|
|
|
|||||||
View previous issues of the EventPro Connection at http://www.eventprosoftware.com.au/newsletters/. |
||||||||
What’s New? EventPro Opens Australian Branch
| EventPro Software is pleased to announce the establishment of a new branch in Australia. The Australian branch will provide software sales and support services for EventPro, EventPro Planner and PMXpert Software customers in Australia, New Zealand, South Pacific and Asia. |
Steve Mitchell, CEO of EventPro Software, anticipates that customers will notice the benefits of the new branch. “With the Australian branch, our customers will now have direct access to EventPro Software’s expertise and commitment to superior customer service,” said Mr. Mitchell. “The Australian branch will be fully backed by our Canadian head office, which can provide the knowledge and experience gained from over twenty years in the software industry.” |
Mr. Mitchell also expects the new branch will be a base from which to pursue new business opportunities. “This is an exciting time to increase EventPro’s presence in the Eastern Hemisphere. With the assistance of the Australian branch, we look forward to expanding sales and services in Australia, New Zealand, South Pacific and Asia,” said Mr. Mitchell. |
Glen Smallwood will be managing the new branch in Australia. Mr. Smallwood has worked as an EventPro Software Business Analyst for three years, and brings to the branch a wealth of experience in software support, training and customer management. Also joining the Australian branch is Debbie Russell, in sales and distribution, and Luke Simons, in implementation and training services. |
Feature in Focus: Packages Simplify Resource Item Set Up
Does your facility frequently host the same kind of events, requiring you to set up the same or similar event resource items over and over? The new Packages feature in EventPro Version 6 allows you to group items you always use for certain kinds of events, making event set up so much easier. |
With the Packages feature, you can define a standard set of commonly used resources from the setup, staffing, catering and beverage items already entered in your Resource Setup. For example, if clients often hold business meetings at your facility, you can create a special “Meeting” package, which perhaps includes tables and chairs based on attendance, coffee and tea service, rental of a projector and hire of a setup crewperson. You have several options for pricing the package: you can set a flat rate for the entire package or use a per-person charge, or you can use the prices of the individual package items. After you book a meeting event, you would simply add the pre-set Meeting Package to the Event Detail tab. The setup, staffing, catering and beverages resources assigned to the package will be automatically added to the event in one easy step. However, you are not committed to the exact contents of the package for each event. After adding a package, you can easily customize the items for the specific event by adding, subtracting and editing resources as required. |
The Packages feature can save you so much time! Just imagine if you book ten events with the same five resource items – you would have to go through the resource-adding process fifty times. With the Packages feature, you can reduce that number to ten! To learn more about the convenient and flexible Packages feature, see the EventPro User Manual at Chapter 1: Setting Up EventPro, Step 9: Resources, Package Configuration and Chapter 3: Event Maintenance, Adding Resources: Packages. |
Software Update: Version 6.6.14.626
| To download the newest Software Update, log in to the EventPro Support Website at http://www.eventprosoftware.com.au/usersupport/supportmain.cfm. Click on the Downloads tab and click on the EventPro Install V6.6 (6.6.14.626) 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 for Sales). 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 Software. |
Check for new updates or review previous updates at any time by logging in to EventPro Support at http://www.eventprosoftware.com.au/usersupport/supportmain.cfm and clicking on “What’s New?”. |
Helpful Hint: How Do I Find a Record in the Find Window?
Q. How do I find a record in the Find window? |
|
A: First, ensure that you are searching by the correct search term and that any relevant checkboxes are selected in the Find window. If that still does not work, you may not be searching under the correct column header in the selection grid. A selection grid is a table of columns and rows listing a variety of related records that you will see in many areas of EventPro, including the Find windows. |
|
Look for the small RED ARROW that appears in one of the column headers. EventPro will search for records containing your search term in the column marked by the small red arrow. For example, if you want to search for a contact by Last Name in the Find Company/Contact window, click on the Last Name column header and enter your search term in the Search For field. Matching records – i.e. contacts with last names that contain your search term – will appear. |
|
If you are viewing all records in the selection grid, you can re-arrange the grid and re-sort the records to make it easier to find one record. You can alter the horizontal positions of the columns by clicking and holding down the left mouse button on a column header, dragging the header horizontally to the right or left and releasing the mouse button to drop the column in the new position. You can alter the vertical sort order of the records by clicking on the column header by which you want to sort records (e.g. Last Name, Company Name, etc.). The red arrow in the column header indicates the sort direction. Click on the header a second time to reverse the order of the records. To sort by more than one column header, click on the header you want to sort by first. Then, hold down the Ctrl key while selecting the additional headings in the order by which you want the records sorted. |
|
To return to the default column order and sizes, click the small empty cell to the left of the title row and select Reset Grid Customization. |
|
|
Did You Know? Use Mail Merge to Promote Business
Did you know that you can use EventPro’s mail merge feature to send a personalized Holiday Greeting to all companies who hosted a holiday event at your facility? Or a special promotion for all businesses that have enquired about your facility in the last year? It is so easy to do with EventPro’s mail merge. |
|
The key to directing mail merges to the correct recipients is properly categorizing your events, companies, contacts, attendees, exhibitors and/or enquiries. For example, with the Holiday Greeting mail merge, you want to ensure that all Christmas and holiday events at your facility were categorized the same way. Perhaps you created an Event Category called “Holiday” and applied it to the relevant events as they were booked. Then, you must create a Letter Template containing your holiday message, with appropriate merge fields that will pull in personalized information for each company, such as Company Name and the name of the company contact. When you are ready to send the greeting to your customers, you can create an Event Mail Merge that uses a filter to find “Holiday” events. The merge fields in the letter template will automatically enter the appropriate information for each recipient, adding a personal touch to each letter. |
|
| You can also use the mail merge for quick and easy marketing promotions. Create a letter template for your promotion and send it in a mail merge to all of the companies in your database. Does your special promotion apply only to Government and Educational clients? Simply create a filter to limit the company recipients to the Government and Educational categories, which you assigned to the companies when adding them to the Company/Contact database. |
|
There are no limits to the kinds of communications you can send with the mail merge: attendee invitations, marketing promotions, client contracts, exhibitor booth confirmations, overdue invoice notices, holiday greetings, venue leases, thank-you cards and so on. To learn more about all the different ways you can use EventPro’s Mail Merge feature to send mass mailings with a personal touch, download the EventPro User Manual at www.eventprosoftware.com.au/manual.html and consult these sections: |
|
Chapter 5: Attendees, Attendee Mail Merge |
|
Chapter 6: Exhibitors, Exhibitor Mail Merge |
|
Chapter 8: Enquiries, Enquiry Mail Merge |
|
Chapter 9: Company/Contact Management, Company/Contact Mail Merge |
|
Chapter 12: Communications, Event Mail Merge |
|
|