Onboarding Marketing

Dear Client,

This document gives an overview of our onboarding process. Going through each of these steps will help you to set up your account, assign milestones for every stage of the onboarding, and assist you and your team with discovering each module on our platform.

KICK-OFF CALL & Preparing your EVENTBANK ORGANIZATION ACCOUNT

Complete your organization profile information, upload your branding files and indicate your social media links

Admin Section

Set up your Sender Email for executing successful marketing campaigns

Campaigns

Add Team members: Decide on the roles & permissions of your teams in EventBank

Ensure that each of your team members has activated their account and downloaded the EventBank Manager App on their Smartphone device.

Admin Section

Refer to the widget integration guide on the EventBank platform.

Widget integration (optional)

In order to set up your EventBank organization account, these items will need to be completed.

FINISH THE ACCOUNT SETUP

After importing the above information, you can complete the set up of your EventBank page.

CRM - IMPORT CONTACTS

After customizing “field settings”, download and complete the required CRM contacts Excel file from the platform. Finally, import it on the platform.

Verify Clean up Data

Complete CRM Excel File

Upload Import Excel �le

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Tysons Corner, VA : 1-888-218-1354 | Hong Kong: +852-3125-7507 | Beijing : +86-10-8561-1933 1/2

Onboarding Marketing

TRAINING

GO LIVE!

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This is the date when your EventBank account is officially launched

EventBank CS Manager will take your team through each of the modules. The training will cover the following:

Publish first event and send invitations EventBank can prepare “promotional launch material” such as an EventBank announcement Email, digital docs and Stand-ins for your office or pop-ups for your events.

If you have any additional questions, please contact your CS Manager as indicated on your Milestone Sheet.

Platform Modules (Admin / CRM / Event / Campaign / Finance)a

Attendee experience

b Mobile App

c Finance procedure

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(Additional Questions)e

Tysons Corner, VA : 1-888-218-1354 | Hong Kong: +852-3125-7507 | Beijing : +86-10-8561-1933 2/2