this size is challenging. From content curation and coordination to operations management and sponsor recruitment, crises lurk in every corner. Managing the numerous moving pieces is the biggest challenge. Very capable, close-knit and experienced teams working together is the best answer to any festival crisis.

Has anything gone wrong at one of your events that required quick response and how was it handled? For example, a speaker not showing up, issues with the venue, tech problems, etc.

In an event of this size everything can go wrong very fast. We’ve had last minute speaker cancellations which our excellent content team has filled very efficiently by responding quickly, utilizing all assets available to them and by creating close relationships with many professionals in the industry.

Do you solely focus on FOM or do you actively work on other events at the same time? If you work on multiple projects, how do you manage your time effectively?

The Festival of Marketing team has a few members that are exclusively focused on the Festival all year round but most members of the team are also working on other events during the year. As the Festival season approaches the team internally recruits more and more members reaching full capacity at least four months prior to the event.

How does the Eventsforce software benefit FOM?

Eventsforce allows us to track delegate registrations and manage delegate information and booking status. We can also manage group bookings and ticket upgrades.

Festival of Marketing 2016What do you see as the most important trend in the events industry today?

Experiential events is probably the most important trend today. Long gone are the speech and drinks events. You need to capture the audience’s attention and imagination from the moment of invitation and interact with them, constantly providing excellent and useful content.

Which mobile app or social media platform couldn’t you live without?

Our Festival of Marketing app. The Festival of Marketing 2016 app by Guidebook is absolutely essential to us, as delegates use it to book their sessions, access the Festival floorplan, navigate through our massive agenda and even connect with each other onsite.

What new event technology are you looking forward to using or would you like to see in the future?

Artificial Intelligence will definitely revolutionize the events industry in the future. Whether we’ll be using it for customer relations, onsite signage or even our first robot speaker, we don’t know. But we are definitely excited by the possibilities.

Is there any advice that you would give to someone considering a career in event management?

Click to get in touchThe events industry is for individuals that embrace change and love being challenged. It’s a stressful working environment with changing needs that require different approaches. Whatever the challenge, a can-do attitude, calmness and simple problem-solving will get you out of most crises.

Is there a special power you sometimes wish you had when planning/managing them?

It definitely has to be time travel. To go back in time after an event and correct things that went wrong and couldn’t foresee!

Images © Festival of Marketing

 

How to Personalize Attendee Packages for Your Multi-Day Events

untitled-design-64Take any multi-day conference today and chances are it will offer attendees a choice of registration packages. Some will give attendees a choice of dates at different rates, others will bundle things like meals, accommodation or entertainment into the price. This concept of ‘packages’ first became popular when organizations used paper-based registration forms and needed a simple way of managing payments around their events. All attendees had to do was pick a package, submit their form and send the necessary cheque to the organizers.

Over the years, the advance of technology has made this process of managing payments a whole lot simpler. Online registration systems provide automatic calculations at the check-out stage of the attendee’s registration journey – regardless of the number of items purchased along the way. So the need for simplification no longer exists. In fact, ‘digital’ registration pages can do a lot more for attendee packages. They can give attendees the ability to tailor their own custom packages around these events.

untitled-design-55Common Challenges of Event Packages

Having a defined set of package options to choose from doesn’t necessarily simplify things – not for the attendee or the event organizer.  Let’s take a look at a typical example. Suppose you give your attendees the option to select one of the following packages on your event registration page:

  • Package 1 – Monday only
  • Package 2 – Monday to Wednesday (3 days)
  • Package 3 – Wednesday to Friday (3 days)
  • Package 4 – Monday to Friday (5 days)

It’s relatively easy to set up, but offering these package options to your attendees can bring about a number of issues:

1. Trouble Counting Totals – Knowing exactly who is coming on each day should be the kind of information that needs to be available to an event planner at the touch of a button.  Yet looking at our example, if you want to get the total number of attendees at your event on the Monday, you will have to add up the number of people who selected packages 1, 2 and 4.  This number will reflect all the people coming on the Monday but it will also include the ones who have registered for the Tuesday and Wednesday sessions too. Also, it may include people who have no intention of attending the event on Monday but chose package 2 as they wanted to attend the sessions on the Tuesday and Wednesday.

2. No Transparency on Event Requirements – Knowing the exact number of people that are expected to attend on any given day is important for managing things like delegate communications, catering requirements and health and safety regulations.   It is pure guess work to assume that people who have chosen package 2 will be attending your buffet lunch on the Monday, for example.  Or that they’re interested in receiving content on topics that will be discussed in sessions on that day.

3. Limited Choice for Attendees – Options that are not listed usually end up with the attendee picking up the phone and calling your team to ask if they can attend ‘Tuesday only’, for example.  This increases your workload, delays registration and could affect cash flow.  Your attendee may also feel he’s not getting a good return on his investment as he’s made to pay for a 3-day event when he’s only interested in attending one particular date or session.

personalisationLet Your Attendees Tailor Their Own Packages

Offering your attendees a selection of package options for your event is a lot like a restaurant offering its customers a selection of set menus.  Both are easy to set up. Both offer the same set of choices to everyone.  Yet registration software can help attendees personalize their own packages around your multi-day events. In the same way that a restaurant offers customers the choice to order whatever they want using an a-la-carte menu, event planners can use their online registration forms to offer attendees the option to pick and choose what they want to ‘consume’ when registering for the event.

So instead of giving attendees a list of packages to choose from, registration forms can ask attendees which dates they would like to attend. Or you can break it down further and ask them what sessions they would like to attend.  Upon selection, attendees can then be given a set of questions that allows them to choose individually priced items such as meals, meeting rooms, entertainment activities, transport and accommodation.  They won’t need to do the mental arithmetic as the system will do it for them and they can focus on what they actually want to get out of the event.

Some may argue that breaking down prices like this will only complicate the registration process.  That simplified package options provide a better experience for attendees.  Yet the reality is that these packages are taking the choice away from attendees.  And your attendees want that choice.  They want the ability to decide that they will attend your conference for the first two days, spend one night in the hotel (as they’ve made other arrangements for the other two) and attend the networking drinks on the third night. They are used to making these choices in many aspects of their lives.  They do it when buying add-ons for their flights such as meals, extra leg room or baggage allowance.  They do it when ordering their meals in a restaurant.  And there is no reason why they can’t do this around your events.

Benefits of a Personalized Approach

Creating a more personalized approach around event packages can bring a host of benefits to the event planner and the attendee:

  • Increased ROI for Attendees – Providing attendees with the ability to pick and choose bookable items around your events gives them a clearer understanding on the value of their purchase. A subconscious connection is made with the content of each day, rather than simply the package fee.  This provides the event planner with the opportunity to present additional value in context rather than just a price on a page.
  • Personalized Event Communications – Knowing exactly which days your attendees will be attending can help you personalize all your email communications in the run up to your event.  It makes more sense to send your attendee information about the sessions of the day they’re attending than have one generic email that goes to everyone on your list.
  • Better Speaker Content – By having a more accurate picture of who will be attending the sessions on each day, event planners can break down attendee lists by company type, interests and goals and share it with speakers beforehand.  They can then use this information to tweak the content of their presentations or personalize it with content or examples that are more relevant to the audience.
  • Clearer Insight on On-Site Requirements – Knowing exactly who will be attending on each day of the event provides the event planner with a more accurate picture on what catering arrangements need to be made.  So if you know that people are leaving early on the last day of your event, you may decide to offer them a packed lunch instead of the buffet you had initially planned. This can reduce your catering costs and reduce unnecessary food wastage.  This kind of information will also help with emergency evacuations and other health and safety requirements.
  • Alternative Source of Income – Asking your delegates specific questions on the kind of things they’re interested in purchasing around your event can also maximize your opportunity to make money. How about offering them to rent out that extra meeting room you have available on that specific day you know they will be at your event?  Or offer them the choice to buy WiFi connectivity in their hotel rooms?

For some other ideas on how online registration systems like Eventsforce can help you personalise your attendee event experiences, have a look here.

Written by Paul Harris,  Event Technologist and Client Services Manager, Eventsforce

Top 8 Considerations When Choosing a Payment Gateway for Your Events

Untitled design (45)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 organization?  The decision, 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 selecting a payment gateway around your events:

1) Is Your Organization Already Using a Payment Gateway?

Untitled design (36)The first thing to do is to find out if your organization 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 organization.  Going through this timely (often complex) process may not be worthwhile if there is already an existing deal with a gateway that your organization 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 organization 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 organization 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 organization 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 Does Your Event Management/Registration System Manage Payments?

Untitled design (28)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 organizations 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.

5) Don’t Forget About Your Cash Flow

Untitled design (7)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 organization 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 organizations into lengthy contracts – so make sure you understand what you’re signing up for.

7) Do You Need to Support Multiple Currencies for Your International Delegates?

Untitled design (13)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 organizations you can trust and use comparison sites which highlight the key features of each gateway.

 

DO YOU NEED A PAYMENT GATEWAY FOR YOUR EVENTS?

Untitled design (46)Eventsforce offers quick and easy integrations 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 which gateway is best for your events, please get in touch here. Alternatively, if you would like to read more about how we integrate with payment gateways, please click here

 

Sources:

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/

INFOGRAPHIC: Ten Most Popular Data Collection Tools for Event Planners

1309 EF Infographic Top 10_small preview imageWe’ve been talking a lot about event personalization over the past few weeks – the idea that you can tailor a delegate’s experience based on what you already know about them.   It is seen as one of the top priorities for event planners this year and its uptake is largely due to the use of sophisticated data collection tools – from event registration systems and RFID to online surveys and event apps.

Event planners are using these tools to collect and analyse valuable delegate information to create more powerful and targeted events.  But which are the most effective?

Have a look at the infographic below for our top ten list based on the feedback of more than 160 senior event planners – starting from the most popular:

1309 EF Infographic Top 10

Why Onboarding is Critical for Boosting Your Event ROI

Untitled design (18)Last month, an EventTech Talk poll revealed that 50% of event planners do NOT measure the ROI of their events. Surprising and controversial, the result kicked off quite a bit of debate across online community groups with many event professionals voicing their opinions on what is ROI, what should be measured and how it should be quantified.  And while there was common consensus on why ROI matters, there was also an underlying agreement that many of us don’t measure it as often as we should.

At a time when budgets are pinched even tighter and downsizing has become commonplace, seeing a quantifiable return on events has never been more important. And technology plays a key role here.  It allows you to collect important data around your events (registration forms, surveys, RFID) and create all sorts of reports that help measure ROI.  The problem is that the amount of data generated around an event can be overwhelming: from website traffic and social media engagement to registration and attendance.  From the quality of your delegates to their feedback and evaluation. From the revenue generated to conversion rates and sales leads. Figuring out what your event system should measure and how best to measure it not as simple as one would have hoped.

Enter the world of onboarding.

A concept originating in the US, onboarding is traditionally associated with the process of familiarising and welcoming new employees into an organisation.  It involves providing them with the tools, resources and knowledge to become more successful in their new work environment. Numerous studies have shown that when support levels are high, new hires often have more positive attitudes about their jobs and work harder.  When support and direction aren’t offered, it has the opposite effect: unhappy and unproductive employees who don’t make it much further than four months1.

The same concept applies when you invest in a new event management system. What you get out of it (and ultimately, your event ROI) really depends on the kind of onboarding experience you have beforehand.  Onboarding in this sense means ensuring you get the right kind of guidance, skills, consultation and training that can help you get the most out of your technology.  A structured process that makes sure the system is going to collect and measure the right kind of information that allows you to meet the objectives of your event. Because without it – as with onboarding new recruits – your new technology may not deliver on its promises the way you had hoped.

Whether you’ve investing in a new event management system, an event app or any other kind of technology that allows you to capture data around your events, then onboarding is something you need to think about.

So How Does Onboarding Improve Your ROI?

shutterstock_25045207Before we go into what a good onboarding process looks like, we need to highlight the importance of who it is that delivers this service.  In most cases, once you decide on a new system, your event tech provider will offer you a training session on the new system.  You learn everything there is to know about each switch, button and feature. You go back and digest this information and configure it in a way that’s right for your specific event. This all sounds good but what happens when you have a sophisticated solution with a lot of functionality?

You don’t want technology to create more work for you – you want it to simplify processes.  You want it to save you time and do more with your event data.  Ultimately, you want it to increase the ROI of your events. Let’s take an example. Say you want to introduce paid-for events and need to integrate a payment gateway into your registration system. There are a number of things to consider here.  What payment gateway should you choose?  What discount rates should you apply?  How will you monitor the status of payments?  How will you measure the revenue you’re generating? Do you need this figure to be broken down by attendee type? Will you need to compare this from one event to the other?

A good onboarding team will assess these requirements and recommend the best way of configuring your system.  It will recommend on the best processes and work flows you need to put in place. It will provide you with guidance on what data needs to be captured by the system in order for you to create the ROI reports that matter. Having this support from the start can help you avoid making any changes later on, which inevitably will cost you time and money.

 The ABCs of Good Onboarding

Industry experience is critical to a good onboarding service.  To ensure you get the most out of your investment, it helps getting advice from people who are experts in the field and have had plenty of experience in managing different types of events. They understand how events are run and the kind of challenges you face because they were once event planners too.  They can give you the right kind of advice on how best to use the system, provide insight on potential problem areas and help you and your team identify how best to measure your event ROI.

1) Determining Your Event Goals

contingencyThe first part of the onboarding journey is to understand the business objectives of your events and identify key problem areas in your processes.  To do this affectively, onboarding will involve top level decision makers across your organisation (from events and marketing to the communications, IT and finance departments) to set clear business goals and determine exactly what the organisation requires from the new system.  Do you want to increase attendance with new or returning delegates?  Do you want to increase revenue by introducing paid-for events?  Do you want to cut the time spent on chasing payments?  Do you want to create new leads in your sales database?

The more stakeholders you get involved, the more likely the onboarding team can help you determine exactly what you want to achieve earlier on. If your CRM manager, for example, decides it could be a good idea for you to integrate your delegate data with your organisation’s CRM system, then you’re better off determining this at this stage.  Why? Because making these software changes further down the process can be the source of a lot of frustration and cause delays.

2) Setting Up ROI Metricstin can

Once they have determined the end goals you and your organisation want to achieve from your events, the next step is figuring out what data needs to be captured, how it should be processed and what kind reports you need to produce.  Will you be sending delegate lists to hotels and caterers?  How often will you need to send those reports in the run up to your event? What kind of reports do you need about your speakers, sponsors or exhibitors?

Identifying the right reports is essential in measuring your event ROI. Is it numbers through the door? Is it session attendance or engagement? Is it money coming in? Is it the number of new registrations or how much time delegates are spending at the event? How you measure success will determine the kind of data you need to capture and the reports you need to produce.  Onboarding can help you identify what you need to measure and ensure markers are placed across the system in all the right places.

3) Mapping Out Your Processes

intro_tech_to_assn_congressThe next stage of onboarding involves collating all this information and putting together a process flow document, which often can be in the form of a flow diagram.  The document needs to identify what data needs to be captured at each stage of your event lifecycle and how this can vary from one event to another – or even from one type of attendee to another.  For example, with sponsors, you may have to collect information on fees and deadlines.  With exhibitors, you may need to capture data on stand sizes.  With delegates, it may be about capturing what sessions they want to attend or what kind of accommodation requirements they have. Future proofing is also key here.  Onboarding will ensure that the process flow reflects how the system will be used in the future. For example, they can recommend configuring your system in such a way that when returning delegates are registering for your next event, their details are automatically prefilled within their registration forms.  This time-saving approach to customer service is critical for some types of events.

4) Advice on Best Practices

Working so closely with different types of organisations and their events allows onboarding to provide unique insight on some of the latest trends and compliance regulations in the industry.  For example, you may need to store delegate card details to secure deposits for things like transport, hotel rooms, dinners etc.  Onboarding can give advice on which payment gateways are best suited for this without making your organisation subject to PCI-DSS regulations.  They can also advise on best practices around Data Protection regulations.  Are you sharing detailed delegate lists with hotels and caterers or are you sharing only what is necessary?  Are you using all the information you are collecting in your registration forms? If not, then how are you storing this data?  Do you know the difference between ‘sensitive’ and ‘non-sensitive’ personal information and what kind of extra security precautions you need to be taking when storing this kind of data?

They can also advise on new trends that will have an impact on the way you run your events.  One example is awards ceremonies. There is a lot more pressure on ROI, accountability and transparency and companies who have put themselves up for awards are starting to challenge judges and award organisations as to why they didn’t win (or get shortlisted). They want to justify their spend and find out how they can do better next time.  As a result, more and more organisations are starting to store all submission data permanently so that they can answer queries, even months after the event.

5) Training & On-going Support

The process mapping document ensures that the solution will be set up and configured in a way that accurately reflects and measures the set objectives around the events. It also provides the basis (and agenda) for the product training that the onboarding team will conduct for all your end users.  The training session will not only focus on features and functionality, but will also teach your team how to use the system based on the process flows that were specifically mapped out for you. It makes the whole process of IT training more transparent, straightforward and tangible. It also ensures that everyone understands all the set ROI objectives and what their work needs to focus on.

Written by Paul Harris and Ben Bradley, Eventsforce

1 https://www.forbes.com/sites/theyec/2015/05/29/how-to-get-employee-onboarding-right/#508f91e21efa