SmarterEvent Planning
Complete Event Management for Act!!
Maximize your turnout while minimizing your cost & effort
Online events such as webinars, training sessions, or networking meetings can boost your business, but they can also be challenging to organize and host. You need to attract attendees, manage the RSVP’s, share the event details discreetly, send reminders, and follow up with the participants. This can be overwhelming, especially if you have to use multiple 3rd party applications that create extra work for you. If you are a small business owner, you probably have your events and invitees in your Act! database. Wouldn’t it be nice if there was a single online service that let you handle your events more easily and efficiently from within Act!, without any redundant work, and with higher attendance rates? Well, now there is, and it’s inside Act! Advantage.
With Events planning, you can:
- Create events that sync directly to your Act! Calendar to ensure your schedule is always up-to-date. Future edits sync bi-directionally, as well.
- Provide attendees with a user-friendly online sign-up process that delivers the join-link and ICS files to maximize registration
- Send automated reminders to increase attendance and improve the overall success of your events, as well as additional information resources
- Easily segment and categorize attendees to enhance post-event engagement and marketing, with new contacts being created and existing ones updated.
- Track and manage RSVPs in Act! to reduce manual effort and improve event planning efficiency
Act! Advantage Saves You Money
Many online hosting services have two types of plans – meeting and webinar plans, with the latter being much more expensive than the former. Events Planning helps you save money by adding the webinar features to the meeting plan at a fraction of the normal cost difference, with the added of bonus of integrating with Act! - something neither of them can do on their own.
CLICK TO SEE FEATURE & COST COMPARISON BETWEEN ONLINE MEETING & WEBINAR PLANS
Act! Advantage saves you time, money, and effort, while generating more turnout for your events. Just create an event with it, and let it do the rest.
Fast facts every Act! user should know:
Schedule Event online & push it to Act!
Schedule your event to instantly created as a dynamically linked activity in Act!. Any scheduling changes in time, date, or duration made online will automatically be updated in Act!
Generate a URL to publish event details
Publish an online link to distribute or publish that people can click to learn about your event. This link will include all event scheduling details, plus a memo field for longer event descriptions. You can even incorporporate a unique event-specific image to post at the top of the event page.
Process easy online event sign-ups
Provide them with the ability to register for your event online, and those responding will be automatically added to the group in your Act! database.
Update or add Act! Contacts
If the contact that signs-up is in your database the activity is linked to them, and if they're not, they get added and then linked. In cases of existing contacts, no field data gets overwritten
Present them with an invite after signing up
After they sign-up, presents an answer page with an Outlook invitation for the same date and time so both participants have that event in their calendar. It even links the invite to your chosen email address.
Instant booking notification
Receive an instant email notification each time a reservation is made, letting you know who has registered
Automated Emails with confirmation codes
Those that sign-up are then sent a confirmation email instantly providing them a unique confirmation code and the previously undisclosed meeting location.
Limit distribution of meeting links to those with verified emails
Know in advance who is attending your event by distributing event location details, or meeting links to only those with verified email addresses. This enables you to better plan resources for your event when you have better visbility on expected attendance.
Default activity types
Set default activity type in Act! for each event for better reporting and calendar filtering. The activity type is then recorded under that Contact in Act! when the event is complete.
Configure reminder emails to be sent before an event
Configure how many hours in advance of your event your sign-ups will be sent a reminder. Both the initial sign-up email and the reminder include the event details and image you selected.
PayPal integration
PayPal integration with our Team tier allows subscribers to charge a fee for an event, and then process payments while people register. No additional payment portal required!
Automated Event Follow-up Emails
Configure the number of hours after an event for the system to send a follow-up email, perhaps thanking them for attending. This email is composed in a separate memo field in the event setup area, and can include links to past event recordings, an "upcoming event" page, an online survey, webform, or even a calendar link for them to schedule an appointment with you.
