About JosephH56918

JosephH56918 · ‎09-15-2022

In some cases, we have 300 registrants. I cannot justify going person by person. In addition to all of the other issues with user-friendliness, I believe we have already started our transfer of events. I appreciate your help, but it's just not efficient enough. With the fee plus my extra labor for having to do more, we are probably paying the equivalent of Cvent, and I wouldn't have so many efficiency issues. We have appreciated you all very much. Thank you.

JosephH56918 · ‎09-15-2022

Hi. It doesn't. The group I am working with does not have a lot of experience with technology. They don't know how to add the appt to their calendar. We are reviewing another platform. Thank you.

JosephH56918 · ‎05-21-2022

You're very helpful. Please pardon if I came off short. I am utilize the reports more frequently within the last year. I was looking for one to provide all the data you mentioned plus totals. If there could be a form where I can enter other expenses so it auto pulls a full balance sheet, y'all would be my hero. Again, these are only feedback suggestions. I understand the extensive backend programming that would need to take place for these changes. I appreciate the effort and consideration.

JosephH56918 · ‎05-21-2022

Yes, I understand the multi factor is for our security. Respectfully, I would appreciate being able to determine for myself if my information is secure. No custom budget reporting, got it.

JosephH56918 · ‎05-21-2022

Ok last one and I bet I'm pushing it if I haven't already. Is it possible to get a budget reporting the individual event dashboard? Include all the refunds, discounts, etc. and the report would pre-populate total revenue. I know EventBrite has something similar... I don't have to go into a spreadsheet and add all my formulas. It also shows fees paid to the platform. Just curious. Most people using this site aren't financial analysts.

JosephH56918 · ‎05-21-2022

As you can see, we host A LOT of events. Your website is programmed to auto open when I open my browser in the morning. If only y'all didn't REQUIRE me to use the 2-factor. I have to use my personal cell. It's an issue when colleagues are logging on. We practice strong password standards. Also, there's nothing stored in this system that they could get their hands on to truly hurt us. The CC number isn't available. It only shows the last 4 digits.

JosephH56918 · ‎05-21-2022

That actually sounds great. I've emailed the engineer I was corresponding with again as well. I sent him screenshots of another website layout as reference. If had to block out details for here, but this is what I sent. The clean lists shows folder or all but still consolidated. I'd love it if I could see my promo codes there too though. Registrants that bring me to the actual registrants page. # of Registrants, Dates are good, and Register someone maybe? Maybe make them columns and we can choose what we see or what's there. The navigation image shows a drop down list at the top left where I can jump from project to project regardless of the folder. It saves me a lot of time and makes me a more efficient user.

JosephH56918 · ‎05-21-2022

I've already reached out to the engineers. The response I received felt as though they chose to dismiss my feedback. While I appreciate the folder suggestion and I have been using it, that does not change the view of the list when I login to my account. I have to begin setting up the view I want before I can even begin working. Professionally, I believe the campaign list view is inefficient and time consuming. My suggestions have been well thought out. While I appreciate your suggestion, I believe I'm looking for a more in depth solution. Thank you. I cannot accept your response as a solution.

JosephH56918 · ‎05-21-2022

I requested some user friendly updates. The support team thought they could post it here to see what the community thought. I didn't see it so I'm posting it to have a real discussion. A little about me, I've worked on computers since I was 12yrs old. I'm 35 now. I'm a year away from completing my full-stack, software engineering degree. 1. List View - consolidation, more defined quick links (routing)/viewable information -please allow me to remove the giant calendar icon next to each event. It's unnecessary white space. I've never used it. -perhaps allow for us to choose our view, i.e. condensed, card, list. This can also be considered "customizing your work space." - I like organizing my folders and returning to the same organization. It's not my favorite to return to a screen and have to filter each time. I recommend allowing individuals to begin with folders and unfiled events the same we would in windows explorer or finder. It would be more relatable. - the current quick links/ info provided in list view : Title, type, start date, countdown, and number of registrants. - When you click on the event, it brings you to the dash, that's good. ---- When you click on registrants, it brings you to reports (?). Can you have it bring me to the actual list of registrants please? I can pull a CSV from there as well. If I'd like to run a report, I can select the report tab. ---- Add Promo Codes to list view. I'm not sure about anyone else but our promo codes change with the event. Unless I put the codes in a spreadsheet, I have to circle back into the event then the settings all to get a promo code for each event. (If I'm required to have 2 factor, I think I can can promo codes visible on the campaigns list view.) Maybe add a register someone link in campaign list view? I sometimes have to support individuals in registration. It's a valuable quick link. In summary, take up less white space, make the lists more functional and efficient for each individual with customizations. 2. Navigation Please allow us the ability to navigate from one event to the other more quickly. Perhaps when in one event dashboard, you provide a drop down list at the top to select alternative events. By using this drop down, I could go to another dashboard. - please see qualtrics projections. 3. 2-Factor I appreciate your concern for our safety. As I have stated earlier, I have experience in computer science, I would like the option to use the 2-factor or not. I am operating in a business account. It is inappropriate to use my personal cellular number for this exchange. There are no cellular alternatives. Thank you, I'd rather not use a ghost number. - One could argue it's a data mining technique. Please let us know if you support these suggestions for your functionality.

JosephH56918 · ‎04-15-2022

Hi, I just submitted many requests for a more user friendly interface. I have just come across another. Can you offer a sorting option for the events beyond status, etc. Occasionally, I'd like to sort by alphabet, creation date, or by event date. Thank you.

JosephH56918 · ‎04-15-2022

Hi, Sometimes we have 20 active events. It would be great if I could pull a report that lists all active events with a link to the landing page. I'd also like to switch from event dashboard to dashboard more easily. I am in and out of each for promo codes, registrants, etc. If you could make accessing the promo-codes more easily, that would be great. When I click on registrants, it brings me to the reporting. It can be frustrating because I'm not necessarily having to go to reporting. If you could change that to the link of registrants or at least give me an option, that would be great. For emails being sent out, if you could offer a pause button or cancel after it's been sent, I'd love that. Better spell checking/grammar review. I'd love it if y'all had a policy and procedures section for our company. I can enter that information in one place and it can be added to each landing page instead of having to add it or copy each time. Please provide the option to enter a phone number or not. We are a company and don't have any one person who should have a phone number there. Maybe an email option would be better or not at all. Sub users instead of one login. It would be great to have sub-profiles instead of just one login. We have multiple people involved in our account with different departments. I have other suggestions but can't remember them right now. Thank you.

JosephH56918 · ‎01-29-2022

Hi, Simple suggestion I would greatly appreciate. It may work out great for both of us. I'm looking for a confirmation status or confirmation email. So, similar to reservations at a restaurant, stylist, or doctor's office, I'd like to be able to send out an automated email that asks for confirmation of an attendee. It would be wonderful if the system auto-updates with the confirmed status. Otherwise, I can update it as the emails come in. Generally feel like I get cancellations the closer we get to our events. If I had an option for confirmations, it's another email sent for you guys and tracking for us. Thanks.

About JosephH56918

Re: Attendee Status

Re: Attendee Status

Re: User Friendly Suggestions

Re: User Friendly Suggestions

Re: User Friendly Suggestions

Re: User Friendly Suggestions

Re: User Friendly Suggestions

Re: User Friendly Suggestions

User Friendly Suggestions

Displaying folders under Campaigns tab

User Friendliness

Send confirmation email prior to event