A2Z Events offers a self-service platform, which allows you real-time control of your sponsorship gallery, contract, portal, and sponsor experience and communications. The Portal and Global Administration sites are delivered with generic templates in place. Below, you will find a checklist of the most common configuration points. We recommend reviewing the list below to identify the areas most relevant to you. This is where you start making your show site your own!
Event Configuration
Financial Information
Floorplan Layout
Content Management
Email Communication
Message Management
Sponsorship Setup
event portal
Global Admin Configurations
Event Configuration Settings (Events > Settings > Event Configuration)
The following are common configurations to review and update:
- Event Manager Email - the address that exhibitors will receive emails from unless you specify emails for the Finance Manager, Contract Manager and/or Sponsorship Manager.).
- Financial settings, including gateway configuration - see below.
Financial information (Financials>Settings)
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Payment Gateway - in your first year, make sure to configure and activate your Payment portal.
- It is common to include event abbreviation (like ABC21) in Payment Gateway Comment1 field in Event Configuration, so that credit card payments are tagged with the correct event.
- Financial Rate Card (Events > Financial > Settings > Financial Setup)
This is where you assign prices to any orders to be placed. The most common items are booth space, premiums (such as corner charges), sponsorships and discounts. Please note that Booth Space rates are per square foot, so the rate entered for a $1000 10x10 booth would be $10, not $1000.
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Payment Schedule (Events > Financial > Settings > Payment Schedule) This table must be complete for generation of Statements and Invoices.
- Testing: make sure to add a test transaction to ascertain that the payment portal continues to operate as expected.
Image/Graphics
- Upload your Masthead Image
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Upload your EventMap Logo
Emails (Events > Event Settings > Template Management)
SPF Record - To ensure email deliverability, please work with your IT team to set up the following SPF record for your domain, which will allow system emails to be sent on your behalf: spf-a.a2zinc.net. You can also refer to the help article about what to do if system emails go to spam.
Sender Authentication - To ensure email deliverability, please follow the steps listed in our Email Authentication to Validate a Custom Domain help article. Completing this process ensures your end users successfully receive emails sent from GA using your custom domain.
https://a2zevents.zendesk.com/hc/en-us/articles/14736167392525-If-System-Emails-Go-to-Spam
Email Templates
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#36 - Statement Report
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This template is used with Automatic Financials and can be triggered to send on an individual basis from within a company record or en masse from reports.
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This template is used with Automatic Financials and can be triggered to send on an individual basis from within a company record or en masse from reports.
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#82 – Sponsorship Confirmation
- This template is generated automatically and is sent to you and the sponsor/exhibitor as proof that the contract has been signed electronically. We recommend adding the text of your contract to the body of this email.
Event Site Configuration
Message Management (Events > Event Settings > Message Management)
- Online Sponsorship Contract - Msg #4485, replace the generic placeholder contract text with the text of your Terms & Conditions.
Sponsorship Setup (Events > Sponsorship > Settings)
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Financial Items must be set up before you can set up Sponsorship Items (Events >Financial > Settings > Financial Setup).
- Sponsorship Types these are the categories your sponsorship items will fall under
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Sponsorship Items these are the items users will be able to purchase on the sponsorship contract
Event Portal (event portal)
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Event Portal
- This robust Hub offers many new features allowing you the freedom to configure event pages that suit both your audience and your business needs. As you begin the setup process, these three configuration setup guides will help ensure you build the best experience to support your event..
- This robust Hub offers many new features allowing you the freedom to configure event pages that suit both your audience and your business needs. As you begin the setup process, these three configuration setup guides will help ensure you build the best experience to support your event..
Getting Help
Review the article outlining the educational resources as well as the help options.
Don't forget to white-list the email domains to ensure you receive responses, and please check your spam folder if you don't get a response you expect.
- personifycorp.com - direct email communication
- ws.mavenlink.com - configuration inquiries during event deployment
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a2zevents.zendesk.com - post-deployment support inquiries