All posts by ctheall

Database File

How to Download and Read Your Database File

1. Under Excel Reports will be your Database file.
2a. If your report has not yet been set up you will see a button that says “Set Up” (See Status Report Setup)
2b. If your status reports have been set you will see a “View Button”
3. When you click the “View” button, your files screen will appear and will be prompted to name and save your report before viewing.
4. You can edit your report details by click the “Edit” Button (see Update Report Defaults)

Viewing your Downloaded Database File

1. Once downloaded and saved an excel file will show in your download folder.
2. Open the file to view the Database File.
3. The Database file is broken down into three tabs

Summary: The summary tab includes an overall breakdown of:

  • Show type counts; total amount charged; total amount paid
  • Count of all payments by type and total paid
  • Count of all products sold,price of point of product, and total charged
  • Count of all demographic question and answers

Date tab:Includes all information entered in during registration process

  • Creation Date: Creation date of registrant record
  • Modified Date: Modified date of registrant record
  • Batch: Represented by 0 (no) or 1 (yes) if this record has been put in a batch for later payment
  • History ID: Unique ID if registrant.
  • Address Template information: All information pulled from active address template (See Address Templates)
  • ShowType: The show type code of the Registrant
  • Transaction Details: All information pulled from transaction page, including amount paid, amount charged, and form of payment.
  • Demographic Information: All answered demographic questions per registrant.
  • Product information: All selected products per registrant.

Problem Records Tab: This tab will include any and all problem records that required special attention. You can search each attendee by the given information.

Excel Reports

Adding and editing your Excel Reports

1. Under Excel reports will be your current saved custom reports.
2. To add a new report click the Plus Icon () on the upper right of Excel reports
3. On the right hand side are fields to fill out in order to generate or save a new custom report

Selected Report

1. Enter the report name.
2. Click the Save Report button in order to save your custom report after selecting the below criteria.
3. Click the Generate Report button to generate your custom report, once you’re finished selecting all the needed information below.

Template Information

1.

Report Options

1. Select yes/no from the drop down to include records up to today’s date.
2. Select yes/no from the drop down to include only full paid records in the report.
3. Select yes/no from the drop down to include records that were created today.

Delivery Options

1. Enter in the comment box all the e-mails you wish to include on the report, separate e-mails with a comma (,)
2. From the Drop down select a time of delivery based on EST
3. Select the days the report should be distributed (Sunday-Saturday)

Excel Sheets to Include

1. Each report has its own properties. Each report can be included into one combined report by clicking the tab.
2. Once the desired report tab is clicked, select yes/no to include the report
3. Available reports include:

Reg Types Summary:

  • This report includes registration types by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares on event to another by days away from the Event Start Date.

Reg Type Details:Summarizes Registration Types by: Web/Pre-Registered, Onsite, Verified Count.
Reg Type Categories:

  • Summarizes the Registration Category(attendee, exhibitor) Types by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares one event to another by weeks away from the Event Start Date.

Reg Type By Week:

  • Summarizes the Registration Types By Week: by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares one event to another by days away from the Event Start Date.

Reg Type Category by Week:

  • Summarizes the Registration Category Types By Week: by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares one event to another by weeks away from the Event Start Date.

Product Summary:

  • Summarizes the Products: by count, total amount charged, total net paid.
  • If adding a comparison report: Compares one event to another by days away from the Event Start Date.

Product Details:

  • Select yes/no from the drop down to include transaction detail for specific products
  • Enter the products you wish to see in this breakdown with transaction details
  • Summarizes the Transactions received by Days out from Start of Event for the products specified.

Demographic Summary:

  • Summarizes the Demographic Responses by: Count
  • Compares one event to another by days away from the Event Start Date.

Transaction Details:

  • Summarizes the Transactions received by Days out from Start of Event.

Session Summary:

  • Summarizes the # of people that registered for a session.
  • Summarizes the # of people that attended a session.

Attendee Summary:

  • A list/email address of who went to what session.
  • The session they attended.
  • Their responses to follow-up demographic questions.

HML Leads by Attendee:

  • A list attendees and how many types their badge was scanned or swiped.

HML Leads by Customer:

  • A list companies and the # of leads they got.

Attendee Roster:

  • A list of attendees.

All Swipes Report:

  • A list of sessions and the registered attendees from each one
  • Attendee Demographic Data
  • Whether attendees pre-registered or signed up at the door
  • Whether pre-registered attendees showed up
  • A list of sessions and the attendees from each one

Session Detail Report:
Hotel Report:

  • A list of all attendees who singed up for a hotel
  • Check and Check Out Date of registrant
  • Payment information

Notes:

  • A list of all attendees with included notes pulled from internal use

Session Roster:

  • A list of all sessions and session information
  • Start and End times
  • Shows which attendees are signed up for each session

Demographic Roster:

  • A list of all demographic question
  • How each demographic question was answered by each registrant

Totals Report:

  • A list showing total registered for each reg type
  • Shows the total of each show type checking in by day

Events to Compare to

1. The list below feature all past event under your show profile.
2. Select multiple shows you wish to compare against your current registration data.
3. Click the Save Icon () in the upper right of Events to Compare To to save your selection

Visitor Analysis

To access Visitor Analysis:
1. Make sure to be in the Analytic Module and select Portfolio Reports from the “My Campaign” drop down
2. Then click “Outpost Reports”
3. Select Visitor Analysis.

Visitor Analysis

1. Under Visitor Analysis you will see three graphs.

  • Unique versus Total Visitors
  • Registered versus Total Visitors
  • Registered versus Unique Visitors

2. Click on the description to hide or show the featured information

Visitors Over Time

1. Under Visitors over Time you will see a graph charting all visitors over time.
2. The information includes:

  • Visits
  • Unique Visits
  • Registered Visits

3. Click the dscription to hide or show the given information

New Visitors over Time

1. Under Visitors over Time you will see a graph charting all visitors over time.
2. The information includes:

  • New Visitors
  • New Registered Visitors

3. Click the description to hide or show the given information

Call to Actions

Adding and Updating Call to Actions

1. Add a new Call to Action by clicking the add icon ()
2. A menu will appear to the right “Call to Action Details”

Call to Action Name: Enter the name of your call to action here.
Action Link: Enter the link that your Call to Action will be connected to.
Logged-In Action Link:
Action Link (Text for Link): The text entered here will appear on your Call to Action.
Logged-In Action Link (Text for Link):
Open in New Window (not Pop-Up): Select yes/no from the drop down if you want the link to open a new window when clicked.
HTML Block 1…3: Enter in HTML to style your Call To Action
Logged in HTML Block 1…3:Enter in HTML to style your Logged-in Call To Action
Attende Menu ID:
Attendee Menu Stage(Blank for Default):
Insert Registration in Call to Action Block:
Insert Registration in Call to Action Block only if not Logged In:

3. Click the Save icon () to save your changes

Search Assets

To Search for an Asset:

1. You can enter any information in the first field (Asset ID, Asset Title, Publish Date, etc) searching across all entered information.
2. You can enter information if you know specifically the Asset ID number, Asset Title, Publish Date, etc. By putting this information in their corresponding fields, it will make your search results more specific, but it may also make finding the Asset harder if you have any of the fields wrong.
3. After entering the information, you can click Search or Clear

Search Results:

1. Once you search, you will be shown the Assets that meet the search criteria
2. You can sort by Title and Date.

Individual Assets

1. Each Asset has its own box with its information

Title: Title of the Asset
Date:  The publish date of the Asset

2. You can do the following to each Attendee Record

View: Views the asset in the appropriate outpost.
Edit: Edit the current Asset
Delete: Delete the selected Asset

Editing an Asset

1. Find the Asset you wish to edit and click EDIT
2. You will be brought to a new page Asset Details

Asset Name: Name of the Asset
Detailed  Description: Detailed description of the Asset
Brief Description: Teaser description of the asset (about 150 characters)
Asset Image: Thumbnail image of the uploaded image
Upload Image: Use this field to upload an image for your asset.

1. click the select button to choose a file from your computer
2. Select the image you wish to use.
3. Click open
4. Click the Upload Now button.
5. your image will populate on the left.

Link: Place the link that you wish to have the uploaded image lead to.
Alternate Link:
Asset Type: Choose an what type of Asset this is.
Publish Date: Select the publish date of this Asset
Active Date: Select the Active date of this Asset
Expiration Date: Select the expiration date of this Asset
Login Required: Select yes/no from the drop down if a login is required for this Asset
Searchable: Select yes/no from the drop down if this Asset will be searchable
strong>Call To Action: Select from the drop down a Call to Action.
Display Call To Action at Video End: Select yes/no if you want to display the select “Call to Action”
Tags: Select the associated tags for this Asset
Categories:Select the associated Categories for this Asset

5. Click the Save Icon () to save your changes

Dashboard

Excel Reports

1. Under Excel Reports will be your Database, PricePoint and additional saved custom reports.
2. To add click a new report click the plus icon () on the upper right.(see Configure Reports)

Database Report: This is a total overall report of your show. The database report includes information of total money collected, reg counts, products sold, demographic counts, attendee information and problem records.
Price Point: This report includes all financial information;

Summary:summary of all money collected, due and refunded;
Transaction Roster:a transaction roster of every transaction made with date, amount and
Daily Payments A record of all payments made by day.
Price Point Totals A break down of all money spent for products and reg types
Over Under: Report that shows any records that owe or are due money.

Registration Breakdown

1. This is breakdown of all the reg types that your registrants have signed up for.
2. On the left is a graph of all the reg types
3. on the right is a small report listing each reg type and the number of attendees under each.
4. An excel report can exported by clicking the excel button in the top right of Registration Breakdown

Product Breakdown

1. This is breakdown of all the products that your registrants have signed up for.
2. On the left is a graph of all the products.
3. on the right is a small report listing each product and the count of how many have been purchased.
4. An excel report can exported by clicking the excel button in the top right of Product Breakdown

SourceCode Breakdown

1. This is breakdown of all source codes that your registrants have used.
2. On the left is a graph of all the source codes
3. on the right is a small report listing each source code and the number of each time its been used.
4. An excel report can exported by clicking the excel button in the top right of SourceCode Breakdown

General

Installing the Curation Tool

1. Click and drag the “Add to Outpost” button to your bookmarks.
2. Open the outpost from your bookmarks
3. An outpost editor will appear.

Title: This is the tittle of your new article
Categories: Select from the list of categories that your article will cover
Tags: Select from the list of created tags.
Comment: Enter in a brief description of the article

Campaign Details

1. Edit the boxes allow to match your curated article.

Campaign Name: The name of your Campaign
Campaign Description: The description of your campaign.
Base URL: The ULR of the main page of your outpost
Player URL: URL of your player page
Display as Pop-Up: Select yes or no if you want the Player to be a Pop-Up
Bookmarklet Thumb URL: A preview of the thumbnail image.
Upload Image: Upload a new image by clicking the select button; choose your file and click the upload button.

2. Click the save icon () in the upper right of the Campaign Details box

Manage Imports

Manage Your Imports

1. Add a new import by clicking on the plus icon to the right ()
2. A menu will drop down with the title “New Import”
3. Several import file templates can be downloaded by click the links on the right

Exhibiting Company / Contact / Booth Personnel Combo Import Layout
Exhibitor Records With Companies Already Registered
Exhibitor Imports Layout
General Imports Layout
Source Code Imports Layout
Gcm MemberShip Layout
Authorize.Net Import Layout

4. Once the appropriate template is chosen and completed it must be saved as a tab delimited file
5. On the right hand side there will be a drop down of the list above. Select from the dropdown the option that matches your import.
6. Select an email address for a notification to be sent to that the email has been completed.
7. Select the file you wish to import.
8. Click the save icon () the upper right to begin the import.

Import Management

1. Here you will see the status of any import created

Customize your Export Layout

Adding a New Field

1. Click the add icon () to begin editing your export layout.
2. An Export Column menu will appear above.
3. Choose a numaric value for a the column section
4. Choose a field from the drop down

A list will be pre-populated with a default export layout.
Show_Reg.CreationDate: The creation date of a record
Show_Reg.ModifiedDate: The date the record was last modified
Show_Reg.Batch:
Show_Reg.History_Id: The unique ID each record has
Attendee.Firstname: The record’s first name
Attendee.Lastname: The record’s last name
Attendee.MiddleInt: The record’ middle initial (if applicable)
Attendee.Nickname: The record’s nick name (if applicable)
Attendee.Prefix: The record’s prefix (Mr, Mrs, Ms)
Attendee.suffix: the record’s suffix (Dr, PhD, MD, etc)
Attendee.Title: The record’s title
Attendee.Company: The record’s company
Attendee.Street1: the first street address
Attendee.Street2: The second street address (usually a suit number)
Attendee.Street3:
Attendee.City: The record’s city
Attendee.State: The record’s state
Attendee.Zip: The record’s zipcode
Attendee.Country: The record’s country
Attendee.Telephone: The record’s telephone
Attendee.Fax: The record’s fax number
Attendee.Email: The record’s Email address
Show_Reg.Showtype: The record’s showtype
Show_Reg.SourceCode: The record’s Source Code
Show_Reg.AmountPaid: The amount paid by the record
Show_Reg.AmountCharged:The amount charged by the record
Show_Reg.Verified: Wether or not the record has been printed (marked by 1:yes/0:no)
Show_Reg.Notes:
Show_reg.Extra1….Show_reg.Extra12: populated by any extra field that was used.

5. Enter in the header text you wish to see on the report
6. Click save icon() in upper right of Status Report menu
7. Click the Trash icon() next to each entry to delete an existing entry.
8. Click the Edit icon() next to each entry to edit an existing entry.

Status Report Setup

Adding a New Status Report

1. Click the add icon () to begin creating new Status Report.
2. A Status Report Menu will appear
3. Choose from the Process Name Dropdown

Billing Report: Turns on Database file
Client Val Log:
Val Log: Validates registrant information and shows problem records
Encode Report:
ExStat:
ExDetail:
Paper Confirmations:
PaymStat:
Price Point: Turns on PricePoint report
PrintFiles:
ProdStat:
Unbalanced Log:

4. Enter Email that should recieve emailed report.
5. Click save icon() in upper right of Status Report menu
6. To edit current status report click edit icon().