We want to help optimize your customer onboarding process. In this article, we will identify steps that will streamline your customer onboarding, simplify the user experience and encourage customer engagement with their deliverables ( COI, permits, etc) for your event.
The first step is sending an intro email informing them you are using a new software called eventslocker.com as your registration and communication tool. Let’s walk them through the steps (suggested content below):
We are thrilled to inform you we have opened vendor registration! Moving forward we will be using eventslocker.com for our registration and communication platform. This will make signing up for our events easier and keeps all your information stored in one place! It is free to sign up with a Marketer account. Here is a tutorial that walks you through how to submit your first booking submission.”
In the intro email – include the link to your showcase page and/or profile page. Advise them if they need help submitting a booking request or using their account, to check out our Help Center (link provided below) or to email firstname.lastname@example.org. We will be sure to guide them successfully with their submission on your behalf. They can also reach YOU directly by selecting the blue “Message Event” button via their account!
Give them a sense of how the process works once they submit a booking submission - let them know once you receive their booking submission, your team will review their booth profile and Approve or Decline it - Payment is only processed if you are approved. Advise them to bookmark eventslocker.com and SAVE their log-in info as they will be required to upload paperwork and communicate other deliverables leading up to the event.
How to submit your first booking Submission (available via our Help Center): https://eventslocker.zendesk.com/hc/en-us/articles/360014082894-How-to-search-for-an-event-in-our-marketplace-and-submit-a-booking-submission