CRM Software for Economic Development Organizations
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How do I process new contacts entered from eCenter Direct?

Neoserra has a number of different ways to notify you when someone registers for a training event via eCenter Direct. First of all, the event's point of contact will be notified via an email:

Additionally, if this is a new contact or new client, then the Neoserra home page will also be updated to let you know that the registrant's newly created record will need to be reviewed and processed. There are two links on the Neoserra home page that may include new event registrants:

In this FAQ, we will specifically address the second link: "New contacts entered," which is designed to capture all new created registrants that do not include client information. By default, the eCenter event registration form will only ask personal information about the attendee. However, some centers (Procurement Technical Assistance Centers in particular), may want to ask event registrants not only information about the attendee themselves, but they may also want to ask information about the business that they represent. The reason this is important for PTAC centers, is because PTACs can only get credit for the training based upon the number of clients that have attended their events. As such, PTACs may want to include company fields on their event registration form. If your center requires client information as part of the event sign-up process, then this FAQ is not for you!

New sign-ups received

If you ask your registrants to include company fields on your event registration form, then all your new client sign-ups will be included in the "New sign-ups received" link as discussed in this FAQ.

New contacts entered

What exactly happens when a new person signs up for one of your events? Actually, several things happen, almost simultaneously, as outlined below:

1. Email Notifications

As noted earlier, as soon as a person registers for an event on eCenter, an email will be automatically sent to the event's point of contact (see the orange highlighted template below) letting them know that a new person has been added to the attendee list of the event. Additionally, the registrant themself will also receive an email message confirming their registration. The email that the registrant receives depends upon whether the event has an associated fee, or not. In the screenshot below we have highlighted in green, the two possible templates that will be used to confirm registration for the event (again the difference being whether a fee is applicable or not):

2. New Contact Record

At the same time that the email messages are sent, a new contact record will also automatically be created in your Neoserra database. You will know that the record has been added into the database as soon as you see an update on the home page:

The number represented next to the "New contacts entered" label gives a link to all new contacts (i.e. event registrants) in the system. This link is designed to give you a listing of all new contacts in the database, not all events that they have signed up for. Click on the number to see all your new registrants:

We strongly recommend that you review the new registrants daily. Simply click on the contact name to see the newly created record:

You will be asked to click "Okay" to acknowledge the fact that you have reviewed the record. Linking the new contact to an existing client record will also serve as acknowledgement. Below, in the data stream (highlighted in green), you will see all the events this client has signed up for.

3. Attendee List Update

At the same time that the confirmation emails are being sent; and the new contact record is being created, the attendee list is also being updated. The new contact will be automatically added to the attendee list for all the events that they signed up for:

The new registrant will be automatically added to the attendee list with a status of "Registered" and their Fee and Paid columns will be updated depending upon whether there is a fee due and whether they have submitted payment online. If a user has not yet paid, then they can cancel their registration from eCenter Direct and this will automatically update their status "Cancelled":

For more information on how to manage attendee lists, please refer to this FAQ.



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