How to start using Corsizio
Corsizio offers you and your attendees a modern platform with a clean user interface, that is quick and easy to use for online registrations and payments to events. Now that you have created a Corsizio account, here is how to start using it to get the most out of all that Corsizio offers.
Step 1: Configure Your Account
- The Main Settings page provides you with an overview of your account settings.
- The User Profile and Account Profile must contain accurate information in order for you to be able to access and use Corsizio properly.
- Visit the Users List if you work with a team and need to add more people to manage the account or create events along with you. Each user is given a specified role by you that defines what they can and cannot do within the account.
- Refer to step 4 below to configure your Billing & Usage.
- The Configurations area is the most elaborate part of your account settings and the one that will require the most setup work. It is here that you can configure things like the terminology for your account that best applies to your business, default event contact information, event locations, event categories, and other filters, global custom form fields, certificates of completion, attendee self-serve page, and your auto-generated event portal site setup. Most of these areas should be configured right upfront, while others can be done as you need them.
- Configure your Payment Settings to set the account's currency, tax information, and to enable accepting online payments from your attendees. Refer to step 3 below to configure online payments for your events.
- Visit the Integrations area to see what other services you may wish to integrate your Corsizio account with at a later time.
- If at any time you feel that Corsizio is not the right fit for your business needs, you have options under the Danger Zone to delete an account or your entire user login. (There can be more than one account associated with the same user login.)
Note: The user profile image that you may add to your Corsizio account does not show on any of the public pages or outgoing messages. It is strictly for internal use only and is most helpful to have when there are two or more users on the account to easily differentiate between who is using the account.
Step 2: Explore the Sample Data
Every new Corsizio account includes sample data to quickly show you what event and attendee data can look like. Go through this sample data to familiarize yourself with the many fields, features, and functions that are part of the event creation process and attendee registration records. It is also recommended that you experiment with this sample data by registering yourself to the sample event, in order to experience the registration process from the perspective of your attendees, and preview what emails and other notifications look like. To learn more, read the help doc Testing with sample data.
Step 3: Set Up Online Payments
Step 4: Set Up Your Billing
Step 5: Create Your First Event
Here are some more tips:
- Create effective and visually appealing event pages by providing a large-enough event cover image and an event description to entice and properly inform your attendees about the content and logistics of your events.
- Create event templates and use the clone feature if you run many events or similar events, which will quickly replicate and pre-populate subsequent events with common configurations. You can still always edit each event as needed. You can also just clone any old event, without relying on an event template.
- Keep your event registration forms as simple as possible by choosing to collect only the most essential information required for your event. This can help prevent attendees from getting discouraged from registering for your events due to long or detailed forms. You can always have them fill out a questionnaire or additional information that is not essential once they are at your event.
- For more guidance and any questions, learn how Corsizio's various features work and how they can best be used by exploring our comprehensive help site.