EPP Logo Item EventPro Planner Connection

Volume 3, Issue 1
January 2009

EventPro Planner Software
Address: 105 - 15 Innovation Blvd.
Saskatoon, SK S7N 2X8
Phone: 306-975-3737
Email: Sales@EventPro-Planner.com

This Issue:
What's New? 2008 in Review
Limited Time Offer: 50% off User License
Rave Reviews: Run Events Flawlessly with EventPro Planner
Feature in Focus: Attendee Module
Helpful Hint: Organizing your Company/Contact View
Did You Know? You Can Send One Email to Multiple Recipients
Software Update: Version

View previous issues of the EventPro Planner Connection at http://www.eventpro-planner.com/newsletters/.

What's New? 2008 in Review

Happy New Year! The Year 2008 saw a great deal of international expansion for EventPro Software. In April, EventPro opened a new branch in Australia. In October, another EventPro branch opened in the United Kingdom. Finally, EventPro signed a new distributor in Singapore. These new developments will increase EventPro Planner’s presence in Australia, New Zealand, Europe and Asia, and will provide superior customer access all over the globe. EventPro Planner also expanded its virtual office in cyberspace with a new and enhanced website.

But EventPro Planner’s changes in 2008 weren’t just limited to bricks and mortar; the software saw some exciting new changes, too, with the release of EventPro Planner Version 2.0. To see all of the great new features introduced with the new version, click HERE. Also, we re-released our comprehensive user manual in two fantastic new formats – HTML (online) and CHM. In addition to the step-by-step instructions, screenshots and examples from the original manual, the new formats contain a search function and extensive index for even more convenience.

Look forward to more great things from EventPro Planner in 2009! Keep posted with our newsletters, bulletins, website and blog.


Limited Time Offer: 50% off User License

With more user licenses, you can have more people working on EventPro Planner concurrently. Get your entire staff on-board with EventPro Planner and increase your company’s productivity! Now is the time with this special offer: For a limited time, get 50% off the regular price of a New User License (offer expires February 28th, 2009).

To take advantage of this great offer, contact our Sales Department today at (306) 975-3737 or Sales@EventPro-Planner.com with this Promotion Code: EPPNL0902 (Must be quoted to receive discount offer).

This promotion only applies to current clients who have already purchased the software. It cannot be applied retroactively to previous purchases. It does not have cash value and cannot be combined with any other promotion or discount offer. No substitutions or transfer rights will be given.

Rave Reviews: Run Events Flawlessly with EventPro Planner

Companies are impressed with EventPro Planner Software! No matter what kind of event you need to plan, EventPro Planner will help with your event organization needs. See what our client, First Southwest Company, has to say about EventPro Planner:

"EventPro has been a great addition to our software tools. It keeps us on track, and on budget. The team at EventPro is outstanding. Any questions are answered promptly, and any technical problems are solved quickly. I would recommend EventPro to anyone who wants to make their events run flawlessly!"
Candace Emerson
Corporate Event Coordinator
First Southwest Company

But enough about us – what do you think about us? If you have any comments about EventPro Planner Software, we would love to hear them. If you are an EventPro Planner client and have a testimonial to share, please email it to Testimonials@EventPro.net.


Feature in Focus: Attendee Module

If you keep track of attendees at the events you plan, you know that it is difficult to organize all of the details involved in attendee management: Who is attending? Are they bringing guests? What attendance fee do they pay? Have they received invitations and responded? EventPro Planner’s Attendee Module simplifies all these tasks!


Create any kind of registration package you need. The flexible charge structure allows you to set up per-package, per-function, or per-table rates, or rates based on attendee type or time of registration.

Seating Arrangements

Make the most of available space. After registering attendees and entering tables, simply drag and drop attendee names onto place settings in the Event Function Seating chart. It’s that easy!

Communications & Actions

The Communications area helps you record and organize the steady flow invitations, RSVPs, registrations, event information, invoices, and so on. The Actions area allows you to schedule reminders so that attendee-specific tasks get done on time.

Mail Merge

If you need to send a communication to multiple attendees, such as a batch of invitations, the Mail Merge feature makes this task quick and effortless, while still personalizing messages for each attendee.


The flexible billing structure allows for third party billing, multiple batch invoicing, percentage invoices, manually created invoices, credits, deposits and more.

The versatile Attendee Module does everything you would expect for comprehensive attendee management. To preview EventPro Planner’s Attendee Module, check out our website, or contact our Sales Department for a Free Demonstration. You can also read all about Attendees in Chapter 8 of the EventPro Planner Manual.

Helpful Hint: Organizing your Company/Contact View

Are you using the Companies/Contacts selection grid in EventPro Planner to its best potential? Take advantage of all its features to organize it the way you want.

  • First, choose whether you want to view all companies/contacts or just one upon first opening the screen. Go to your System Settings, and check or uncheck the “Show All Companies/Contacts on Grid by Default” option under the Contacts tab.
  • Second, which view do you want the screen to open to by default: Single Company, Single Contact, Company List or Contact List? In your System Settings, click on the General tab and find Companies/Contacts in the menu tree under Tab Visibility. Click on the tab you want to appear by default, and click the Default button; the font will change to red.
  • Finally, do you want to change the order of the sub-tabs – Communications, Actions, Events, etc. – or remove some of them altogether? Still in the General tab of System Settings, unselect the checkboxes next to the tabs you want to hide. To switch the order, select a tab you want to move and click the up or down Order arrows to the right until the tab is in the right place. Remember to save your System Settings before you leave the screen.
Now, the Company/Contacts screen should be better organized for the way you work. Remember that if the screen is only displaying one record, you can click the Show All button to the right to display all records. Also, remember that the grid is color coded to help you easily identify certain companies and contacts: Companies and contacts marked as ‘Inactive’ are now highlighted in orange, and Companies that are marked as ‘Warning’ are now highlighted in purple.
You can find all sorts of tips for organizing EventPro Planner to work better for you in the EventPro Planner User Manual and FAQs. For more information about System Settings, refer to Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, in the EventPro Planner User Manual. For help managing your companies and contacts, see Chapter 3: Companies/Contacts.

Did You Know? You Can Send One Email to Multiple Recipients

Did You Know…that when you send out a mail merge, you can now choose to send a single email to multiple recipients? This new single email option is convenient for very large mail merges containing general information, as it will only create one Sent email.

Previously, when you sent a mail merge, EventPro Planner would always send out one email per recipient. If you sent the same email to 200 recipients, that would create a lot of identical emails in your “Sent” folder! However, the multiple email option is still useful for mail merges when you want to use merge fields that are specific to each recipient, e.g. First Name, Last Name, Phone Number, etc.
The Mail Merge Wizard allows you to choose the option most suitable for your task. When you select the Merge Destination for the mail merge, simply choose the relevant radio button to indicate whether you want to use the Normal (multiple email) or Group Email (single email) option.
For more help with the Email Merges, refer to the extensive instructions and screenshots in the EventPro User Manual. The chapter you need depends on whether you are creating a mail merge for companies/contacts (Chapter 3: Companies/Contacts, Companies/Contacts Mail Merge), attendees (Chapter 8: Manage Attendees, Attendee Mail Merge) or exhibitors (Chapter 11: Booths and Exhibitors, Exhibitor Mail Merge).

Software Update: Version

To download the newest Software Update, log in to the EventPro Planner Support Website. Click on the Downloads tab and click on the EventPro Planner Install link.

Software Updates are only available to customers with a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, contact our Sales Department at Sales@EventPro-Planner.com or (306) 975-3737 (Press 1). They can provide you with information on how to reactivate your Upgrade Protection Plan so that you can continue to get the maximum advantage out of EventPro Planner Software.
Do you want to know What’s New right now? Check for new updates or review previous updates at any time by selecting Help | What’s New in EventPro Planner.

Visit us at www.eventpro-planner.com
Send comments to Feedback@eventpro.net