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Branch Requirements for CRM (Event landing page (Timings (When to arrive,…
Branch Requirements for CRM
Tickets
Season tickets
Season ticket holders added to all delegate lists in the season
What happens if an event is cancelled? - credit for next season, partial refund?
Upfront payment for all events in the season
different rates for member categories (e.g. member, student, retired, unemployed)
Block booking
Easy to book multiple people on to an event at once (e.g. 10x ticket)
Secretaries, Admin assistants etc should be able to register members
Students and new members
A free event credit for new members or students to get them involved in the branch?
Invites to NTP events
Individual tickets
Members and students
linked to membership profile
Non-members
create non-member profile
Ask for consent to capture data and send emails for future events
Delegate lists
Easy to export and print
Can be customised so they select the information they require
Links to badge/lanyard printing
Post event surveys
short standardised survey that goes to registered delegates after the event
Results visible to commitee members
Easy to interpret and analyse the results
Badges
Easy to export delegate lists in to badge or lanyard format
Easy to print
badge/lanyard printer?
Dashboard
Number of registrations
Confirmed
Cancelled
Incomplete
Substitutions
breakdown of types of registration
members
non-members
students
retired/reduced fee
as part of block booking
season ticket holders
Event details
Date
Location
Committee member who is leading
Days til event
Event type
Seminar
Conference
Social
Student/NTP
Soft Skills
Duration
Ticket prices
Room capacity
Registration target
Revenue
Editing events
Change booking status
Sold out
Closed
Closed for new registrations but can edit/substitute existing registrations
Open
Adding new events/archiving old events
Adding additional event details
Speaker bios
Venue information
Who should attend
What the event will cover
Speakers
Directory/list of speakers
Fees
Location
Specialism
Previous seminars across branch network
Links to feedback surveys?
Research
Ability to create end-of-season reports
Bookings across events
Feedback
Revenue
Event details
Year-on-year reporting
Email
Automatic thank you emails
Automatic event reminders
Sharing event materials before and after event
Updating all delegates about changes to event
Event cancellation notifications
Confirmation of booking
Finance
Ability to request refunds
Offer event credits in special cirumstances
Create financial reports
Automatic receipts
Payment options for block bookings
Structure
Branch events should be distinct from Head Office events
Branch (e.g. Bristol)
Season (e.g. 2018-19)
Event type (e.g. seminar, conference, social event, soft skills, student event)
Individual event
Marketing
Link to marketing plan (for committee members)
See how many event reminders have been sent
Link to social media platforms
Event landing page
Event details
Event description
Speaker picture
Speaker bio
Tagged by category (as in Tax Advisor)
Who should attend
Venue information
Map/directions
Add to calendar
Timings
When to arrive
Seminar start/finish time
Refreshments
Networking
Event closing time
Contact information
Registration fields
Pre-populate as much as possible with membership information
Dietary Requirements
Disability/other requirements
Sponsors
Directory of sponsors
type of sponsorship
Event materials
Slide templates
Slides
handouts
Keep linked to event
Offline bookings
Must be easy to add to the system
Minimum requirements to adding to system
Sign-in
easy to upload to system
Scan lanyard?
Sign-in on tablet?