Account Management
Guidance for updating your account, users, and preferences
By Aaron and 1 other2 authors21 articles
- Sending Emails from Own Domain
- Managing Account AdminsYou can add other admins to your account, so that other people within your organisation can manage your events or membership
- Using Zapier with EventracLearn how to connect our platform to Zapier to automate workflows, sync data with 5,000+ apps, and streamline your business processes, all without coding expertise.
- Company Logos/ImagesCustomizing your event page with your own branding helps create a consistent look and feel for participants.
- Managing Participant EnquiriesWhether someone has a question, request, or needs assistance, their message will go straight to your team without them having to search for contact details.
- Organisation DetailsThe Organisation Details section allows you to manage the core information about your organization within the platform. This information is used for account setup, communication with participants, and internal reporting.
- Organiser AccountsYour organiser account contains information relating to your business.
- Finding an Event IDSome integrations require your Eventrac Event ID to be entered during setup. Your Event ID is a unique identifier assigned to each event. It is typically a 4- or 5-digit…
- Upcoming Changes to Refund Protect Pricing and Kickback Rates (Effective 1st October 2024)Important information regarding refund protection - effective from 1st October 2024
- Daily Booking Summary EmailsStay up to date with your event performance by enabling a daily summary of bookings.
- Adding your Branding to Transactional EmailsEvery event or membership category in Eventrac includes automated transactional email templates that cover all key aspects of event management.
- New Account Setup ChecklistWelcome to Eventrac! This checklist will help you get your account ready to launch. Start by completing the essential setup steps below to establish your branding and participant communications.
- FAQs index pageThe FAQ index page is a default page in the website builder for FAQs that apply across all of your events, rather than being tied to a specific event.
- Connecting a Payment Account (Stripe)To accept online payments, you must connect a Stripe account to your organiser account.
- Adding a Tax NumberIf you need your payment receipts to include Tax, you can easily add your Tax number in your account settings. Once set up, your invoices will automatically include the correct…
- Monthly Payment Plans ExplainedOffer your participants the chance to spread the cost of payments over several months to increase conversions.
- Accepting Klarna paymentsKlarna is a “Buy Now - Pay Later” payment method that enables customers to spread the cost of items/purchases over 3 monthly installments
- Connecting & Managing Multiple Payment AccountsEventrac allows you to connect more than one payment account. This means you can assign different accounts to different items — so money always goes where it should.
- Adding Content to Your Website MenuCustomising your website navigation helps visitors find the information they need quickly.
- Creating and Managing Website ContentEventrac allows you to create and host custom web content to share additional information with your audience.
- Enabling Header/Footer MenusBefore you can add content to your website you need to enable a Header/Footer menu, via the Website Builder Platform.