Symphony updates 08/10/2015 - Symphony EM
 
 
 
 
 

 
 
 
 
 

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Symphony updates 08/10/2015

by Catriona Stephenson

1. You can now export your event list

Export a list of your events from your dashboard to see what events are taking place when and where. We will be adding attendee figures to this report in one our next go-lives and will also make it possible to export data from archived events – so stay tuned.

Event export report

Now export details about all of your events from the dashboard

2. Introducing Yes/No Custom Fields

Lots of our users use the same questions over again. With the copy event feature, this isn’t often a proble, but for people setting up their events for the first time

Setting up a Yes/ No custom field

Setting up a Yes/ No custom field

Yes No selection list on the booking form

The Yes/No selection list on the booking form

3. Re-using speakers is now even easier

We have been looking at how speakers are added and reused in Symphony and we noticed a couple of things we wanted to improve.

a) When you added a speaker to your event this wasn’t stored as a contact for you to reuse. We have now included a tickbox option, so you can choose if you will want the speaker to be available for your next event.

b) We have included a dropdown that automatically loads if you select to add an existing speaker or contact.

Speakers and contacts is an area we want to work on more in future, so if you have any ideas of what you would like us to include, please email info@symphonyem.co.uk

Dropdown menu with speaker selection

Add speakers in Symphony from your existing contacts.

4. Send emails by registration status

Do you have an email that you want to send to everyone who is attending? Perhaps you want to send a survey to those who declined your invitation? Now when you send attendee emails in Symphony you can manually select people by booking status.

Here you can view the attendees you want to email and select by booking status

Here you can view the attendees you want to email and select by booking status

5. More space for resending Invoices

For the times when you need to send a reminder email, or you are updating a booking on behalf of an attendee and don’t want to send an automated email, you can send a personalised invoice email. To do this click on the invoice number in the bookings tab and click “Email Invoice”.

We made this popup a little bigger in our update so you have enough space to write what you need to.

We have made this screen a little bigger now so you can resend your invoices.

We have made this screen a little bigger now so you can resend your invoices.

6. New warning if you cancel a booking

We have added in a warning popup if you click to cancel a booking, just so that you don’t end up cancelling anything by mistake.

A gentle reminder if you want to cancel a booking

A gentle reminder if you want to cancel a booking

That’s it for our updates this week. Don’t forget to email info@symphonyem.co.uk with any development requests.