Walkin'’s Post

Transcript

Welcome to Wilkins. First walkthrough, Let's start with the host sign up. Register by putting your information. That's it. Select host. Let's edit the profile. Upload your profile picture and add your job title and your LinkedIn. All set. Let's switch roles. You can switch between host and guest back to host. Let's upload our contacts. Upload your contacts by selecting a CSV file. Now all you have to do is match each item. That's it. You can easily export the CSV file from any other event platform such as Luma or Eventbrite. As you can see, once you upload all your contacts, they come with no tear. We're gonna set tiers and tags so we can later set walkins. No tear, no problem. You can still tag them using the tags. I'll show you how to do that later. To easily find a contact. To use the search bar, you can filter by tiers or search by tags. You can also blacklist the contacts you don't want to attend your events. To add a contact, manually click New. You must set full name, e-mail, job title and company, and of course the tier. You can Add all the other information later. This is a great way to save your contacts when you're at the conference. To edit the contact, just tap on it and do all the changes. You want. That's it. Now you know how to manage your contacts. Let's create an event. Go to Events and select new. Upload your event banner and give it a title to generate a description. You can of course use chat debt. That looks great. Let's not set the location and starting time and ending time. Once that's in, set the event capacity and the event type. Your events can be Fixed Guest List or walk in. When you pick Fixed guest lists, you can allow walkins or not. You'll be able to set up Walkins later. I'll show you how that works. Let's do fixed guest list Walkins Public and this part of it Denver. Now that we've created our event, let's manage managing events. The first thing you have to do is add a guest list manager. This person will check in your guests at the event. If you need help finding a guest list manager, reach out to us. We might be able to help. Great, now we have a guest list manager. Let's add our Co hosts. If you're hosting this event with other companies, you can easily add their representatives here so that they can manage their contacts as well. Your cohosts won't be able to. To your contacts e-mail and that means they will be able to see who's coming but not be able to contact them. Great. Now we added a few Co hosts. Let's set the walk-in guest access. Walk-in guest access means that if anyone in your contacts there has been tagged, for example here sea level Tier 1 to Tier 4 will be able to walk in if they decide to come to your event. They will also be able to tell you up front if they're able to come or not. This is great because sometimes you don't know who is in town at the time you set up an event. When the guest list overview, you'll be able to compare with your Co hosts the total Requests, total Invites, total walkins and Total check-ins. You can see more stats under the tab Stats Managing Invites. Let's invite our guests to invite guests, go to Add Guests and easily filter tour to find your contacts by using the search bar to filter by name, title, tag or even location. You can also filter by tier or combine them together. To select multiple contacts at once, click Select All and. Invite all. If you want to invite them one by one, tap the icon on the right Managing Guest list. To manage your guest list, go to Guests and then Guest List. On your guest list you'll be able to see all the guests coming from the different Co hosts, but you'll only be able to see the emails from the contacts you have invited. If you want to uninvite someone, you can just stop on the red icon. You cannot uninvite someone at has been invited by a cohost. You can only uninvite the guests that you have invited this guest will receive. E-mail saying they have been uninvited. You can also see here your walk-ins, the people that will be able to just show up at your event and walk in. If they RSVP and say that they are coming, they will move to your guest list. For your guest list, you can set up notifications by taking the box under Notify me. Show ups and check-ins are only visible after the event. Let me show years after the event so there was one show up. Let's save him to our contacts. Now when you tap on it, you'll be able to see which door manager has checked in this person. And you can see what time this person came to your event. Under check-ins, you'll be able to see everyone who attended your event and what time they arrived. Easy, isn't it? When you go to stats, you will be able to access all the data from your event. Here you can download the full guest list or just the ones who attended. Under each overview you can see a breakdown from your guests. If you type in the numbers, you'll be able to see which guests are part of that number. The Co host. Now you are the Co host. Great. Let's log in managing events. Select the event you want to manage. Let's invite media Tier 1 to tier one and sponsors Tier 1 to Tier 4. Great Managing invites Manage your invites the same way as the host, except here the host might have kept the number of invites you might have. Managing Guest List You can manage your guest list easily the same way as your host. You can also set up notifications for when your guests walk in. You will also be able to see the show ups, check-ins and stats. Now let's see how the event looks like. For your event, you'll be able to see all the Co hosts.