Topics Covered:
- How to Manage Your Submissions Dashboard
- How to Access Your My Messages
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How to Navigate to Pending Payments, Refunds, and Promo Codes
How to Manage your Submissions Dashboard
To get to your Submissions Dashboard, log in to eventhub.net and go to your My Event Hub Page.
Next, click on Manage Submissions for your event.
This is your event's Submissions Dashboard. Order summaries will be listed below this dashboard.
To Create an Event or Batch Edit existing events, you can now select these options from your main account dropdown on the top right of your screen.
For more information for how to create an event, see this article: Create an Event
For more information on how to Batch Edit, see this article: Batch Edit
How to Access your My Messages
To access your My Messages messaging center, click on the envelope icon on the top right of your window.
How to View All Events Drop Down Menu
Use the dropdown on the top left of your dashboard to easily switch your view from one event to another, or you can choose to view all event submissions at once for convenient batch actions.
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Prioritization by Status: Events will now be organized with “Active” Events displayed first, followed by “Expired” Events. This prioritization ensures that you focus on the current, active events that require your attention, while still having access to the recently past events.
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Removal of Inactive Events: “Inactive” events will no longer appear in the drop-down menu, streamlining the list and reducing clutter.
These updates are designed to provide a clearer, more focused view of your events, making it easier to manage and track your ongoing and recent activities.
How to Navigate to Pending Payments, Refunds, and Promo Codes
Use the tabs at the top to switch to Pending Payments, Refunds, and Promo Codes.
The Pending Payments tab allows you to view all payments pending for the event(s) chosen in the event dropdown on the left. You can also Filter your Pending Payments by utilizing the Order Search. Once you have located the appropriate payment, you can Accept Check or Alt. Payment by clicking the check icon, or Accept Card Payment by clicking on the green credit card icon.
For more information on the Pending Payments tab, see this article: Pending Payments
For information on recording partial payments, see this article: Record a Partial Payment
Batch actions are available through the dropdown on the top right as well as the option to Send Payment Reminders. Simply check the boxes for the submissions you would like to action, or check Select All, then select the desired action from the dropdown.
For information on how to Send Payment Reminders, see this article: Sending Payment Reminders (Automated Template)
On the Refunds tab, you can view all refunds pending by selecting Pending Refunds from the dropdown on the right, or view refunds that have already been issued by selecting Refunded. Pending refunds can be refunded through check or alternative payment by selecting the check icon, or through credit card by selecting the green credit card icon. If per your terms, you do not issue refunds, you may select the No Refunds icon.
For more information on Refunds, see this article: Refunds
You can create promo codes on your Promo Codes tab by inputting the promo code name (any combination of letters and numbers), selecting the type of code (flat rate or percentage), and specifying the amount. You also have the option to make the code a once-per-user promo.
For more information on Promo Codes, see this article: Promo Codes
How To Navigate to Your Edit Showcase Page
If you would like to edit your showcase page, use the link on the top right to bring you straight to the Edit Showcase Wizard.
How To Filter Your Submissions Dashboard
Center and prominent on your Submissions Dashboard is the green Total Sales box. This is a running total of your orders.
Below the Total Sales box are several options to filter the view of your submissions. There are several options in that will filter by submission, payment, and document status as well as dropdown selections on the left to filter by participant category and tags you have added to the orders. Use the Archived Submissions dropdown to view old and archived orders.
For information on archived orders, see this article: Archiving Orders
How To Manage All Your Docs
Manage All Docs will now open your global Document Manager, allowing you to manage documents for all of your event submissions simultaneously.
For more information on your Document Manager, see this article: Document Manager
How to Manage your Live Floor Plan
Manage Live Floor Plan opens your live map feature for editing and quick and easy changes. To see the public view of your floor plan, use the Public Floor Plan Link below.
*Note - these links will not appear unless you have chosen to upgrade to the Live Floor Plan. Contact jamien@eventhub.net for information on upgrading to a Live Floor Plan!
For more information on your Manage Live Floor Plan, see this article: Manage Live Floor Plan
How To Hide Booth Numbers
Use this Hide Booth Number toggle to hide/reveal assigned booth numbers from/to exhibitors.
For more information on how to Hide Booth numbers, see this article: Hide Booth
*If you have more questions about managing your event submissions, be sure to check out the links throughout the article!
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