Customer Support
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Recent activity by Customer Support-
How do I select preferences for the types of Leads I receive?
Set your Lead Filters to refine incoming leads to fit your business. You can choose your preferences by criteria such as budget, event date, event type and location. Log in to your Eventective acco...
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Step 6: Track Your Success
It is important to know how your Eventective profile is working for you. Our Reporting tools allow you to measure the following data: Stage Summary: Report on your sales funnel and important even...
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Step 6: Activate Payments
To process event payments, connect your Eventective account to an existing Stripe or Square account or create a new one. To do so:Log in to your Eventective account, select ‘Settings,' then ‘Accept...
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What are Template Variables and how can I use them?
Template Variables work like merge codes in a document. There are two variable categories: Event Fields and Your Fields. Event Fields are the details included in the event request, such as the inqu...
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What are Template Variables and how can I use them?
Template Variables work like merge codes in a document. There are two variable categories: Event Fields and Your Fields. Event Fields are the details included in the event request, such as the inqu...
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Can I use an inquiry form on my website?
Yes! Prospects can also be captured directly from your website (or anywhere you'd like to collect event inquiry data, such as social media) with an embedded or linked event inquiry form powered by ...
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How can I see a record of payments?
All details and history for each payment will be available in your Inbox in the ‘Payments’ tab of any event request and in your Stripe or Square accounts. Both payment processors will issue electro...
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New Template Variables
We've added new Template Variables in the message Template builder. You can now add the following variables to your messages: Event Fields – Event Budget Your Fields – Business Profile = Eventect...
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How can I set up my own billable items to avoid having to re-enter them in every agreement?
To set up your own billable items: Log in to your Eventective account and select ‘Settings.’ Select ‘Manage Items.’ Select the ‘Add Item Category’ button. Type in your Item Category. Toggle the ‘A...
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How do I set up payment reminders to clients?
Automatic payment reminders can only be set up if you are connected to Stripe or Square. You can schedule email reminders up to two weeks before the payment is due. If you are not connected to Stri...