Groupize Learning Workshops (2024)
Join members of the Customer Success team as they guide you through the ins & outs of Groupize!
You only need to register once per season to have access to any of our workshops, but can come back and access your registration anytime to add more sessions. Once your registration is confirmed, you'll receive instructions on how to access our Attendee App, which will contain all of the Zoom links for the sessions.
Sessions
Courses are broken down into two categories: "Groupize Fundamentals" and "Specialty Workshops." By the end of each session, you'll have a better understanding of Groupize functionality and be able to work more efficiently within the platform.
We consider the "Groupize Fundamentals" the core learning sessions new users should attend. After completing each session, you'll have the best working understanding of how to perform these actions in Groupize. The 5 sessions are:
- eBids 101 - Creating, Sending, and Managing
- Budget & Expense Basics
- Website Build 101 - How to Create a Professional Attendee Registration Site
- Attendee Travel: Hotel Accommodations
- Managing Attendees 101 - The Basics of Keeping Track of Them All
Our "Specialty Workshops" rotate topics that either take a deeper dive into one of the area above, or look at other functions of the Groupize platform that help you become even more of a pro! Some examples of these workshops are:
- Admin Deep Dive
- Attendee App Best Practices
- Leveraging Bookable Sessions & Tickets
- Communications Workshop
- Understanding Air & Groupize's Concur Integration
Check back often as new courses are added all the time!
Don't see the session topic you're looking for? Send us a note at [email protected] and let us know.
- Session dates are listed below. Click the dates to see the courses offered. -
Leveraging Bookable Sessions & Tickets
If your event requires attendees to make selections for things like breakout sessions, optional activities, or pay a fee for attending, then you'll want to leverage either Bookable Sessions or Tickets...or maybe both! By the end of this workshop, you'll learn the difference between the two features, when best to use one over the other, and how to manage the selections. (And if you didn't realize it, you're using a Bookable Session right now to select this course!)
*NEW* Attendee Check-In & DSI for Life Sciences
NEW SESSION!!! Groupize offers a digital attendee check-in feature that is an optional addition to your already robust meetings management platform. Learn about how to configure check-in for your event, the attendee experience, and reporting options.
For Life Sciences Customers, the Check-In tab is already included in your Digital Sign-In product. We'll also review the full Concur Expense push here, too!
eBids 101 - Creating, Sending, and Managing
Learn the basics of creating & sending an eBid in Groupize in order to shop for meeting space & sleeping rooms for your meeting or event. You'll also learn how to manage the responses coming back from hotels: tracking negotiations, communicating, and awarding the business.
Attendee App Best Practices
Did you know that any event in Groupize can have a corresponding App with just a flip of a switch? It's true! In this workshop, we'll show you how easy it is to turn the content from your website into a professional Attendee App with no effort at all. Create a better experience for your attendees and impress your colleagues (and maybe even your boss) with adding this feature to your events!
Communications Workshop
Keeping your attendees informed about your event is important! Groupize utilizes several email templates that can fire off both automatically and manually. This workshop will review where to locate the templates and how to modify them, additional event-level communications, and recommendations on when and why to send them.
Website Build 101 - How to Create a Professional Attendee Registration Site
One of the best things about Groupize is that anyone can be a web builder--no coding or design knowledge necessary! This session will guide you on how to create everything form your front page website with various content, your registration form, and add in things like questions, sessions, and ticket items. (NOTE: Travel elements such as Hotel & Air are covered in another session.)
Frequently Asked Questions
You've got questions? We've got answers!
No way! Groupize Learning Workshops are free-of-charge for users of Groupize. Attendee as many as you'd like, and feel free to encourage your teammates to register as well!
Groupize Fundamentals - Learn the basics of using Groupize! These sessions are geared towards new users and will explain how to use a module at a general level. It's important to have an understanding of the basics before diving deeper into any of the speciality areas. Fundamental workshops are offered several times a season and are scheduled in the recommended order.
Specialty Workshops - For those users who already have a fundamental understanding of the Groupize Platform, these workshops focus in on key areas that go beyond basics. Your facilitator will explain in more detail the various areas and best-in-class use cases we've observed from all of our Customers! Session topics change often, and new sessions are added based on feedback we obtain from Customers as well as trends we see in Support and product adoption.
You can attend as many or as few sessions as you'd like. Just interested in those that are specific to your job? Then just register for those! Want to attend a session again? Go right ahead!
The flexibility & choice is yours!
During the registration process on the "Sessions" page, click the different dates to view available sessions on that date and click the "Reserve" button. Continue for any additional sessions then click "Next" at the bottom of the page when you're ready to move on.
You can access your Confirmation Page 2 different ways:
- Click the "Already Registered?" link on the main event website. You'll be prompted to provide your email address. Then be on the lookout in your email for a link back to your Confirmation Page.
- Locate your Attendee Summary email. Within that email, click the "View Confirmation" button. Click it!
Once on the Confirmation Page, scroll to the "Sessions" section and click "Edit." Make your new selection(s) for any date(s) you'd like, then click "Next." You'll be brought back to your confirmation page that now displays your updated session registrations.
Workshops are scheduled for anywhere from 30-60 minutes. (Refer to the session info for the exact timing.)
All sessions will be presented via Zoom. You can access the Zoom link (via the Attendee App) approximately 5 minutes before the session start time. If you're not sure if Zoom will work for you, you can join a test meeting to verify Zoom can load properly on your computer.
Your session may be recorded for training or quality assurance purposes. We also may highlight from time-to-time recordings of sessions on our registration website or present them for future Customer Training purposes. By joining & staying in the session, you are consenting to have your voice and/or image recorded.
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