Calendar and run your business with EventCX
Customizing your Master Action List
The Action List is frequently named by EventCX users as one of their favorite features. Used effectively, it becomes the heartbeat of your operation, helping you make sure that every single thing required for a successful event is done on time. For ...
Create an Action List Email Template
The Action List is the heartbeat of a well-run business. Your Action List sends reminders to you and your staff when it's time to do each task for an event. Your Action List can also send email to your event contacts for you, right on schedule, with ...
Connect SpeakerFlow Zoho CRM to Your eSpeakers Account
PRESENTER eSpeakers and SpeakerFlow CRM (built on Zoho CRM) offer a seamless cross-platform experience that enables the two systems to work closely together so that your contacts (Zoho) and your engagements (EventCX) connect and flow naturally. ...
Export contacts from EventCX
Want to get a list of your event contacts from EventCX so that you can use them in a CRM, email blast, etc? The CONTACTS EXPORT report will do the job. Even though it's a "report", it produces a downloadable CSV or VCF file that you can open with a ...
Managing the choices in an EventCX dropdown list
There are a few places in EventCX that present you with a dropdown list of choices. For example, the CODE field on a SERVICE or PRODUCT, or the PRESENTATION TITLE. This article will explain how to add or remove choices from these lists. Note that ...
What fields are shared between EventCX and SpeakerFlow Zoho CRM?
When you connect your EventCX to the Speakerflow Zoho CRM, the two systems stay in sync for certain pieces of your data. It's useful to know specifically what is connected on each side. In general (see * in the list for exceptions) this is a 2-way ...
Working With Multiple Speakers in EventCX
The eSpeakers tools are all designed to make it easy for an organization to manage more than one speaker at a time. This is useful for: Speaker managers Agencies Bureaus managing exclusive speakers Organizations with multiple in-house presenters How ...
TripIt Integration
TripIt support is built into the eSpeakers App, letting you use the powerful TripIt tool to bring your travel plans into your events instead of hand-entering them. What is TripIt? TripIt is a free service that helps organize your air, hotel, rental ...
Pre-Event Questionnaire in the Client Portal
The Client Portal can directly collect from your customer most of the data that matches up with a field in EventCX, including any of your ``custom fields``. But there may be data you'd like to collect that doesn't fit into any of the fields of ...
Mac Address Book
You can copy contacts from your local Mac Contacts (used to be "Address Book") onto an event without re-typing. Typically, an event has 2 or 3 people associated with it (event organizer, A/V crew, onsite contact, etc.) Often, these people are already ...
Integrating with Keap (Infusionsoft)
Keap (previously Infusionsoft) is a powerful contact manager (CRM) that is popular because of its ability to send marketing email to customers. If you keep your contacts in Keap, you can easily link them to your eSpeakers events. This feature is ...
Import Keap Opportunities Into Your eSpeakers Account as an Event
Keap (previously Infusionsoft) is a powerful contact manager (CRM) that is popular because of its ability to send marketing email to customers. If you use Keap for sales pipeline tracking, then you're familiar with the concept of an "opportunity". At ...
How to Use Library Templates
There are many documents to generate for events during the different phases of their lifetime. Examples include: Thank-you for holding the date Confirm release of the date Confirm the date Contract Pre-event Questionnaire ...many more eSpeakers can ...
How to Create Template Documents
There are many documents to generate for events during the different phases of their lifetime. Examples include: "Thank-you for holding the date" letter "Confirm release of the date" letter "Confirm the date" letter Contract Pre-event Questionnaire ...
Find and Work With Events in EventCX
Finding an event that was created earlier is a frequent activity. There are several ways to find events: Use the GLOBAL SEARCH box on the Calendar view. Use the specific search options by clicking on the GEAR symbol to the right of the search field. ...
eSpeakers Downloads
Download eSpeakers App The eSpeakers application is available for iPhone, Mac, and Windows. Download Library Template Examples Library Templates can be created to capture the data fields you want into YOUR customized templates -- [see more detailed ...
Directory Publishing Partners
eSpeakers enjoys many partnerships that help our speaker members gain a wider audience. Partners That Publish Speaker Profiles Global Speakers Federation (GSF) click COMMUNITY then FIND A SPEAKER National Speakers Association (NSA) [site] click FIND ...
Copy Templates
You can copy Library Templates from one speaker to another as long as your username has SPKR or ADMN privlegies and is attached to those two (or more) speaker accounts. This functions replaces all templates with those of the chosen speaker. Login to ...
Copy Action Lists
You can copy action lists from one speaker to another as long as your username has SPKR or ADMN privileges and is attached to each involved speaker account. Login to eSpeakers with a username that has SPKR or ADMN privileges on the speaker to whom ...
Application Preferences
The PREFERENCES menu provides a way to customize your eSpeakers App settings. Notify co-workers when the schedule changes. Ask for a reason when canceling/releasing. Decide the date order of the dashboard lists and search results. Decide how to ...
About Timezones in Your iCalendar Feed
PRESENTERS You can export your events, client calls and travel plans from EventCX into your desktop or mobile calendar program using an iCalendar feed. When viewing the linked calendar on your desktop or mobile calendar (iOS, Android, Google ...
Working With Parent-Child Events
PRESENTERS Some businesses deal with long-term contracts that include many individual speaking engagements over a period of weeks, months or even years. EventCX provides a way to group events together using a "parent-child" metaphor, where a "parent" ...
Working With Lead Events in EventCX
PRESENTERS EventCX automates the process of taking your engagements from hold to sold and beyond. It can also help out with events you're trying to get, which we refer to as lead events. An important note: EventCX is an event manager, not a customer ...
Use Calendly With Your EventCX Speaking Calendar
PRESENTERS Calendly.com provides a service that allows easier scheduling of phone calls or other short appointments. When allowing others to schedule appointments with you, Calendly can check your calendar for availability, and certainly your ...
Track Extra Event Details
PRESENTERS The MISC tab in EventCX is home to several useful pieces of information about your events that you may not have thought of tracking before. Track Presentation and Audience When looking at the MISC tab on the active event: Enter the name of ...
Track Custom Data in EventCX
PRESENTERS EventCX was custom designed by professional speakers, and has evolved and grown since 1999 to include nearly every piece of information you may need to know about your events, all in one place. But when you need to track some information ...
See Event-Related Email
PRESENTERS The notes area on an event is a great way for you and other staff members to keep any extra written information about the event. Wouldn't it be nice to also see all of the email about that event in the same place? What is Notemail? ...
Put a New Event on Your EventCX Booking Calendar
PRESENTERS Your eSpeakers booking calendar is the center of your business. For a professional speaker, trainer or coach, your calendar is your inventory and it should be accurate all the time. Your eSpeakers calendar should have every date that ...
Manage the Action List in EventCX
PRESENTERS The Action List is frequently named by EventCX users as one of their favorite features. Used effectively, it becomes the heartbeat of your operation, helping you make sure that every single thing required for a successful event is done on ...
Manage Services and Products in EventCX
PRESENTERS Recording and managing an event's financial values accurately is critical for a great customer relationship. EventCX provides a place to track everything you're charging your customer for, products you are providing for the event, and a ...
Manage Event Travel in EventCX
PRESENTERS Travel logistics are a big part of a speaker's life and calendar, and EventCX allows you to track all event-related travel. Managing your travel plans in EventCX offer many advantages: Easy access for all staff Travel plans tied right to ...
Manage Event Contacts in EventCX
PRESENTERS It is common for each event on your EventCX booking calendar to have several contacts tied to it: The primary booking contact A/V contact On-site contact Bureau rep Etc. Add a Contact to an Event Start with EventCX on your screen and the ...
Link EventCX to Other Apps in Your Business
PRESENTERS eSpeakers EventCX is the hub of your speaking business, but it's not the only tool you need. Busy speaker's offices also use: Generic calendar to keep track of personal events like "violin lesson" that do not belong on the speaking ...
Import Google Calendar Into EventCX
PRESENTERS Display daily calendar items from your personal Google calendar on the calendar view in EventCX. It's very handy to see both types of calendar items (business events + daily personal items) in the same view. You can do this by bringing any ...
How to Recall Events Created Previously
Finding an event that was created earlier in EventCX is a frequent activity. There are several ways to find events: Use the global search box on the calendar view. Use the specific search options by clicking on the GEAR symbol to the right of the ...
Connect Hubspot to your eSpeakers account
eSpeakers and HubSpot offer a seamless cross-platform experience that enables the two systems to work closely together so that your contacts (HubSpot) and your engagements (EventCX) connect and flow naturally. Together, the two technologies provide ...
Generate and Store Documents in EventCX
PRESENTER During an event's lifecycle, there are typically a few documents to be created and stored for the event. EventCX can create most of those documents for you, and store them right on the event. Examples of event-related documents: Thank-you ...
Searching Events in EventCX
PRESENTER Use the specific search options by clicking on the GEAR symbol to the right of the search field. CANCELED / RELEASED - used to display events you have marked as Canceled / Released status. DATELESS SEARCH - used to display events that were ...
Export Your Events to Other Calendar Programs
Your eSpeakers calendar can easily be displayed in most calendar programs. This is a really handy view that combines your professional events displayed with your daily personal items. No double-entry! The technique explained here works with any ...
Event Status Explained
PRESENTERS Your eSpeakers booking calendar is the center of your business, and your calendar is your inventory. Correctly setting the status for your events will make it easy to track your engagements through their life cycle. Event Status HELD Use ...
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