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Microsoft
Ready-to-Go Marketing
Events How-to Guide
Contents
Part 1
Overview of the Microsoft Ready-to-Go Marketing Events tool
Pages
4–5
Part 2
Setup access to Microsoft Ready-to-Marketing Events
Pages
6 – 12
First things first – requirements
Page
7
Enroll your organization
Page
8
Your Windows Live ID (Microsoft Account)
Pages
9 – 11
Your organization’s privacy statement
Pages
12 – 13
Pages
14 – 36
Open up the Microsoft Ready-to-Go Marketing Events tool
Page
15
Select your event setup option
Pages
16 – 18
Create your event in four steps
Pages
19 – 32
Check your work
Pages
33 – 36
View your registration page on Click-to-Attend
Page
37
Part 3
Create an event using the Microsoft Ready-to-Go Marketing Events tool
2
Contents
Part 4
Part 5
Part 6
Invite your guests
Pages
38 – 45
Invitation Process
Page
39
Navigate to your invitation template - options
Page
40 – 42
Customize your invitation
Page
43 – 45
Page
46 – 55
Navigate to your event
Page
47 – 48
Modify your event
Pages
49 –51
Manage registration list
Pages
52 – 55
Pages
57 – 59
Manage your event
Resources
3
Part 1
Overview of the Microsoft
Ready-to-Go Marketing Events tool
4
Understanding the Microsoft Ready-to-Go Marketing
Events tool
Use the Microsoft Ready-to-Go Marketing (RTG) Events tool to
1.
Create a registration page on Click-to-Attend, RTG’s customer-facing event registration site, where your
guests can go to read about and sign up for your event
2.
Easily access event-related resources including an event email invitation template with live links to your
event registration page
3.
Track registrants
4.
Automatically remind guests of your upcoming event
5.
Participate in the optional free Lead Qualification Service. If you opt in to use this service, qualified
telesales agents will call your event attendees on your behalf when the event is over and return the
leads back to you for your nurture and closure
5
Part 2
Setup access to
Microsoft Ready-to-Go Marketing Events
6
First things first
Before you can create an event with us, you need to
1.
Be a member of an organization that is enrolled in the Microsoft Partner Network*
2.
Have a Windows Live ID (Microsoft Account) that is associated to your Partner Organization on the
Microsoft Partner Network
3.
Have completed a Privacy Statement for your organization filed on Microsoft Ready-to-Go Marketing
4.
Be a U.S. partner – or if you are a Global partner, you must be logged on to the U.S. site (note that only
U.S. event/campaign content is accessible).
*With the exception of honorary partners
7
Enroll your organization in the Microsoft Partner Network
If your organization is not yet a member of the Microsoft Partner Network you will need to enroll your
organization. To learn more and enroll please visit:
https://mspartner.microsoft.com/en/us/pages/membership/overview.aspx
Note that it is strongly recommended that you use Internet Explorer to register as some features may not
work in other browsers.
8
Your Windows Live ID (Microsoft Account)
You must have a Windows Live ID (Microsoft Account) that is associated to your Partner Organization on
the Microsoft Partner Network (MPN).
To obtain a Windows Live ID (Microsoft Account) please visit https://signup.live.com/signup.aspx?lic=1
9
Your Windows Live ID (Microsoft Account)
Do you already have a Windows Live ID (Microsoft Account) but aren’t sure if it is associated to your Partner
Organization on MPN?
1.
To check to see if your Windows Live ID (Microsoft Account) is associated to your Partner Organization
on MPN please visit: https://mspartner.microsoft.com/en/us/Pages/index.aspx and try to log on using
your Windows Live ID (Microsoft Account).
2.
If your Windows Live ID (Microsoft Account) is not associated, please visit
https://mspartner.microsoft.com/en/us/Pages/Membership/Simplified-association-process.aspx
10
Your Windows Live ID (Microsoft Account)
Once you have associated your Windows Live ID (Microsoft Account) to your Partner Organization, you will
receive an email from MPN confirming the association is established and asking that you log onto the MPN
site to complete your profile.
You must take this step before you will be able to log on and use the Microsoft Ready-to-Go Events tool.
11
Your Organization’s privacy statement
People registering for your event need to understand who is collecting their personally identifiable
information and what will be done with that information. Because it's a co-branded site (Microsoft and you,
the partner), all partners who use the event-registration service are required to supply a privacy statement
that will appear as part of their event listings, alongside the privacy statement supplied by Microsoft.
For more information on creating a privacy statement, you're encouraged to consult your attorney and/or
use the following resource:
Business Privacy Resources at TRUSTe sample privacy statement
http://inforoom.truste.com/#G
12
Your Organization’s privacy statement
To enter privacy statement at readytogo.microsoft.com please take the following steps:
1.
Go to readytogo.microsoft.com and log in to your account
2.
Select My Account from the top hand right navigation bar
3.
Select My Profile
4.
On the profile page, you will be able to update your privacy statement
5.
Once you’ve entered your privacy statement, select Save at the bottom of the page
13
Part 3
Create an event using the
Microsoft Ready-to-Go Marketing Events tool
14
Open up the Microsoft Ready-to-Go Marketing Events
tool
Go to the Microsoft Ready-to-Go Marketing
homepage and select the green Events
button underneath the banner, or Events
link in the top ribbon.
Please note, we recommend that you use
Internet Explorer when creating your event
as some features of the tool are not
available in other browsers.
15
Select your event setup option
You have four options to select from when
creating your event. You can create an event
via From Campaigns, From Scratch, For
Microsoft Community Connections or
Direct from Microsoft Events.
16
Select your event setup option
1. From Campaigns – You will have a selection of product-focused, pre-worded, customizable campaign
content that ties into Microsoft’s corporate messaging available for your use
2. From Scratch – Use this method if you do not find a product campaign that fits your needs
3. For Microsoft Community Connections (MCC) – Select this option if you are presenting to a business
organization (i.e. Chambers of Commerce, or Rotary). For more information about MCC, or instructions
on how to create an MCC event via the Microsoft Community Connections site, please call
1.888.834.8564 or email [email protected]
4. Direct from Microsoft Events – Use this option if you want to create your own co-branded registration
page to drive your customers to an event organized and presented by Microsoft. For more information
about creating a Microsoft Led Event, email [email protected] or visit
https://readytogo.microsoft.com/en-us/Pages/MicrosoftLedEvents/default.aspx
Select the setup option you prefer. If you haven’t already logged on, you will be prompted to do so
here. When logging in, use your Windows Live ID (Microsoft Account) that is associated to your Partner
Organization on MPN. (Note, this is the same ID you use to access your partner profile on MPN)
17
Select your event setup option
If you choose to create an event From Campaigns
you’ll be brought to the Campaigns page where you
can choose the campaign topic that you wish to use.
Hover your mouse over the bottom of the campaign
icon and select Create an Event. You will then be
brought to the first step required to create your
event.
If you choose to create an event From Scratch or from Microsoft Community Connections, you will
immediately be brought to the first step required to create your event.
18
Create your event in four steps
There are four basic steps to setting up your event. You must
complete each step and select Save Changes or Save &
Continue to the Next Step before proceeding.
If you make a mistake or want to make a change, you can
select the back page arrow at the top left of your monitor to
return to the previous screen.
You will also have a chance to preview and modify the event
at the end before you activate it.
If you created your event From Campaigns or From Scratch,
please proceed to page 20. If you created a Microsoft
Community Connections event, please proceed directly to
page 21.
19
Step 1 - Create your event
Customizable Event Title and Event Description fields
make this easy. If you have created a From
Campaigns event, these fields will be pre-filled for
you, but are completely customizable.
You have the option to rebrand your event by
uploading your logo so that it appears on your
event registration page and event reminder
emails. Note: The logo you upload here will only
be used for this event and will override any
existing logo in your profile.
Please skip forward to page 24.
20
Step 1 for MCC events - Create your community event
Fill in the Event Title and Event Description fields.
Select from the list of MCC event topics or
choose I Have My Own Topic.
Select Learn more to view the event assets
associated with your chosen topic.
21
Step 1 for MCC events - Create your community event
Fill in the Community Event and Event Kit Shipping
Information fields.
22
Step 1 for MCC events - Create your community event
You have the option to rebrand your event by
uploading your logo so that it appears on the
event registration page and event reminder
emails. Note: The logo you upload here will only
be used for this event and will override any
existing logo in your profile.
23
Step 2 - Select a place
Place refers either to a physical
location for an In-Person event or
to a URL for a Webcast or OnDemand Webcast event. Make
your selection here.
If you chose In-Person, fill out the
location details and note that you
have the option to host your event
in a Microsoft store. To do this,
click on the hyperlink, find your
store and email the given contact.
If you choose to host a Webcast
or On-Demand Webcast, you are
responsible for providing the
webcast Attendees URL, Meeting
ID and Passcode made available to
you through your webcast service.
24
Step 2 - Select a place
You have the option within
Step 2 to limit the number
of registrants and also to
create a waitlist.
De-select Allow Guest Registration
if you want to allow only guests with
a Windows Live ID to join your event.
25
Step 2 - Select a place
Remember to scroll back up and select the
option to Save Changes or Save &
Continue to the Next Step before
continuing on to Step 3.
Also within Step 2 is the option to
Participate in Microsoft’s Lead
Qualification Offer. Microsoft Lead
Qualification is a free service offered to
partners hosting events in the United
States. This service helps you manage
post event follow-up conversations
with your registrants. Your registration
list will be automatically sent to
qualified telesales agents who will call
people on this list on your behalf. The
conversation will be tailored to your
event and leads will be qualified based
on budget, authority, need and
timeline. All qualified opportunities will
be sent to you via email.
26
Step 3 - Set the date
All you need to do is click on the
calendars, the times, and set your
time zone.
Please note: For MCC events, a
minimum of one week lead time is
strongly suggested.
27
Step 4 - Add the bells and whistles
You have the ability to include event
details such as Product Areas, Featured
Products and Target Audiences. This
provides registrants with more information
about your event, and can also be used in
search on Click-to-Attend.
If you created an event From Campaigns
or from MCC Event Topics, the Event
Details option and search fields are preselected for you. If you created an event
From Scratch or with the MCC I Have My
Own Topic feature, the Event Details
option will not be pre-selected. To include,
select Event Details then scroll through
your screen to view and select from the
lists of event details options.
28
Step 4 - Add the bells and whistles
Share hosting with another Microsoft Partner or Honorary
Partner. You can have up to five co-hosts for your event. A cohost has access to the event registration list, can add or
remove registrants, but cannot modify the event. Your co-host
must have a Microsoft Ready-to-Go Marketing account and a
privacy statement for the co-host’s company on file.
Select Add Co-Hosts(s)
and scroll down on your
screen to the Add CoHost(s) section and
select from a past
co-host list or key-in
the email that your
co-host uses to access
Microsoft Ready-to-Go
Marketing.
29
Step 4 - Add the bells and whistles
Need your event to be invitation-only?
Select Hide Event From Search.
30
Step 4 - Add the bells and whistles
In Step 4 you can manage your event
reminder emails.
By default, your registrants will receive an
email confirmation upon registering for
your event. This is automatically generated
and cannot be changed.
In addition, an event reminder is sent to
your registrants one week prior to the
event and a second reminder is sent two
days prior to the event. Select Manage
Event Emails to change the default dates
for event reminders, enter your custom
message or elect not to send reminders.
31
Step 4 - Add the bells and whistles
After selecting Manage Event Emails, scroll down
your screen to the Manage Event Emails section and
modify as you wish.
Now you can select Save Changes or Preview &
Activate.
32
Check your work
After you’ve completed
Step 4, select Preview & Activate.
On the next screen, preview a
draft of the page that your guests
will see when they go to register
for your event. Activate your
event or select Edit to make
revisions.
It’s a good idea to copy your
Event Code and save it for
reference. Or if you prefer, you
can always access your code later
via Manage your events (see
page 48).
33
Check your work
After you select Activate a popup screen will appear asking if you are sure you want to activate your event.
Click yes or else close if you have changes.
34
Check your work
The next screen offers you one last preview
of your registration page. Note that you are
still on the Ready-to-Go Marketing site, so
you can still modify your event if you
choose, before the event is live.
Select Close Preview if you do not have
changes.
35
Check your work
After you have activated your event,
you can see your final guest
registration page on Click-to-Attend by
clicking on the Register for this event
button, or go to
https://clicktoattend.microsoft.com/enus/Pages/Home.aspx and enter in your
Event Code where indicated.
You can also access your registration
page via Manage your events (see
page 48).
36
View your registration page on Click-to-Attend
You will now be viewing
your event registration
page on Click-to-Attend.
This Click-to-Attend
address is the URL you
will provide to your
customers who want to
register for your event.
We recommend that you
copy and save this
address. If you choose
not to copy the address
now, you can find this
information again via
Manage your events
(see page 48).
37
Part 4
Invite your guests
38
Invitation Process
When you create your event using Microsoft Ready-to-Go Marketing, a registration page for your event is
created on Click-to-Attend. This registration page on Click-to-Attend is where your guests will go to sign up
for your event.
You will need to inform your would-be registrants about your event and tell them where to register. You can
give them your event code and tell them to enter it on the Click-to-Attend site or better yet, you can give
them direct access to your registration page on Click-to-Attend.
The most common way to do this is via an emailed event invitation that includes a hyperlink to your actual
event registration page on Click-to-Attend. Microsoft Ready-to-Go Marketing provides campaign-related
event invitation email templates that you can use, as well as a generic invitation template.
39
Navigate to your event invitation template via the homepage
If you created your event From Campaigns, one way to obtain your invitation template is to go to the
Microsoft Ready-to-Go Marketing homepage, select the green Campaigns button and on the next page
find the campaign topic you used to setup your event. Hover over the campaign thumbnail image and
select Download. If you created your event From Scratch, scroll down on the Campaigns page to the Event
Marketing 101 Campaign and follow the same steps. You can also access your invitation via Manage your
Events/View Resources (see page 50).
40
Navigate to your event invitation template via the homepage
Alternatively, if you created a Microsoft Community
Connections event, go to the Microsoft Ready-to-Go
Marketing homepage, and select the Community
Connections tab in the top ribbon.
On the next screen, select the
Event Topics button and then
select the campaign topic you
used to setup your event and
then select View Assets.
You can also access your
invitation via Manage your
Events/View Resources (see
page 50).
41
Navigate to your event invitation template via the homepage
You will be brought to a page where
you can view all the assets available for
that particular campaign. Expand the
Event Resources category to find your
event invitation template. Download the
template.
42
Customize your invitation
Now you can customize the .oft template before you send
it out to your customers. Where indicated, add your
customer’s name, include your logo, your company
information, details about the event location, etc.
Some of our invitations are available in html format as
well. Consult your web team for assistance with
customization.
43
Customize your invitation
The registration URL you hyperlink to in your document
should be the URL for the Click-to-Attend registration page
and NOT the URL for the Microsoft Ready-to-Go Marketing
preview page. Your correct URL will start with
https://clicktoattend...
If you didn’t copy the Click-to-Attend URL for your event
when you first set up your event, you can go to
https://clicktoattend.microsoft.com/en-us/Pages/Home.aspx
enter in your event code, and then once you are brought to
your event registration page, you can copy the URL from the
address bar. Or you can access via Manage your Events/View
Resources (see page 48).
hyperlink
hyperlink
44
Customize your invitation
Note, if you have more than a few guests to invite and would like to do a mass mailing in Word:
•
•
•
•
•
•
•
Open a blank Word document
Open the oft invitation template
Select the icon in the top left corner of the document body to select the entire document
Copy
Go back to your blank Word document and select Paste/Keep Source Formatting
Select View from the top ribbon and then select Web Layout
Proceed with customizing and then use the tools under the Mailings tab in the top ribbon
Please note that some of our email templates are available as html files which are more suitable for mass
mailings. Consult your web team or check out the resources available on our Services page if you need
help with your mass mailing needs.
45
Part 5
Manage your event
46
Navigate to your event
Go to the Events page on the
Microsoft Ready-to-Go Marketing site
and select the option to Manage
your events in the lower left corner.
When prompted, sign in using your
Windows Live ID (Microsoft Account)
that is associated to your Partner
Organization on MPN.
47
Navigate to your event
In the Narrow your search column
at the far left, filter on Active. Your
event will appear in the Event
column.
Selecting the hyperlink for the
Event code will bring you to your
registration page on Click-toAttend (this is the URL you
provide to your customers who
want to register for your event)
Selecting the hyperlink for the
title will bring you to your event
preview page on RTG.
48
Modify your event
You can modify your event using
the links in the Actions column.
If you need to update your event,
select Edit. Once in edit you will
go through steps 1-4, make any
needed modifications and select
Save Changes.
49
Modify your event
Select Copy to use an existing event
as a starting point for setting up your
next event.
Select Cancel to cancel your event.
You will be required to send out a
cancellation message to your
registrants.
Once your event is completed, you
can Delete it.
If you select Manage Emails, you will
be brought directly to step 4 in the
event setup. Here you can choose to
send or not send out event reminders,
modify the reminder message and the
dates that the reminders are sent. Hit
Save Changes when done.
50
Modify your event
You can verify that you have
activated your event by looking at
the Status column.
The MCC? column will say Yes if
you created your event via
Microsoft Community Connections.
51
Find Resources
Select View Resources to find a list
of event-related resources you may
find useful for your event.
.
52
Manage your registration list
You can register someone for your
event by selecting the Add button
in the Registrants column. If you
have multiple registrants you
would like to add at the same
time, select Upload. Download the
multiple registrants template
when prompted. Fill the required
fields into the template. Once
done, save it to your computer
and then select Upload. Browse
for your document and then
select Upload.
53
Manage your registration list
To view your registration list, click
on the number in the Registrants
column.
54
Manage your registration list
This on-screen view provides a quick reference for who has registered for your event. You can Edit a
registrant’s information, or Cancel their registration by selecting that option in the Action column. You can
add registrants here too, by selecting one of the Add links to the top right of the list. To view full contact
details, select Export List to Excel.
55
Manage your registration list
When you open your exported registration list, you can see the same information you viewed on-screen,
plus your registrant’s ID number, address, phone and website (if registrant entered this information when
registering). This list will be a helpful marketing tool for your future use.
56
Part 6
Resources
57
Resources
1.
For questions about accessing the Microsoft Ready-to-Go site, using the Events tool or information about other
resources on the Microsoft Ready-to-Go Marketing site, please see our FAQ http://aka.ms/readytogo/faq via the
link on our homepage or contact the Microsoft Ready-to-Go Marketing Helpdesk at [email protected]
2.
For questions about Microsoft Community Connections (MCC) or using the MCC Events tool and resources, please
contact the MCC Helpdesk at [email protected]
3.
For general event-related materials please reference the Microsoft Ready-to-Go Marketing Event Marketing 101
Campaign
4.
Watch our Marketing Best Practices Events Video and reference additional event marketing guidance via our
Marketing Best Practices page http://aka.ms/readytogo/readytogo/mktgbp
5.
For questions regarding issues you have with logging onto MPN, creating a password, creating an account, please
visit the MPN Logon Issues Link: http://support.microsoft.com/kb/2913746 or call the MPN Access Issue line: (800)
642 7676 or (800) 892-5234 (TTY)
6.
If you need to update your profile information on file at MPN please visit
https://mspartner.microsoft.com/en/us/Pages/index.aspx then click on your name at the top right corner of the
page and select the Your Profile link. Visit http://partnersupport.microsoft.com/en-us/page/faq for more
information about updating your MPN profile. You can also access your MPN profile via a link on your profile page
on Microsoft Ready-to-Go Marketing.
58
Resources
6. If you need to create a logo using the logo builder tool on MPN, please visit
https://mspartner.microsoft.com/en/us/Pages/Sales%20and%20Marketing/logo.aspx. If you have problems using the
tool, please email [email protected] for additional assistance.
7. For questions about Lead Qualification, please contact Microsoft Lead Connector support at
[email protected]
8. If you need to edit/add your privacy statement, upload a logo or edit the company description that will appear on
your events registration page and automated event communications, please log onto the Microsoft Ready-to-Go
Marketing site select your name in the top ribbon, then select the My Profile button near the top of the screen. You
can also access this same location via Manage your events.
59