eply - ePly Documentation

Setting Up the Event

• Quick Start Guide
• Event Details
• Email Notifications
• Options
• Form Links
• Form Status

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Registration Form Setup

• Add, Edit and Control Visibility of a Section
• Make a Registration Form Live
• Copy an Existing Registration Form
• Date Ranges and Early Bird Pricing
• Add an Image or PDF
• Add a Link to an External Website

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Fields

• Field Types and What They Do (New - Date Picker)
• Set Registration Fees for an Event
• Mass Uploading Field Options to a Multiple-Choice Item
• Collect data in 2 or more columns in a section
• Basic Setup
• Editing Toolbar

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Reporting and Related Features

• Manually Add a Registration
• Modifying multiple registration records using the Easy Edit feature
• Cancel a Registration
• Standard Reports
• Create a Custom Report
• Copy a Custom Report

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Payments

• Merchant Accounts - Accept Payments Online
• Apply an Adjustment to the Payment Summary
• Send a Duplicate Credit Card Receipt
• Refund a Credit Card
• Process Additional Credit Card Payments
• Declined Credit Cards and Incomplete Payments

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Advanced Options

• Mass Uploading Limits
• Continued Education Tracking
• Limits
• Waitlists
• Form Logins
• Conversion Tracking

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Discount & Promo Codes

• Discount & Promo Code Examples
• Discount Codes Feature
• Validation Expressions For Promo and Discount Codes
• Set up fixed amount discounts with a code
• Set up "Validator" Code Box

Name Badges / Check-In App

• Create Name Badges
• Print Name Badges
• ePly Check-In App

Guides and Best Practices

• Edit a Live Form
• Registration Form Testing Checklist
• Registration Form Design Standards
• Design Tips for Mobile
• Sample Wording For Email Notifications
• Sample Cancellation Policies

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Account

• Changing Your Password
• Creating Users in the Same Account
• Custom Roles
• How to Pay Invoices
• Account Level Reporting
• How To Use ePly in French

API and Integrations

• MemberClicks' AMS Quick Start Guide
• Zoom Integration & Attendance Tracking
• ePly Registration for MC Professional Customers
• Common Troubleshooting Tips for Zoom Integration
• ePly Registration for MemberClicks' Atlas AMS Customers
• ePly Check-in for MemberClicks' Oasis AMS customers

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Email Marketing

• How to Setup
• My Contacts
• Email Templates
• Mailing Lists
• Send Emails
• Invites email not received by recipient

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Event Website Management

• Access Your Event Website

Conference App

• Understanding Form (Survey) Results
• Building a Form (Survey)
• Creating Resources
• Managing Sponsors
• Managing Exhibitors
• Managing Speakers

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ePly Virtual Venue

• How to setup a Virtual Venue site
• Virtual Venue Zoom integration and attendee experience
• Loading Content to a Virtual Venue site
• Providing access to a Virtual Venue site
• ePly Virtual Venue: Attendee Troubleshooting
• ePly Virtual Venue: Best Practices

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