This article describes several things that you can do in order to get the most out of the Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) Events module. You can learn how to:

• create an event,
• build the registration form that is required of people who want to attend,
• create mailings about the event (e.g., initial announcement, registration reminders, registration confirmations), and
• make changes to registrations.

Create an Event

1. Navigate to Events > Create > Event.

2. In the Add Event section:

• • Specify a descriptive name for the event.
  • Click the dropdown to select a folder.
  • Specify the maximum number of registrations or accept the default of 0 (no maximum).
  • Check the box to enable the Waiting List option.

3. In the Event-Related Dates section:

• • use the dropdowns to set the date and time of your event.
  • use the dropdowns to set when online registration closes.
  • check the box and then use the dropdowns to set when "early-bird" discount pricing ends. (This price is set in the next section.)
  • check the box and then use the dropdowns to set when late-registration pricing starts. (This price is set in the next section.)

4. In the Cost Information section:

• • Click the dropdown to select a payment option for the event.
  • Click the dropdown to select a Payment Type option.
  • Specify the base registration price.
  • Specify the "early bird" discounted price (if offering this discount).
  • Specify the "late-registration" price (if imposing this fee).
  • Check the box to indicate that non-attending registrants are entitled to a refund.

5. In the Event Email Notifications section:

• • If you want to be notified about event registrations, specify an email address; leave blank to not be sent notifications.
  • Check the boxes for the notifications that you would like to receive.

6. In the Registration Form Information section:

• • Check the box to activate the Event and start accepting registrations. You can skip this now and return here to activate the Event when it is ready.
  • Click the dropdown to select form branding for the event. For example, use your account's unique form branding which has been set up in Contacts > Forms > Form Branding.
  • Choose whether to allow a single registration form to be used for multiple registrants; specify the number of registrants.
  • Use the text editor to specify any information about the Event.

IMPORTANT: Do not delete the INFORMZ CONTENT HERE text; it is required in order for the registration form to display. However, you can move this placeholder text to wherever you'd like the form to appear.

The last two sections of the Modify page allow you to customize the messages that display to registrants at the start of the registration process or after they are registered.

7. Scroll down and click Update.

Build the registration form

After creating the event, you are directed to the main Event page which displays a list of events.

To build the registration form:

1. Hover over the icon to the left of your event name and select Event Info > Form Setup.

2. Click Add Personal Info to add to the form any of the personal info fields that have been set up in your account.

3. Click Add Demographic to add to the form any of the demographics fields that have been set up in your account.

4. Click Add Custom Option to add to the form:

• • a multiple-choice question,
  • a free-form text input field,
  • a checkbox,
  • static text, or
  • to ask non-subscribers to sign up to receive your mailings.

On the main Event page, hover over the icon to the left of the event name and select Event Info > Preview Form. A window opens with a preview of the form.

Create the mailings

The best way to spread the word about an event is through a mailing. Not only are you able to easily reach your audience, you can also monitor the status of your event and its registrants.

Steps

Navigate to Modules > Events > View > Events.

Hover over the icon to the left of the event and select Create Mailing. Once created, the name will appear in the main event page under the event name.

To edit a mailing, hover over the Mailing icon and select Content > Modify Content.

Create a Confirmation Email and Registrant Information

The Confirmation Mailing is one of the more popular mailings to send when marketing an event. These mailings are more effective when they include personalization about the registrant and the event details.

Once your invitation mailing is created, registrants will receive it, along with their registration information, when they fill out the event registration.

Steps

1. Hover over the Event and select Create Mailing > Event Confirmation.

2. To include a registrant's event information, click the Insert Content Code tool.

3. Select the Event tags you wish to include in this mailing.

4. Click the menu to select the event associated with this mailing.

5. The event registration content codes are now added to the body of the mailing.

6. Click Save Changes or Update.
7. The final step is to schedule the mailing. Hover over the mailing and navigate to Publish > Schedule/Options.

8. Select Send and enter the amount of time to wait before the mailings is sent after registration.

9. Next Navigate to Publish > Send Now. This step acts like the final activation to be able to send a confirmation 10 minutes after registration (as in this example above.)

Manage registrations

In just a few steps, you can modify a registrant for an event based on their email address.

Steps

1. Navigate to Events > View > Events.
2. Hover over an Event and select Event Reports > Manage Registrants.

3. Select a sorting option. Email address is the default. Check Group By Primary if desired.

1. Click modify on the registrant to be edited.
2. If your goal is to remove someone as an attendee, click Un-Register.