Category Archives: Registration Management

Exhibitor Web Setup

Setting up your Exhibitor Web

1. To set up exhibitor web, you will need to go through the tabs under this section to choose how you would like your exhibitors’ registration pages to appear and function
2. Just above the tabs is a link entitled “click here to open the exhibitor web site”. You can use this link to reach the exhibitors’ login landing page.

General Tab

1. Each option in this tab allows you to configure how your exhibitors’ registration page will look

Contact Address Template:

  • You can choose between the different registration address templates set up for your campaign.
  • If you do not have any templates available or would like to set up a new one, please go to the “show information” tab in the platform, and select the sub-category “address templates”.

Email Password Template:

  • You can choose between the different email templates set up for your campaign. The email password template that you select should be one which provides your exhibitors with their login information.
  • If you do not have an email template set up which contains the exhibitors’ username and password, please go to the “communications” tab in the platform, and select the sub-category “email templates” to create a new email.

Address Widget:

  • Please select an address widget which works well for you. The available widgets have a short description of how each one will appear.
  • If you are not sure which widget you would prefer, please use the landing page link at the top of the page to log in as the exhibitor to see how it looks.

Product Widget:

  • Please select a product page widget which works well for you. The available widgets have a short description of how each one will appear.
  • If you are not sure which widget you would prefer, please use the landing page link at the top of the page to log in as the exhibitor to see how it looks.

Allow Contact Editing:

  • This allows your exhibitors to be able to edit the contact information listed on their booth contact.

Lead Retrieval Sc_Id:

  • This is a field that links your event to our lead retrieval ordering system. It will ensure that all exhibitor contacts are uploaded from your event to our lead retrieval database.
  • This field should not be edited unless you have access to the lead retrieval campaigns. For further assistance on this, please contact our customer service.

Allotment Tabs

1. Each of these additional tabs allows you to set up a registration type for your exhibitors to sign up as. There is a total of up to 5 registration types that can be entered

Use Allotment:

  • This simply allows you to either turn on or off the allotment you are interested in. For instance, if you have only one exhibitor registration type, then the first allotment should be turned on, and all remaining allotment tabs turned off.

Reg Type:

  • This allows you to choose the registration type which will be associated with the allotment you are in.

Label/Description:

  • This is a description of the registration type that you would like to be displayed.

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().

Attendee Register Application

Editing your Default Menu Flow

1. Adding stages to your “Default Registration Flow” by clicking the add icon ()
2. A menu will appear above “Menu Flow Details”

Stage Number This number is auto populated in where this stage will fall in the registration flow
Stage Name The name of the particular stage

Available Stage Names:

Menu
Address
Products
Session
Transactions
Final
ReferAfriend
Guest
Agenda

Use HTML Page Select from the drop down to use the matching HTML page
HTML Page to Display Choose from the drop down of your available HTML pages.
Product StageChoose if this stage is your product stage from the drop down
Guest Stage Select yes/no from the drop down if this stage is a guest stage
Optional Session Stage Select from the drop down if this stage can be skipped.
Hotel Stage Select from the drop down if this stage will be used as hotel selection

3. Click save in the upper right hand corner
4. To edit your existing “Default Registration Flow” click the edit icon ()
5. A menu will appear above. Please see above instructions
6. To delete a stage click on the trash icon ()

Editing your Current Menu

1. To add a new menu group name click the plus icon ()
2. a Menu will expand

Group Name
Welcome text
Footer Text
Header Text
Header File
Footer File
Step 1 Logo
Step 1 Text

Step 5 Logo
Step 5 Text

3. Click the save icon ()
4. Expand the current menu group to and click “New Menu Option”
5. On the right under menu details you can begin entering the menu details

Menu Details

Menu Name
Menu Reg Types
Address Template

Webcast Setting

Producer (PRD)
Slide Group
Live Embed

Advanced settings

Cancelled Reg Type
Guest Reg Type
Guest Address Template
Include Member Lookup Functionality:
Include Refer A Friend Functionality:
Menu Url (Closed Page)
EmbedLink

Menu Flow

1.To edit menu flow click on the Edit Icon ()
2. A Menu Flow Details will appear above.

6. Click the save icon () in the upper right of “Menu Details”

Stage Overrides

1. To add a “Stage Override”click the plus icon() on the right
2. The Menu Override Details will populate above

Stage for Override
Key Field
Key Value
HMTL File
Override Optional Session Stage:

3. Click the Save Icon () in the upper right of “Menu Override Details”
4. To Edit Override click on the edit icon() under Stage Overrides

Attendee Buttons

1. To add an Attendee Button click the plus icon on “Attendee Buttons” ()
2. A “Button Details” Menu will appear above.

Button Name
Button Text
Css Class
On Mouse Out
On Mouse Over

3. Click save in the upper right of “Button Details”
4. To Edit Button click on the edit icon ()

Product Category Maintenance

Add/Update a Product Category

1. Click the plus icon () in Current Categories to add a new Product Category

Category List: The Name of the Category list
Value: Title of the first entry
Sort Order: sort by alpha numeric
Background Color: Select a color from the drop down to change he background color.

2. Click the save icon () in the upper right to save any changes
3. You newly added product will appear on the right in Category Details For:
4. To add new category click the plus icon ().
5. A menu will appear above with the field listed above.
6 Click the save icon () to save your entry

Session Maintenance

Current Sessions & Speakers

1. Click Sessions tab to see all current sessions
2. Add a new Session on the right under Session Details

Session Code: The unique ID of the session
Location: The location of the session
Product Limit: Set a numeric value to limit registrations for this session
Start Time: The start time of this session (MM/DD/YYYY 00:00 AM/PM)
End Time: The end time of this session (MM/DD/YYYY 00:00 AM/PM)
Duration: Length of the session
Session Status: Select the from the drop down the session status.

  • Not Selected
  • Pending
  • Under Review
  • Approved
  • Rejected

Session Type: Check the box if this is a Session Type
Proposal: Check the box if this a proposal
Approved Session: Check the box if this an approved session
Agenda Builder Item:
Brief Description/Title: Enter the Name of the session
Detail Description:
Learning Objective:
Topic:
Focus:
Level:

3. Click the Tab Session Demographics to see the demographics being pulled for these sessions
4. Click the Speakers tab to Manually add a new Speaker
5. Click the save icon ()in the upper right of Session Details to save your changes.
6 Under Current Sessions & Speakers click the tab to see a full list of all the speakers registered.

Agenda Builder Maintenance

General

1. Click the General Tab to complete the information

Default Product Group ID: Product group used if non assigned.
Category 1 Label…Category 4 Label:
Close File (html): Html file used to signify your event closed
Header File (html): Html file used top of the page.
Footer File (html): Html file use to complete the bottom of the page

2. Click the save icon () to save your edits

Options

1. Click the Options Tab to complete the information

Allow for New Attendee: Allows for new attendee registration
Show Speaker Column: Select yes/no to show speaker column
Show Speaker in Popup: Select yes/no to show speaker in popup
Send Email: Select yes/no if you wish to send email

2. Click the save icon () to save your edits

Text Instructions

1. Click the Text Intructions Tab to complete the information

Welcome Text:  Enter text here to be seen on the Welcome page.
Index Header Text: Enter text here to be seen in the Index Header.
Index Footer Text: Enter text here to be seen in the footer of the Index
Schedule Information: Enter text for the Schedule instructions.

2. Click the save icon () to save your edits

Session Management Maintenance

General

1. Click on General Tab to complete information

Speaker Admin Email Address: The Speaker’s email
Header File: Header Html file.
Speaker Admin Name: Speaker name that will show on emails.
Footer File: Footer Html file.
HTML Close File: Html Close file when conference has completed.

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

Login

1. Click on Login Tab to complete information

Enable New Speaker Link: Allows speaker to creak a record
Login Welcome Text: Welcome text on main page
Login Instructional: Instructions to be entered for reg.

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

Landing Page

1. Click on Landing Page Tab to complete information

Update Edit Contact Info: Select yes/no from the drop down to allow contact information editing.
Update Edit Biographic Information: Select yes/no from the drop down to allow editing of Biographic information.
Update Edit Proposals: Select yes/no from the drop down to allow proposal editing
Update AV Requirements: Select yes/no from the drop down to allow editing of AV Requirements
Enable Release Agreement Link: Select yes/no from the drop down to allow Release Agreement link to be activated
Enable Session Roster Dropdown: Select yes/no from the drop down
Enable Upload Photo Link: Select yes/no from the drop down to allow a record to upload a photo.
Speaker Landing Page Help Msg: Enter in message to help Speaker registration assistance
Speaker Landing Page Footer: Enter text here that will be seen at bottom of landing page.

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

Contact Information

1. Click on Contact Information Tab to complete information

Speaker Address Screen: Select from the drop down an “Address Template”l
Contact Information Instructional Text: Enter in instruction for the Contact Record

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

Biographic Information

1. Click on Biographic Tab to complete information

Include Resume Option: Select yes/no from the drop down to allow Resume Option.
Make Biography Required: Select yes/no from the drop down if a biography is required.
Enable Default Biography Link: Select yes/no from the drop down to enable default Biography link.
Text for Default Biography Link: Enter text for the Default Biography Link.
Make Resume Required: Select yes/no from the drop down if a resume upload is required.
Make Credentials Required: Select yes/no from the drop down if record credentials are required.
Bio Page Instructional Text: Enter text for Bio Page Instructional Text
Bio Header Text: Enter text to be seen in the header of the Bio page.
Resume Header Text:Enter text to be seen in the header of the Resume page
Sample Speaker Bio: Enter text for the Sample Speaker Bio.

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

Proposal Setup

1. Click on Proposal Tab to complete information

General

Display Learning Objective: Select yes/no from the drop down to Display learning Objective.
Allow New Proposals: Select yes/no from the drop down to allow new proposals.
Display Duration Drop Down: Select yes/no from the drop down to display duration of proposal.
Presentation Instructional Text: Enter text for Presentation directions.
Title Text: Enter text for the Title text.
File to Upload header: Choose the file to show the header
Presenter Address Screen:Select an Address Template from the drop down

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

Proposal Text

Proposal Description Header Text: Enter text here to add a Proposal Description in the Header.
Proposal Description Footer Text: Enter text here to add a Proposal Description to the Footer.

Learning Objective Text

Learning Objective Header Text: Enter text here to add a Learning Objective the Header.
Learning Objective Footer Text: Enter text here to add a Learning Objective to the Footer.

Track Information

Display Categories:: Select yes/no from the drop down to display track categories.
Track Header.. Track 3 Header: Enter text here to add a header to the track page.
Track Footer: Enter text here to add a footer to the Track page.

Co-Presenter Information

Number of Co-Presenters: Select from the drop down the number of Co-Presenters there will be.
Co-Presenter Header Text:Enter text to be placed in the Co-Presenter header.
Co-Presenter Footer Text: Enter text here to be placed in the Co-Presenter footer.

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

A/V Information

1. Click on A/V information Tab to complete information

Enable Default AV Requirement Link: Select from yes/no from the drop down to enable the Default A/V requirements link.
AV Instructional Text: Enter text here to add instructions for A/V.
Default AV Requirements:Enter text here for the Default A/V requirements.

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

Import Source Codes

Coming Soon

Setup your File Layout

1. To set up your source code import file in an excel spread sheet.
2. Label each row with the corresponding header.
3. Save the excel file as “Tab-Delimited” file.
4 Select from the dropdowns the available options to match each column of your file.

(See Source Codes)
Skip:
Catalog:
Description:
Internal Only:
Product Group:
Quanity Mailed:
Rate Code:
Show Type:
Sort Order:
Source Code:
Source Code Check Length:
Use Limits (1= Yes/ 0= No):

5. One all headers are properly chosen click the select button to choose your ‘Tab-Delimited’ File to import.
6. Click ‘Upload and Import Now’