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BlogChalk full of Event Wizard® tips, tricks, and news!

Dealing with Special Characters in Excel Report Downloads

Nov 4, 2016    By: Mike Schumann



The reporting system in Event Wizard® is very powerful and feature-rich. Not only does it give you a full overview of your event’s progress, it also allows you to manage your registrants in just about every way imaginable. One particularly useful reporting feature is the Excel download function, which allows you to download an Excel-compatible file containing the report of your choice.

However, some reports contain names that use special characters, (like accented letters, for example) and depending on what spreadsheet software you’re using, it may not be able to read them properly. There are a couple different ways you can deal with this issue:

Method 1 – Convert and Import into Excel

If you’re using Excel to open your .csv file, there’s a tried and tested way of preserving special characters:

  1. Open Excel to a new document
  2. Click the Data menu at the top, then select Get External Data > From Text, (or Import Text File…, depending on your version)
  3. Ensure All Files are selectable and choose your downloaded .csv report file
  4. In the window that opens, choose Delimited for your data type, and UTF-8 as your file origin – click Next
  5. Finally, choose Comma as your delimiter and click Finish.

If you’re on a Mac, the above method may require an extra step in order to make it work properly:

  1. Before opening Excel, open your .csv file in TextEdit
  2. Click File > Duplicate, then File > Save to save as .TXT file, but be sure to select UTF-16 from the Plain Text Encoding dropdown in the Save dialog
  3. Follow the same steps as the PC instructions above, but instead of using your .csv and UTF-8, (in step 3) choose your new .txt file and Macintosh as your File Origin.

Regardless of whether you’re on a Mac or PC, the import window in Excel provides a preview of what your data will look like once imported. If for some reason the above steps don’t work for you and you’re still getting strange looking characters in your preview, try different encoding/file origin types until you find the one that works for your setup.

Method 2 – Open in Google Sheets

This method is a bit easier than above and works on all platforms, since it’s done through your web browser. It also doesn’t require you to have Excel on your computer, so there are no software costs:

  1. Go to https://docs.google.com/spreadsheets/ and sign into your Google account
    (NOTE: if you don’t have a Google account, it’s quick and free to create one through the link above)
  2. Create a new spreadsheet
  3. Click File > Import
  4. Click the Upload tab and select your downloaded .csv file
  5. Select Replace spreadsheet as your Import action, Comma as your Separator character, and then Import

You can then use your new spreadsheet as is, or you can download in a variety of file types by clicking File > Download as.

Hopefully one of these methods will help you deal with special characters in your report downloads. As always, if you have any questions about this or anything else in Event Wizard®, please drop us a line.

Posted on November 4, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , , ,





New Merge Tag: ‘Ticket Link’

Apr 8, 2016    By: Mike Schumann



Merge tags are a vital tool when composing your confirmation emails, since they allow you to personalize each registrant’s emails by automatically inserting things like their name and registration info. Our latest system merge tag generates a personalized link to each registrants’ ticket, for when it comes time to check them in at your event using our free mobile Attendee Scanner app.

Adding a Ticket Link to your confirmation email is easy. Start by going to your event task list and clicking the Edit Payment Confirmation email link.

ticketlinkmerge1

Next, click the Insert System Merge Tag dropdown in the editor’s toolbar and scroll down – you’ll notice an option to insert the Ticket Link. Once selected, the Ticket Link merge tag will be inserted next to your cursor in the editor.

NOTE: It’s important to keep in mind that the ticket will only successfully scan once the registrant has paid for their registration, so it makes the most sense to place this tag in the Payment Confirmation Email, rather than the Registration Confirmation Email.

ticketlinkmerge2

Much like an <a> tag in HTML, the Ticket Link merge tag consists of an opening tag, link text/contents, and a closing tag. Please ensure the opening and closing tags aren’t altered, since they tell the system where to insert the custom link when the email is eventually sent out. The only part we need to be concerned with is the link text between the two tags – change it to something more relevant, similar to the screenshot above, then click Save.

ticketlinkmerge3

It’s important to test your confirmation email to ensure the link is appearing and functioning properly. Once you receive your test email, assuming everything went as planned, you’ll notice that the Ticket Link merge tag has been transformed into a proper link, which gives access to a personalized ticket for the registrant to whom it was sent.

That’s it! Nice and easy. If you have any questions about the new Ticket Link merge tag or any other merge tags, give us a shout. Also, be sure to download our mobile Attendee Scanner app so you’re prepared for when it comes time to check in attendees at your event – it’s free!

Posted on April 8, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
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6 Ways to Use Group Registration Rules

Feb 22, 2016    By: Mike Schumann



Group registration is a vital tool for a lot of our clients, which is why we have developed one of the most powerful group registration systems in the industry. When utilizing group registration, sometimes our clients want to offer discounts based on different scenarios – this is where group rules come into play.

Below are six example scenarios of where group rules can help automatically apply discounts to your event fees.

1. 10% discount to all members in a group of 10

Say you want to offer a bulk discount to all members of your group. In this scenario, the discount will only be applied when the 10th group member registers and will be applied to all members of the group. If any more than 10 people register for the same group, the extra registrants will not receive the discount.

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2. Free registration to the 6th member of a group

This scenario is similar to the “buy one, get one free” deals sometimes seen in your local department store. More specifically, this example is a “buy 5, get 1 free”, where the 6th registrant in a group gets a discount of 100%.

groupruleex2

3. $50 discount for everyone if a group has AT LEAST 3 members

Similar to the first example above, this one applies a discount to all group members. Where it differs is that it will continue to be applied to group members, even after it hits a certain threshold, (in this case, 3 members).

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4. 25% discount to a group of at least 2 members if they register before a certain date

This one is useful for rewarding group members for early registration. In this example, we are applying a 25% discount to everyone in a group, (minimum of 2 people) who registers before a certain date. If anyone is added to the group after the early-bird fee expires, they will not receive the discount. It should also be noted that you need to set up your fee with an early-bird rate in order for this to work properly.

groupruleex4

5. 15% discount to groups with at least 4 members but no more than 6 members

Say you are trying to fill tables at a banquet that hold a maximum of 6 seats, but in order to fully cover the cost of the table you need 3 or more people at each one. The discount in this scenario doesn’t get applied until after you have hit your 3 seat minimum, but will encourage people to fill the tables to their capacity of 6. Note that you would need to set your max group size to 6 as well.

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6. Pay for an entire group of 8 in one step

This is another useful one for banquets or dinners. Say you’re selling two different ticket tiers: single seats, and full tables of 8. You can set a group rule to apply a 100% discount to all but the first group member if they purchase a full table. That way, the group administrator, (first person registered per group) will essentially pay for all group members that follow. This is especially useful in scenarios where the group administrator is not only paying for, but also registering the rest of the group members. Note that you would need to set your max group size to 8 as well.

groupruleex6

These are just six examples of how you can utilize group rules, but the possibilities are pretty much endless. Keep in mind that you can apply these rules at any time, even if your event is already open. And group rules are smart – they know when someone has cancelled from the group and will re-apply the rule to the new group. If you have any questions about group rules, drop us a line.

Posted on February 22, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , ,