Welcome to the training page. Below you will find an overview of all functions and how to use the system.

After logging in, you will be taken to your dashboard.

This enables you to navigate quickly and centrally through the tool and presents the most relevant data.

By clicking on the doo logo (top left) you can return to your dashboard at any time.

You can access the organization settings from the dashboard. To do this, click on the cogwheel in the blue line in the upper right area.

Here you will find all information regarding your event.

You create new events via Salesforce.

If you create an event, it will appear as a draft in your event overview.

Events can be in different phases. They can be in creation, live, or completed.

"Draft" means that the event is currently still in the draft stage. Events of this type are represented by orange icons.

"Live" means that the event can be booked by participants and can be accessed via the event website. Events of this type are marked with green symbols.

"Completed" events can be viewed in the tab menu above. In addition, they are greyed out.

Events can easily be cancelled. However, you must be in the "Live" phase to do this.

You have several options for canceling an event.

In the event overview, live events can be canceled via the three-point menu.

Alternatively, you can select the event with a click and cancel the event via the administration panel.

Two doo event types - On Site and WebEx - are stored in Salesforce and must be used to create events. These are linked to the templates for event creation in doo.

Email Contents

Under Email contents you can adjust sender information as well as the texts for the automatic booking confirmation and cancellation confirmation. Various templates are available for this.

1. Select the desired template. The sender name is displayed to the recipient in their e-mail program (= Outlook name) and can be freely selected (default: PATRIZIA Events). Select a sender address (= mailbox/e-mail address) out of.

Important! The email address event@patrizia.ag, as well as the signatures and texts are stored by default.

Finally, you can edit the texts for the automatic booking and cancellation confirmation as well as the event reminder.

To do this, click on “Edit email content”. Standard texts are already stored here for the emails.

In addition to the links to the booking portal, you can use an automatically generated calendar entry or send booking details. You can send a sample email to any email address send tests. (Click on "Send sample email")

Important! Please make sure to edit die German and the English version of your system emails, if you have a bilingual event.

Booking Conditions, Cancellation & Booking Approval

Under "Booking Conditions, Cancellation & Booking Approval" you can store your own conditions and make further settings for bookings and cancellations.

"Your booking conditions": Are preset and changeable.

Languages

Tickets & Documents

In the settings for "Tickets & documents" you can choose under ticket options whether a PDF ticket with QR code for check-in should be sent with the booking confirmation email and an email attachment with the booking emails.

You can also add more under “E-mail attachment for participants” (the system says participants).

Add email attachments to the (automatic) booking confirmation email.

Access Codes

Access codes are required to register participants (e.g. to send the invitations by post), which are printed on the invitation.

If an access code is stored for an event, all or individual ticket categories only become visible after the code has been entered on the event website.

You can also email codes. Use the special link "Login" or the personalization "Code" in your campaign message. (! If you use this option, it is necessary to adjust the e-mail messages in the fields below !)

Properties of access codes:

All access codes are event-specific and always apply to the event for which they are created. If you want to control the number of tickets that can be booked with an access code, you can define a maximum number of tickets per booking in the event processing in the ticket category settings.

Creation of access codes

To set up access codes, please proceed as follows:

Go to the settings of the event for which you want to create an access code. Click on "Access codes" on the bottom left. Go to "Create new access code". The following dialog opens (example):

• Internal name: Name the access code list, e.g. B. "Code-List-01/22".
• Use: Choose between a code that is only valid for a single booking or an access code that can be used multiple times.
• We recommend multiple codes, for example for events or individual ticket categories for a specific group (e.g. members).
• We recommend one-time event codes for personalized ticket access that you want to send to selected people for your event, e.g. via a doo campaign email message.
• Number of codes: Insert the number of access codes that are to be created (up to 5,000 per list).
• Ticket categories: Select whether only certain or all ticket categories should be visible by entering access codes.
• Restrict period: If desired, restrict the validity period of the access codes. The encrypted ticket categories can only be activated within the specified time period and are not available outside of this period.
• Personalize and prefill one-time access codes: You can use this function to assign an access code to specific contacts. To personalize an access code list, click in the overview on the pencil symbol of the corresponding code list. Here you now have the option of assigning the access codes to individual contacts or a contact group. If you then download the code list, you can see which code has been assigned to which contact and distribute it accordingly. " 
• Add contact" generates a field in which you can add your contacts by entering a name or e-mail. You can search through an address and then assign one of the codes to it.
• You can use "Contacts from group" to assign the codes to a group from the contact center.

Note! The access codes can only be linked to existing contacts. New contacts cannot receive personalized access codes or be entered.

• If you then check the "Prefill with contact details" box, you can choose whether the data should be prefilled for the participant questions, the booking questions or both.

E-mail notifications: Optionally enter an e-mail address here to receive a notification each time the access code is redeemed. Save your settings with "Save".

You can edit, start/stop or delete your access codes here.

An access code is inactive if it cannot currently be redeemed due to a limited validity period. To enable it, adjust the settings under Limit time period.

Codes that have already been redeemed can no longer be deleted. However, it is possible to disable them. Deactivated codes can no longer be redeemed and are marked as "Stopped" in the overview.

After you have saved the information in the code list, it appears in the overview.

To find out which codes were redeemed, how often, by whom and for which booking, you can download the corresponding code list at any time via the event settings. Any promotion and access codes used are also listed in the Excel booking overview, which you can download from the event details page.

In the booking overview, each individual booking of all account-related events is collected centrally.

You can use the "Booking overview" menu item to manage the bookings, regardless of whether they are about sending tickets or booking confirmations.

Therefore, you get an overview of the various built-in filter functions.

Contact upload

In Salesforce, you can upload the contacts associated with a campaign to doo.

To do this, click on the "Upload Contacts" button. You can now find the uploaded contacts in the contact overview in doo. You are automatically assigned to a contact group. This contact group has the same name as your campaign. Now open your event in doo and click on the "Invitation List" button. Add the contact group you just created to your event here.

Important! Subsequent contact upload via Salesforce is not possible. Please make sure that all contacts are assigned to the campaign in Salesforce before contact upload.

Contact Search

If you want to edit a contact, you can find it using the integrated search and filter function. Simply enter known contact details in the search field and confirm the entry by clicking on "Search". To refine the search, you can add additional search criteria via "Additional search functions".

Important! Make sure you are in the correct group.

Visitor search (visitors = participants who have agreed to attend the event)

If you want to edit a visitor, you can find them using the integrated search and filter function in the booking overview. Simply enter known data (e-mail address, booking number, name,...) in the search field and confirm the entry by clicking on "Search". To refine the search, you can add additional search criteria via "More search options".

Export Contacts

Important! This section describes the export of the contact list, this is not an export of the participant list.

To export contacts from the system, you must select the "Contacts" menu cell in the menu structure. Then click on "Manage contacts" and select "Export contacts". You can then specify the file name and choose between UTF-8 or ISO 8859-1 (Latin-1) file encodings. We recommend UTF-8 encoding.

Tip! You can also export individual groups and use the built-in filter. During the export, all data fields and contact information, such as group memberships or newsletter subscriptions are exported

The file can be further processed with all common spreadsheet programs. To turn the .csv file into a regular spreadsheet file, open it in Excel. The dates are now all displayed in the first column and are separated by a comma.

To separate the data, select the first column. Then click on "Data" and select "Text to Columns".

Follow the text conversion wizard. In the first step, select "delimited". Confirm this by clicking on "Next".

In the second step, select "Comma" in the selection list of separators. Make sure that only this one value is selected and go to the next step.

In the last step you can specify the data format for each column, alternatively you can leave the format with the default data type. Close the assistant by clicking on "Finish". The data can then be saved in the .xlsx file format using the "Save as" dialog box.

Export Booking List