Event Setup & Management
This section is your go-to resource not only for building and managing events NEI’s Association Management System, but also for understanding the critical pre-planning steps that ensure every event is set up for success.
Before any event is created in the system, thoughtful collaboration across departments—including Member Relations, Finance, and Program Management—is essential. This guide will help you navigate:
- The key questions to ask during early project team meetings
- How to assess the best structure and pricing strategy for your event
- The steps for setting up registration categories, promo codes, and financial coding
- Tips for customizing confirmation emails and enhancing the attendee experience
Designed for new registrars and conference team members, this section provides step-by-step instructions, practical tools, and best practices to ensure that every event—whether a conference, workshop, NEI+ training course, or gala—is launched smoothly, accurately, and collaboratively.
Registration Tools and Templates
Registration Considerations, Timelines, and How To's
Resources that will assist you with time management, registration expectation talking points, and how to's for our conference materials.
Categories, Attributes, and Price Codes
A successful registration experience for our attendees consist of a few touchpoints
- Creating or maintaining a proper profile
- Having detailed information provided on the event and session during registration
- Receiving the correct registration price rate for their appropriate membership and/or organization category
- Receiving discounted pricing for their status (speaker, staff, etc).
Group Discounts, Promo Codes, and Custom Questions
Our events utilize promo codes for special attendees to receive a discounted or complimentary rate for our events as well as group discounts.
Products and Merchandise
Impexium has several Products that our team utilizes in the registration journey. There are three (3) products that we currently have the option to use when creating an event: product, related, and merchandise.
How to Create Registration Events
Conferences and Workshops
Now that you’ve explored the key partnerships and mastered the fundamentals of event creation, you're ready to take the next step—building your own NEI event or training in Impexium!
This next section will walk you through the practical steps, tools, and decisions involved in bringing your event to life.
