How to allocate Event Credits to Accounts

We have introduced trigger events to track users behaviour based on Event Credits so you can build a Conversion Funnel and/or follow up with them. Those are the following:

• Used Event Credits - This will trigger when users use their Account Event Credit on an event
• Cancelled Attendance - This will trigger when users cancel their attendance on an event

For more information on how to set up Conversion Events, we have detailed guidance on this: www.affino.com/affinohelp/promote-guides/sales-and-marketing-automation-and-customer-ladder

Once you have set up the pool of Event Credits for the Account, users from that Account which matches criteria (dates, max credit per item and/or security) can start booking event with their credits.

If a user has allocated credits:

• User will see ‘Use Event Credit’ button on the commerce bar when they land on an Event page that they are allowed to use it.
• Once they click ‘Use Event Credit’ button, this will bypass the checkout process and takes them straight to the Event Attendees screen, where they can start assigning attendees, either for themselves or on behalf of someone else.

If a user has no more credit:

• User will not see the ‘Use Event Credit’ button but instead, they will see a message to notify them that they no longer have credits to use.

The new Event Attendance screen is where your users can see how much used credits, remaining total event credit for Account and per individual. Also, they can assign or cancel their attendance from this screen. This screen is under My Account channel, so you would need to set up the My Account channel and configure the My Account Profile before.

Control > Security > My Account Profiles > My Account Profile Edit

Here are some useful fields related to this screen:

• [ ] First Name Required - Select to make the First Name required in the Attendee Form.
• [ ] Last Name Required - Select to make the Last Name required in the Attendee Form.
• [ ] Email Required - Select to make the Email required in the Attendee Form.
• [ ] Job Title Required - Select to make the Job Title required in the Attendee Form.
• [ ] Company Name Required - Select to make the Company Name required in the Attendee Form.
• [ ] Business Phone Required - Select to make the Business Phone required in the Attendee Form.
• [ ] Mobile Phone Required - Select to make the Mobile Phone required in the Attendee Form.
• Attendance Confirmation Subject - Enter the Attendance Confirmation subject, sent to the user.
• Attendance Confirmation Email Body - Enter the Attendance Confirmation Email message, sent to the user. You can use the following placeholders: [_Attendee_Email_], [_Attendee_First_Name_], [_Attendee_Last_Name_], [_CatalogueItem_], [_CatalogueItem_Event_Start_].
• Attendance Cancellation Subject - Enter the Confirmed User Attendance Cancellation subject, sent to the user.
• Attendance Cancellation Email Body - Enter the Attendance Cancellation Email message, sent to the user. You can use the following placeholders: [_Attendee_Email_], [_Attendee_First_Name_], [_Attendee_Last_Name_], [_CatalogueItem_], [_CatalogueItem_Event_Start_].

Event Attendance screen:

• Account Total Event Credits - This is the amount of credits left for the user Account
• Available Event Credits - This is the amount of credits left for the user to use
• Account Used Event Credits - List of events that have used credits across the Account
• Event Attendance - List of events that the user have booked using credits. Here they will see a View and Cancel. *The cancel button appears depending if allowed on the Catalogue Item

You can allow users to cancel their attendance per events by enabling it on the Catalogue Item. You can also set a Cutoff days so it is only permitted to cancel attendance up to certain number of days before the event start date.

Control > Commerce > Catalogue Items > Catalogue Item Edit

• [ ] Allow User Cancellation - Select to allow users to cancel attendance only on free bookings or bookings made using Event Credits
• Cancellation Cutoff Days - Enter the number of days prior to the event start where users can cancel their attendance. This is calculated against the Event Start set on the Article.

We have added an Event Credits Panel on the Account Detail Report so your Account Manager can provide their usage as part of the overall reporting.