combining iMIS and etouches Product Overview€¦ · Following synchronization, events are added to...
Transcript of combining iMIS and etouches Product Overview€¦ · Following synchronization, events are added to...
combining iMIS and etouches
(C) Systems, LLC
NEW JERSEY | WASHINGTON DC | TORONTO
510 Thornall Street, Suite 310
Edison, NJ 08837
Tel: (732) 548-6100 | Fax: (732) 548-3883
www.csystemsllc.net | email: [email protected] twitter: @csystemsllc
Product Overview
(C)onnect is the name for the integration product that enables the
etouches event management platform to correctly interface with
the iMIS 15.x platform. The (C)onnect product is a true integration
with bi-directional data exchange that allows organizations all the
flexibility and event planning tools they desire from the etouches
platform with the robust membership, accounting and reporting
functionality of their iMIS system on which the organization relies.
What is etouches?
etouches is an innovative, award-winning event management
platform that is sold and serviced through (C) Systems. The
platform is composed of a variety of different modules that
perform specific tasks within the event lifecycle. The modules are
available in three product line packages:
etouches Pro: The professional version of etouches
provides event planners, marketers and fundraising
professionals access to all of the event modules in the
etouches platform which can be used on an event-by-event
basis while also providing cross-event reporting to allow
for trend analysis. etouches Pro includes the following
modules: eReg, eBooth, eScan, eHome, eMarketing,
eSurvey, eSeating, eSocial, eWiki, eBudget, eProject,
eRFP, and eScheduler.
etouches Quad: The streamlined version of etouches
provides organizers with a solid set of tools to provide
online registration, badging, reporting, and event
marketing through surveys, email and easy-to-configure
event websites.The Quad package includes eHome, eReg,
eMarketing and eSurvey.
etouches Productivity: The Productivity package includes
the tools that professional planners need to maximize
efficiency. The Productivity package includes tools to
allow professionals that run events to better organize and
manage all the details involved in event management. The
etouches Productivity package includes eRFP, eScheduler,
eWiki, eProject and eBudget.
etouches’ eHome event website manager allows administrators to create pages, publish dynamic event registration and scheduling information, as well as create any desired look-and-feel with full access to CSS & HTML.
etouches’ eReg product allows you to create any event workflow desired with multilingual and multicurrency capabilities.etouches also allows you to register using social sign on and embed widget code from social sites such as YouTube and Twitter.
The (C)onnect product allows registrant data input into etouches to be verified in the iMIS database for membership type, registrant class. Registration and transaction data flows directly into iMIS.
Room
(C) Systems, LLC
NEW JERSEY | WASHINGTON DC | TORONTO
510 Thornall Street, Suite 310
Edison, NJ 08837
Tel: (732) 548-6100 | Fax: (732) 548-3883
www.csystemsllc.net | email: [email protected]
(C)onnect offers the following technical features:
Single sign-on from the iMIS public website to etouches’
eReg registration module
iMIS batch controls, accounting entries and GL exports
iMIS event reporting
Ability to configure events in etouches while creating a
corresponding event in iMIS to avoid manual rekey and set
up of events
Ability to modify registration and personal profile
information in etouches with write-back to iMIS
(C)onnect works by utilizing the inherent functionality in iMIS Events
to allow administrators to set up the event in iMIS with
corresponding information in etouches. Several fields are mapped
against one another to ensure that data exchange is accurate,
including:
Mapping iMIS member types to etouches’ categories
Mapping iMIS functions to agenda and options in etouches
Mapping iMIS conflict codes to multiple sessions where
only one may be chosen
Mapping pricing timeframes and amounts to timeframes in
etouches
Create appropriate payment gateway credentials in
etouches
Several additional configuration options are available to handle data
exchange, including:
Allowing the lookup of iMIS records to auto-populate
member records, including member type and registrant
classes
Synchronization of iMIS
Following synchronization, events are added to the batch and processed
through standard iMIS A/R and activity record processes.
• Advanced Marketing Suite
Campaign management, segmentation
RFM analytics, Acquisition management
• Advanced eMail Marketing Engine
HTML templates, personalized content
Tracking of delivery rates, open rates, click-
Information Verification & Options
(C)onnect activation will automatically add several iMIS
lookup buttons to appropriate areas within the eReg
module.
Registrant Class Verification
To ensure that registrants are not interrupted during their
registration workflow, registrants enter in their information
which is automatically passed back to iMIS for verification
of member type and registrant class. This field mapping is
easily configured within etouches during the set-up of the
event by the event administrator.
Optional Synchronization with iMIS
Performing automatic synchronization with iMIS is not
required, but is an option in the system. If you don’t wish
records to automatically synchronize, but still want to
ensure that membership is verified, you can allow
registrants to look up their own email address and verify it
with the data on record in iMIS.
Email Address Verification
During registration, registrants may enter their email
address on file within the iMIS database and perform a
lookup which will allow for pre-population of registrant
fields based on their iMIS membership record and the
assignment of appropriate pricing based on registrant class.
Batch Processing
The first registration of the day will open a new etouches
batch in iMIS. The registration will be seen on the Events
tab in iMIS and within AR/Cash tab following batch
processing. All reporting and standard rectification
processes can now be performed in iMIS without any
disruption to the organization’s standard business
processes.
Technical Information
Learn More about (C)onnect:
Request a demo to get to know the etouches
platform, the iMIS platform and the innovative new
product that connects them both.
Visit our Demo Center to schedule a time:
www.etouches.com/cdemo
*(C)onnect and etouches are also available through
CSI, IBC and Fisher Technologies.