New onboarding flow

The simple steps for creating a Planned account.

We have a new onboarding flow! All new users will go through a new onboarding flow: a few screens that ask some questions to make their first experience of the platform smoother.

We prompt users to create an event right away (even if it’s a test event!) so that they can explore Planned’s features as best possible. We’re also introducing our new referral program in this flow: inviting colleagues will earn you a $25 Amazon gift card!

A new look for the marketplace

The new navigation bar in the Planned marketplace.

The marketplace has a new look!

We’ve combined the categories into one menu, with examples of supplier types under each, to make easier to browse. 

We’ve also adjusted the cards to represent the information better so it’s easier to know which suppliers you want to click into!

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2 min read 3 months ago

Our newest feature: RFP

Our newest feature: RFPPlanned is always finding new ways to make event planning more efficient. Recently, this involved building out an in-app Request For Proposal (RFP) feature. A Request For Proposal allows Planned clients to create event briefs with all their upcoming event information, and send it to multiple suppliers at once! The value of an RFP As Planned was building this out, we were keeping in mind the three value propositions that the RFP feature should encompass. Saving time and money This feature allows users to quickly showcase their upcoming event needs to multiple event suppliers in a matter of minutes. It’s an easy way to save time and money, by not having to reach out to each supplier individually. Compare multiple quotes An RFP allows the user to more easily compare quotes that are built out to meet their event needs. Suppliers can build out quotes to match the request so the user can share that internally before coming to a decision. This also promotes money saving by being able to get a quote within your budget! Source the best fit This feature is built to promote sourcing the best event suppliers for all events. Rather than choosing just a few suppliers to save time, users can now expand their reach quicker and make sure that they’re choosing the right supplier every time. Building out an RFP in Planned. There are 4 easy steps to filling out an RFP on Planned. Simply input your event details, add the services you are looking for, and any overnight accommodation that is needed, and click all the suppliers you want to share the RFP with. It’s really that simple! You’ll receive email notifications as soon as suppliers respond, and you’ll be able to start direct conversations with ones that you liked, or have more questions for. In a matter of seconds you can contact multiple suppliers at once. If you’re interested in learning more about this feature, please RSVP for our upcoming LinkedIn Live Demo to see this feature live with part of the Planned team: here.

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