leagueone – tips and tricks tips...―invitation code ―processing fee absorption ―customize...

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LEAGUEONE – TIPS AND TRICKSEric Lee, Technical Account Manager

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― Eric Lee (Eric.Lee@activenetwork.com)⁃ Technical Account Manager, Team Sports (LeagueOne)

⁃ 2 years at ACTIVE

⁃ My ACTIVES include rock climbing, photography, and wedding planning

INTRODUCTIONS

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― Player Refunds

― Edit Payment Plans

― Invitation Code

― Processing Fee Absorption

― Customize Registration Confirmation Email

― Integration with ACTIVE.com and ACTIVEkids.com

OVERVIEW

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― Refund to parents’ credit cards

PLAYER REFUNDS

― Ability to give partial refunds

― Ability to refund and/or cancel

― Clubs must have funds in order to refund

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EDIT PAYMENT PLANS― Admins can now edit individual payment plans

― Change the date and/or amount of an installment, cancel an installment, or add new installments.

― Emails are automatically sent to the primary guardian on the account when changes are made to a payment schedule.

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EDIT PAYMENT PLANS

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EDIT PAYMENT PLANS― Change the date and/or amount of an installment, cancel an installment, or add

new installments.

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INVITATION CODE― Create custom codes for your programs so that only families with the code can

register for the Program ⁃ Each Program can be code-protected

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PROCESSING FEE ABSORPTION― Easily setup how you want to pass on the processing fees

⁃ Percentage or Amount

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PROCESSING FEE ABSORBTION― Easily setup how you want to pass on the processing fees

⁃ Percentage or Amount

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CUSTOMIZE REGISTRATION CONFIRMATION

― Create custom messages to be included in your participants Confirmation Email

― Attach up to five different files to be sent to parents after they have registered their child

― Optional field to send copies of each receipt to an Admin email

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CUSTOMIZE REGISTRATION CONFIRMATION

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INTEGRATION WITH ACTIVEKIDS.COM ― Allow your Program to reach thousands more by listing them on

ACTIVEkids.com

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QUESTIONS?

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― Coupon Codes can be used to give targeted discounts to specific fee(s)

― Fixed fee and % discounts are supported

COUPON CODES

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Fixed Amount Discount

COUPON CODES

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Coupon Code For Non Registration Fees

― A Coupon Code can target fees other than the Registration Fee

COUPON CODES

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Combining Coupon Codes

― More than one coupon code can be used at the same time

COUPON CODES

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Summary

― Use Coupon codes to motivate parents to register! Everyone loves a discount….

― Target to specific fees – both Registration and Non-Registration Fees

― Users can use more than one Coupon code at a time

― Set coupon code availability dates

― Limit the number of uses (e.g. first 10 parents to register)

― View reports on Coupon usage

COUPON CODES

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QUESTIONS?

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DOCUMENT TRACKING

― Upload your own required/optional documents that users can then download at the end of the registration process

― Examples:⁃ Medical Release Forms

⁃ Volunteer Forms

⁃ Birth Certificate Reminders

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― Documents can be uploaded at the Organization Level and referenced at the Program level

― Documents can be uploaded at the Program level

DOCUMENT TRACKING

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― Document created at the Organizational Level

DOCUMENT TRACKING

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― Organization Document Referenced at the Program Level

DOCUMENT TRACKING

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― Document created at the Program Level

DOCUMENT TRACKING

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― Documents referenced on the Registration Form

DOCUMENT TRACKING

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― User can then download the documents from the Registration Receipt page

DOCUMENT TRACKING

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Other Document Types

― URL – references an external document –perhaps on another website

― None – provides a reminder to send in the document but does not provide a link to download the document

DOCUMENT TRACKING

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QUESTIONS?

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― Override the organization address per program if checks go to different places

ADDRESS PER PROGRAM

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Other Document Types

― Problem: I have a large group of players who registered for the wrong division and I need a way to change their division quickly

MASS DIVISION CHANGE

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Other Document Types

― Solution: Add the desired players onto a team, once on the team, change the Division of the entire TEAM to your desired choice

MASS DIVISION CHANGE

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Other Document Types

― Solution: Now un-assign the players from this team and they will keep the desired Division

MASS DIVISION CHANGE

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― LeagueOne has a robust set of capabilities to tailor Online Registration to meet your specific requirements

― We will continue to improve and add to these capabilities in 2016 and beyond (see upcoming LeagueOne Roadmap session)

― Additional information can be found in the LeagueOne Help Center (click on Help in LeagueOne)

― Thank You for your time!

TIPS & TRICKS SUMMARY

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LEAGUEONE – TIPS AND TRICKSEric Lee, Technical Account Manager