What to Expect: Events Training

Last Updated: Jun 08, 2017 08:35PM BST

Events On-boarding Process

Below is a brief description of each of the meetings involved in the on-boarding process: 

Initial Implementation Meeting (30/45 minutes)

This meeting will serve as an introduction in which we will review how to enter your current information into the system. In this meeting we will cover the following:

  • How to fill out the Contacts Excel template (to enter your contacts database into the system)
  • The New Client Implementation Form (to help us build your site)

Events Training (1.5-2 hours)

This meeting will take place after you have completed your Excel template and will cover the basic functionalities of the system. In this meeting we will cover the following:

  • Contact database management (how to add to, edit, search, and manage your Contacts database) 
  • Using our mail merge to send personalized emails through the system
  • Adding a new event, publishing it to Radar, changing your layout preferences, other options
  • Adding invitees, marking their RSVPs, printing seating labels/barcodes, sending to mailing and seating
  • Creating invitations, choosing your template, formatting invitations, uploading images, utilizing the custom database fields, sending out your invitations, following-up with your invitees
  • Creating seating charts and seating your invitees
  • Generating pre and post-event reports, customizing your reports, utilizing the search fields
  • How to upload an event-related document so it appears within the iPad app
  • Linking your existing contacts to the Radar Press List

**Requirements

Please come prepared with:

  • Your Contacts Excel template pre-approved by your Client Relations Account Manager

Contact Us

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