If you can't make a live webinar, check out a recording of a past session! While we won't be there to answer questions as you go, you can contact us for assistance.
Email in Elite
Managing communications effectively with your clients is key to an efficient business. By sending and logging emails in Momentus Elite, your team can see the latest as well as the past history of communications, right in your CRM and on the event.
In this webinar we cover the core email functionality in Elite, including sending ad-hoc emails, the rich text editor, merge fields, the email log, and building email templates.
Ensuring Optimal Performance: Your Annual Elite Check-Up
When you launched your Momentus Elite account you took care to build out your System Admin area with the best information. But over time your venue's needs, practices, and team members may have — and most likely will have — changed. In order to ensure that you are capturing the event data you need to capture and that your event data is secure, we recommend auditing your account on an annual or bi-annual basis. In this webinar, we’ll walk you through areas to audit and questions to ask.
Get the Most From Your CRM
Have you been struggling to update your CRM? Are you wondering how you can maximize its use in Momentus Elite? Look no further! In this webinar you will learn our best practices, how to clean and manage your data, and redefine your use of Elite's CRM with our newest feature enhancement: Emails.
The Shift: Arena and Stadium Event Document Alternative
Learn how you can incorporate your current Game Day Operations, Event Logistics, and/or Show Sheet documents into Momentus Elite without losing momentum and efficiency. In this session you'll learn how you can maximize visibility and communications while keeping your current documentation and workflows in place.
Post-Show Reports - Not Just for Performances!
Post-show reports were designed to report ticket sales, revenue, and capture event notes for performances. But those same features can allow you to create post-event reports for non-performance events. In this webinar you'll learn what you can include in post-event reports, how to set them up, and how to create and distribute them.
Using DocuSign with Momentus Elite
Everyone needs a client signature on a document - connecting DocuSign to your Elite account allows you to collect those signatures efficiently. In this webinar we'll walk you through the documents you can send to DocuSign, how to send them, share some DocuSign tips and tricks, and show where those signed documents will be returned to in Elite.
Edit All the Things: Booked Spaces Edition
In recent updates we've added several new ways to edit events and booked spaces: the series event mass editor, the series edit spaces slider, and the manage day slider, all in addition to the functionality we already had! Join us for a roundtable discussion of all this functionality and how it would be used in different venue types and with different event types so you can choose the best path for what you do.
Staff Assignments and Contact Roles
Every venue has key personnel for each event, such as the sales manager, event coordinator, manager on duty, etc. These people are employees or third-party contractors and are working on behalf of the venue. There are also key contacts which you have with your client: billing contact, on-site contact, signatory, etc. These are your clients or people working on behalf of your clients. In this 20-minute webinar, we show you how to track everyone via event and function staff assignments and contact roles.
Financials in Momentus Elite
Financials Overview In Momentus Elite you are able to track financials for an event from estimating revenue at the beginning of the sales process through to when revenue is realized and the event is paid in full. In this 30-minute webinar, we take a high-level look at how financials work in Elite. |
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Tracking Revenue In this 30-minute webinar we dig deep into how to track and report on revenue estimates and actuals in Elite. We discuss revenue streams vs GL codes, adding estimates to events, how expenses and revenue are calculated, take a look at reports and dashboards, and more! |
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Accounts Receivable This one-hour webinar is all about accounts receivables: invoicing for deposits and charges, recording and allocating payments, creating account credits, and refunding overpayments. |
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Momentus Elite + Tessitura Integration
We’ve united the best features of Momentus Elite and Tessitura to reduce friction between sales and box office teams, improve communication, and simplify data entry. See the recording below for a demo.
Using Event Adjustments
In this in-depth webinar we will walk you through not only creating and utilizing event adjustments, but also the scenarios when you would use this feature instead of discounts, re-issuing an invoice, etc. We'll also share a checklist to make sure you have all the pieces in place before you create your first adjustment.
Saved Views: Seeing Your Information Your Way
On many of our pages, you are able to customize the information which displays and also how it displays. In this webinar we’ll show you the mechanics of creating and sharing saved views and discuss how saved views work. We’ll also show you examples of how to use saved views to create mini-reports, and discuss strategies to help everyone in your organization have easy access to the information they need.