Defining a Meeting Product to Display on the Web

This topic is specific to enabling a meeting product for the web. For information on SESSION products on the web, please see Defining a Session Product to Display on the Web.

The e-Business Control screen allows you to specify the meetings that members and other customers can register for via your company website. Once your meeting product has been configured to display on the web, it can appear on the following controls:

·            My Meetings

·            Events Calendar

·            Meeting Details

·            Meeting Registration

Sponsorship meeting products should NOT be web-enabled, as it is not expected that web users will buy a sponsorship without prior approval from the organization.

To set up the eBusiness controls:

1.    From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2.    Click Search to find a product or click Create New Product.

3.    From the eBusiness Links task category, click eBusiness Control.
The eBusiness Control screen displays, as shown below.

4.    Click Add eBusiness Control.

5.    From the Display Settings section, define the following information:

a.    By default, when you click "Add eBusiness Control", the Display on Web checkbox is checked. Uncheck this checkbox if you do NOT want this meeting to display on the web.

b.    By default, when you click "Add eBusiness Control", the  Allow Purchase from the Web checkbox is checked. If you want to display the meeting on the web, but not allow customers to register for the meeting, uncheck this checkbox.

c.    Check the Allow Bill-Me checkbox if you would like to enable the "Bill-Me Later" feature, which allows web users to buy a product and not pay for it before logging out. If checked, the web user will receive an invoice for payment.

d.    Select the dates in which you want the meeting to display on the web from the Web Display Dates drop-down.

e.    If necessary, enter the organization’s optional product-specific URL in the Product URL field.

f.      Select the Web Shipping Message that will display to your customers to indicate the estimated shipping time.

g.    Enter the Limited Seats Threshold.

h.    As of 7.5.0, check the Display Shipping Options at Checkout checkbox if on the web you want your customers to be able to see their different shipping options.

i.      As of 7.5.0, check the Allow Group Purchase checkbox if you would like a group manager to be able to purchase this product for a group.

j.      As of 7.5.0, check the Display Emergency Contact checkbox if you want a user to be able to add or edit emergency contact information when registering for a meeting.

k.    As of 7.5.0, check the Display Special Needs Control checkbox if you want a user to be able to add or edit special needs when registering for a meeting.

l.      As of 7.6.0, check the Allow Registrants to Register Others checkbox if you want a user to be able to register someone else for the meeting.

m.  As of 7.5.0, check the Display Registrant Contact Info checkbox if you want a user to be able to edit his/her contact information during the meeting registration workflow.

6.    From the Promotional Settings section, define the following information:

a.    Check the Featured Product checkbox if you want to feature this product on the web.

b.    Select the dates in which you want the product to display as a featured product on the web from the Featured Product Dates drop-down.

c.    If this product is part of an umbrella product, enter the Sort Order in which you want this product to display. Products with the lowest sort order will display first.

d.    Enter the Twitter Hashtag you want to display when a user shares their purchase.

7.    The Brief Description Text field is read-only. For more information, please see Adding a Meeting/Session Product Brief Web Description.

8.    The Long Description Text field is read-only. For more information, please see Adding a Meeting/Session Product Long Web Description.

9.    Click Save.

Screen Element

Description

Add eBusiness Control

Button. When clicked, the fields in the Display Settings section become enabled.

Display Settings

Display on Web

Checkbox. By default, when you click "Add eBusiness Control", this  checkbox is checked. Uncheck this checkbox if you do NOT want this product to display on the web.

Allow Purchase from the Web

Checkbox. By default, when you click "Add eBusiness Control", this checkbox is checked. If you want to display the product on the web, but not allow customers to register for the meeting, uncheck this checkbox.

Allow Bill-Me

Checkbox. Check this  checkbox if you would like to enable the "Bill-Me Later" feature, which allows web users to buy a product and not pay for it before logging out. If checked, the web user will receive an invoice for payment. For more information, please see the Bill-Me Later Overview.

Web Display Dates

Date drop-down. Select the dates in which you want the product to display on the web. From the first drop-down, specify the date on which you would like the product to begin displaying on the web. Optionally, from the second drop-down, specify the date on which you would like the product to stop displaying on the web.

Product URL

Text box. If necessary, enter the organization’s optional product-specific URL. The maximum number of characters that you can enter for this field is 150. If you enter more than 150 characters for this field, it will NOT display on the web. If you need to increase the limit, in your installation in the URL user defined data type, increase the varchar limit. Please note that when you upgrade, the altered user defined data type may revert back to 150.

When defined, on the web, when a web user clicks a product's hyperlink, depending on what page he/she is on, the following occurs:

·       If the web user is on the Checkout page, Shopping Cart page, or Order Summary page and clicks a product's hyperlink or image, a new tab opens in your web user's browser with the URL defined in this field.

·       If the web user is on the Full Product Listing page and clicks a product's hyperlink, he/she is redirected to the Product Detail page.

·       If the web user is on the Meeting Events Calendar page and clicks the hyperlinked name of a meeting from the Event Details quick view window displayed above or from the Events Calendar, a new tab opens in the web user's browser with the URL defined in this field.

Web Shipping Message

Drop-down. Select the message from the drop-down  that will display to your customers to indicate the estimated shipping time. The web-shipping message only displays below the description on the on the Product Detail page and above the "Additional Information" in the header for SUB and INV products. Values in the drop-down are populated based on the non-fixed codes defined for the INV "WEB_SHIPPING_MESSAGE" system type.

Limited Seats Threshold

Text box. As of 7.5.0, enter the threshold number of seats available for the meeting. If the product has been defined to display on the web and the meeting Capacity (capacity minus the registrations) defined on the Capacity screen is less than or equal to Limited Seats Threshold number defined here, the "ONLY [n] SEATS AVAILABLE" product alert will display on the Product Listing and Meeting Detail pages on the web for this product, as shown below. The number displayed in the alert is the capacity minus the registrations.

Display Shipping Options at Checkout

Checkbox. As of 7.5.0, check this checkbox if on the web you want your customers to be able to see their different shipping options. See the Shopping Cart and Checkout section for more information.

Allow Group Purchase

Checkbox. As of 7.5.0, check this checkbox if you would like a group manager to be able to purchase this product for a group. See the Enabling a Meeting for a Group Purchase section for more information.

Display Emergency Contact

Checkbox. As of 7.5.0, check this checkbox if you want a web user to be able to add or edit emergency contact information when registering for a meeting. See the Meeting Registration control section for more information.

This checkbox will NOT display for a session product. For more information, please see Defining a Session Product to Display on the Web.

As a best practice, if you are using the Register Someone Else workflow for a meeting, proceed with caution when checking the Display Emergency Contact checkbox, because some registrants may not the person who is registering them for the meeting to have access to their emergency contacts information. Rather, using the Meeting Order Created notification, you can send the individual an email with a link so that he/she can update his/her emergency contacts.

Display Special Needs Control

Checkbox. As of 7.5.0, check this checkbox if you want a web user to be able to add or edit special needs when registering for a meeting. See the Meeting Registration control section for more information.

This checkbox will NOT display for a session product. For more information, please see Defining a Session Product to Display on the Web.

As a best practice, if you are using the Register Someone Else workflow for a meeting, proceed with caution when checking the Display Special Needs Control checkbox, because some registrants may not want the person who is registering them for the meeting to be able to have access to their special needs information. Rather, using the Meeting Order Created notification, you can send the individual an email with a link so that he/she can update his/her special needs.

Allow Registrants to Register Others

Checkbox. As of 7.6.0, check this checkbox if you want a web user to be able to register someone else, in addition to themselves, for a meeting. This is known as "Register Someone Else". By default, when this checkbox is checked, the Display Registrant Contact Info checkbox is also checked. For more information, please see the Register Someone Else workflow section.

Display Registrant Contact Info

Checkbox. As of 7.5.0, check this checkbox if you want a web user to be able to edit contact information during the meeting registration workflow. See the Meeting Registration control section for more information.

As of 7.6.0, if the "Allow Registrants to Register Others" checkbox is checked, it is recommended that you also check the
Display Registrant Contact Info checkbox. Checking the "Allow Registrants to Register Others" checkbox allows a web user to register someone else, in addition to themselves; this is known as "Register Someone Else". If the "Display Registrant Contact Info" checkbox is NOT checked, if the web user registers himself/herself, in addition to someone else, the Primary Contact Information step will NOT display.

This checkbox will NOT display for a session product.

Promotional Settings

Featured Product

Checkbox. Check this  checkbox if you want to feature this meeting on the web. Featured products display in the Promotional Products Featured control, as shown below. For more information, please see Configuring the Promotional Products Featured Control.

Featured Product Dates

Text box. Select the dates in which you want the product to display as a featured product on the web. From the first drop-down, specify the date on which you would like the product to begin displaying as a featured product on the web. Optionally, from the second drop-down, specify the date on which you would like the product to stop displaying as a featured product on the web.

Sort Order

Text box. If this product is part of an umbrella product, enter the order in which you want this product to display. Products with the lowest sort order will display first.

Twitter Hashtag

Text box. Enter the Twitter hashtag you want to display when a user shares their purchase. The Twitter feed displayed is based on the value you enter in this field. The value can either be simple text (e.g., "Twitter"), a hashtag (e.g., "#Twitter"), or a handle (e.g., "@Twitter").

Brief Description Text

Text box. This field is read-only. For more information, please see Adding a Meeting/Session Product Brief Web Description.

Long Description Text

Text box. This field is read-only. For more information, please see Adding a Meeting/Session Product Long Web Description.

To view your product setup summary:

1.    Click the Setup Summary tab.
The following screen will display:

2.    This screen will display the following relationships:

·            Product Relationships

·            Customer Relationships

·            Role Relationships

3.    Additionally, the following items will display:

·            Categories

·            Related Files

·            Promotional Pricing