RedPodium

Kendy Braga

Katie Runyan

Ashley

Orders + Transactions + Reports + Analytics

Issue Refunds If An Event is Cancelled | Mass Cancellation

Issue A Full or Partial Refund

Allow registrants to transfer their registration to another registrant

Registration transfers between registrants

Manually enter registrations from inside your account. Enter the registrant's information, or use past information stored in the CRM

Manually enter registrations

Review a list of all the possible statuses your registrations and transactions could receive and why

Registration and transaction statuses explained

If a registrant paid offline via cash or check or some other non-credit or debit card form of payment, here is how to complete it

Complete an offline cash or check payment

Cancel one or more registrations and their associated items. Choose from a full refund, partial refund, no refund, or issuing a coupon code

Cancel a registration

Add or remove registrants, merchandise or edit other details. Choose whether to upcharge, refund or waive the price changes

Edit a registration

If someone registered but forgot to add their friend or coworker, they can either start a new registration or you can add to an existing one

Add a registrant to an existing registration

Managing Orders

Dashboard

Page Analytics Overview

Conversion Tracking - Google Analytics, Google Adwords, Facebook and Twitter

Setting Up Tags in Google Tag Manager

Stephen

Brandon

Lauren

Analytics + Report Summary

Exporting, Report Types, and Sample Exports

Export Using Filters

Create and schedule a report to email to your inbox on a specific date or on a recurring interval, saving you and your team tons of time

Setup, schedule, edit and delete Memorized Reports

Hannah

Exports

Get invaluable insights about registrants from a trusted 3rd party to enrich your data with demographics, interests, buying trends, and more

3rd party data enrichment (Contact Insights)

Gain insights about your market through a data provider that enriches your registrant data with demographics, trends, and interests

3rd Party Data Enrichment (Contact Insights)

Contact Insights

Launch Guide

Find answers and get help from Intercom Support and Community Experts

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Title

Track the progress of all tickets related to your company.

Tickets portal.

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