Event Setup & Discovery

Personify360 Event Setup & Discovery

Personify360® is a technical resource available to you, but we understand the time and commitment required to build and manage your event products. Whether you need a conference with multiple breakout sessions, continuing education, badge products, social events, and meal functions, or a single event/business meeting, we can help. Our event discovery form will gather the necessary information we need to set up your product.
Requestor Name*

First NameLast Name
Primary Email Address*
example@example.com
AOA Affiliate*
Do you want to copy a product from a prior year?*
Provide the Parent Product Code you want us to copy.*
Do you want attendees to claim their CE through Credivera?

Event Logistics
What?

Tell us more about your event. We would like to know specifically the name and type of event you are planning.
Event Name/Description*
Please enter the name/description of your event; this appears at the top of the registration page and on the event page.
What type of event are you planning?*
When?

When are you planning to host your event?
Event Begin Date/Time*

MonthDayYear
Date
Hour MinutesAM/PM Option
Event End Date/Time*

MonthDayYear
Date
Hour MinutesAM/PM Option
Where?

Where do you plan to host your event?
Facility Name*
Enter the name of the facility, hotel, or conference center where you will host your event.
Facility Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Event Capacity*
If your conference/webinar has a capacity, enter it above. The unlimited capacity for an event is 99999.
Registration Dates, Cancellations, & Refunds

Please provide the applicable dates to best manage your event.
First Day of Registration*

MonthDayYear
What date would you like to open registration for back office & online?
Last Day of Online Registration*

MonthDayYear
What date would you like to close online registration?
Cancellation Fees
Cancellation Date

MonthDayYear
What is the last day a registrant can cancel their registration?
Cancellation Fee?
Enter the amount kept less any refund to the registrant.
Do you charge cancellation fees?
Are members exempt from cancellation fees?
Please add your cancellation policy information below.
Select the Options that apply to your event.

Members Only - My event is only available to members, non-members cannot register.No Price - My event has no cost associated regardless of registration type. (i.e., all registration fees are $0.00)One Price Only - My event has only ONE price regardless of registration type (i.e., members, non-members, students, life/retired all pay the same rate)
Additional Comments/Notes:
Please provide any additional comments you have about the general setup of your event.

Event Rates & Pricing

Set the pricing for your event so the appropriate rate is given to the appropriate attendee type. Please fill out all the sections that apply to your event!
Select the registration types (rate structures) that apply to your event.*

MemberStudentLife/RetiredParaoptometricNon-Member ODNew Graduate/New LicensedNon-Member Paraoptometric

Product Accounts

Each product must have a set of accounts unless it is a $0 product (i.e., a meal function, break-out session for continuing education, or social event.) You can have multiple accounts for one meeting. For example, a revenue account for registration, a revenue account for guest badges, a revenue account for education, etc.; this is allowed because each item added to registration is its product.
Does your event require one, or multiple revenue account numbers?*
Event - Revenue Account*
You may utilize an AP system (i.e. Quickbooks, Sage, etc.) that provides a revenue account number.
Does your organization require tracking write-offs/cancellations in a separate account?*

No - Just RevenueYes
Does your organization have the requirement to track discounts in a separate account?*

No - Just RevenueYes
Is your organization required to charge Tax of any sort for registration or sale of any products during the registration process?*

NoYes
Additional Sub-Product Revenue Accounts*

Event Sub-Products

Sessions and badges are products typically sold with event registration.
Does your event include optional breakout sessions, meal functions, and social events requiring registrants to RSVP/pay, or does registration grant access to the entire show?
Add Sessions*
Does your event allow registrants to purchase a badge for a guest to attend the event?
Guest Badge Price*
USD
Additional Notes
Guest Badge Product List*

Email Confirmation Message & eCommerce

Provide custom messaging about your event to registrants and set product purchase options.
eCommerce Options for Registrations

Collect emergency contact informationRequire OE tracker numberRequest special needs (i.e., dietary, ADA)
Email Confirmation Message Text
Registrants will receive an email confirmation with their order. Provide additional text to include in this email.
Who will build your event landing page in the Ingeniux CMS?*

Affiliate - You or your team will build the event landing page.AOA - Submit a ticket for the web team to build the event landing page.Invite Only - You will manage access to the registration link
Have you contacted the web team or submitted a ticket via the AOA Service Desk to build your event landing page?*
What is the ticket number for reference?*
Attachments and Event Assets

Please provide any attachments or event assets that would be useful to either display on your event landing page or would assist us in building your event. Please include any schedules, agendas, marketing materials, logos, and more.
Attachments

Cancelof
Should be Empty:

Personify360 Event Setup & Discovery

Event Logistics

What?

When?

Where?

Registration Dates, Cancellations, & Refunds

Cancellation Fees

Event Rates & Pricing

Define your Event Pricing Structure

Product Accounts

Event Sub-Products

Email Confirmation Message & eCommerce

Attachments and Event Assets