Organizer Video Experience

Index

1. Login as an organizer/Switch Between Organizations
2. Navigate the home page
3. People's Tab
4. Add New Events
5. Event Settings
6. Form Builder
7. Registrations Tab
8. Reports
9. Organization Setting's Tab

Video#1 - Login as an organizer/Switch Between Organizations

How to log in and switch accounts between organizations and personal.

Video #2 - Navigate the Home Page

Basic navigation once you are logged in.

1. Listed Events
2. Registrations tab + event settings tab
3. Registration Overview
4. Contact Support 

People Tab

The People Tab could be described as your database or CRM. This is for people who have opted into your organization. Watch the videos below to learn how to navigate your People Tab.

Video #1 - What is the People Tab

Video #2 - Filters + Columns 

Video #3 - Export

Video #4 - Add People

Video #5 - Update Member Status

Video #6 - Add Member Type

Video #7 - Send Email

Video #8 - Merge Profiles

Video #9 - Grant Admin Access

Video #10 - Add Credit to someone’s account

Add New Events

Starting from scratch, watch the videos below to create a new event or clone a previous event.

Video #1 - Clone an event

Video #2 - Single Day/Segment

Video #3 - Multiple Day/Segment

Video #4 - Basic Calendar Listing

Event Settings

This is for the event-specific settings.

Video #1 - Basic Settings Page

Video #2 - Text + Copy

Video #3 - Event Segments

Video #4 - Preview & Results Page

Video #5 - Attendee List

Form Builder

Learn how to build and edit your registration form by navigating the form builder in the videos below.

Video # 1 - Parts Bin

1. Add a package
2. Add an Entry Product
3. Add a question
4. Co-Driver Picker

Video #2 - Form Layout

1. Group and Branch
2. Move items 
3. Add a Text Block
4. Date Limiters
5. Limit by Member Types
6. Limit by Credential
7. Preview Panel 
8. Validation Rules

Video #3 - Tool Icon

1. Clone
2. Expand
3. Collapse
4. Refresh
5. Delete

Video #4 - MSR Form Builder, Products & Packages:

This video describes how an Entry Product works compared to a package.

Registration Tabs

After watching this video series you should be able to confidently navigate all the tabs associated with your registrations for an event.

Video #1 - Attendee Page

Video #2 - Check-in

Video #3 - Entries

Video #4 - Payment/Payments and Credits

Video #5 - Email + Text Message Blaster

Video #7 - T&S Changelog/Logbook/Instructors

Video #8 - Refunds and Offline Payments

Video #9 - Update an existing registration

Video #10 - Manually register someone 

Reports

Learn how to navigate reports on an event level and across your organization.

Video #1 - Create a custom report

Video #2 - Members/Vehicles

Video #3 - Attendees/Entries

Video #4 - Financials/Accounting

Organization Settings Tab

This is for settings at your organization level. Learn how to update your settings by watching the videos below.

Video #1 - Contact Info, Account Options, and Admin Users

Video #2 - Class Modifiers(PAX), Classes, Groups

Video #3 -Profile Questions

Video #4 - Member types

Video #5 - Vehicle Questions

Video #6 - Venues

Video #7 - Discount Codes

Video #8 - Vehicle Numbers

Video #9 - Surveys + Elections