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General information
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Account Settings
- Creating & managing your personal doo account
- Organization settings: Managing your account settings
- Multi-user: Working as a team
- How to reset your password
- Changing the email address of your doo account
- The doo account packages
- What can I do if a doo site does not load
- Independently adapt standard designations of the doo booking process
- How do I delete my account
- Payment Process: How to manage payment options
- Password Security using doo: What options are available?
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Events
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- Edit email contents
- Using placeholders in booking email templates
- How to adjust invoice contents
- Attendee tickets and QR code scanning
- What do doo tickets look like?
- E-mail attachments for bookers and attendee
- Certificates & Co: Create custom documents
- Define your own booking conditions
- Revenue Disbursement: Entering and editing invoice address & bank account information
- Create bilingual (multilingual) events
- Bookings with manual approval
- Create a waiting list
- Access codes and promotion codes: Discounted tickets for your participants
- doo Widgets: Integration into your own website
- Custom event website
- How to create a booking process in english
- Providing flyers, event programs or direction sketches
- Tips for a smooth entry
- How does the booking process work for my attendees?
- How do I make test bookings?
- Creating exclusive registration access for selected contacts
- Delete ticket categories & change prices and sales periods after go-live
- Cancellation of events
- What are event fields and how do I use them best ?
- Shorten the booking process and prefill data: How to make the booking process as convenient as possible for bookers
- Tips for virtual events with doo
- Integration into your own Facebook page
- Event Templates: Creating templates for your events
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Manage Bookings
- Manage bookings and attendees
- Monitoring incoming bookings
- The attendee overview
- Invitation list: Track the registration status of specific contacts
- Manual registration
- Resend automatically generated emails
- Rebooking: How to change existing bookings
- Cancellation & Refund Handling
- Booking self-service: Allow bookers to subsequenty access and edit their bookings
- Download booking overview and attendee list
- Change of attendee data and invoice address
- Bank transfer: How to deal with pending transactions
- What to do, if someone has not received their confirmation e-mail or ticket
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Contact Management
- Contacts: Introduction and Topic Overview
- Contact details: Collect cross-event contact information
- Overview contact data fields
- Managing contact data fields
- Creating contacts - How do contacts get into the doo contact center?
- Contact import - Bulk creation and editing of contacts
- Managing existing contacts
- Creating and managing contact groups
- Datamatching & Synchronization of booking data and doo contact
- Email subscriptions: Double opt-in & opt-out options at doo
- Deleting contacts
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Emails
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- E-mail messages: How to create a new message
- Contact management: How to build up clean recipients list
- Performance report: How to evaluate the send-out of your email messages
- Email activities: What the status reports of your email messages mean
- Bounce management: Tips for high quality recipient lists
- Use liquid code in email messages for individual personalization
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Websites
- The doo website editor: create an individual event page
- Mobile optimization: Customize your site for all your devices
- Installing different tracking tools on the website
- Creating a SSL certificat (HTTPS) to ensure data security
- Website Tracking: How to integrate doo into your Google Analytics To be Created
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Additional Functions
- Optional Service: Refund handling via doo
- Ticket design: How to get your ticket in the desired design
- Forms - Set up surveys and feedback requests for your attendees
- Embedded Reports
- Customer specific sender emails
- Email inbox: How to manage email requests from your participants within doo
- Add calendar entries to your event communication
- Filtered cross-event widgets: How to show only selected events
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Automations
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Booker & Attendee FAQ
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Developer Documentation
Managing existing contacts
In your doo event manager, you have the possibility to edit and delete existing contacts any time. Information on how to create contacts in doo for the first time can be found here.
1. Edit contacts
1.1 Edit data of a single contact
In order to edit a single contact, call it up in your contact center by entering the email address or the surname in the search field in order to go to the contact details.
Here you can see at a glance the contact’s master data such as name and email address, the groups they are assigned to, their email subscriptions and the activities this contact has done in the past. You can find all the information about the contact details structure here.
When you click Edit Contact, all the other data fields of the contact will be displayed in the edit mode and you can change them as you wish. If you have changed the email address or External Customer ID to a value that is already assigned to another contact, you will receive a message when you save. If you save the changes anyway, a duplicate will be created for the corresponding value.
Under Groups, you can also manage the contact’s membership to contact groups and assign it to an existing or new group, or remove it from a group.
Under Email subscriptions you can set what type of consent for email marketing you collected for this content. If the checkbox “Event communication” is deactivated, the contact will be skipped as recipient of a doo email message or an event reminder.
If you click on Add comment, you can add any internal comment to the contact. This comment will be displayed in the contact details as well as in the contact export.
1.2 Edit data of more contacts at once
In order to edit more contacts at once, you can use the contact import. All information about this topic you will find here.
2. Delete contacts
Here you can read how to delete contact and which consequences it has.
3. Register a contact manually
To make a booking for an existing contact to one of your events, go to the contact details page and click on “+ Add booking” in the bottom right corner. After you selected the desired event you will be forwarded to the manual registration. The advantage of doing the manual registration through this way is that all contact data will be prefilled in the booking form and the booking will be automatically assigned to the existing contact.
4. Export contacts
To download all your contacts as a CSV file, click in the contact center under Manage contacts on Export contacts. You can also filter your contacts first. If you then click on the export option, only the filtered contact will be included in your export.
Enter a file name and the desired file encoding. By clicking on “Export” you can start the download of your contact list.