THESE ARE ALL ARCHIVED MATERIALS AND WILL ONLY BE AVAILABLE FOR A LIMITED TIME. THE ORIGINAL EXERCISES ARE NOT INCLUDED HERE.
To access the new EventsAir Academy, please use the "Learn" button at the top right of EventsAir.
NOTE: These videos were recorded prior to Version 16, so EventsAir looks a little different. The navigation bar is now on the left-hand side (instead of along the bottom of the screen).
All EventsAir tools, utilities, and processes are designed to help you become more efficient in managing your events. Let's take a look at some specific tools that help you manage data and perform key tasks you may need to do frequently:
-Express Actions offers many different options so you can take actions in bulk, quickly import and export data, and much more.
-Attendee Tools allow you to quickly perform key tasks and processes within an individual attendee's record.
2A.9.1.1 Data Management in Express Actions
Many of the utilities found in Express Actions focus on working with your data in bulk. These data management tools let you make changes, additions, deletions or cancellations to any number of selected records, and you can also review your entire database for duplicate records.
Be mindful that bulk actions CANNOT be undone.
Learn more by watching the video below:
2A.9.2.1 Event Processes in Express Actions
On the right side of the Express Actions panel you will find Processes, which are designed to make it easy to perform some key database processes.
Watch the video below to find out about three common Processes available in Express Actions:
- Function Table Allocation
- Issue (or Reissue) Invoices
- PDF Merge Docs
You may also want to explore other Express Actions that relate to your particular requirements, by testing them out yourself in a Sandbox event, reading more on the Help resources pages, or asking your EventsAir Account Manager about additional training.
2A.9.3.1 Attendee Tools
When working with individual attendee data records, some very useful tools and utilities are found on the right-hand side of the Attendees Panel. Selecting the Attendee Tools icon (spanner) will allow you to perform actions for the currently displayed attendee record. Watch the video below to find out about how to use these tools:
Cancel Attendee
Name Badge
Online Activity Log
PDF Merge Doc (for an individual)
Replace Attendee
Site Auto Login
2A.9.4.1 Wrapping up and Moving On
Congratulations on completing this topic on Express Actions and Attendee Tools!
In this lesson we looked at some of the bulk actions you can perform in Express Actions, such as:
- Function Table Allocation
- Issue Invoices
- PDF Merge Doc (for multiple attendees)
We also looked at the various features under Attendee Tools:
- Cancel Attendee; Name Badge; Online Activity Log; PDF Merge Doc (for just one person); Replace Attendee; and Site Auto Login.