leagueone – tips and tricks tips...―invitation code ―processing fee absorption ―customize...
TRANSCRIPT
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LEAGUEONE – TIPS AND TRICKSEric Lee, Technical Account Manager
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― Eric Lee ([email protected])⁃ Technical Account Manager, Team Sports (LeagueOne)
⁃ 2 years at ACTIVE
⁃ My ACTIVES include rock climbing, photography, and wedding planning
INTRODUCTIONS
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― Player Refunds
― Edit Payment Plans
― Invitation Code
― Processing Fee Absorption
― Customize Registration Confirmation Email
― Integration with ACTIVE.com and ACTIVEkids.com
OVERVIEW
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― Refund to parents’ credit cards
PLAYER REFUNDS
― Ability to give partial refunds
― Ability to refund and/or cancel
― Clubs must have funds in order to refund
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EDIT PAYMENT PLANS― Admins can now edit individual payment plans
― Change the date and/or amount of an installment, cancel an installment, or add new installments.
― Emails are automatically sent to the primary guardian on the account when changes are made to a payment schedule.
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EDIT PAYMENT PLANS
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EDIT PAYMENT PLANS― Change the date and/or amount of an installment, cancel an installment, or add
new installments.
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INVITATION CODE― Create custom codes for your programs so that only families with the code can
register for the Program ⁃ Each Program can be code-protected
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PROCESSING FEE ABSORPTION― Easily setup how you want to pass on the processing fees
⁃ Percentage or Amount
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PROCESSING FEE ABSORBTION― Easily setup how you want to pass on the processing fees
⁃ Percentage or Amount
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CUSTOMIZE REGISTRATION CONFIRMATION
― Create custom messages to be included in your participants Confirmation Email
― Attach up to five different files to be sent to parents after they have registered their child
― Optional field to send copies of each receipt to an Admin email
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CUSTOMIZE REGISTRATION CONFIRMATION
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INTEGRATION WITH ACTIVEKIDS.COM ― Allow your Program to reach thousands more by listing them on
ACTIVEkids.com
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QUESTIONS?
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― Coupon Codes can be used to give targeted discounts to specific fee(s)
― Fixed fee and % discounts are supported
COUPON CODES
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Fixed Amount Discount
COUPON CODES
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Coupon Code For Non Registration Fees
― A Coupon Code can target fees other than the Registration Fee
COUPON CODES
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Combining Coupon Codes
― More than one coupon code can be used at the same time
COUPON CODES
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Summary
― Use Coupon codes to motivate parents to register! Everyone loves a discount….
― Target to specific fees – both Registration and Non-Registration Fees
― Users can use more than one Coupon code at a time
― Set coupon code availability dates
― Limit the number of uses (e.g. first 10 parents to register)
― View reports on Coupon usage
COUPON CODES
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QUESTIONS?
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DOCUMENT TRACKING
― Upload your own required/optional documents that users can then download at the end of the registration process
― Examples:⁃ Medical Release Forms
⁃ Volunteer Forms
⁃ Birth Certificate Reminders
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― Documents can be uploaded at the Organization Level and referenced at the Program level
― Documents can be uploaded at the Program level
DOCUMENT TRACKING
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― Document created at the Organizational Level
DOCUMENT TRACKING
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― Organization Document Referenced at the Program Level
DOCUMENT TRACKING
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― Document created at the Program Level
DOCUMENT TRACKING
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― Documents referenced on the Registration Form
DOCUMENT TRACKING
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― User can then download the documents from the Registration Receipt page
DOCUMENT TRACKING
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Other Document Types
― URL – references an external document –perhaps on another website
― None – provides a reminder to send in the document but does not provide a link to download the document
DOCUMENT TRACKING
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QUESTIONS?
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― Override the organization address per program if checks go to different places
ADDRESS PER PROGRAM
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Other Document Types
― Problem: I have a large group of players who registered for the wrong division and I need a way to change their division quickly
MASS DIVISION CHANGE
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Other Document Types
― Solution: Add the desired players onto a team, once on the team, change the Division of the entire TEAM to your desired choice
MASS DIVISION CHANGE
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Other Document Types
― Solution: Now un-assign the players from this team and they will keep the desired Division
MASS DIVISION CHANGE
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― LeagueOne has a robust set of capabilities to tailor Online Registration to meet your specific requirements
― We will continue to improve and add to these capabilities in 2016 and beyond (see upcoming LeagueOne Roadmap session)
― Additional information can be found in the LeagueOne Help Center (click on Help in LeagueOne)
― Thank You for your time!
TIPS & TRICKS SUMMARY
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LEAGUEONE – TIPS AND TRICKSEric Lee, Technical Account Manager