Now there's a way to keep track of all your applicants, even if they can't apply themselves! Manual submissions are great for event organizers to add vendors, volunteers, sponsors, or other applicants who perhaps don't have access to the online version of an application. This article assumes that you have created applications for your event, please review this article first.
Find Your Submission List
- Make sure you are logged into Eventeny.
- At the top of the homepage, hover over the "Organize" tab and select the event you wish to work with.
- This is your event dashboard. On the left sidebar, click on "Submission List" under the "Artists, Vendors & Exhibitors" tab.
Add a Manual Submission
- This is your submission list. It will look relatively similar to the volunteers, sponsors and other applicants tabs. To add a manual submission, go to the "Options" drop down menu in the top right corner of the page and select "Add Submission."
- A pop-up window will appear asking you to fill out some information about the applicant. For accuracy, be sure to associate them with the correct application and select whether or not they've been approved. When you are finished, click the blue "Submit" button.
- After entering the initial details of the submission, you’ll be taken to the submission detail page—like the one shown in the screenshot. Here, you can view the business and contact information provided, along with any special requests or comments. From this page, you’ll also have the ability to approve, reject, or waitlist the submission, as well as perform other management functions such as updating tags or changing the status. If any information needs to be corrected or updated, you can click the pencil icon in the upper right corner to edit the details of the submission.
- If you’d like to enter responses to any custom questions on behalf of the applicant, scroll to the Additional Information section of the submission. Here, you’ll see each question listed with an “edit” button beneath it. Simply click the edit button next to the question you’d like to update, and you’ll be able to enter the applicant’s response directly.
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If you need to charge the applicant for any fees, scroll down to the payment section:
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Update Payment Method: First, click the “Update payment method” link next to the pencil icon to add the applicant’s payment information, such as their credit card details.
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Add a New Payment: Once the payment method has been added, click the “+ New payment” button at the top right.
- Next, you will enter and process a payment for the applicant. You’ll select the charge type (e.g., application fee), quantity, and amount, and apply any discount if needed. Toggle “Charge Now” to yes if you want to process the payment immediately using the applicant’s saved card. Add any comments if needed, then click Save to complete the charge.
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- To create a custom charge for the applicant, click the + Invoice button. This allows you to manually add and track invoice details such as the title, amount, and description.
- Use the + Upload new button to upload a new contract for the applicant to review and sign. Alternatively, if you’re using a standard template, you can click Copy Existing Contract to assign a pre-existing agreement to their application.
- If you need to provide a ticket for entry or participation, click the + Issue ticket button. You’ll be able to enter the ticket details including the type, confirmation code, and the email address of the ticket holder.
- Click the + Booth/Space button to assign a space to the applicant. You can define the map location, title, and amount due. This section also tracks if any fees have been refunded and the total net paid.
- Use the + Notes button to add internal comments or updates about the applicant. This section is only visible to you and your team, applicants will not see these notes. It’s perfect for tracking special requests, reminders, or internal communication.
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