GUIDES

Name

Enter the name of your App and click Save.

Images

Click Edit Logo Image and upload an image to appear above your left hand menu. We advise an image with no more than a width of 500px. It can have any height as this image is responsive.

Click Edit Header Image and upload an image to appear on your home screen. We advise an image with no more than a width of 800px. It can have any height as this image is responsive. Once you have added this image you can add more images to create a sliding banner, but to keep this tidy ensure that all images are the same height and width.

Click Save to finish.

Colors

In Colors use the fields on the right hand side to choose the specific hex codes for the Header Color, Header Text Color, Left Hand Menu Color and Left Hand Menu Text Color. You can use Color Schemes above this to edit automatically. When you are finished click Save.

Icons

1. Choose your Icon Set by selecting one of the icon group boxes, you can then choose your Icon Background colour by changing the HEX color code or by selecting your colour from the chart.
2. If you have your own icons you would like to use simply click on the icon that you would like to change. A pop up will appear allowing you to upload your icon image and change the background HEX color for that specific icon.
3. To save the changes press ‘Save’ and wait for the message ‘Your new icons are now active’ to show in green before closing the function.
4. You can also change icons inside every module by clicking on the tab that reads "Menu Name and Icon". This allows you to change the name of the feature and the icon from one place.

Home Screen Text

Use the HTML editor to add text or HTML script which will show directly below your banner on the home screen. When you are finished click Save.

Advanced Designer

1. When first opening Advanced Designer three empty input box’s will show, you can insert an image into these by pressing ‘Click Here to Upload An Image’ or delete them by pressing ‘Delete Section’.
2. Adding an Advanced Designer Background using a number of smaller images allows you to make quick edits to sections without having to re-map the entire background. However you can still upload one large background image if you wish.
3. To add a new section press the ‘Add New Section’ button in the top left of the screen and an empty input box will be created.
4. You can edit the advanced designer images within each section by changing the image or Adding/ Editing the text.
5. To map different areas within the app to the Advanced Designer click on the image within the demo phone. Then in the selection window click and drag over the area you would like to highlight, within the ‘Icons Modules’ window select the module you would like to link to the selected space from the drop down menu or insert a Web Link and press ‘Submit’. To delete a mapped section of the image simply click on the selection box within the demo screen and confirm you would like to delete this section.
5. Icons can be included on the Home Screen below the advanced designer by dragging the desired icon modules into the demo phone screen on the right from the section box at the bottom of the page. To re-order the icon display you can drag icons into different positions within the demo phone.
6. Submit the final Advanced designer and confirm you would like to save the changes to the home screen.



App Settings

Advertising

Set up advertising banners with links your Users can tap through to.

Sponsor messages are more powerful on a device and can contain links and more information than a banner or paper advert. Find out how to include these in your app below.

Static adverts

1. Before you setup your adverts make sure that all of the modules (features) you are using are already On (the On/Off to the left of the module in the left hand menu needs to be set to On).
2. Navigate to the left hand menu and open Advertising, this is located within App Content.
3. In Advertising you can see a list of all your adverts. Click +Create Advert located on the top right hand corner of your screen.
4. On the new screen on Advertising Name type in a name for the Advert.
5. Click Header Footer Images.
6. Choose the image you would like to show in the header by clicking Select Image to the right of Header Images
7. Your computer folder will open. Find the header image and choose it.
8. In the next box that reads Header Link below paste in the link you would like the header image to direct to when a viewer taps it. Make sure you do not leave out the http:// at the front of the URL.
9. Repeat steps 6, 7 & 8 for the Footer under Footer Images and Footer Link.

Clich here to check the best image sizes for your app

10. In the box below named Standard modules to show advert click the white box that says Select to reveal the drop down box of showing the areas of your app.
11. In the drop down choose the modules you would like the advert to show in by clicking them.
12. If you have any custom modules (custom homescreens) do this again in the box below.
13. When you are finished click Submit.

You can choose whether you use header or footer or both by simply only adding images and links in either the header or footer

Presentations/Polling

Create a second screen for your slideshows

1. Navigate to the left hand menu and find Presentations - this is located under App Content, click Content to reveal it.
2. Make sure that Presentations is live by clicking the On/Off button to the left of the word Presentations so it shows as On.
3. Once the box is ticked click on the word Presentations.
4. In Presentations you can see a list of all your presentations. To create a new one click +Add Presentation, this is located on the top right hand corner of your screen.
5. On the new screen enter the Start Date, Start Time, End Date and End Time for this presentation in the labelled boxes provided.
6. On the line below where it says Status click either Active or Inactive depending if you want this presentation available or unavilable for users.
7. Below Status under Presentation Heading enter the presentation's name.
8. Enter a presentation type under Presentation Type - this could be something like Main Session, Breakout, Networking Session etc... (this is not mandatory)
9. Choose whether you would like users the ability to scroll through presentations via thumbnails by choosing Active or Inactive on Thumbnail Status.
10. Choose whether you would like slides to rotate automatically by choosing Active or Inactive on Auto Slide Status (this is useful for image galleries)
11. Select the location of the presentation under Select Address - this may be a different hall or venue, common in large exhibitions (this is not mandatory). If you have not already entered the address/floor plan you can do so afterwards in Maps and then go back to this presentation and edit the address.
12. Upload your slides as images in the box by pressing choose files. You can add multiple images.

Presenter Tools (Setting Up)

Presenter Tools is an Enterprise feature that allows the Presenter or Moderator to control what slides appear on the AV screen and on the Users' devices in real-time. The controller can 'Push' slides and polls instantly, view poll results and show the results if they want to.

Within Presentations after you have selected the Presentation Mode (whether you want to upload a PPT or Image files for your slides) the Presenter Permissions options will show. Click the box next to Presenter Permissions and a drop down of all of your Speakers and Moderators will show. Choose the Moderators and Speakers you would like to have the ability to control the Presentation in this drop down. When these Users are selected they will see the Presenter Tools in the Presentation in the front end of the App.

You can also add Surveys to be included within your slide deck. Clickthe box next to Add a Survey and all of your quantitative survey questions will show (surveys that require a single option answer from a pre-defined multiple choice question). Choose the survey questions you would like to include in the Presentaiton and click the Submit button.

Once your Presentation has saved you can rearrange the slides and polls (survey questions) using drag and drop. Drag the slides and polls into your desired order and click Submit.

If you would like to show your pushed slides in real-time on an external screen you need to setup a slave account. Go to the Attendees module and select the tab "Add Attendee Without Inviting". Add the Slave User and set its credentials. Use a laptop or computer to open your App in the web view (this link can be found at the top of the left hand menu in the CMS). Login to the web version of your App and open the Presentation you are controlling. You can make the slides full screen by clicking the full screen button on the top right hand corner of the slide deck (this appears as two diagonal arrows). Once you are setup the slave device will show all pushed slides, polls and poll results in real-time, mirroring what shows on the Users devices.

Presenter Tools (Controlling)

Once you have setup your Presentation with a designated Speaker or Moderator, the Speaker or Moderator can login to the App, open the Presentation they have been assigned to and they will see the Presenter Tools.

The Speaker or Moderator can then use the controls to browse the slides & polls, push out a desired slide to all of the Users' devices, push out polls, view poll results and push poll results.

Speakers and Moderators can also view, forward, rank and make notes on questions asked by the audience in this dashboard

Below is a key for all controls:

Unlocked/Locked = Lock a slide or poll to stop Users from browsing through the slide deck.
Push = Show the open slide or poll on all Users devices instantly.
Questions = View, forward, rank and make notes on questions asked to the Speaker or questions bypassed by the Moderator.
Next = Go to the next slide.
Previous = Go to the previous slide.
Help = View instructions on how to use Presenter Tools

Maps & Interactive Floor Plans

Interactive maps & floor plans are useful for any audience. Here we show you how to navigate them to different venues using Google Maps and add static images.

Google Maps

1. To begin navigate to the Maps module - this is located on your left-hand menu. Click Content to reveal.
2. Ensure that Maps is live (activated) and then open it - To do this make sure that the tick on the left of the word Maps is ticked, click to change. Once it is live (ticked) click on the word Maps.
3. Your Map list will open. Press the + Add Map button on the top right hand corner of your screen.
4. Give your map a title by writing it in the first box at the top of the screen named "Title".
5. In the larger box below you can add a longer description
6. Scroll down the screen to the map.
7. Type the desired address in the search box on the top left corner of the map. This is Google Maps so name, address, code etc... will all work.
8. When you have found the right address use the + and - symbols on the bottom right hand corner of the screen to zoom in and out.
9. When the map appears how you want it to appear in the app press Submit at the bottom of the screen.

Static maps and Interactive Floor Plans

1. To begin navigate to the Maps module - this is located on your left-hand menu. Click Content to reveal.
2. Ensure that Maps is live (activated) and then open it - To do this make sure that the tick on the left of the word Maps is ticked, click to change. Once it is live (ticked) click on the word Maps.
3. Your Map list will open. Press the + Add Map button on the top right hand corner of your screen.
4. Give your map a title by writing it in the first box at the top of the screen named "Title".
5. In the larger box below you can add a longer description.
6. Scroll down the screen to the tick box above the map - click the box to untick the box.
7. The Google Map will automatically disappear. Below you will now see a blank box - click the button to the right that reads Select Image.
8. Your file finder will pop up. Select the image you would like to use and press Open.
9. Once you are happy press the Submit button.
10. If you would like to make your map interactive click +Set Mapping to the right of your new map.
11. On the image click and drag the areas you would like to be clickable on the map.
12. When you let go of the click and drag a white box will pop up. In this box click on the drop down menu to select the Exhibitor or Agenda Session you would like to be linked to this area.
13. Repeat this until you have finished. This all saves automatically.

 



Documents & Folders

Give your users access to unlimited documents and spreadsheets and show how green you can be without paper.

1. Navigate to the left hand menu and find Documents - this is located under App Content, click Content to reveal it.
2. Make sure that Documents is live by clicking the On/Off button to the left of the word Documents so it shows as On.
3. Once the box is ticked click on the word Documents.

In Documents you are shown a number of options. Firstly you can upload a unique background image to show when users first go to Documents.

4. If you choose to add a background image click on the tab near the top of page that reads Upload Cover Image. Press Select Image to open your computer files and choose an image. Best resolutions are standard desktop: 800x600, 1024x768, 1280x1024. THIS IS NOT MANDATORY

In Documents you can either upload files directly into the main Documents folder or if you have a lot of documents you can organise these into different folders

5. To add a file directly into the main Documents area click +File - this is located on the top right hand corner of your screen.
6. On the new screen type the document's title under Title and choose whether you want the title showing in the drop down box below by choosing Enable or Disable.
7. New Tab Status refers to whether you would like the document to open in a new tab. If you would like it to leave it as Enabled (this is highly recommended).
8. If you have a URL for the file you want to include change the drop down box under type to URL. In the box below paste the URL in and remember to include http:// at the start of the URL.
9. If you have a file on your computer you want to upload make sure the drop down box is changed to File.
10. Under parent folder you can choose whether you would like to include this file in a pre-made folder.
11. In the grey box below select the document to upload by clicking Select File under Document - this will open your computer files.
12. Under Document View choose Square or Round in the drop down box. This will determine the shape of the icon that represents this document.
13. Under Custom Icon click Select File to open your computer files. Choose an image to be the icon for the document - best size is a perfect square, ratio 1:1.

The next section will show you how to create custom folders to keep your files in

1. To add a folder click +Folder - this is located on the top right hand corner of your screen.
2. On the new screen type the folder's title under Title and choose whether you want the title showing in the drop down box below by choosing Enable or Disable.
3. Under parent folder you can choose whether you would like to include this folder inside a pre-made folder.
4. In the box below you can upload a Folder Icon Image by pressing Select Image. This will open your computer files, choose the image you would like to represent this folder. The best dimensions is a perfect square, ratio 1:1.
5. In the next box you can choose your Background Image the same way. Best dimensions are 800x600, 1024x768 or 1280x1024. 6. In the grey box below select the document to upload by clicking Select File under File - this will open your computer files.
7. Under File View choose Square or Round in the drop down box. This will determine the shape of the icon that represents this file.
8. Under Custom Icon click Select File to open your computer files. Choose an image to be the icon for the document - best size is a perfect square, ratio 1:1. You can add multiple files like this by pressing Add More next to the + button below.
9. When you have finished press the large blue button that says Add.

Social

1. Navigate to the left hand menu and find Social - this is located under Attendee Tools, click Attendee Tools to reveal it.
2. Make sure that Social is live by clicking the On/Off button to the left of the word Social so it shows as On.
3. Once the box is ticked click on the word Social.
4. In Social click +Add Your Social Media Links, this is located on the top right hand corner of your screen.
5. On the new screen enter your social media links in the labelled boxes provided, ensure that you include http:// at the front of each link.
6. When you have finished click Submit.

Notes

All you need to do to turn on the Notes function is click the On/Off button in your left hand menu in the CMS. As soon as you do this the Notes function will be visible for Users and they can make notes.

Photos

All you need to do to turn on the Photos function is click the On/Off button in your left hand menu in the CMS. As soon as you do this the Photos function will be visible for Users and they can share, like and comment on Photos on the Photos Feed.

Private Messaging

All you need to do to turn on the Private Messaging function is click the On/Off button in your left hand menu in the CMS. As soon as you do this the Private Messaging function will be visible for Users so they can share messages and images with each other privately.

Public Messaging

All you need to do to turn on the Public Messaging function is click the On/Off button in your left hand menu in the CMS. As soon as you do this the Public Messaging function will be visible for Users so they can share messages and images with each other on a Public Feed.

Surveys

1. Navigate to the left hand menu and find Surveys - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Surveys is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once the box is ticked click on the word Surveys.
4. In Surveys you can see a list of all your surveys. To create a new one click +Add Survey, this is located on the top right hand corner of your screen.
5. In the first box titled Question type in the question that you would like to be answered.
6. In the box below titled Question Type click to reveal the drop down box and choose one of the following options:

User can select one answer = Each respondent can only choose one option as their answer.
User can select multiple answer = Each respondent can choose multiple options as their answer.
User can select text answer = Users type a written response and give qualitative feedback


7. If you choose User can select text answer simply press Submit to save the question.
8. If you choose a different Question Type write down the different answers in the boxes titled Option. If you need to add more options press Add More next to the blue + button and fill those in too.
9. Once finished press Update to save the question.
10. Repeat everything to add more questions to your survey.

Note: Surveys will show in the App in the order you add them to the CMS.

Welcome Screen

To add a Welcome screen to your individual Surveys click on the Survey name and then clck on the tab that reads Welcome Screen. Here you can add in the Welcome Screen content that will appear before the Survey.

Thank You Screen

To add a Thank You screen to your individual Surveys click on the Survey name and then clck on the tab that reads Thank You Screen. Here you can add in the Thank You content that will appear after the Survey is completed.

Form Builder

1. Navigate to the left hand menu and find Form Builder - this is located under Content, click Content to reveal it.
2. Make sure that Form Builder is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once the box is ticked click on the word Form Builder .
4. In Form Builder you can see a list of all your Forms. To create a new one click +Create Form, this is located on the top right hand corner of your screen.
5. The first thing you will see is the Add a Field tab is open showing various different options:

Single Line Text = Short text Answer
Paragraph Text = Long text Answer
Multiple Choice = Different pre-stated options to choose from to answer
Section Break = Add a gap with some text in the form to break a section
Number = Numerical answer
Checkboxes = Show multiple choices in checkboxes
Dropdown = Shows multiple choices in a drop down box menu


6. To add any of these features to your form click on one of the options. This will open Field Settings where you can add specific settings for that option
7. On the right hand side of the screen you will see a preview of your form. First Name, Last Name and Email are there by default. To remove or edit these fields or any fields you have added to your form click on the field on the right hand side which will open Field Settings on the left and then remove or edit.
8. To change the title and text click the tab Form Settings to edit in the boxes provided.
9. Continue adding and editing fields until you are happy with the form and click Save Form on the bottom right hand side of your screen to save.
10. This will take you back to the main page of Form Builder where you can see all your forms. To assign where you would like the form to appear click Assign Module on the right hand side parralel to the form you would like to assign.
11. This will open a new screen. In the first box titled Standard Modules to Show Form click the box and choose the modules in the drop down.
12. Repeat this in the box below for your Custom Modules (custom homescreens).
13. In the last box click it to reveal the different places you can choose to place your form in these modules.
14. When you have finished press Submit at the bottom of the page.
15. Back in Form Builder, to gather the data from each form click CSV to the right of the form you would like the answers from. This will download a CSV file with all results.

Twitter Feed

1. Navigate to the left hand menu and find Twitter Feed - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Twitter Feed is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once this is on click on the word Twitter Feed.
4. Inside Twitter Feed click the button that says +Add Hashtags
5. Type in your Hashtag and click Save
6. Now all posts from that Hashtag will show in your App in the Twitter Feed. (NOTE: Twitter does not show all Tweets on 3rd party applications. Any tweets from accounts they believe promote and advertise heavily will not be shown.)

Activity

1. Navigate to the left hand menu and find Activity - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Activity is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Click on the word Activity to open the settings.
4. Navigate to the Options tab and use the tick box system to choose what interactions you would like to show in the Activity Feed. When you are finished click Submit.
5. In the Social Feed tab enter your Hash

Instagram Feed

1. Navigate to the left hand menu and find Instagram Feed - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Instagram Feed is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once this is on click on the word Instagram Feed.
4. Inside Instagram Feed click the button that says +Add Instagram
5. Paste in your Instagram Pixel and click Save
6. Now all posts on your Instagram will show.

Facebook Feed

1. Navigate to the left hand menu and find Facebook Feed - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Facebook Feed is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once this is on click on the word Facebook Feed.
4. Inside Facebook Feed enter your Facebook Page Name in the Page Name field (this usually begins with @ and can be found on your Facebook page)
5. Click Submit
6. Now all posts on your Facebook Feed will show.

My Favorites

1. Navigate to the left hand menu and find My Favorites - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that My Favorites is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Now your App Users will have an area in the App showing their Favorites. Favorites are added by tapping the star icon next to Exhibitors, Attendees, Speakers and Sponsors.
4. Click My Favorites in the CMS to change the order in which Favorites appear in the App and change the colors used to separate the different kinds of Favorited content.
5. When you have finished click the Submit button.

Q & A

1. Navigate to the left hand menu and find Q & A- this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Q & A is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once this is on click on the word Q & A.
4. Inside Q & A click +Add Q & A Session on the top right of the screen
5. On the new page give the Q & A session a Name and Description in the fields provided
6. Assign a Moderator or Speaker to have the overall Q & A permissions in the App. The assigned Moderator or Speaker can remove questions from within the Q & A session in the App by swiping to the left and tapping delete.
7. Enter the Start and End times of the Q & A session and fill out the date of the session
8. When you are finished click Submit

Gamification

1. Navigate to the left hand menu and find Gamification - this is located under Interactive Features, click Interactive Features to reveal it.
2. Make sure that Gamification is live by clicking the On/Off switch in your left hand menu in the CMS.
3. Once this is on click on the word Gamification.
4. Inside Gamification the first tab open will be Gamification Settings.
5. In Gamification settings choose the number of points you would like to award for each action listed in the fields. When you are finished click Submit
6. In the App Settings tab you can choose the colors you would like the leaderboard ranks to show in the App. When you are finished click Submit.
7. In the Header Content tab you can type out the text you would like it to show in the App at the top of the module. E.g. Earn points to win our grand prize!. When you are finished click Submit.

Agenda

1. To get started go to the left hand menu and find Agenda. This is located under Event Features; click it to open the drop down to reveal Agenda.
2. To activate simply click the On/Off button to the left of where it reads Agenda and click Agenda to open.
3. Click +Add Agenda on the top right of your screen to add a new Agenda. Different Agendas can be assigned to different Users in the Attendees module.

Adding Sessions

For a quick add click +Add Agenda and then click Mass Upload. This will give you instructions on how to add your agenda sessions very quickly using a CSV document. If you want to add sessions manually please follow the instructions below.

1. To add a new Session in your agenda click the blue button on the top right hand corner of your screen that reads +Add Session.
2. On the new page add Start Date/Time, End Date Time and Session Heading (Title) in the labelled boxes at the top of the screen.
3. Click the box next to Session Type to reveal the different Session Types you can choose to categorise this session (this is not mandatory so just skip this part if you do not want to categorise this session).
4. Add the description for this session in the box below labelled Description.
5. Scroll down the page to Select Location. Click the box to open a drop down box of your Maps and choose the location of the session.

Note: This is not mandatory and particularly useful for large events with multiple halls and venues

6. Below you will see Session Status. The Session Status is automatically set to Active so users can see the session in the Agenda. To make this not visible to the users just click Inactive next to it
7. Click the box next to Speakers to reveal a list of the already added speakers and choose the speaker that is related to that session. If you have not added that speaker yet click Add a new speaker to add one quickly there and then.
8. Add related slides that you have already added in Presentations using the Presentation Slides option. Add related documents that you have already added in Documents using the Related Document option.
9. Add a Q&A session that you have already added in Q&A using the Select Q&A Session option. Add a related Survey that you have already added in Surveys using the Select Surveys option.
10. Allow users to rate the sessions by ticking "Activate Session Ratings". Allow users to comment on sessions by ticking "Allow Users to Comment on Sessions"
11. Allow users to Check In by ticking "Activate Check In".
12. Set a time from when your users can Check In in the Check In Time box. Users will not be able until that time has occured.
14. Add a session image which will show inside the session and in the Agenda by clicking Select Image next to session image.
15. Click Submit to save your session. Click Submit to save your session

Personalized Agenda

You can assign specific Agendas to specific Users in the Attendees module. Once you have created all of your Agendas you can select the Users you would like to see a specific Agenda using the tick boxes on the left hand side, choose an Agenda in the Select Agenda drop down box and click Assign. The selected Users will only be able to see that specific Agenda in the App.

Attendees

Showing or Hiding the Attendee Directory

Open the Attendees module and click the tab "Show Directory". Either tick the Show Directory box to show the directory or untick the box to hide the directory and click Submit to save.


Adding Custom Columns

To add a custom column to include extra fields on your attendees, e.g. "Location", click Add Column and type in the name of the column you would like to add. When you upload your attendee list you can map the columns in your spreadsheet to the columns in the Attendees Dashboard.

Adding & Inviting Attendees to your App

Click +Add Attendee on the top right of your screen. On the new screen click Select File to upload your CSV document which holds your Attendees. Attendees in your CSV must have First Name, Last Name and Email Address in your sheet. Once you have added your CSV click Next.

On the next screen you can Map the columns from your CSV to the columns in your Attendee Dashboard. Use the drop down boxes to Map these columns. When you are finished click Next.

On the next screen you will see a preview of your upload. Here you can add Personal Agendas to each of your attendees. Select the Agenda you would like to give to specific attendees, select them by using the tick boxes next to them and click the Assign button. To upload the Attendees without inviting them at this point tick the box that reads "Skip Invite" at the bottom of the screen and click Next.

To invite your Attendees select attendees from the Attendees Dashboard using the tickbox system and click "Send Email". The secure link to your app is sent at the top of your email automatically. In the Body box type in the message you want to send to them and add a Subject and Sender Name. Click Submit when you are ready. Attendees will click on the link in the email to gain access to your app

Inside the Attendee Dashboard there are icons shown next to each Attendee:

  • Registered - The Attendee has registered in the app
  • Invited - The Attendee has been invited but has not registered
  • Inactive - The Attendee has not yet been invited

You can edit any of your custom columns after they have been added to the Attendee Dashboard and download an updated Attendee list using the Download CSV button.

Merge Fields

Merge fields allow you to show personalized content to each User. For example; if you have flight details for each Attendee that you would like to show them in the App you would add a Custom Column named "Flight Details", upload your CSV with the Flight Details data and map the Flight Details data to your Custom Column. When you place the designated merge field for Flight Details into your App the User will see their specific flight details in this area.

You can place merge fields anywhere in your App where there is HTML content (e.g. Homescreen Text, Custom Homescreens, Agenda Session Description etc...). All of your custom columns are assigned merge fields automatically. To view them go to the Merge Fields tab. Simply copy a merge field you would like to use and paste it in the desired area of your App.

Viewer Permissions

The Viewer Permissions feature allows you to hide or show specific features/modules depending on the User. All Users are able to see all of your features by default, however you can alter this by opening the Viewer Permissions tab. To create a new personalized "View" click Add View. Here you can give the View a name and select the Modules/Features you would like this View to show.

For example; if you wanted to show a group of your Attendees the Agenda but not the Presentations you would select Agenda in the Modules field and leave out Presentations. When you are happy click Add to save your View.

You will then be taken back to the front of the Attendees module. In the Select View field you will be able to see your new View in the drop down. Select the Users you would like to assign this View to using the tick boxes on the left hand side, select your View and click Assign. Now these selected Users can only see the features/modules you defined in the View.

Personalized Agenda

You can assign specific Agendas to specific Users. Once you have created all of your Agendas you can select the Users you would like to see a specific Agenda using the tick boxes on the left hand side, choose an Agenda in the Select Agenda drop down box and click Assign. The selected Users will only be able to see that specific Agenda in the App.

Check In Portal

In the Administration module you can add and assign Users to have the ability to Check In Users. The Checkin role is defined automatically in Administration. Go to the Users tab and add a new User by entering in their name, email address and by setting a password. Select the Checkin role in the Role drop down field. These Users assigned to this Role are able to Check In Users in your App. On the top right of the screen they can tap their Profile and a drop down will appear. In the drop down they tap the option labelled "Check In Portal". In the Check In Portal these Users are able to browse and search for Users and check them in by tapping the Check In button next to their name. This all feeds back to the Attendees module in the CMS in real-time.

Users assigned the Checkin role are also able to edit details of Users by tapping the More Details button next to their name. When this is tapped a pop up will appear with all of the User's information (including custom columns). The Users assigned the Checkin role are able to edit and update this information. For example; when checking in a User you may want to find out if they have any food allergies. The User assigned the Checkin role is able to update your pre-defined custom column to show any food allergies the other User may have. This all feeds back to the Attendees module in the CMS where updated information can be viewed and downloaded to a spreadsheet (CSV).

Registration

You can ask Users to fill out extra fields when they sign up for your App. Click the title of a custom column and a pop up will show. In this pop up tick the box that reads "Required after invite" and click Save. Once saved all new Users signing up will have to populate this field before accessing your App.

Exhibitors

Adding & Inviting Exhibitors to your App

Click +Add Exhibitor on the top right of your screen. On the new screen click Select File to upload your CSV document which holds your Attendees. Attendees in your CSV must have First Name, Last Name, Company Name and Email Address in your sheet. Once you have added your CSV click Next.

To invite your Exhibitors select Exhibitors from the Exhibitors Dashboard using the tickbox system and click "Send Email". The secure link to your app is sent at the top of your email automatically. In the Body box type in the message you want to send to them and add a Subject and Sender Name. Click Submit when you are ready. Exhibitors will click on the link in the email to gain access to a contained area in the CMS. Here they can add and edit their Exhibitor profile content. Only the CMS Administrators can assign Stand Numbers to Exhibitor profiles by clicking the Edit Content button next to an Exhibitor in the Exhibitor list.

Inside the Attendee Dashboard there are icons shown next to each Attendee:

  • Registered - The Exhibitor has registered in the app
  • Invited - The Exhibitor has been invited but has not registered
  • Inactive - The Exhibitor has not yet been invited

Exhibitors are able to login to the CMS and add their content to their individual Profiles. If you want to add exhibitor content yourself click Add Content next to the Exhibitor in your Exhibitor Dashboard.


Interaction

You can control how much interaction your Attendees and Exhibitors have between each other by going to the Interaction tab and checking or unchecking the tick boxes.

Exhibitor Types

1. Click on the tab that reads "Exhibitor Types" and then click the blue button that reads "+Add New Exhibitor Type".
2. On the new screen fill out the Type name, the position you would like it to show in the Directory and choose a color for the Type.
3. When you have finished click the Submit button.
4. To add an Exhibitor to a specific Type open the Exhibitor profile and select the Type. A much faster way to categorize your Exhibitors into Types is by using the Mass Upload tool.
5. In the Mass Upload template enter the Exhibtor Type code in the Exhibitor Type column. The Type codes can be seen in the Exhibitor Type tab after they have been create.

Exhibitor Categories

1. Click on the tab that reads "Exhibitor Category" and then click the blue button that reads "+Add Exhibitor Categories".
2. On the new screen fill out the Exhibitor Category Name.
3. Fill out the associated Key Words for that Category in the Key Words box. Any keywords entered in here will be used to categorize the Exhibitors in the App. The Exhibitor must also have at least one of the same Key Words in their Keywords field.
4. To create an icon for the Exhibitor Category to show in the App please click the Selet File button next to the Exhibitor Category Icon. Upload an image which is a perfect square and then click Submit.

Speakers

Sorting the Speaker Directory

Open Speakers in the left hand menu of the CMS and click the tab Alphabetical Order. Here you can choose whether to show speakers in the Speaker Directory by first or last name in alphabetical order. Click Save to save your changes.

Allow Messaging

Open Speakers in the left hand menu of the CMS and click the tab Messaging. Here you can choose whether you want to give your Attendees the ability to message Speakers directly. Click Save to save your changes.

Adding Speakers

Follow the simple wizard to add Speaker profiles. If you want your Speakers to receive questions directly use their email address when setting up their profile and set them up with a password.

If you have moderators to moderate questions before sending through to the Speakers please use the moderators tab to add Moderator Profiles. Moderators will not show in the App and you can choose which Speakers' questions you would like forwarded to the Moderator before reaching the desired Speaker.

Moderation

If you are using a Moderator the Moderator can login with the credentials you set for them in the Speaker set up on www.allintheloop.net. The Moderator logs in, clicks Edit and then clicks Speaker Messages. Here they can see all messages that have been sent to Speakers and forward them on to the relevant speaker. Moderators can also see questions in Presenter Tools providing they have Presenter Permissions for a Presentation. Note: Presenter Tools is an Enterprise feature.

Analytics

Click Tracking

This shows you who has accessed your app and how many times they have tapped or clicked in your app. Click More Details next to the User to see where they have tapped in your app and how many times.

Adverts

See which Users have clicked adverts and how many times.

Notes Taker

See how many Notes each user has added.

Messages Tracking

See how many messages each user has sent and to who.

Agenda Tracking

See which sessions have been saved, checked into and the average rating of each session. Click More Details next to the session for a breakdown by User.

Sponsors

1. To get started go to the left hand menu and find Sponsors. This is located under Event Features; click it to open the drop down to reveal Sponsors.
2. To activate simply click the On/Off button to the left of where it reads Sponsors and click Sponsors to open.
3. Click +Add Sponsors on the top right of your screen to add a new Sponsor.
4. Fill out the form on the next page to add all of your Sponsors details to show in the App.
5. On the main Sponsors screen you can also add Sponsor Types. These appear in your App to tier Sponsors into different groups (e.g. Gold Sponsors, Silver Sponsor etc...)
6. To add a Sponsor type click +Add New Sponsor Type.
7. On the next page type the Sponsor Type name, select the Position in the Sponsor Directory you would like it to show in the directory and the colour of the grouping.
8. Once you have added your Groups you can edit each Sponsor profile and attach them to the relevant Type by using the Sponsor Type drop down field.

Alerts

Choose in Alerts whether you want Alerts to come as Push Notifications, Emails or Both using the tick boxes.

Beacons

Please click here to learn about Beacon Setup

Push Notifications

Scheduled Notifications

Click +Add Scheduled Notification to schedule a notification. On the page that opens give the notification name, add a start date and time and enter the content you want the notification to contain. You can also choose if you want the notification to be sent to the User's email. Open Email Templates and then open Notification to change the sender email address of the Notification.

Instant Notifications

Click +Create Instant Notification to send a notification instantly. On the page that opens give the notification name and content. You can also choose if you want the notification to be sent to the User's email. Open Email Templates and then open Notification to change the sender email address of the Notification.

Role Management

Click +Add Role on the top right of the screen. On the new page give the new Role a name and choose the modules you would like this Role to have access to in the CMS. E.g. You may want to give your Sponsorship Manager access to only the Sponsors section of the CMS to edit.

Users

Click the Users tab in Administration and click + User on the top right of the screen. On the new page add the details of the user you want to add, name, email address and password. Set the Role you would like this account to have assigned to it. The new User can log in to the CMS with the credentials you set from www.allintheloop.net

Fundraising Stats

The Fundraising Dashboard gives you up to date information on how much you have raised. Use the Edit buttons to edit your target and the total amount raised if you have raised any funds from outside of the app. All other areas are labelled and show you the main stats.

Auction Items & Pledges

Auction Items & Pledges is the area where you can add, edit and monitor items you have placed in your app. All the tabs represent the different kinds of items you have in your app in list form, from Silent Auction items to Buy Now.

If you want to add a new Item click the blue button on the top left of the screen that reads +Add Products.

On the new page select the kind of item you want to add in the drop down box labelled Auction Type. Enter the various details required and add images on the top right hand corner of the page. If you want the item to show on the home page go to the option labelled "Features" and select "Yes". When you have finished click Save. Your item will be live in your App instantly.

Branding

Banners
Use this area to upload multiple banners to the front page of your app. These move on an auto slide every 5 seconds. The original banner you uploaded during the initial App setup will already show here.

Main Details & Branding - Homescreen Content
Type homescreen content in this area to show text below your banners. This is an HTML box so you can add images, different colors, fonts etc...

Main Details & Branding - Latest bid Design
In the footer of your app you will see the latest bidders and donaters. Use these two color choosers to choose the colors of this footer.

Main Details & Branding - Logo & Colors
Choose and edit colors and your logo in this section. The logo and colors you used in the initial set up will already show here. Use the theme color to change the color of borders around your items in the preview view.

Main Details & Branding - Raised so Far Setting
Use this option to choose whether you want to show how much you have raised so far in a live totaliser on the home screen.

Change Your Home Layout
Fundraising Enabled means that your home page will be geared towards fundraising and show your raised so far, featured auction items and recent bids and donations. Select this option for this setting.

Enable Instant Donation
This setting allows users to donate directly to you with their credit card without signing up or logging in. The Instand Donation button appears on your home screen. Choose the button colors and the label on the button on this page too.

Quick Pledge
Quick Pledge creates a new button on your home page. When a user opens this it shows a screen where they can donate set amounts you have set on this page. Set the amounts in the boxes provided and edit the button name and colors here.

Supporters

In Supporters you can see a full list of your attendees and see how many bids they have made along with how many items they have won.

Completed Payments

In this view you can see all of the payments that have been completed and processed and for which item or pledge.

Bid History

This shows all bids in real-time so you can see how popular items are.

Analytics

See a full breakdown of top bidders, bid history, popular items and more in the Analytics suite.

Settings

Currency Settings
Select the Currency you would like used throughout your app. Your bidders and buyers will be using this currency and funds will be received in this set currency.

Payment Settings
In this drop down you can choose which Payment Processor you would like to use to accept funds raised in your app. Select the Payment Processor and enter in the codes needed to connect your processor. Use the COD option (Cash On Delivery) if you would like to organize payments outside of the app. If you do not have a Payment Processor select the Stripe Account option to setup an Payment Processing account through Stripe.

Checkout Content
Type in text here which will be sent in an email to your Users after they have completed the Checkout Process.

Sender Email
Type in the email you would like the Checkout Content email to send from.

Standard Alerts

In Standard Alerts you can choose how alerts and push notifications appear to your users. POPUP WON shows the message that appears when they have won an item, POPUP OUTBID shows the message that appears when they have been outbid and HIGHEST BIDDER shows the message that appears when they become the highest bidder on an auction item. Use the blue edit button to customize these messages and click Save to save your changes.

Menu Icons

Use the drop down in the Menu Icons selection to tick on or off the different auction options so they appear in the left hand menu on your app.