| Business Functionality | Comment | ||
|---|---|---|---|
| Definition of Event Attributes by Event Organizer | Yes | No programmer required | |
| Generation of a customized registration forms with specific event details | Yes | Completed +/- 10 minutes. No programmer required | |
| Allow for B2B registrations | Yes | Used when doing a registration on behalf of an organization | |
| Allow for B2C registrations | Yes | Used when doing a registration on behalf of an individual | |
| Optional selling of Sponsorships | Yes | Multiple levels of Sponsorships | |
| Automatic management of Sponsorship benefits | Yes | We want to make it easy for registrants to purchase a sponsorship and automatically enjoy the benefits attached to each level of sponsorship. | |
| Optional selling of Ads for an Event journal | Yes | Multiple sizes of Ads | |
| Automatic management of Ad benefits | Yes | We want to make it easy for registrants to buy an Ad and automatically enjoy the benefits attached to each size of Ad purchased. | |
| Management of Ad submission to the non-profit event organizer | Yes | You will like this feature! | |
| Optional registration of seats / tickets sales | Yes | Multiple price levels of Seats | |
| Allow for optional discount promo codes on seats | Yes | Sure – that’s to be expected. | |
| Allow for optional capture of menu; and various guest preferences | Yes | It is all about making your guests happy – manage their needs efficiently. | |
| Management of complimentary seat allocations | Yes | Great stats of different seats assigned to guest. | |
| Wait-listed seat management | Yes | We accept the registration – after-all this is a fundraising event; we wait-list the seats, you manage the need for additional tables or a bigger venue – and when you wish to, simply ”un-publish” the registration form! | |
| “Touch-less” registration process | Yes | Using EventGenie’s very smart automated “straight-thru processing” – most registrations are touch-less! | |
| “Step-by-step” guided process to register for an event | Yes | Using a dynamic intuitive registration form it is really easy to purchase sponsorships, ads, seats and event give an additional event donation. | |
| Allow for optional automatic creation of Contacts from guest lists | Yes | This year’s new guest become next year’s registrants! | |
| Campaign Management | Yes | Integrated with Salesforce. | |
| Allow for capture of event related donations | Yes | EventGenie provides a mechanism to allow generous registrants to donate additional event donations. | |
| eMail, Notes, PDF management | Yes | Integrated with Salesforce. | |
| Registration confirmation | Yes | Automatic email | |
| Invoicing and PDF copy | Yes | Automatic email | |
| Registration payment management | Yes | Choice of 2 popular Payment Gateways and checks | |
| “11th-hour” finalization of guest lists and preferences | Yes | Automatic emails with registrant allowed updates | |
| “Check-in” using QR code scanning | Yes | EventGenie sends QR to guest cellular phones for a rapid check-in at the event. | |
| Event Venue rapid “Check-in” | Yes | EventGenie allows for a screen-based rapid check-in process with or without QR codes for those who never brought their cellphones or QR codes to the event. | |
| General Ledger income tracking | Yes | This automatic feature makes the Finance department happy. EventGenie makes use of the Salesforce GAU functionality. | |
| Event Cost Management | Yes | A great cost planning and management tool in EventGenie keeps the Board and Finance department happy. | |
| Event Campaign management | Yes | EventGenie uses Campaigns to further manage all aspects of the event. | |
| Event Statistics | Yes | Detailed real-time “360-degree view” of event stats, sales, costs, ROI | |
| Reports / Dashboard | Yes | Leveraging the power of Salesforce reliable reports and dashboards can be generated in a few seconds. | |
| Choice of Payment Gateway processing | Yes | IATS or Stripe – both offer an easy application process for a Merchant account. | |
| Check payments | Yes | EventGenie recognizes that some organizations require an invoice to remitting a check. EventGenie provides this option. | |
| Installation and setup of EventGenie (one-time) | Really Easy | 30 minutes – and we will assist you as required. | |
| Installation of Salesforce and Non Profit Success Pack (NPSP) | Really Easy | Assuming you do not already use Salesforce in your organization, you will need to install a copy of both Salesforce and the NPSP package from Salesforce. The good news – Salesforce.org donates 10 User licences for free to qualifying non-profit organizations. It will take +/- 1 hour to get this set up for you. | |
| Reliance on 3rd-party apps | None | EventGenie needs Salesforce and the Salesforce Non Profit Success Pack and that’s it. You will of course need to get a Merchant account at IATS or Stripe – but that’s pretty easy! |
|
| Set-up effort and publishing of a complex new Gala Fundraising event | Easy | Your first event will probably take you+/- 10 minutes to set up. You will need 2 graphics for the event and of course the sponsorship levels, ad sizes and seat prices. Once entered you are ready to start accepting event registrations | |
| Set-up of similar events | Really Easy | Simply clone an event and make the required changes and you are ready to publish it. | |
| Prevention of contact duplication | Yes | We surely try to prevent duplicate contacts and accounts! | |
| Data security, integrity and audit management | Yes | EventGenie leverages Salesforce’s record security access management and foot-printing to manage data security, integrity and audit management. |
