Smugglers, Inc.® 2.0 – In Person & On Demand | View Classes

Author: Triple I Solutions

Importing A Roster

Step 1

Navigate to Event Espresso….Add-Ons…Importer.

Step 2

Select the event from the drop down field.  Since many events have the same name locate the event by ID.

Step 3

Choose the CSV file that you will be importing.  Press the next step button.

Step 3

Map the CSV columns with the Event Fields and press Next Step.

Continue the process.

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Duplicating an Event

Step 1

If you would like to clone a specific event that may have a complex setup find the event and press edit.

Step 2

Press the “Duplicate Event” button located to the right of the permalink.  Be sure to go through every setting of the newly created event and make any necessary changes. 

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Sending a Batch Email

Step 1

To send a message to all, or a specific group, of registrants you must first navigate to the event and click the number in the attendee column.

Step 2

Checking the boxes to the left of the ID column for all of those that you would like to send the email.  Once all selections have been made press the “Send Batch Message” button.

Step 3

Select the template, global will be set by default.  Enter the message and press “Send”.

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Adding a New Venue

Step 1

If the venue has not been added to the site and is not visible in the Venue Selection dropdown list press the Add New Venue button.

Step 2

A new window will open the Add New Venue screen.  Type in the Venue Name as you would like it to appear on the website and in all email correspondence with attendees. 

Step 3

Enter the complete address Address, Address 2 (if applicable) City, State, Zip Code and select the Country.  Select Yes to the Google Map display questions and then press the Publish button.  Your venue should now appear in the Select a Venue dropdown upon refresh.

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Publishing a New Event

Step 1

Once logged into the dashboard navigate to Event Espresso in the right menu and select Events.

Step 2

Once in Event Espresso – Events press the Add New Event button at the top of the page.

Step 3

Enter the event name (ex Smugglers, Inc.® 2.0), event description and then click on Select Featured Image.  Select the course image from your media library or upload a new image by toggling over to the upload files tab.

Step 4

In the “Event Datetimes” section select the event start and event end date and time. Then enter the capacity in the limit field and select a category from the Event Category list.  Although not necessary it wouldn’t be a bad time to save the event at this time.

Step 5

Enter your ticket name keeping to this format (Ex City, State – Month Day, Year).  Select the “Sale Starts” date, if applicable, and the “Sale Ends” date.  Enter the price per ticket and the the total number of tickets that will be sold.   Next confirm that the Agency Information and Attendee Information boxes are checked.

Step 6

Type in the Edition (ex Northeast Edition) if applicable.  Then press add file and upload the event flyer.  Assign the instructor to the event and select a venue from the Venue Details dropdown.

Step 7

Review your your work and be sure to press the Publish button.  If saved more than once this button will be called Update.

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