Arlo administrators frequently asked questions – August

August 16, 2016 11:49 am, Published by

Below are some of Arlo administrators most frequently asked questions for August! To view the full list please visit our Community Questions and Answers section.

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Why is the user interface changing?

We constantly strive to enhance your user experience with Arlo, and this means that we need to be steadily improving and enhancing our product. We are undergoing a platform wide, user interface revamp, that involves the phasing out of our old user interface. This ensures all our new features and enhancements are readily available throughout the Arlo Management Platform, as well as ensuring our product reflects a modern design.

How can I set up an alert to admin when a new website order comes in? 

If you have additional staff or administrators that need to be notified when new website orders come through, you can add them to the recipient list of new website order notifications so that they are automatically notified when you receive a new order from your website.

What happens if I ‘edit shared settings’ on an event?

The template structure of events in Arlo, saves you time and effort especially if you hold a particular event on a regular basis. Because events created off the same template share certain settings, if you need to make changes to the description or course details, you only have to do this in the one place. When you ‘edit shared settings’ you are changing a setting that is shared with all other events created off of that same template (so do take care and make sure you understand fully what ‘editing shared settings’ does).

Can I display a message on my event instead of taking registrations online?

To display a message instead of taking registrations, simply use ‘Custom Instructions’as the registration process for your event. The custom instructions will replace the ‘Register’ button on the website page of the event.

Why does nothing happen when I try to use the ‘Email’ function?

When using the ‘Email’ function on Arlo, the system uses your default email client to send this email. If your default email client has not been configured on your browser or computer correctly, the email functionality may not work as expected. If you encounter this issue, be sure to check your default email client settings are correctly set up or contact Arlo support for assistance.

Arlo administrators frequently asked questions – July

July 16, 2016 7:13 pm, Published by

 Below are some of Arlo administrators most frequently asked questions for July! To view the full list please visit our Community Questions and Answers section.

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Where can I find more information about the ‘New event’ wizard?

You can watch our ‘New event’ wizard overview video and we have also embedded help tips into the ‘New event’ wizard to ensure that administrators have all the information they need when setting up and creating an event.

Where can I add room setup and catering information for each session during my conference?

When you are creating a multi-session event, you can add catering information as well as room setup details specific to a particular session. Just add the ‘room setup instructions‘ to the ‘Logistics’ section of the sessions you are adding.

Why do I have a number of events in my checkout when I only wanted to register for one? 

When you are browsing events, and you select ‘register,’ the event will be added to your checkout. If you back out of that particular registration process, or just forget to complete it, the event will still remain in your checkout. If you go to register on a different event, you may find that you will now have more than one event in your cart. To avoid this from happening, select ‘cancel’ when you decide not to go through with a registration, or you can simply ‘remove’ the items that you don’t want from the checkout.

Can I set the order for how optional extras appear on a registration form?

You can arrange the order of the options available on your registration form by price, or have them in alphabetical order (both either ascending or descending). To request changes to the way your options are displayed on your events contact Arlo Support.

How do I change a registrant sessions multi-session event?

You can change a registrants’ sessions on a multi-session event as long as the session is free. To learn how to do this follow these instructions. This workflow will only work for free sessions, as changing these sessions will not have any affect on orders generated.

 

Arlo administrators frequently asked questions – June

June 17, 2016 11:45 am, Published by

Below are some of Arlo administrators most frequently asked questions for June! To view the full list please visit our Community Questions and Answers section.

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How do I assign an event manager or template manager to specific events?

Arlo allows you to assign an admin as a template manager and/or event manager. When creating an event simply enter the administrator responsible for the event. You can then report on and filter events by the manager. When our new communication settings are rolled out they will also be able to receive automatic communication related to the event.

How do I allow customers details to be remembered on the registration form?

Time is valuable. That’s why Arlo’s website event registration process allows registrants details to be stored in the checkout. Next time the same individuals register they will not need to re-enter their information. Learn more about ‘Remember Me‘.

How do I assign support staff to an event?

Arlo allows you to assign contacts in your Arlo platform as additional support staff on events. You can then produce reports containing this information and when our new communication settings are rolled out, they will be able to receive automatic communication related to the event.

How can I exclude tax on certain orders?

Arlo allows your registrants to generate orders from your website which are tax exempt; meaning they do not have to pay tax on those orders. This can be especially useful if you receive international payments for online webinars or courses. You can either offer payment types which are always tax exempt, optionally tax exempt, or apply an exemption status to an individual contact or organisation.

How can I manage and track interest in an event, capture ideas for new topics, and manage general enquires?

You can use Arlo’s Lead feature to capture the details of interested prospects, and suggestions for different event dates/locations. Arlo offer a range of lead forms for your website, and you can easily manage, report on, and assign leads out using the management platform.

Arlo administrators frequently asked questions – May

May 17, 2016 11:00 am, Published by

Below are some of Arlo administrators most frequently asked questions for May! To view the full list please visit our Community Questions and Answers section.

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How do I download and setup Arlo for Mobile?

You can download Arlo for Mobile onto your iphone and Android devices directly from the App Store and Google Play. Visit our online support to learn how to setup and manage the Arlo for Mobile app.

What happens if somebody wants to cancel their registration but have somebody else take their place?

Arlo allows you to change registrants on a particular event. Take a look at our help article for more information.

Does Arlo allow registrants to cancel their own registrations?

The Self-Cancellation feature allows registrants to cancel their own registrations, on some or all of your free events. Registrants will be given the option to cancel to another date/time on the Event Instructions and the Event Reminder emails.

How can I set up a timed based discount? i.e. Early Bird?

Arlo’s powerful discounts feature allows you to set up many types of discounts including early bird or last minute.

How can I sell event related items?

When creating an event with an advanced schedule you can also sell optional related extras as an add on to the event registration.

Arlo administrators frequently asked questions – April

April 17, 2016 10:57 am, Published by

Below are some of Arlo administrators most frequently asked questions for April! To view the full list please visit our Community Questions and Answers section.

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How do I change communication details for a specific event?

Arlo stores default communication settings for you, but you can also set communication settings at a template and event level. To do this, when editing or setting up an event select ‘Edit’ next to Sender details on the ‘Communication’ tab. This allows you to set the from, reply to, and support contact details for that event. You can also change your platform support email default. 

Can I send additional course instructions and content to my registrants?

You can add special instructions to a single event or to an event template which will then apply the same instructions to all current and future events associated with the template. You can also add an attachment to event instructions which are emailed to registrants from the program, e.g. presentation slides, pre-reading material, presentation handouts.

What is the difference between the Order Process and Quick Registration methods?

The Order Process is designed to be used for paid events, and it generates a new order for registrations submitted through Arlo. Event Instructions are only sent once an order has been approved. The Quick Registration Process is designed to be used for free events. It offers a simple, single page registration form. No order/invoice is created and event instructions are automatically sent when a person registers for the event. You can find out more about these and additional registration methods here.

What are event presets?

Arlo’s presets feature allows you to set up and apply favourite settings to your events to save time and reduce inconsistency within your events. The main use of presets is for storing default settings across multiple event templates, instead of having different defaults for each template. This is useful where you have a number of administrators creating events and using different settings. Find out more about presets here.

How can I easily get rid of duplicate contacts?

Arlo’s merge feature not only merges the information from each record, such as the contact phone numbers and address details, it also merges all associated notes, event registrations, orders, user login details, user roles, and presenter details (if applicable). Click here to find out more about merging contacts and organisations in your platform.

Arlo administrators frequently asked questions – March

March 16, 2016 10:42 am, Published by

Below are some of Arlo administrators most frequently asked questions for March! To view the full list please visit our Community Questions and Answers section. support

 

 

 

 

How can I open additional items within Arlo without losing my place?

If you find you often lose your place in a list within Arlo, we recommend opening items in a new tab in your browser so that you can close them as you have finished with them and you can go back to your list page in the same place.

To open an item from a list in a new browser window or tab, hold the Ctrl key when clicking an icon, or Right click on the item and select ‘Open in a new tab’.

How can I choose to display the number of places available on an event on my website?

Arlo supports the ability to display the number of places left on an event. We have full instructions on how to display places left on an event for you to check out!

Can I store my documents in Arlo?

Arlo allows you to store documents against events, contacts, orders, venues, leads, and certifications. Where you can add a note, you can also attach a document to the note.

Note: This feature is available on the Arlo Professional and Enterprise service plans. All common file types are supported e.g doc, docx, xls, xlsx, ppt, pptx, zip, txt, jpg, gif, png, msg, pdf.

How can I remind my registrants about their event?

Arlo can send out up to three email reminders for an event and you can specify when these are sent. For full details you can read up about email reminders here.

Is there a way I can stop accepting registrations on an event before it begins?

You can stop registrations before an event is due to begin if you want to avoid last minute registrations. To do this, simply edit the event you would like to stop registrations on and select the ‘Registrations’ tab. Then change the ‘Registration method’ to ‘Custom message’ – this will allow you to specify a message that your registrants will see in place of the register button. E.g. “Registrations are no longer open for this event.”

Arlo administrators frequently asked questions – February

February 17, 2016 11:51 am, Published by

Below are some of Arlo administrators most frequently asked questions for February! To view the full list please visit our Community Questions and Answers section.

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Can I customize the email templates that Arlo sends?

Arlo allows you to customise your email template layout and design on the Arlo Enterprise Plan.  You can change the email header and footer, fonts, colours, and images. Creating the template involves a one-off charge. Contact Arlo Support for a quote for this service.

How do I change my website registration forms?

Arlo includes a default set of fields for each registration method (order process and quick registration) that will be used when creating a new event. You can edit these default settings.

What’s the difference between Events and Event Templates?

Arlo is set up to efficiently manage events which are repeated. For example, an event may be run multiple times a year. Rather than having to copy all the same information (e.g. name, description, prerequisites) each time it is scheduled, common information about the event is stored within an Event template. Information stored on the Event template includes the name, website content, and default event settings. An Event represents a scheduled instance of a template and includes the start date, end date, presenter, venue, and other logistical information (e.g. catering, room setup).

How can I track my Arlo webpage activity?

Check out our instructions on how to add Google Analytics to your website so you can track website activity.

How can I set up an Early-Bird discount on my Event?

Arlo has a powerful discounts feature that allows you to add multiple price points to your event(s). You can set up Early-Bird discounts, as well as a number of other discount types.

Māori language week at Arlo

July 30, 2015 1:16 pm, Published by

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As it is Te Wiki o Te Reo Māori, Māori language week, we wanted to  support the use of Māori Language on your Arlo platform by the use of macrons. A macron is a line above a vowel to indicate that it should be spoken as a long vowel.

Once the text has been pasted, the macrons will remain showing until the event is saved.  Follow the steps below to allow continued use.

1. Select the ‘HTML’ button above description (indicated below)

HTML Pointer

2. Within the description, change the macron letters to their corresponding HTML (here’s a handy link to find the codes you need.  In this example, all ā’s are replaced with ‘ā’)

HTML Box

3. Select ‘Update’ in HTML window and then ‘Save’ on the Event page.

And that’s it!  The Māori language is alive in Arlo!

Feature highlight – certifications

July 7, 2015 10:38 am, Published by

As some of you are already aware, Certifications is a fantastic feature for trade licencing due to it’s auditable approval process.  However, it’s functionality for managing training programmes that involve more than courses is often underutilised.

There are a number of useful aspects to this feature, such as:

  • Design your workflow – create a set of requirements that can be tracked (eg one or more courses complete, payment received, identification supplied etc);
    Workflow
  • Automated communication for the certification – not only will they receive the event communication, you can also set up certification confirmation, approval and expiry reminders;
  • If renewal is required, this process can also be managed through Certifications including renewal specific requirements;
    Expiration
  • Version control – if requirements change, you can choose to create a new version and decide whether those in progress follow the original version or update them to the latest version;
  • Store a full auditable trail, including when and who approved each Certification.

This means you could just as easily create a Certification for a licence (where person is required to attend and pass a course, and potentially sit a retest annually) as you could create a diploma programme where there a number of courses and assessments that need to be completed before the diploma is achieved.  Not only that, but reporting to a governing body is a breeze.

So whether it’s for licencing, training programmes, or just to acknowledge that your students have been wanting to be pirates for years and give them informal recognition for it like MIT did, Certifications may be the way to go.

pirate-certificate

Certification is only available on our Arlo Enterprise plan.  If you’d like to discuss adding it to your platform, you can contact our Sales Team on sales@arlo.co or phone 0800 890 888 (NZ) or 1800 633 697 (AU).

Fun times at Arlo, including being locked in a vault

July 7, 2015 10:35 am, Published by

At Arlo we know how creating a closely-knit, happy and productive A-team fosters a great work environment that people enjoy and want to succeed.

Our team building on Friday night not only gave us a great laugh, it helped to increase communication amongst our team and also formed some great memories we can share.

Being locked in the Escape Mate vault in the basement of an old building in the CBD in Wellington trying to stop a band of organised criminals from committing their next crime, led us to some adrenaline pumped action whilst we raced against the clock to stop theses criminals for good.

Solving the many clues to work out the final combination for the lock to our freedom and nailing the bad guys proved a seriously complex but fun activity.

Given roles as police, we ended up acting more like combination of James Bond and Sherlock Holmes.  Every clue solved was a team victory and while we were stoked to have figured it out (with a couple of extra clues from our hosts), it ended all too quickly!!!

Escape Mate

And what sort of team activities does your workplace do?  Are there any you’d recommend for others to give a go?