How To: Interests & Recommendations
Overview
Interests in the evexus event website/platform are a primary method of providing contextual information to Delegates, Exhibitors and Sponsors. This functionality allows for a more personalised user experiences by recommending content relevant to their Interests.
Interests are grouped into Interest Categories, allowing for multiple Interests within a Category (i.e. association specialisation or activities).
Recommendations are based on a wide variety of factors and are heavily weighted to similar Interests, allowing Users to filter and view content that have overlapping Interests. This allows for detailed content segmentation when coupled with Themes & Exhibitor Types/Type Groups.
Interests can be assigned to multiple Interest Categories, allowing for fewer number of Interests and no duplication of data.
Delegates, Exhibitors and Sponsors can select their Interests, by editing their User Profiles via
My Account --> Edit Profile --> Set Interests.
Task
- Event Organisers - Set up Interests
- Event Organisers - Set up Menu items
- Users/Sponsors/Exhibitors - Set Interests
Pre-requisites
- Created a Tenant
- Created an Event
- Created at least one Interest Category
Instructions
Enable User Recommendations
- Within the Admin Tools Dashboard, navigate to the “Events” module and then 'Events' via the charcoal navigational bar on the left-hand side.
- Click the black ‘Actions’ button and select ‘Event Features’ from the dropdown.
- Find (CTRL+F/Command+F) the 'Enable User Recommendations' feature and select Enabled.
- Then scroll down and click 'Submit'.
Set Up Interest Categories
- Within the Admin Tools Dashboard, navigate to the “Engagement” module and then 'Interests' via the charcoal navigational bar on the left-hand side.
- Go to the ‘Interest Categories’ tab on the top
- Click 'Create Interest Category'.
- Within the 'Name' field, input a name for the Interest Category.
- Optional: Provide the Exhibitor/Sponsor Name and Description
- Optional: Provide an Interest Category Colour to assign to this Interest Category.
- Optional: Select an icon to assign to this Interest Category.
- Within the 'Available To' field, select Users, Exhibitors and/or Sponsors.
- Click 'Submit' or 'Save and Add Another'.
Create Interests
- Within the Admin Tools Dashboard, navigate to the “Engagement” module and then 'Interests' via the charcoal navigational bar on the left-hand side.
- Go to the ‘Interests’ tab on the top
- Click 'Create Interest'.
- Within the 'Name' field, input a name for the Interest.
- Optional: Provide a Description
- Optional: Provide an Interest Colour to assign to this Interest.
- Optional: Select an icon to assign to this Interest.
- Within the 'Choose Interest Categories' field, select the Interest Category this Interest falls within.
- Click 'Submit' or 'Save and Add Another'.
Set up Menu items
- Follow the steps within our How To: Menus guide to create Menu items.
- Set up a Menu item for /interests/edit - this will direct Users to the page where they can set their Interests.
- Set up a Menu item for /recommendations - this will direct Users to a page they can view their Recommended Users, Exhibitors and Sponsors according to the Interests they have set.
Set Interests (for Users)
Delegates
Delegates can set their Interests by visiting the page /interests/edit. This page can be found by navigating to:
- The Menu item created as per the steps above.
- OR via My Account > Edit Profile and then scrolling down to and clicking the 'Set Your Interests' button.
Exhibitors & Sponsors
Exhibitors and Sponsors can set their Interests by visiting the Edit page of their booth. This page can be found by navigating to:
Their respective booth
- Then clicking the 'Edit' button on the top-right corner of their booth
- Then scrolling down to 'CHOOSE INTEREST CATEGORIES'.
Tips
- If a User is linked to an Exhibitor/Sponsor booth, their list of Recommendations will be labelled as 'Recommended Leads'.
- The colours and icons that you assign to Interest Categories and Interests will pull across to User Profiles and Exhibitor/Sponsor booths, beneath their respective contact details. For example:
- Put careful consideration into targeted Interests and Interest Categories. Where possible, re-use Interests in multiple Categories to allow for more recommendations that overlap.
- Adding hundreds of Interests may seem appealing, but keep in mind that Users have to filter and select. Users are show to engage more positively with fewer, but strategically targeted Interests.
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