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Settings

Event Types

This is available to Users with Agency Administrator/Super Administrator privileges

1. Click on Settings
2. Click on Event Types
3. Click on Add Event Type to add a new type (see next step)
4. Click on Update to edit an existing Event type

Adding an Event Type

1. Enter the Event Type
2. Click Add

Event Topics

This is available to Users with agency Administrator/Super Administrator privileges

1. Click on Settings
2. Click on Event Topics
3. Click here to add an Event Topic
4. Click here to add a Sub Topic
5. Click on Insert Before to add an Event Topic before the existing topic
6. Click Up or Down to change the order of the topic
7. Click Update to make changes to the topic name
8. Lists the number of Sub Topics under this top or if no Sub Topics exist there will be an option to delete the topic

Project Codes

1. Click Settings
2. Click Project Codes
3. Click Add Project Code to add a new code
4. Click Update to make changes to the project code name or number
5. Lists the number of events with this project code or the option to Delete if no events are attached

Adding a Project Code

1. Enter the Project Code number and name
2. Add an Alio code if applicable
3. Click Add

User Categories

1. Click on Settings
2. Click on User Categories
3. Click on Add User Category to add a new Category
4. Click on Sub Categories to add a Sub Category under a Category
5. Click on Insert Before to add a Category above that Category
6. Click on Up/Down to adjust the order
7. Click on Update to make changes
8. Number of Sub Categories under this User Category or the option to Delete if no Sub Categories exist

Adding a New Category

1. Enter the new Category name
2. Click Add

Default Settings

This is available to Users with agency Administrator/Super Administrator privileges

  1. Select the number of days, before the event date, a user can register for an event. This number can be changed on the individual event.
  2. Select the number of days, before the event date, a user can modify their registration. This number can be changed on the individual event.
  3. Select the number of days, before the event date, a user can cancel their registration. This number can be changed on the individual event.
  4. Add a cancellation policy. This verbiage will be added to the confirmation email and will also show at the bottom of the event detail screen.
  5. Enter the best phone number to call for the Invoice questions for the agency
  6. Check the check box if the PO number is required if the registrant selects PO as a payment option
  7. Add an additional message for the Help page here.
  8. Add an additional message for the login page here.


Approve New Organizations

When a new user registers, they have the option to add the organization they are from. Organizations must be approved by Agency Administrators/Super Administrators.
Please check to make sure the organization doesn't exist before adding it to the data base.
1. Click on Settings
2. Click on Approve New Organizations
3. Click on Approve or Reject. Please verify organization doesn't already exist before approving.
If Reject is selected, it will give you the option to attach the user to a different organization
4. A link to the user attached to this new organization

Approve New Organization

If the organization doesn't already exist
1. Click Submit

Reject New Organization

If the Organization does exist,
1. Select the existing organization from the drop down list
2. Click Submit

Catalog Topics

1. Click on Settings
2. Click on Catalog Topics
3. Click on Add Catalog Topics to add a new topic
4. Click on Update to make changes to an existing topic
5. Number of events attached to this catalog topic or the option to delete it if no registrations exist

Adding a new Catalog Topic

1. Enter the Catalog Topic
2. Enter the Catalog Topic Description
3. Click Add

Event Locations

1. Click on Settings
2. Click on Event Locations
3. Click on Find and Merge Duplicates to Merge more than one location that is the same
4. Click on Add Location to add a new location
5. Click on Facilities to add a facility to a Location (ex. CESA 6 Conference Center is the Location and the Collaborations Room would be the Facility)
6. Click on update to make changes to the Location
7. Lists the number of events attached to this location. The Delete option will show if there aren't any events attached

Adding a Location

1. Add Location Name and demographic information
2. Click Add

Add Facility

Click on Facilities on the Add Location page
1. Add the name of the Facility
2. Click Add

Memberships

1. Click on Settings
2. Click on Memberships
3. Click on Add Membership to add a Membership
4. Click on Update to make changes to an existing membership
5. The Delete option is available for memberships that haven't been attached to an event

Add Membership

Full Organizations or individuals can be added to memberships. After clicking Add Membership
1. Choose the agency to choose the users from
2. Enter the name of the Membership
3. Check this box if Private School should be included in the Membership
4. Add user from a whole organization
5. Add individual users
6. Click Add

Email Blacklist

myQuickReg monitors outgoing emails and disables bounced emails. An automated feature will run nightly to disable any email that bounces back.

Disabled Email Addresses

1. Email addresses which bounce back will be disabled in myQuickReg. Disabled email addresses will be gray and have a strikethrough effect.

Update a Disabled Email Address

1. The email address can be updated under "Users"
2. Update the users email address and then confirm it in the text box below
3. Update the "Black Listed Email" to No

Download Blacklisted Emails

To download the list of emails which were sent thru myQuickReg and bounced back:
1. Settings
2. Email Blacklist
3. Download Blacklist
The list of bounced emails is available in .csv format in the Downloads file

Image Library (for some reports)

This is available to Users with Agency Administrator/Super Administrator privileges.

Image Library (for Name Tags Report)

1. Click on Settings
2. Click on Image Library
3. To add a new image, click on Add Image
4. Click on View to see the image
5. Click on Update to make changes to an existing image
6. Click on Delete to remove the image

Adding an Image

1. Add an Image Title
2. Choose the image file.
Your image must be a .gif, .jpg or .png file.
For name tag backgrounds it should be sized to 250 pixels wide by 125 pixels tall prior to being uploaded.
For mid-upper left or right certificate stamps it should be 250 pixels or less wide by 75 pixels or less tall prior to being uploaded.
For lower certificate stamps it should be 740 pixels or less wide by 100 pixels or less tall prior to being uploaded.
3. Click Add

Agency Reports

1. Click on Settings
2. Click on Agency Reports
3. List of available reports

Participant Counts by Date Range

1. Filter Participants by Organizations
2. Choose the date range to collect the data from
3. Choose whether the events are public/not-public events
4. Choose a detailed or summary report
5. Group by Organization, Event, Location or Date
6. Option to rename the report
7. Filter by Assistant attached to the event
8. Filter by Project Code
9. Add the Location and Facility data to the report
10. Build Report button
11. PDF option
Note: Non-Public events are shown in faded gray text

Membership Savings

This report shows the savings earned by memberships
1. Sort by Organization
2. Choose the date range
3. Choose only the memberships that offer a saving
4. Choose a specific membership or all of them
5. Choose whether the event is public or not
6. Option to rename the report
7. Build Report button
8. PDF option

Financial / Ad-hoc

1. Filter by Organization
2. Filter by Project Code
3. Choose Public or Not Public or All Events
4. Filter by "All" , "Ready to Invoice", or "Not Ready to Invoice" events
5. Choose the date range for the report
6. Sort by Organization, Last Name, First Name or Event Date/Last Name
7. Add a line under each user
8. Choose the orientation of the report. Note: When selecting a lot of fields to add to the report, Landscape is the best orientation option for this report
9. Choose which fields to add to the report
10. Option to change the name of the report
11. Build report button
12. PDF option

Paypal/Credit Card Payments

1. Select All Payments Received or Yes or No
2. Choose the date range of credit card payments
3. Choose from the public or not-public events or All
4. Choose to sort by Organization, Event, User OR Payment Date, User OR Project Code,Payment Date, User
5. Option to change the Report name
6. Build Report button
7. PDF option
8. If Received is "No", PayPal did not send a payment confirmation back to myQuickReg

Catalog

1. Choose the date range of the events for the catalog
2. Option to change the name of the catalog
3. Build Report button
4. PDF option
The catalog will pull the data from the Catalog Topic, Audience and Catalog Description under Manage Events

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