|
|
|
|||||||
View previous issues of EventPro Planner Connection at http://www.eventproplannersoftware.com.au/newsletters/. |
||||||||
The latest EventPro Planner upgrade was just released on March 10th. This regularly scheduled upgrade, part of your valuable Upgrade Protection Plan benefits, includes many exciting new and enhanced features such as: |
|
For a complete list of changes in this upgrade, go to EventPro Planner and select Help | What’s New. To download this upgrade, log in to EventPro Planner Support on our website, click on the Downloads tab, and click on the latest EventPro Planner Install link. |
A great new feature in EventPro Planner allows you to synchronise communications with your Outlook email program. You no longer need to copy and paste text – just a few clicks will assign an incoming email to a communication, transferring all the information you need. |
It’s so easy to use! In any Communication area, click the New From Email button. The Synchronise Email window appears, displaying the emails from your Inbox. Select the email and click Assign. Most of the communication information, such as the method, reference, related event, email address, subject and text, will simply default in. Make any adjustments you need and click Save. The communication will be automatically attached to the correct event contact, attendee, or exhibitor. If you have the Enterprise Edition of EventPro Planner, you can also save any email attachments. |
For more information about using this convenient new feature, see Chapter 13: Communications, Synchronise Email and Communications in the recently updated EventPro Planner User Manual. Be sure to also set your new communication defaults in System Settings; see Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications. |
With the new EventPro Planner upgrade, you can now add an Itinerary to any event function. Itinerary items allow you to divide a function into activities that do not constitute separate “functions” on their own. |
For example, say that you are planning a seminar session that will include multiple speakers: e.g. Opening Remarks, Introduction of Speaker, Presentation, Q and A, and Closing Remarks. You probably wouldn’t want to bother setting up a function for each speaker, as the same attendees and equipment will be present for the entire session. However, you can use the Itinerary as a way to schedule the speakers within the session. You could specify a time for each itinerary item – e.g. Opening Remarks, 9:00 am, Introduction, 9:15 a.m., etc. – or simply set a sort order to indicate the order in which the different elements will occur. |
There are several ways to set up a function itinerary, but probably the easiest way is to go to the Organisation Calendar View in the event. Right-click on a function and select Itinerary Items. In the Function Itinerary Items window, you can add, edit, view and delete itinerary items for the function. |
For more information about this new feature, consult the newly updated EventPro Planner User Manual in Chapter 7: Organise an Event, Add Itinerary to Functions. |
Also, whenever you have a question, don’t forget to check out the FAQs (Frequently Asked Questions) on our website. The answer may be just a click away! |
Did You Know… that you can create a “Do Not Contact By” list for Companies, Contacts, Attendees and Exhibitors so that they don’t receive communications of selected methods? This is particularly useful if you send out mail merges via email. If one of your clients has specifically asked to not receive emails, you know that he or she will be annoyed if a marketing email from your business accidentally slips through the cracks! |
It is easy to prevent those slip-ups now. You simply need to check off the relevant communication methods in the “Do Not Contact By” section of the Classification tab for the company, contact, attendee or exhibitor [Edit] form. For example, if you mark a recipient as “Do Not Contact by Email” and later attempt to send an email to that recipient, you will receive a warning that the recipient chose not to receive communications of this type. If you try to add that recipient to an email merge, the recipient will be automatically excluded, and the mail merge results will tell you that the contact "Does not wish to be contacted by this method". |
To learn more about this new feature, refer to the newly updated EventPro Planner User Manual. For contacts and companies, see Chapter 3: Companies/Contacts, Enter a New Company and Enter a New Contact. For attendees, see Chapter 8: Manage Attendees, Enter a Single Attendee. For Exhibitors, see Chapter 11: Booths and Exhibitors, Add Exhibitors to Events. |
To download the newest Software Update, log in to the EventPro Planner Support Website. Click on the Downloads tab and click on the EventPro Planner Install 2.1.4.407 link. |
Software Updates are only available to customers with a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, contact our Sales Department at Sales.au@EventPro.net or (02) 9772 7777 (Press 1). They can provide you with information on how to reactivate your Upgrade Protection Plan so that you can continue to get the maximum advantage out of EventPro Planner Software. |