Create an order on behalf of a participant. Orders that you create as a manual order are automatically approved. While creating a manual order, you can customize the price of any offering and create custom Sponsorships or Advertising Opportunities that will not be visible to the public.
This article covers:
How to Create a Manual Order on Behalf of an Exhibitor, Vendor, or Sponsor
Steps:
In your Orders Dashboard, click the teal Create Manual Order button
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Enter the participant's email (this should be the email associated with their existing EventHub account, if they have one)
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Choose:
Create Single Event Order
Create Multi Event Order
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Complete the checkout for the participant. First, select the booth, Sponsorship or Advertising type by clicking "Add to Cart". Use the buttons at the top to toggle between opportunity types.
For Multi Event Order creation, you'll be presented with all your upcoming events. Add the opportunities for each event they'd like to participate in to cart.
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Complete checkout. You can edit the price per opportunity, if you have agreed on a custom price. You may also add booth preferences (this does not automatically assign their booth), and jot down any notes that you want visible to the participant.
- Add any applicable add-ons by typing the quantity or using the up and down arrows. Then, click "Go to Next Step."
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Enter their Brand/Booth name, Contact First and Last Name, and Phone Number. Then, as an organizer you have the ability to click the "Skip Profile Information" box.
- With that box checked, the only required field remaining will be the "Participant Category." Select their applicable category. Feel free to complete any fields that you know the answers for, then click the "Go to Checkout" button.
- Once you are on the final 'Order Summary Page' you will see the total for the order along with a checkbox labeled "Mark Paid" via each method you offer. If you wish to submit this application as one that has already been paid for, check that box and the order will automatically be marked paid after acceptance from the exhibitor.
What happens when I submit a Manual Order?
The email that you add will receive a notification that you created an order on their behalf that encourages them to log in to their account and accept the order. Once they accept their order in Step 1 of their order summary, they can immediately pay and submit required documents.
If they don't already have an account with EventHub, it will include their default username and password so they can log in.
While we send an automated email notification, we recommend that you send a message to participants when you create an order for them. Here's a great template to get you started!
Create a Custom Sponsorship or Advertising Package (Not Visible on Registration Page)
Follow the steps 1-3 above, then, toggle over to "Sponsorships" or "Advertising" and click on the "Custom Sponsorship" or "Custom Advertising" to add a custom opportunity to the cart.
Next, click into the title, description, and price to update them to match your custom package.
Then, complete steps 6-9 above to complete checkout.
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