Configure which profile fields are available for users to edit and which fields display on public attendee profiles. System defaults, registration questions, and user-defined fields (UDFs) are all available as profile display and edit options. What Are Profile Edit and Display Settings? Profile Edit Setup controls which fields users can edit in their profiles and […]
Profile fields are important because it’s what determines what is available when you set up engagement and profile matching (based on a simple algorithm). 1. Click ‘Profile Setup’ on the Event Settings Panel. -’Profile Edit Setup’ is what the attendee sees in the virtual event environment under their profile that they can edit themselves. -’Profile […]
1. Click ‘Event Settings’ on the Event Settings Panel. 2. Under ‘Settings’ fill out the following: -Title* -Owner (whoever created it will be listed as the owner by default) -Login Method (determine how attendees login to your event) A. When selecting the login method email and password, be sure to include password creation in your […]
1. Click ‘Event Settings’ on the Event Settings Panel. 1. Click ‘Event Settings’ on the Event Settings Panel. 2. Click the ‘Dates’ tab *Admins should always set event dates. 8. Set the following: -Live Dates -On-Demand Dates -Registration Dates -Data Portal Dates -Preview Period (For setting up a testing period before your event goes live. […]
Authorized admins can access and edit backend event configuration. After adding account admins, visit your event's "Event Settings" panel and follow the steps below to assign event admins. 1. Click ‘Event Settings’ on the Event Settings Panel. 2. Click the ‘Authorized Administrators’ tab *Select which account admins have access to edit this event. Until access is […]
1. Click ‘Event Settings’ on the Event Settings Panel, then the ‘Settings’ tab. 2. Under ‘Settings’ fill out the following: -Title* -Owner (whoever created the event will be listed as the owner by default) -Login Method (determine how attendees login to your event) A. When selecting the login method email and password, be sure to […]
Once in the Account level, you can take the following steps to add a new event. 1. Click ‘Events’ on the Event Settings Panel. 2. Click to ‘Add New’ and fill out the following: -Event Title* -Live Date* -Time Zone (default time zone for the event) -Select ‘Copy From An Event Structure’ or ‘Copy From […]
1. Click the 'Navigation’ on Event Settings Panel, then scroll down to ‘Icon Menu Items’ 2. Click ‘New Icon Menu Item’ 3. Fill out the following: ‘Title,*’ ‘Link Destination,*’ ‘Link Target,*’ ‘Menu Graphic,’ ‘Icon,’ and ‘Color’ -Title*: Required -Link Destination*: Required (where the icon will navigate to) -Link Target*: Required -Menu Graphic: Select your graphic […]
1. Click ‘Edit’ on a menu item (main menu, sub menu, etc.) 2. Click the 'Advanced Options’ dropdown a. From here, you will be able to change the tool tip label (auto defaults to Title* of menu item), display order (order in which it displays), restrict who sees the menu item by user type or […]
Editing/deleting menu items is the same for main menu items, sub menu items, icon menu items, and user dropdown items. 1. Establish what you want to edit or delete from your list of items. 2. Once established, select ‘Edit’ or ‘Delete’ on the right hand side of the listed item depending on what action you […]
The User Dropdown Menu appears when an attendee clicks their profile picture icon within the event. It provides quick-access options for a smoother user experience. We recommend including ‘Profile’ and ‘Logout’ as essential menu items. If no items are added, clicking the profile image will default to opening the user's profile. 1. Select 'Navigation’ on […]
The icon menu appears on the upper righthand corner of the event. The icons are smaller than the main menu icons, and do not have text beneath them. We recommend adding icon menu items for the networking hub, private messages, announcements, and the attendee briefcase. 1. Select 'Navigation’ on the navigation bar, and scroll down […]
