Cadmium University
Module 5 – Users, Registrations, and Credits

Module 5 – Users, Registrations, and Credits

Only available as part of a package

Welcome to the Conference365 On-Demand Learning Module 5 - Users, Registrations, and Credits.

In this module we will review:

  • Mass registering/importing users
  • Canceling orders
  • Editing orders
  • Transferring orders
  • Granting and editing credits manually
  • Mass assigning credits to users
  • Notifications to users
  • User Profile fields
  • User Transcripts
  • Custom checkout questions
  • Discount Codes

Key:

Complete
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Module 5 Introduction
Module 5 Introduction
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Open to view video. View a brief introduction video for Module 5. This video will provide an overview for Module 5, including key terminology to know.
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Module 5 Tutorials
Mass Registering Users
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Open to view video. This tutorial will cover: what a mass registration/import is; how to do a mass registration/import
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CSV Template - Mass Register/Import Users
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View Information More information on downloading a CSV template that can be used to mass register/import one or more users to a product or package.
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Cancelling Orders
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Open to view video. This tutorial will cover: how to cancel orders
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Editing Orders
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Open to view video. This tutorial will cover: how to edit an existing order
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Transferring Registrations
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Open to view video. This tutorial will cover: how to transfer a registration from one user to another user
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Issuing and Editing Credits
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Open to view video. This tutorial will cover: how to issue and edit credits for users manually
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Mass Assigning Credits
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Open to view video. This tutorial will cover: how to issue credits to a group of users
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Conference365 CSV Template - Mass Assign Credits
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View Information More information on downloading a CSV template that can be used to mass assign credits to users.
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User Profile Fields
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Open to view video. This tutorial will cover: how to select User Profile Fields, how to add custom User Profile Fields
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User Transcript
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Open to view video. This tutorial will cover: what displays on the User Transcript, how to edit the User Transcript Template; how to turn the User Transcript on or off
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Custom Checkout Questions
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Open to view video. This tutorial will cover: how to create custom checkout questions, how to add custom checkout questions to products and packages
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Discount Codes
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Open to view video. This tutorial will cover: how to create discount codes
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Module 5 Conclusion
Module 5 Conclusion
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