Task

Set up Sponsor and Exhibitor Networking Features

Overview

There are various ways Delegates can connect with Sponsors and Exhibitors 

• Chat 

• Book a Meeting 

• Lead Capture 

• Public Chat 

Pre-requisites

• Created a Tenant

• Created an Event

• Created a Sponsor or Exhibitor

• Enabled Event Features relevant to the feature required.
  

• Please refer to each feature below regarding what needs to be enabled or setup for this feature to function. 
  

Instructions

Chat with Sponsor or Exhibitor

• This is the same functionality as the Delegate "Chat" function, but this allows Delegates to commence a chat with all of the Users linked to that particular booth. Everyone that is linked to this booth will automatically be added and included within the new chat session. 

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Please ensure the below is enabled/setup for this feature to function:

• Event Feature

  • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

  • Click the black ‘Actions’ button and then “Event Features” from the dropdown to the right of the relevant Event to edit.

  • Find (CTRL+F/Command+F) “My Network & Following Feature” and select ‘Enabled’

• Billing Options

  • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

  • Click the black ‘Actions’ button and then the blue pencil “Edit” icon to the right of the relevant Event to edit.

  • Scroll down to the Billable Options" section at the bottom of the page

  • Enable "Private Chat" as per below screenshot.

• Other Setup Requirements

  • At least 1 User is required to be linked to the booth for "Chat" to show and function. 

Book a Meeting with a Sponsor or Exhibitor 

• This is the same functionality as the Delegate to Delegate "Book a Meeting" function, but this allows Delegates to request a meeting with one, or more people linked to that particular booth.

  Open
  
  

Please ensure the below is enabled/setup for this feature to function:

• Event Feature
  

  • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

  • Click the black ‘Actions’ button and then “Event Features” from the dropdown to the right of the relevant Event to edit.

  • Find (CTRL+F/Command+F) “My Network & Following Feature” and select ‘Enabled’

• Billing Options (Event Setup)

  • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

  • Click the black ‘Actions’ button and then the blue pencil “Edit” icon to the right of the relevant Event to edit.

  • Scroll down to the “Billable Options" section at the bottom of the page

  • Enable "Video Meetings" as per below screenshot.

• Other Setup Requirements

  • At least 1 User is required to be linked to the booth for "Book a Meeting" to show and function. 

Public Chat 

This function allow Users to post comments or questions within a chat function which is public to all Users who visit the booth.

This chat does not have the functionality to delete or edit any text that has already been sent. 

This does NOT have notifications enabled and is not moderated. This is just an ephemeral chat.

The below is a screenshot of what this chat looks like within the Sponsor or Exhibitor booth. 

Please ensure the below is enabled/setup for this feature to function:

1. Event Feature
1. Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.
2. Click the black ‘Actions’ button and then “Event Features” from the dropdown to the right of the relevant Event to edit.
3. Find (CTRL+F/Command+F) “Exhibitor/Sponsor Public Chat” and select ‘Enabled’
2. Billing Options (Event Setup)
1. Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.
2. Click the black ‘Actions’ button and then the blue pencil “Edit” icon to the right of the relevant Event to edit.
3. Scroll down to the Billable Options" section at the bottom of the page
4. Enable "Private Chat" as per below screenshot.
   

Lead Capture

• Delegates can connect with Sponsors and Exhibitors via the button "Connect with Sponsor" or "Connect with Exhibitor" which will be shown just under their logo are per below screenshot.
  

1. This feature will only function if there is at least 1 User linked to the Sponsor/Exhibitor Profile. All Users linked will receive an email with the new lead capture information. 
   

• Trigger Notifications

  • lead_notifier_mailer

    • Send Email = True 

Further Reading

• Sponsors

• Exhibitors