Organization is king
Get a complete overview of your entire event offerings. Determine exactly what you sell, when you sell it, and what price you sell it for.
Try to structure your offerings as good as possible, and standardize them. This is not at the expense of individuality, but in favor of automation. The more logical and structured your portfolio of offerings is, the more efficient the sale.
Keep things simple.
What events do we actually sell?
Lots of information regarding your portfolio is stuck in old quotes, document templates or banquet documents. The data lives on different hard drives or in the cloud. Take the time to gather and sort all the information. The better the preparation, the faster the setup will be accomplished.
- texts & descriptions of your event offerings
- photos, illustrations & renderings
- prices & pricing rules
- detail information like seating layouts & capacities
- general information & text blocks
- logos & visual elements
Descriptive names
Always try to look through the lens of a new customer. Give your options and upgrades simple and clear names that an outsider will immediately understand.
A customer who clicks through your configurator or receives a quote from you wants to understand immediately what it's all about. The more clearly all components are named, the easier it is to make a selection.
Descriptions & highlights
Users don't have time to read. Be as concise as possible. Show the customer only what is relevant for them.
Experience shows that one or two sentences are sufficient to describe an option. For special features that should be highlighted extra, the "Highlights" area is in place. Important points can also be formatted specially.
Prices and pricing models
Get an overview of whether you have all prices on hand. If necessary, you may have to inquire about or update individual prices with colleagues or suppliers.
Think about whether certain individual prices are always the same, or whether they should vary based on certain factors (number of attendees, duration of the event, date, time of inquiry, or similar) and be calculated dynamically.
Define whether the focus should be on net or gross prices - for B2B events it is advisable to talk to customers about net prices, in the context of B2C events gross prices are common.
Our tip
Data can quickly be pasted into the admin tool by using copy & paste.
When copying, make sure, however, that no formatting is copied along when you copy texts from a PDF, a Word document or from your website. This can have an unwanted effect on the layout in the configurator.
It' s best to use a simple text editor to insert your texts from there.
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