Account & Event Set-up

Getting Started

Platform setup: navigation, support resources, and required graphic assets for events

6 articles

Registration & Ticketing

Step 1 - Setting Up Event Registration

Registration setup: categories, tickets, structure, and payment configuration

5 articles

Step 2 - Collecting Custom Information During Registration

Registration data: default fields, custom forms, and registrant vs ticket holder info

4 articles

Step 3 - Customizing Registration Email Communications

Registration emails: customize confirmations, reminders, receipts, and invite lists

5 articles

Step 4 - Testing Your Event Registration as an Event Admin

Registration access: website setup, registrant testing, and viewing order details

3 articles

Step 5 - Managing Registrations & Financial Transactions

Registration management: editing orders, payments, refunds, tickets, and promo codes

10 articles

Step 6 - Analyzing Registration & Ticketing Data Reports

Registration reporting: download registrant, ticket, payment, and transaction data

2 articles

Event Website

Event Website

Event Website setup: settings, design, pages, sections, customization, and navigation

7 articles

Event App

Step 1 - Accessing and Viewing the Event App

Event App access and setup: attendee and admin login plus dashboard settings

3 articles

Step 2 - Customizing the Design of the Event App

Event App branding: customize images, logos, and color schemes

1 article

Step 3 - Displaying Content & Managing Functionality for the Event App

Event App features: custom pages, schedule, exhibitors, messaging, maps, and widgets

12 articles

Step 4 - Inviting Attendees to the Event App

Attendee management: importing attendees, sending app invites, and login support

3 articles

Step 5 - Sending and Scheduling Push Notifications in the Event App

Event App notifications: send push messages to attendees

1 article

Step 6 - Adding Sponsorships to your Mobile App

Event App sponsors: add and display sponsor information

2 articles

Step 7 - Troubleshooting the Mobile App

Event App troubleshooting: login issues, admin access, and update sync problems

3 articles

Virtual Event

Step 1 - Accessing and Viewing the Virtual Portal

Virtual Portal access: admin login, settings, and admin vs attendee view differences

3 articles

Step 2 - Customizing the Design of the Virtual Portal

Virtual Portal customization: booth access restrictions and branding setup

2 articles

Step 3 - Displaying Content on the Virtual Portal

Virtual Portal features: sessions, messaging, exhibitors, announcements, and speakers

6 articles

Step 4 - Setting up Session Streaming in the Event Dashboard

Virtual sessions: streaming setup, Zoom integration, attendance tracking, and content

10 articles

Step 5 - Inviting Attendees to the Virtual Portal

Virtual event invitations: send attendee access to your virtual event

1 article

Step 6 - Sending Push Notifications to the Virtual Portal

Virtual Portal notifications: send push messages to attendees

1 article

Step 7 - Adding Sponsorships to the Virtual Portal

Virtual Portal sponsors: add and display sponsor information

2 articles

Step 8 - Troubleshooting the Virtual Portal

Virtual Portal troubleshooting: login errors and slow loading or timeout issues

2 articles

Event Portal

Event Portal

Event Portal: custom pages, speaker invites, and exhibitor/sponsor management

6 articles

Sponsor & Exhibitors

Exhibitor Application

Exhibitor application: setup, booths, floor plans, and products

8 articles

Exhibitor Management

Exhibitor management: upload exhibitor data and send portal access invitations

1 article

Sponsor Application

Sponsor application: setup, products, contract emails, testing, and approvals

5 articles

Sponsor Management

Sponsor management: upload sponsor data, send portal access, and edit settings

1 article

Communications

Communications

Event communications: email templates, announcements, automation, and tracking

9 articles

Proposals

Step 1 - Creating a Call for Proposals

Call for proposals: create abstracts, collect custom data, and edit email templates

3 articles

Step 2 - Editing the Submission Portal

Submission Portal overview: understanding the purpose and functionality

1 article

Step 3 - Testing and Opening your Call

Call review process: testing submissions and reviewing proposal responses

2 articles

Step 4 - Setting Up the Review Process

Proposal review: add reviewers, create forms, assign submissions, and track responses

6 articles

Step 5 - Downloading Call for Proposal Data Reports

Proposal reporting: download submission and reviewer data as reports

2 articles

Step 6 - Updating, Accepting, and Denying Proposals

Proposal decisions: accept, deny, update submissions, and customize email templates

4 articles

Sessions

Set Up Process

Session setup: create sessions, formats, tracks, locations, and learning objectives

10 articles

Moderation Tools available for Sessions

Session features: access control, Q&A, polls, files, and response data downloads

5 articles

Using Third Party Options for Session Streaming

Session accessibility: live captioning, translation, closed captions, and engagement

3 articles

Using Session Check-In for your Event

Session check-in: methods, requirements, onsite, and manual options

5 articles

Using CE Credits with Session Check-ins

CE credits: setup, awarding, certificate customization, and reporting

4 articles

Setting up Session Registrations for your Event

Session registration: schedule selection, portal access, data downloads, and assignme

6 articles

Advanced Concepts

Event Architecture & Configuration

Advanced features: magic links, payments, streaming, multi-language, maps, and webhoo

16 articles

Analytics, Reporting & Data Visualization

Analytics and reporting: custom reports, automation, SmartSight, and visualization

6 articles

Integrations & Identity Providers

Integrations: Salesforce, SSO, payment processors, CRMs, and third-party platforms

15 articles

Payments & Domains

Third-party setup: Bambora payment processing and GoDaddy domain configuration

2 articles

Custom Forms & Attendee Data Collection

Custom forms: create, assign, conditional logic, file uploads, and question types

6 articles

Accounts & Billing

Accounts & Billing Information

Account management: billing, modules, payment setup, support, and read-only mode

12 articles