In this video, we show four different ways to manage group bookings (and associated registrations, functions, accommodation, etc.) and look at the pros and cons of each. You can even use a combined approach!
This icon in the toolbar of the video shows the chapters, so you can jump straight to the section you're interested in. |
Q&A
These questions have been collated from the 3 regional webinars. Some questions were asked by more than one person, so you may not see the exact same wording you used in your question. Also we can only answer in general terms, so bear in mind your specific situation may need a different solution.
Complimentary Registrations
If a group has a set number of complimentary registrations (in a sponsorship package) and can add further registrations for a cost, which of the four options would you recommend, or maybe a combination?
Group Interactive sites - as you could control which number in the group receives the complimentary registration with discount codes (example: 5 registrations are free, 6th pays normal price). Alternatively, if your sponsors are exhibitors, you can look at using the exhibitor portal which lets you control number of complimentary registration on package basis and lets them add additional paid registrations. |
Group Allocation Portal
What exports are available in the Group Allocation Portal?
Any Quick Exports you have set up in Comprehensive Export or Standard Export. It would filter automatically for each group. |
For the Group Allocation Portal - is there the ability to update / replace just the one person, instead of cancelling the whole group?
In the Group Members tab of the Group Allocation Portal, if you wanted to cancel just one person then select the contact from the list of members and select the action of “cancel group members” to just cancel that one person. You can then add a new group member and assign the now unallocated registration items to them. |
Group Registration App
Is there a way limit the number of registrations taken through the Group Registration App?
The Group Registration App doesn't limit how many people can be added as part of a group. You could add a limit to the number in inventory setup but this will apply to the registration category overall. This means that group leaders could add additional contacts in the Group Registration App but they would not be able to register them as the inventory would be "Full". |
Importing
For the manual import, where do you get the Excel template from?
For bulk importing group details, you don't need a template - just create headings on your spreadsheet and when you do the Express Action, you map the fields yourself. For the portal, you can download the template (from the portal) |
Can the fields in the import file be managed/selected as needed?
In either Group Portals - these default contact field are defined in the import, add further additional fields to interactive site to be collected. An option could be to import the information on the backend and assign to a group and then send the link to group portal as an option. |
Invoicing
How do invoices get issued for registrations in the group app?
In the Group Registration App they are issued as the group members are added, then registered. We would suggest a further addition is the Group Contact paying for the group or individual members paying, to keep in mind |
Marketing
Are dietary and other marketing tags still able to be collected on the registration pages through the app/ portals?
Yes, you need to add the information to be collected in the interactive sites to be completed by group members |
Meeting Diary
Can you have a Meeting Diary assigned to a group rather than just the group contact?
The Meeting Diary assigned is linked to a Registration Type OR an Exhibition Stand on someone’s record. For Exhibitors, if the group members are only group members and not co-exhibitors, the Meeting Diary is for the entire group. You just need to make sure that in the Attendee App, they have the “Group member shares Meeting Diary” setting enabled. For attendees, if the Registration Type on the person sharing the diary is setup as “shared diary”, then the group contact’s diary is shared by any group members who also have that diary-sharing Registration Type. |
Is there a limit to how many in the group can have access to a shared meeting diary?
There’s no limit to the number of people in a group that can have access to a shared diary as long as they have the right Registration Type (if an attendee) or if they’re in the same group (Exhibitors). |
Can you link the Meeting Diary to the group allocation portal?
The only way to link Meeting Diary to the Group Allocation Portal is by adding the link to the Meeting Diary App in the HTML section of one of the pages. It would need to be the base link and not an Auto login token link. The Group Contact can login using the same details they are using to log into the Group Allocation Portal. |
Reporting on Group Inventory
How can I report on how many registrations have been allocated to a group from the main contact’s group inventory?
You could try editing a Registration List by Registration Type report to group by groups instead of the registration type. This would show you each group and their subsequent group members beneath it.
Alternatively, you could use the Event Statistics report and include the Payment Status, then filter on Group Members/Group Contacts. |
How do different reports count Group Inventory?
Items that are Group Inventory, do not count as consuming inventory in the reporting. If someone has 5 tickets (purchased, complimentary, inclusive, etc.), the inventory would show as having 5 tickets consumed. If those tickets are then allocated (to group members) as Group Inventory, they would not count as consuming inventory as they already counted when originally purchased.
If you look at a report like the Event Statistics report, you can see the breakdown of inventory. Group Inventory (items on each group members record) aren't counted as consuming inventory, as they were already counted on the Group Contact. |
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