Learning a new software system can seem a little overwhelming, but hopefully a little exciting too. We've created a "Getting Started" guide for each section of the system so that you can feel comfortable navigating Novi in no time.
Should you have any questions, we're only a click of the "blue bubble" away (bottom-right).
We're excited to have you as part of the Novi fam! And with that, let's dive in!
Event Lifecycle in Novi
SETUP | REGISTER | FOLLOW-UP
SETUP
You're putting together an awesome event or training, and now you need to get it in the Novi system.
Let's get started! When you create an event in Novi, you'll want to consider some details:
If you'll choose ticket or attendee based registration, which controls what the registration path looks like for users.
The Event Category - Novi allows you to categorize your events so that your members can naturally find the events they are interested in.
Recurring Events can be used for things like monthly committee meetings and are handy calendar reminders for your volunteers.
Private Webinar Links for Events & Education Classes maintain member benefit exclusivity for virtual events.
Consider Showing Event Attendees On Your Event Page, either to the general public or only logged-in members, and up the ante on networking value.
Once your basic details are in, you'll want to set up your event tickets. Some of your tickets may be straight-forward, while others may need to be dialed in. A couple of things to consider:
Creating an Event Ticket Category and organizing the Event Ticket Display Order makes for a user-friendly ticket purchasing process when you have a lot of ticket types.
Adding Custom Fields to Your Event Tickets lets you collect the information needed for that particular registration.
For continuing education events, you may want to add eligible credit hours to a ticket and add a custom credit type to track members' credits from event attendance.
If the event is exclusive or offering credits, consider requiring registrants to login.
REGISTER
Registration happens in one of two ways:
Attendees can register from your website (recommended)
You can register members from the admin
Once registration has kicked off, you'll need to manage those registrations from time to time:
And keep yourself organized and ready for event day with Event Attendee Lists that can be downloaded or printed.
FOLLOW-UP
Following the success of your event, you can build on your members' experience, sending them a post-event survey or link to event photos. You'll want to track your data to plan for next year.
Compare attendee totals, capacity, budget, and revenue between two events with the Event Comparison Report.
ADDITIONAL RESOURCES
Once you've got the above basics down, dive deeper into how events work.
>> More Articles and Help are right this way!
Event Sponsorship
Sponsorships are important to your event budget and provide ways to engage your members and offer the benefit of visibility. Novi has some features in its event set up to help promote your sponsorships:
Event Basics and 101
Below are some basic articles we recommend that you review to help you perform some of the more common actions within Novi.