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etouches New Platform Features June 2015
Click to edit Master title stylelove your event software
With over 7700+ hours of
development in new products and
enhancements this year, our
platform is in constant motion
thanks to you
Click to edit Master title stylelove your event software
We wanted to highlight some of the new
features available in the platform:
Responsive eReg
Mass Upload
Payment Plans
Onsite Admin Reg
etouches New Platform Features June 2015
Click to edit Master title styleNew Features: Responsive eReg
Responsive registration sites to reach any device
Click to edit Master title styleNew Features: Responsive eReg
#1 ACTIVATION
Where : eReg > eReg settings > Advanced Settings > General Settings
to activate: check
enable responsive
styles in registration
site
Click to edit Master title styleNew Features: Responsive eReg
#2 REPONSIVE DESIGN AND NAVIGATION
Click to edit Master title styleNew Features: Responsive eReg
#3 RESPONSIVE FORMS
Click to edit Master title styleNew Features: Responsive eReg
#4 PAYMENTS
Click to edit Master title styleNew Features: Responsive eReg
#5 MOBILE FRIENDLY CONFIRMATION
etouches New Platform Features June 2015
Click to edit Master title styleNew Features: Mass Update Via Upload
 Allows users with a specific module profile to upload multiple
changes against a number of attendees at one time
 Download report
 Upload report with changes
LIVE DEMO
How does the mass update via upload work?
etouches New Platform Features June 2015
Click to edit Master title styleNew Features: Partial Payments & Payment Plan
Set up a payment plan when using the credit card option
In order to use this option you will need to ensure:
 Valid event start and end dates have been set
 You have credit card as a payment option
 Under payment settings, credit card option
 Enable  Payment Plans
Click to edit Master title styleNew Features: Partial Payments & Payment Plan
 Once the Payment plan option is enabled the following
section is displayed
 Select the option required
Exact date, days before the event date, or
days after the registration date
Click to edit Master title styleNew Features: Partial Payments & Payment Plan
Adding new payment plans  When clicking the "Add new plan" button you will have the ability
to choose:
 Plan name: This will be the name of the payment plan (this is helpful when using multiple
payment plans)
 Payment Due Date: This is the date the payment is due on. Depending on the selected
"Payment Plan Type" this item could be a fixed date, or a number of days before the event
start date or a number of days after the registration is made. The date indicated will be the
amount that is owed by the registrant at that point in time.
 Payment Amount: This will be the amount the attendee must pay as part of the payment
plan. This field will allow you to enter a fixed amount or a percentage amount depending on
your preference.
Click to edit Master title styleNew Features: Partial Payments & Payment Plan
For example, the attendee below registered on 02/16/2015; therefore, they
were only prompted to pay 25% of their registration cost based on the
payment plans implemented above for this event.
Click to edit Master title styleNew Features: Partial Payments & Payment Plan
Reporting  etouches will allow you within the registrant list and
custom reports to view per attendee:
Payment in Arrears: This will show you what should have been paid since the last
payment date that was applicable.
Next Payment Date: This will show the next payment date, if any.
etouches New Platform Features June 2015
Click to edit Master title styleNew Features: Admin Check-in Function
Profile restriction - to allow
access only to Admin
registration and Admin check-
in functions for onsite
personnel
Create a new Module Profile
Click to edit Master title styleNew Features: Admin Check-in Function
#1: Login as onsite user
Click to edit Master title styleNew Features: Admin Check-in Function
#2: Standard functions are available, but the user can not browse all other
reports or access event functions
Click to edit Master title styleNew Features: Admin Check-in Function
Added new Admin registration button
#3: Added new admin registration button
Click to edit Master title styleNew Features: Admin Check-in Function
Added new Admin registration button
#4: Added new register another button
etouches New Platform Features June 2015
Click to edit Master title styleStay in the innovation loop: #1 Support knowledge base
Click to edit Master title styleStay in the innovation loop: #2 NEWSLETTER
Click to edit Master title styleStay in the innovation loop: #3 WEBSITE
etouches New Platform Features June 2015

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etouches New Platform Features June 2015

  • 2. Click to edit Master title stylelove your event software With over 7700+ hours of development in new products and enhancements this year, our platform is in constant motion thanks to you
  • 3. Click to edit Master title stylelove your event software We wanted to highlight some of the new features available in the platform: Responsive eReg Mass Upload Payment Plans Onsite Admin Reg
  • 5. Click to edit Master title styleNew Features: Responsive eReg Responsive registration sites to reach any device
  • 6. Click to edit Master title styleNew Features: Responsive eReg #1 ACTIVATION Where : eReg > eReg settings > Advanced Settings > General Settings to activate: check enable responsive styles in registration site
  • 7. Click to edit Master title styleNew Features: Responsive eReg #2 REPONSIVE DESIGN AND NAVIGATION
  • 8. Click to edit Master title styleNew Features: Responsive eReg #3 RESPONSIVE FORMS
  • 9. Click to edit Master title styleNew Features: Responsive eReg #4 PAYMENTS
  • 10. Click to edit Master title styleNew Features: Responsive eReg #5 MOBILE FRIENDLY CONFIRMATION
  • 12. Click to edit Master title styleNew Features: Mass Update Via Upload Allows users with a specific module profile to upload multiple changes against a number of attendees at one time Download report Upload report with changes LIVE DEMO How does the mass update via upload work?
  • 14. Click to edit Master title styleNew Features: Partial Payments & Payment Plan Set up a payment plan when using the credit card option In order to use this option you will need to ensure: Valid event start and end dates have been set You have credit card as a payment option Under payment settings, credit card option Enable Payment Plans
  • 15. Click to edit Master title styleNew Features: Partial Payments & Payment Plan Once the Payment plan option is enabled the following section is displayed Select the option required Exact date, days before the event date, or days after the registration date
  • 16. Click to edit Master title styleNew Features: Partial Payments & Payment Plan Adding new payment plans When clicking the "Add new plan" button you will have the ability to choose: Plan name: This will be the name of the payment plan (this is helpful when using multiple payment plans) Payment Due Date: This is the date the payment is due on. Depending on the selected "Payment Plan Type" this item could be a fixed date, or a number of days before the event start date or a number of days after the registration is made. The date indicated will be the amount that is owed by the registrant at that point in time. Payment Amount: This will be the amount the attendee must pay as part of the payment plan. This field will allow you to enter a fixed amount or a percentage amount depending on your preference.
  • 17. Click to edit Master title styleNew Features: Partial Payments & Payment Plan For example, the attendee below registered on 02/16/2015; therefore, they were only prompted to pay 25% of their registration cost based on the payment plans implemented above for this event.
  • 18. Click to edit Master title styleNew Features: Partial Payments & Payment Plan Reporting etouches will allow you within the registrant list and custom reports to view per attendee: Payment in Arrears: This will show you what should have been paid since the last payment date that was applicable. Next Payment Date: This will show the next payment date, if any.
  • 20. Click to edit Master title styleNew Features: Admin Check-in Function Profile restriction - to allow access only to Admin registration and Admin check- in functions for onsite personnel Create a new Module Profile
  • 21. Click to edit Master title styleNew Features: Admin Check-in Function #1: Login as onsite user
  • 22. Click to edit Master title styleNew Features: Admin Check-in Function #2: Standard functions are available, but the user can not browse all other reports or access event functions
  • 23. Click to edit Master title styleNew Features: Admin Check-in Function Added new Admin registration button #3: Added new admin registration button
  • 24. Click to edit Master title styleNew Features: Admin Check-in Function Added new Admin registration button #4: Added new register another button
  • 26. Click to edit Master title styleStay in the innovation loop: #1 Support knowledge base
  • 27. Click to edit Master title styleStay in the innovation loop: #2 NEWSLETTER
  • 28. Click to edit Master title styleStay in the innovation loop: #3 WEBSITE