Service Listing 2 - Registration

Service Activities

While each Service Activity is strongly recommended, some become optional as the Customer's prior use and experience grows.  The Service Activities below are listed in a typical completion order, but the order may differ by implementation.  An inaugural implementation typically requires 3-4 weeks; the duration of a subsequent implementation is typically 2-3 weeks.  A rushed implementation schedule may be feasible but might incur additional costs.

The following Cadmium provided Service Activities are included with each Registration module (EdgeReg) implementation:

1. Kickoff call
2. Customer account configuration within the Registration module
3. Initial configuration
4. Software training
5. Training for Discounts, Promo Codes, and Coupons
6. Revenue Codes for Financial Reporting
7. Registration form revisions and Quality Checks
8. Badges

Services not listed are outside the scope of this agreement.

Important Note:

• Custom styling using HTML and CSS is feasible but are exclusively the responsibility of the Customer and services to edit or update styling are outside the scope of this agreement.

Service Activity Descriptions

Activity 1: Kickoff Call

This optional and highly recommended virtual meeting serves as the formal start of the project.  The meeting will be scheduled upon request by the Customer and typically lasts approximately 60 minutes.  During this meeting, Cadmium will:

• Review the roles and responsibilities of the project team for Cadmium and Customer Point of Contact.
• Review implementation requirements and Registration Module (EdgeReg) Setup document.
• Establish critical milestones and target dates.

Activity 2: Customer Account Configuration

This activity is to create administrative accounts within the Registration module which can be used for accessing the Cadmium platform.  Cadmium will establish the administrative accounts and will share those account credentials with the Customer.

Activity 3: Initial Configuration

This activity provides Customer with an initial configuration from which they can further customize to accommodate their unique business use case.

• The Customer will provide details about business use case to Cadmium, using a provided submission form.
• Cadmium will implement registration paths that are best-suited for the use-case requirements.
• The Customer is responsible for reviewing and fully testing the configuration, including all registration paths and payment methods.
• The Customer is responsible for establishing pricing and configuring merchant payment processing details, including the required merchant credentials.
• Cadmium Pay is the recommended payment processor.  Alternative third-party payment processors include Authorize.net, Clover Blue Pay, Cybersource, PayPal Payflow, Stripe, and Braintree.

Activity 4: Software Training

Cadmium will train the Customer Point of Contact (POC) on how to use the software to support the Customer's use case.   A typical implementation requires 2-3 training calls, with additional training available for complex use cases or extenuating circumstances.  It is Cadmium's goal to enable a Customer to use the software independently.  Training materials including tutorial clips and written instructions will be provided as needed.  Training sessions are scheduled upon request by Customer, conducted virtually, recorded upon request, and tailored to a Customer's specific needs which may include discussion about Customer's use case requirements or review of specific module features and functionality.  The Customer is encouraged to make configuration changes as needed; Cadmium's guidance will be provided upon request.

Activity 5: Advanced Training Topics

Training and extra support time may be needed for the usage of advanced features.  Upon request from the Customer, Cadmium will conduct a training session to cover the concepts and discuss how it could be utilized for Customer's specific use case.  The training topics include:

• When to use discount or coupon codes.
• How to create discount/coupon codes.
• Applying advanced discount code settings.
• Generating reports on discount/coupon codes.
• Jumbo packages
• Advanced Membership Mapping – Provisioned

Activity 6: Revenue Codes for Financial Reporting

This optional activity allows for Cadmium to provide additional training on the following topics:

• Creation of revenue financial sections
• Reporting on revenue financial code sections

Activity 7: Registration Form Revisions and Quality Checks

This activity provides an opportunity for final adjustments to be made to the registration form as needed.

• To ensure business requirements are met, Cadmium will complete up to three (3) rounds of form revisions.
• For each round of revisions, the Customer is responsible for carefully reviewing the current configuration and providing a list of requested changes.
• Cadmium will make the requested changes within five (5) business days of receiving a change request.
• Following each round of revisions, Cadmium will conduct a quality check to fully review the registration form's functionality.  Further clarification about the business use case from the Customer may be required.

Activity 8: Badges

This optional activity describes support for production of badges for attendees.  There are two types of badges that can be produced.  Both are described below. 

Basic Badges: Collected registration data can be used in printing individual attendee badges using a laser printer, one badge per attendee, typically 4"x3" and single-sided.  Badges are generated as a .pdf document which can be printed using any laser printer or inkjet printer prior to or during an event.

On-demand Badges: Collected registration data is output in a customized format for attendees using a thermal printer (Zebra badge printer) during an event.  Badge templates can be designed as either 4"x3" and 4"x6" badges which can be single or double-sided.

Cadmium responsibilities include:

• Providing the Customer with learning materials and providing guidance upon request.
• Facilitating the creation of a Cadmium Onsite admin user account (applies to On-demand Badges option only).

Customer responsibilities include:

• Designing a customizable badge layout
• Reviewing and fully testing the badge configuration
• Ordering equipment and badge stock as needed.
• Sending a 'Know Before You Go' email to all attendees prior to an event that includes a QR code for check-in (applies to On-demand badge option only).

Optional Items

The following optional services and add-ons are not required to use the Cadmium product platform.  The Customer may decide to use these optional services packages based on complexity of use case, experience within the module, and resource planning.  Each item is quoted separately.  Contact your Account Manager for further details and pricing.

On-demand Badges - Onsite Setup and Technical Support

This activity provides hands-on assistance during a live event to support On-demand Badges.  This activity does not include supporting registration, other Cadmium provided software, or other 3rd party devices, software, networks, or systems.  The fulfillment of this service is subject to the availability of Cadmium resources and must be ordered at least two (2) weeks in advance.  Each hired support provider will provide up to ten (10) hours of onsite support per day, which includes travel time.  At least two (2) 30-minute breaks per day are required.

Responsibilities of the Cadmium, on-site support person(s) include:

• Setting up, testing, and monitoring badging software and equipment.
• Restocking printers with badge stock.
• Troubleshooting and escalating any technical issues related to the Cadmium badging software.
• Serve as liaison to third-party equipment vendor to troubleshoot faulty or malfunctioning equipment, on the Customer's behalf.

Customer responsibilities include:

• Managing all aspects of registration
• Designing and coordinating the setup of the registration area
• Determining needs and quantities for all registration items including but not limited to:
• Badging equipment
• Printer supplies (ink, badge stock)
• Registration supplies such as laptops, lanyards, and lanyard stands
• Registration furniture, signage, power, and internet

Cadmium Pay

Cadmium Pay is Cadmium's proprietary payment processor which allows for streamlined setup and management of payment transactions.  Applications are submitted online and may take up to two (2) business days for processing before payments can be accepted.

Customer's responsibilities include:

• Designating a single administrative user to serve as end-user POC
• Fully controlling and managing transactions within payment processor
• Managing administrative user access

Cadmium's responsibilities include:

• Directing the Customer to learning materials and guidance upon request
• Establishing access for the designated customer administrative user