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conferencetracker:2:administrator:manual:advancedoptions [2019/11/11 09:08] – [Microsoft Excel-Specific Reports] asherconferencetracker:2:administrator:manual:advancedoptions [2024/01/23 11:26] (current) – [Attendance] garrett
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 {{conferencetracker:2:en:logo.jpg?nolink&350|}} {{conferencetracker:2:en:logo.jpg?nolink&350|}}
  
-====== Advanced Options ======+[[..manual|Back to Table of Contents]]  
 +---- 
 +===== Advanced Options =====
 {{ :conferencetracker:2:administrator:manual:advoptionsside.png?nolink|}} {{ :conferencetracker:2:administrator:manual:advoptionsside.png?nolink|}}
 The Advanced Options section provides you with additional settings, features, and information to maximize your Conference Tracker experience. You can both import data to and export data from your conference, edit payment options, and much more! Here are the features included in this section: The Advanced Options section provides you with additional settings, features, and information to maximize your Conference Tracker experience. You can both import data to and export data from your conference, edit payment options, and much more! Here are the features included in this section:
-  * **Import Data** - The Import Data section allows you to import .CSV files in order to expedite your conference setup. You can import your Attendees, Exhibitors, Administrators, Sessions, Groups, and much more! This section will show you how the importing process works and will provide you with examples on how to achieve this.+  * **Import Data** - The Import Data section allows you to import CSV files in order to expedite your conference setup. You can import your Attendees, Exhibitors, Administrators, Sessions, Groups, and much more! This section will show you how the importing process works and will provide you with examples on how to achieve this.
   * **Export Data** - With our Exports, we allow you to download all the information saved in your account. Exports include attendance logs, attendee information, survey/poll responses, and much more! Exports can be downloaded in a variety of formats.   * **Export Data** - With our Exports, we allow you to download all the information saved in your account. Exports include attendance logs, attendee information, survey/poll responses, and much more! Exports can be downloaded in a variety of formats.
   * **Discount Coupons** - In the Discount Coupons section, you can create coupons to give your attendees in order to provide them with discounts to your conferences. Coupons can be highly customized, letting you set expiration dates, number of usages, and who is allowed to use it.   * **Discount Coupons** - In the Discount Coupons section, you can create coupons to give your attendees in order to provide them with discounts to your conferences. Coupons can be highly customized, letting you set expiration dates, number of usages, and who is allowed to use it.
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   * **User Sessions** - The User Sessions section allows you to view all successful sign-ins to either our Conference Tracker website or any of our Conference Apps. This allows you to verify that users have successfully signed in to their appropriate apps. You can also clear out any old logins in case any users are having issues signing into their accounts.   * **User Sessions** - The User Sessions section allows you to view all successful sign-ins to either our Conference Tracker website or any of our Conference Apps. This allows you to verify that users have successfully signed in to their appropriate apps. You can also clear out any old logins in case any users are having issues signing into their accounts.
   * **Settings** - The Settings section provides more advanced settings for you to maximize your conference functionality. You can alter conference fees, change payment methods, configure Leads and Attendee app settings, and much more!   * **Settings** - The Settings section provides more advanced settings for you to maximize your conference functionality. You can alter conference fees, change payment methods, configure Leads and Attendee app settings, and much more!
-===== Import Data =====+==== Import Data ====
 This is where you go to import your data for the conference. You will need to create CSV (Comma-Separated Values) files in order to import data, which we will go over below. Data you can import includes: This is where you go to import your data for the conference. You will need to create CSV (Comma-Separated Values) files in order to import data, which we will go over below. Data you can import includes:
-  * Administrators +  * AdministratorsExhibitor AdministratorsExhibitor RepresentativesOperatorsPresentersModeratorsAttendees, Companies, TracksSessionsSession RegistrationsSession PresentersSession TracksUser GroupsUser Groups Members
-  * Exhibitor Administrators +
-  * Exhibitor Representatives +
-  * Operators +
-  * Presenters +
-  * Moderators +
-  * Attendees +
-  * Tracks +
-  * Sessions +
-  * Session Registrations +
-  * Session Presenters +
-  * Session Tracks +
-  * User Groups +
-  * User Groups Members+
  
-Learn more about importing your **Attendees**, **Sessions/Workshops**, and everything else to quickly get started.  +Learn more about importing your **Attendees**, **Sessions/Workshops**, and everything else to quickly get started below.  
  
 ==== File Format ==== ==== File Format ====
  
-Only **Comma-Separated-Values (CSV)** files are supported for **Conference Tracker** imports.  This format is broadly supported by many applications including Microsoft Excel; it also can be created using any simple text editor (such as notepad). In the first line of the file the headers must be included (check the list of valid headers below) with commas separating each of the columns you want to include followed by the data/records separating each column by a comma.  In the case you need to have a comma in the some of the data/records itself, you can prevent upload and file formatting errors by enclosing the full value in double quotes.+Only **Comma-Separated-Values (CSV)** files are supported for **Conference Tracker** imports.  This format is broadly supported by many applications including Microsoft Excel; it also can be created using any simple text editor (such as notepad). In the first line of the filethe headers must be included (check the list of valid headers below) with commas separating each of the columns you want to include followed by the data/records separating each column by a comma.  In the case you need to have a comma in the some of the data/records itself, you can prevent upload and file formatting errors by enclosing the full value in double-quotes.
  
 To make it as simple as possible we have defined an import sample for each type of import for you to follow.  By creating a file, as explained below, you can directly upload the file to  **Conference Tracker** so it can validate it and get your conference information ready for use in the system. To make it as simple as possible we have defined an import sample for each type of import for you to follow.  By creating a file, as explained below, you can directly upload the file to  **Conference Tracker** so it can validate it and get your conference information ready for use in the system.
  
  
-=== Administrators, Operators, Presenters, and Moderators Import ===+==== Administrators, Operators, Presenters, and Moderators Import ====
 These **users** will be added to the system from this type of import and this is a quick definition of their role: These **users** will be added to the system from this type of import and this is a quick definition of their role:
-  * **Administrators** - This **User** type is the one that configures all the settings, import/exports data, and runs the conference.  They have the highest level of permissions on a **Conference Tracker** account. +  * **Administrators** - This **User** type is the one that configures all the settings, import/export data, and runs the conference.  They have the highest level of permissions on a **Conference Tracker** account. 
-  * **Operators** - This **User** type is the one that helps scan attendees, input onsite registrants (**Attendees**), and can print badges/qr labels.  These **Users** have limited access to the system and are typically your volunteers/members helping at the conference.+  * **Operators** - This **User** type is the one that helps scan attendees, input onsite registrants (**Attendees**), and can print badges/QR labels.  These **Users** have limited access to the system and are typically your volunteers/members helping at the conference.
   * **Presenters** - This **User** type is the one that will be the speaker at a session.  This user is only imported typically to generate a special badge for them.   * **Presenters** - This **User** type is the one that will be the speaker at a session.  This user is only imported typically to generate a special badge for them.
   * **Moderators** - This **User** type has the ability to delete messages on the **Attendee** app and use the **Moderate Messages** function on the **Conference Tracker** website.   * **Moderators** - This **User** type has the ability to delete messages on the **Attendee** app and use the **Moderate Messages** function on the **Conference Tracker** website.
  
-== Admin/Operator/Presenter/Moderator Import Valid Headers ==+==== Admin/Operator/Presenter/Moderator Import Valid Headers ====
  
 To import **Administrators**, **Operators**, **Presenters** and **Moderators** you need to specify the following headers: To import **Administrators**, **Operators**, **Presenters** and **Moderators** you need to specify the following headers:
  
-{{ conferencetracker:2:en:conftrac-administrator-operator-presenter-csv-sample.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:adminvalidimportheaders.png?nolink&800|}}
  
-**//Required://**+**//__Required__://**
  
   * %%FirstName%%, %%MiddleInitial%%, %%LastName%%, Email   * %%FirstName%%, %%MiddleInitial%%, %%LastName%%, Email
 +//**Note**: The Middle Initial field can be blank but it must be a part of the document!
 +//
  
 **//Optional://** **//Optional://**
  
-  * City, State, Address, %%ZipCode%%, %%PhoneNumber%%, Title, Company, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%+  * City, State, Address, %%ZipCode%%, %%PhoneNumber%%, Title, Bio, Company, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%
  
 **//Optional but helpful to provide information if using __Conference Leads__ or the __Attendee__ App://** **//Optional but helpful to provide information if using __Conference Leads__ or the __Attendee__ App://**
-  * %%CompanyDescription%%, %%CompanyEmail%%, %%CompanyPhoneNumber%%, %%CompanyStreetAddress%%, %%CompanyCity%%, %%CompanyState%%, %%CompanyZipCode%%, %%CompanyContactFirstName%%, %%CompanyContactMiddleName%%, %%CompanyContactLastName%%+  * %%CompanyDescription%%, %%CompanyEmail%%, %%CompanyPhoneNumber%%, %%CompanyStreetAddress%%, %%CompanyCity%%, %%CompanyState%%, %%CompanyZipCode%%, %%CompanyContactFirstName%%, %%CompanyContactMiddleName%%, %%CompanyContactLastName%%, Facebook, %%LinkedIn%%, %%YouTube%%, Twitter, Instagram.
  
 [[https://www.conftrac.com/Images/Doc/AdminImportExcel.csv|Download the example file(.csv)]] [[https://www.conftrac.com/Images/Doc/AdminImportExcel.csv|Download the example file(.csv)]]
  
 +==== Companies Import ====
 +These **Companies** will be added to the system from this type of import. This is useful if you know the Exhibiting Companies attending, but not the Representatives.
  
-=== Exhibitor Admin/Reps Import ===+==== Company Import Valid Headers ==== 
 + 
 +To import **Companies** you need to specify the following headers: 
 +{{ :conferencetracker:2:administrator:manual:companyvalidimportheaders.png?nolink&700|}} 
 + 
 +**//__Required__://** 
 + 
 +  * Company 
 +// 
 + 
 +**//Optional but helpful to provide information if using __Conference Leads__://** 
 +// 
 +  * //%%CompanyDescription%%, %%SponsorLevel%%, %%MaxReps%%, %%MaxLicenses%%, %%MaxPushAds%%, %%MaxPosts%%. 
 +// 
 +[[https://www.conftrac.com/Images/Doc/CompanyImportExcel.csv|Download the example file(.csv)]] 
 + 
 +==== Exhibitor Admin/Reps Import ====
 These **users** will be added to the system from this type of import and this is a quick definition of their role: These **users** will be added to the system from this type of import and this is a quick definition of their role:
-  * **Exhibitor Administrators** - This **User** type is the one that configures the **Conference Leads** custom qualifying questions, can perform a random drawing from leads collected, and can mange the Exhibitor Reps for their company.  They have no access to your **Conference Tracker** account and only see the (**Attendee**) leads information they or their reps capture.+  * **Exhibitor Administrators** - This **User** type is the one that configures the **Conference Leads** custom qualifying questions, can perform a random drawing from leads collected, and can manage the Exhibitor Reps for their company.  They have no access to your **Conference Tracker** account and only see the (**Attendee**) leads information they or their reps capture.
   * **Exhibitor Representatives** - This **User** type is the one that helps scan attendees at the exhibitor booths, use the **Conference Leads** app (if purchased a license), and e-mail leads to themselves.  They have no access to your **Conference Tracker** account and only the (**Attendee**) leads information they capture.   * **Exhibitor Representatives** - This **User** type is the one that helps scan attendees at the exhibitor booths, use the **Conference Leads** app (if purchased a license), and e-mail leads to themselves.  They have no access to your **Conference Tracker** account and only the (**Attendee**) leads information they capture.
  
-== Exhibitors Import Valid Headers ==+==== Exhibitors Import Valid Headers ====
  
 To import **Exhibitor Administrators** or **Exhibitor Representatives** you need to specify the following headers: To import **Exhibitor Administrators** or **Exhibitor Representatives** you need to specify the following headers:
-{{ conferencetracker:2:en:conftrac-exhibitors-csv-sample.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:exhibitorvalidimportheaders.png?700|}}
  
-**//Required://**+**//__Required__://**
  
-  * %%FirstName%%, %%MiddleInitial%%, %%LastName%%, Email, Company, %%CompanyBooth%%, %%CompanyWebsite%%+  * %%FirstName%%, %%MiddleInitial%%, %%LastName%%, Email, Company 
 +//**Note**: The Middle Initial field can be blank but it must be a part of the document! 
 +//
  
 **//Optional://** **//Optional://**
  
-  * City, State, Address, %%ZipCode%%, %%PhoneNumber%%, Title, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%+  *  %%CompanyBooth%%, %%CompanyWebsite%%,City, State, Address, %%ZipCode%%, %%PhoneNumber%%, Title, Bio, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%
  
 **//Optional but helpful to provide information if using __Conference Leads__ or the __Attendee__ App://** **//Optional but helpful to provide information if using __Conference Leads__ or the __Attendee__ App://**
-  * %%CompanyDescription%%, %%CompanyEmail%%, %%CompanyPhoneNumber%%, %%CompanyStreetAddress%%, %%CompanyCity%%, %%CompanyState%%, %%CompanyZipCode%%, %%CompanyContactFirstName%%, %%CompanyContactMiddleName%%, %%CompanyContactLastName%%+  * %%CompanyDescription%%, %%CompanyEmail%%, %%CompanyPhoneNumber%%, %%CompanyStreetAddress%%, %%CompanyCity%%, %%CompanyState%%, %%CompanyZipCode%%, %%CompanyContactFirstName%%, %%CompanyContactMiddleName%%, %%CompanyContactLastName%%, Facebook, %%LinkedIn%%, %%YouTube%%, Twitter, Instagram, %%LeadsEnabled%%.
  
 [[https://www.conftrac.com/Images/Doc/ExhibitorImportExcel.csv|Download the example file(.csv)]] [[https://www.conftrac.com/Images/Doc/ExhibitorImportExcel.csv|Download the example file(.csv)]]
  
-=== Attendees Import === +====Attendees Import==== 
-This import is for **Attendees** which are required to track attendance at your conference and are the folks who will be attending.+This import is for **Attendees** which are required to track attendance at your conference and are the people who will be attending.
  
-== Attendee Import Valid Headers ==+==== Attendee Import Valid Headers ====
  
 To import **Attendees**, you need to specify the following headers: To import **Attendees**, you need to specify the following headers:
-{{ conferencetracker:2:en:conftrac-attendee-csv-sample.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:attendeesvalidimportheaders.png?nolink&700|}}
  
  
-**//Required://**+**//__Required__://**
  
   * %%FirstName%%, %%MiddleInitial%%, %%LastName%%, Email   * %%FirstName%%, %%MiddleInitial%%, %%LastName%%, Email
 +//**Note**: The Middle Initial field can be blank but it must be a part of the document!
 +//
  
 **//Optional://** **//Optional://**
  
-  * %%CardNumber%%, City, State, Address, %%ZipCode%%, %%PhoneNumber%%, Title, Company, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%+  * %%CardNumber%%, City, State, Address, %%ZipCode%%, %%PhoneNumber%%, Title, Bio, Company, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%
  
 **//Optional but helpful to provide information if using __Conference Leads__ or the __Attendee__ App://** **//Optional but helpful to provide information if using __Conference Leads__ or the __Attendee__ App://**
-  * %%CompanyDescription%%, %%CompanyEmail%%, %%CompanyPhoneNumber%%, %%CompanyStreetAddress%%, %%CompanyCity%%, %%CompanyState%%, %%CompanyZipCode%%, %%CompanyContactFirstName%%, %%CompanyContactMiddleName%%, %%CompanyContactLastName%%+  * %%CompanyDescription%%, %%CompanyEmail%%, %%CompanyPhoneNumber%%, %%CompanyStreetAddress%%, %%CompanyCity%%, %%CompanyState%%, %%CompanyZipCode%%, %%CompanyContactFirstName%%, %%CompanyContactMiddleName%%, %%CompanyContactLastName%%, Facebook, %%LinkedIn%%, %%YouTube%%, Twitter, Instagram.
  
  
 [[https://www.conftrac.com/Images/Doc/AttendeeImportExcel.csv|Download the example file(.csv)]] [[https://www.conftrac.com/Images/Doc/AttendeeImportExcel.csv|Download the example file(.csv)]]
  
-=== Sessions/Workshops Import ===+==== Tracks Import ==== 
 +| Name | Description | Color | 
 +|"Sports Track" | "This is the track that includes all the sports sessions" | #FF0000 | 
 +| "Literature Track" | "This is the track that includes all the literature sessions" | #00FF00 | 
 +| "Wellness Track" | "This is the track that includes all the wellness sessions" | #0000FF | 
 + 
 +==== Tracks Import Valid Headers ==== 
 +**//__Required__://** 
 +  * Name 
 + 
 +**//__Optional__://** 
 +  * Description, Color 
 + 
 +[[https://www.conftrac.com/Images/Doc/TrackImportExcel.csv|Download the example file(.csv)]] 
 +==== Sessions/Workshops Import ====
 These are the **Sessions** or **Workshops** that your **Attendees** will have their attendance recorded in using **Conference Tracker**. These are the **Sessions** or **Workshops** that your **Attendees** will have their attendance recorded in using **Conference Tracker**.
  
 <note warning>Before you import the conference **Workshops/Sessions** it's important that you select the correct **[[.advancedoptions#general|Time-zone]]** __//where the conference will be held//__.  Bear in mind when setting up the Time-zone for the conference it may not necessarily the **[[.advancedoptions#general|Time-zone]]** of the place where you currently are. <note warning>Before you import the conference **Workshops/Sessions** it's important that you select the correct **[[.advancedoptions#general|Time-zone]]** __//where the conference will be held//__.  Bear in mind when setting up the Time-zone for the conference it may not necessarily the **[[.advancedoptions#general|Time-zone]]** of the place where you currently are.
  
-As an example you might currently in in your offices in New York City, but if the conference will take place in San Francisco, then you should select //"(GMT-08:00) Pacific Time (US & Canada)"//.</note>+As an exampleyou might currently in your offices in New York City, but if the conference will take place in San Francisco, then you should select //"(GMT-08:00) Pacific Time (US & Canada)"//.</note>
  
-== Workshop/Session Import Valid Headers ==+==== Workshop/Session Import Valid Headers ====
  
 To import **Workshops/Sessions**, you need to specify the following headers: To import **Workshops/Sessions**, you need to specify the following headers:
-{{ conferencetracker:2:en:conftrac-workshop-session-csv-sample.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:sessionsvalidimportheaders.png?600|}}
  
-**//Required://**+**//__Required__://**
  
   * Name, %%StartTime%%, %%EndTime%%, Room   * Name, %%StartTime%%, %%EndTime%%, Room
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 **//Optional://** **//Optional://**
  
-  * Description, Credits, Speakers, %%Capacity%%, Fee, %%RequiresSignOut%%, %%RequiredPresencePctg%%, %%OnlineRegistration%%, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%+  * Description, Credits, %%Capacity%%, Fee, %%RequiresSignOut%%, %%RequiredPresencePctg%%, %%RequiredPresenceMinutes%%, %%OnlineRegistration%%, %%CustomField1%%, %%CustomField2%%, %%CustomField3%%, %%CustomField4%%, %%CustomField5%%, %%AttendanceMode%%, %%StreamingUrl%%, %%StreamingEmbedded%%.
  
  
-[[http://www.conftrac.com/Images/Doc/ScheduleImportExcel.csv|Download the example file(.csv)]]+[[https://www.conftrac.com/Images/Doc/ScheduleImportExcel.csv|Download the example file(.csv)]]
  
-=== Sessions/Workshops Registration Import === +==== Sessions/Workshops Registration Import ==== 
-Only use this import if you want to exclude non-registered **Attendees** from being able to sign-in or attend a **Workshop**/**Session**.  We only use **Session Registration** if they must be registered to a **Workshop** in order to attend as anyone else who tries to sign-in to the **Session** will be rejected.+Only use this import if you want to exclude non-registered **Attendees** from being able to sign-in or attend a **Workshop/Session**.  We only use **Session Registration** if they must be registered to a **Workshop** in order to attend as anyone else who tries to sign-in to the **Session** will be rejected.
  
-== Session Registration Import Valid Headers ==+==== Session Registration Import Valid Headers ====
  
 To import **Session/Workshop Registration**, you need to specify the following headers: To import **Session/Workshop Registration**, you need to specify the following headers:
-{{ conferencetracker:2:en:conftrac-workshop-session-registration-csv-sample.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:sessionregistrationsvalidimportheaders.png?nolink&600|}}
  
 **//Required://** **//Required://**
  
-  * Session, Email*+  * Session, Email
  
  
-[[http://conftrac.com/Images/Doc/WorkshopRegistrationImportExcel.csv|Download the example file (.csv)]]+[[https://www.conftrac.com/Images/Doc/WorkshopRegistrationImportExcel.csv|Download the example file (.csv)]]
  
-=== User Groups Import ===+==== Session Tracks ==== 
 +| Session | Track | 
 +| Faster Design Decisions with Style Tiles | Literature Track | 
 +| Faster Design Decisions with Style Tiles | Sports Track | 
 +| Styles of Redesign | Literature Track | 
 +| Rolling Up Our Responsive Sleeves | Wellness Track | 
 + 
 +==== Session Tracks Valid Headers==== 
 + 
 +**//__Required__://** 
 +  * Session, Track 
 + 
 +[[https://www.conftrac.com/Images/Doc/WorkshopTrackImportExcel.csv|Download the example file(.csv)]] 
 +==== User Groups Import ====
 This import is optional, but allows you to create User Groups used for Badge/Certificate/CEU Report printing and emailing, export filtering, and more. This import is optional, but allows you to create User Groups used for Badge/Certificate/CEU Report printing and emailing, export filtering, and more.
  
-== User Groups Import Valid Headers ==+ 
 +==== User Groups Import Valid Headers ====
  
 To import **User Groups**, you need to specify the following headers: To import **User Groups**, you need to specify the following headers:
-{{ conferencetracker:2:en:conftrac-usergroupimport.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:usergroupsvalidheaders.png?nolink&700|}}
  
 **//Required://** **//Required://**
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 [[https://www.conftrac.com/Images/Doc/UserGroupImportExcel.csv|Download the example file (.csv)]] [[https://www.conftrac.com/Images/Doc/UserGroupImportExcel.csv|Download the example file (.csv)]]
  
-=== User Group Members Import ===+==== User Group Members Import ====
 This import is optional but allows you to assign Attendees to groups for Badge/Certificate/CEU Report printing and emailing, export filtering, and more. This import is optional but allows you to assign Attendees to groups for Badge/Certificate/CEU Report printing and emailing, export filtering, and more.
 +<note important>//**Warning!** All **User Groups** and their **Group Member** should be included in a single (combined) import CSV file because Conference Tracker would create a new set of groups and members everytime there is an import of this type, existing groups in Conference Tracker that are not present in the latest import will be empty when the import runs.//</note>
  
-== User Groups Members Import Valid Headers ==+<note tip>//**Tip:** If you are doing a new import of this type, you can quickly export a list of the existing **Group Members** in the **Advanced Options > Export Data** section from the main menu, then add/edit groups and/or members as needed to proceed to import, remember that only the groups and members present on the latest import of this type will remain when the import runs. Those groups existing in Conference Tracker that were not defined in the latest import would have no members after the import runs//</note> 
 +==== User Groups Members Import Valid Headers ====
  
 To import **User Groups Members**, you need to specify the following headers: To import **User Groups Members**, you need to specify the following headers:
-{{ conferencetracker:2:en:conftrac-usergroupmemberimport.png?nolink&600|}}+{{ :conferencetracker:2:administrator:manual:usergroupmembersvalidheaders.png?nolink&900|}}
  
  
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 ==== Importing your CSV Files ==== ==== Importing your CSV Files ====
-{{ :conferencetracker:2:administrator:manual:importdata.png?direct&450|}}+{{ :conferencetracker:2:administrator:manual:importscreen.png?nolink&650|}}
 Once you've got the CSV files prepared and ready, let's move on to uploading your files. To import the CSV file you created: Once you've got the CSV files prepared and ready, let's move on to uploading your files. To import the CSV file you created:
-  - Choose what you would like to import from the Drop Down menu +  - Choose what you would like to import from the Drop-Down menu 
-  - Press the blue Upload a File button+  - Press the blue <color #00a2e8>**Upload a File**</color> button
   - You will be presented with a Browse window. Search for your CSV file here and press the Open button.   - You will be presented with a Browse window. Search for your CSV file here and press the Open button.
   - Your CSV file will automatically start uploading!   - Your CSV file will automatically start uploading!
 You will see a status window towards the bottom of this section. It will alert you of each step of the process and if there were any errors encountered. Once it completes, it will let you know and your data will be updated to your account successfully! You will see a status window towards the bottom of this section. It will alert you of each step of the process and if there were any errors encountered. Once it completes, it will let you know and your data will be updated to your account successfully!
  
-==== Troubleshooting Import Files ====+===== Troubleshooting Import Files =====
  
 These are the possible error messages that you may receive trying to import your CSV files and possible solutions to fix them. These are the possible error messages that you may receive trying to import your CSV files and possible solutions to fix them.
Line 217: Line 260:
 **FIX:**  It is best practice to use a temporary fake e-mail in a format like "first.last@mydomain.org" if you do not have an e-mail for someone you are trying to import or find-out their real e-mail as you'll be able to use e-mail heavily during the conference. **FIX:**  It is best practice to use a temporary fake e-mail in a format like "first.last@mydomain.org" if you do not have an e-mail for someone you are trying to import or find-out their real e-mail as you'll be able to use e-mail heavily during the conference.
  
-=== There are Exhibitors with no company specified (This field is mandatory for this type of users). ===+=== There are Exhibitors with no company specified (This field is mandatory for this type of user). ===
  
 **REASON:**  Exhibitor's Company field is blank and this is a required field on their record. **REASON:**  Exhibitor's Company field is blank and this is a required field on their record.
Line 237: Line 280:
 === Workshops have to start and end in the same date === === Workshops have to start and end in the same date ===
  
-**REASON:**  Conference Tracker does not track session lasting multiple days.+**REASON:**  Conference Tracker does not track sessions lasting multiple days.
  
-**FIX:**  Typically this is a mistake in the date/time but if you are having a session lasting several days simply break it up into multiple session for each day it occurs for as many hours you are open for that workshop/session.+**FIX:**  Typically this is a mistake in the date/time but if you are having a session lasting several days simply break it up into multiple sessions for each day it occurs for as many hours you are open for that workshop/session.
  
 === RequiredPresencePctg field can only be set to nothing or a number between 1 and 100 === === RequiredPresencePctg field can only be set to nothing or a number between 1 and 100 ===
Line 249: Line 292:
 === DataType mismatch VarChar not Recognized. === === DataType mismatch VarChar not Recognized. ===
  
-**REASON:**  This typically is if you try to upload a file that requires a date/time field.  It can also happen when the fields are too long being imported.  However if the dates in your import file look good then you may be trying to import too many characters for a field.+**REASON:**  This typically is if you try to upload a file that requires a date/time field.  It can also happen when the fields are too long being imported.  Howeverif the dates in your import file look good then you may be trying to import too many characters for a field.
  
 **FIX:**  This means you must use the time format specified in the above sections like this "MM/DD/YYYY HH:MM" in military time so it understands this information.  This can also happen if you accidentally leave the date/time field blank on even a single record.  If that does not work it may be the length of the fields are too large.  Below is a table of acceptable field lengths for all the imports: **FIX:**  This means you must use the time format specified in the above sections like this "MM/DD/YYYY HH:MM" in military time so it understands this information.  This can also happen if you accidentally leave the date/time field blank on even a single record.  If that does not work it may be the length of the fields are too large.  Below is a table of acceptable field lengths for all the imports:
  
-== User (Admins/Operators/Presenters/Moderators/Exhibitors/Attendee) Imports ==+=== User (Admins/Operators/Presenters/Moderators/Exhibitors/Attendee) Imports ===
  
 <csv> <csv>
 Column Header,Type/Max # Chars,Required/Primary Key Column Header,Type/Max # Chars,Required/Primary Key
 FirstName,70,Required FirstName,70,Required
-MiddleName,30,Required (Can be blank)+MiddleInitial,30,Required (Can be blank)
 LastName,70,Required LastName,70,Required
 Email,255,Required/Primary Key Email,255,Required/Primary Key
Line 268: Line 311:
 PhoneNumber,50,Optional PhoneNumber,50,Optional
 Title,100,Optional Title,100,Optional
-Company,100,(Required for Exhibitors)+Company,300,(Required for Exhibitors)
 CompanyDescription,2000,Optional CompanyDescription,2000,Optional
 CompanyEmail,255,Optional CompanyEmail,255,Optional
Line 279: Line 322:
 CompanyContactMiddleName,30,Optional CompanyContactMiddleName,30,Optional
 CompanyContactLastName,70,Optional CompanyContactLastName,70,Optional
-CompanyBooth,10,Optional+CompanyBooth,20,Optional
 CompanyWebsite,500,Optional CompanyWebsite,500,Optional
 CustomField1,250,Optional CustomField1,250,Optional
Line 288: Line 331:
 </csv> </csv>
  
-== Session/Workshop Imports ==+==== Session/Workshop Imports ====
  
 <csv> <csv>
Line 312: Line 355:
 ===== Export Data ===== ===== Export Data =====
  
-Here at Conference Tracker, our policy is quite simple: Your data is yours. You can be sure of that. We allow users to download all the information saved in their accounts, including the attendance logs recorded, the attendees info and everything else you put in our system.+Here at Conference Tracker, our policy is quite simple: Your data is yours. You can be sure of that. We allow users to download all the information saved in their accounts, including the attendance logs recorded, the attendee'info and everything else you put in our system.
  
 In the Export Data section, you can export any of this data in the following three formats: **CSV**, **HTML**, or **Excel Spreadsheet**. To do this, click on any of the blue Download buttons {{:conferencetracker:2:administrator:manual:dlexport.png?nolink|}}next to the type of data you would like to download. Within a few seconds, it will generate a file for you and the blue button will change into a green View File button {{:conferencetracker:2:administrator:manual:vfexport.png?nolink|}}. Clicking on this button will begin the file download. In the Export Data section, you can export any of this data in the following three formats: **CSV**, **HTML**, or **Excel Spreadsheet**. To do this, click on any of the blue Download buttons {{:conferencetracker:2:administrator:manual:dlexport.png?nolink|}}next to the type of data you would like to download. Within a few seconds, it will generate a file for you and the blue button will change into a green View File button {{:conferencetracker:2:administrator:manual:vfexport.png?nolink|}}. Clicking on this button will begin the file download.
  
-Below, you can find a list of all of the types of data you can download from Conference Tracker, as well as what each of them contain.+Below, you can find a list of all of the types of data you can download from Conference Tracker, as well as what each of them contains.
  
  ==== Attendees ====  ==== Attendees ====
 This export is a complete list of all of the **Attendees** that have been added to your conference either manually, via import, or through the registration process. Here is the information included in this export: \\ \\  This export is a complete list of all of the **Attendees** that have been added to your conference either manually, via import, or through the registration process. Here is the information included in this export: \\ \\ 
-**First Name| Middle Name | Last Name | Email | Card Number | Phone Number | Street Address | City | State | Zip Code | Title | Company | CustomField1 | CustomField2 | CustomField3 | CustomField4 | CustomField5**+**First Name| Middle Initial| Last Name | Email | Card Number | Phone Number | Address | City | State | Zip Code | Title | Company | CustomField1 | CustomField2 | CustomField3 | CustomField4 | CustomField5**
  
 ====Groups==== ====Groups====
Line 329: Line 372:
 This export offers a list of each Group you have created, along with each member of those Groups. Here is the information included in this export: \\ \\  This export offers a list of each Group you have created, along with each member of those Groups. Here is the information included in this export: \\ \\ 
 **Group Name | Group Description | First Name |  Middle Name | Last Name | Email** **Group Name | Group Description | First Name |  Middle Name | Last Name | Email**
 +
  
 ==== Attendees incl. Reg Info ==== ==== Attendees incl. Reg Info ====
Line 335: Line 379:
 ==== Operators ==== ==== Operators ====
 This export is a complete list of all of the **Operators** that help scan attendees at your conference.  Here is the information included in this export: \\ \\  This export is a complete list of all of the **Operators** that help scan attendees at your conference.  Here is the information included in this export: \\ \\ 
-**First Name | Middle Name | Last Name | Email**+**First Name | Middle Initial | Last Name | Email**
  
 ==== Presenters ==== ==== Presenters ====
Line 347: Line 391:
 This export is a complete list of all of the **Exhibitor Administrators** that may be using [[conferenceleads:manual|Conference Leads]] at your conference.  Here is the information included in this export: \\ \\  This export is a complete list of all of the **Exhibitor Administrators** that may be using [[conferenceleads:manual|Conference Leads]] at your conference.  Here is the information included in this export: \\ \\ 
 **Company | First Name | Middle Initial | Last Name | Email | Conference Leads Enabled?** **Company | First Name | Middle Initial | Last Name | Email | Conference Leads Enabled?**
 +
 +==== Companies ====
 +This export is a complete list of all of the **Exhibiting Companies** at your conference. Here is the information included in this export: \\ \\ 
 +**Company | %%CompanyDescription%% | %%SponsorLevel%% | %%MaxReps%% | %%MaxLicenses%% | %%MaxPushAds%% | %%MaxPosts%% | %%CompanyBooth%% | %%CompanyEmail%% | %%CompanyPhoneNumber%% | %%CompanyStreetAddress%% | %%CompanyCity%% | %%CompanyState%% | %%CompanyZipCode%% | %%CompanyContactFirstName%% | %%CompanyContactMiddleName%% | %%CompanyContactLastName%%**
 +
 ==== Cards / ID Numbers ==== ==== Cards / ID Numbers ====
 This export is a complete list of all of the **Card Numbers** showing the **Attendees** that have been assigned to the cards either manually or via import. These are the fields that are shown in this export: \\ \\  This export is a complete list of all of the **Card Numbers** showing the **Attendees** that have been assigned to the cards either manually or via import. These are the fields that are shown in this export: \\ \\ 
Line 356: Line 405:
 ==== Leads ==== ==== Leads ====
 This export is a complete list of all of the **Leads** collected for the **Exhibitors** using [[conferenceleads:manual|Conference Leads]] at your conference.  Here is the information included in this export: \\ \\  This export is a complete list of all of the **Leads** collected for the **Exhibitors** using [[conferenceleads:manual|Conference Leads]] at your conference.  Here is the information included in this export: \\ \\ 
-**Date | Exhibitor First Name | Exhibitor Middle Name | Exhibitor Last Name | Lead First Name | Lead Middle Name | Lead Last Name | Email | Phone Number | Street Address | City | State | Zip Code | Title | Company | Notes | Custom Leads Questions**+**Date | Exhibitor First Name | Exhibitor Middle Name | Exhibitor Last Name | Exhibiting Company | Lead First Name | Lead Middle Name | Lead Last Name | Email | Phone Number | Street Address | City | State | Zip Code | Title | Company | Notes | Custom Leads Questions**
 ==== Raw Swipes ==== ==== Raw Swipes ====
 This export is all the **Attendance Swipes** information collected while the **Attendees** were scanned into their **Sessions/Workshops** at your conference. Here is the information included in this export: \\ \\  This export is all the **Attendance Swipes** information collected while the **Attendees** were scanned into their **Sessions/Workshops** at your conference. Here is the information included in this export: \\ \\ 
Line 366: Line 415:
 This export is all the **Attendance Logs** information collected while the **Attendees** were scanned into their **Sessions/Workshops** at your conference.  The **Attendance Logs** are showing **//(multiple lines per session)//** all the times the attendee swiped in and out of each **Workshop/Session**. Here is the information included in this export: \\ \\  This export is all the **Attendance Logs** information collected while the **Attendees** were scanned into their **Sessions/Workshops** at your conference.  The **Attendance Logs** are showing **//(multiple lines per session)//** all the times the attendee swiped in and out of each **Workshop/Session**. Here is the information included in this export: \\ \\ 
 **Workshop | Room | Status | Total Minutes | First Name | Middle Name | Last Name | Email | Card Number | Credits | Sign-In Time | Sign-Out Time** **Workshop | Room | Status | Total Minutes | First Name | Middle Name | Last Name | Email | Card Number | Credits | Sign-In Time | Sign-Out Time**
-==== Check-Ins ====+==== Check-In Logs ====
 This export shows a list of all **Attendees** that have Checked-in. Here is the information included in this export: \\ \\  This export shows a list of all **Attendees** that have Checked-in. Here is the information included in this export: \\ \\ 
-**First Name | Middle Name | Last Name | Date | Notes** +**Email | First Name | Middle Name | Last Name | Date | Notes** 
-==== Check-Ins (with delivered handouts) ==== +==== Attendees with no Check-In ==== 
-This export shows a list of all **Attendees** that have Checked-in as well as what and when they have collected **Handouts** at the check-in. Here is the information included in this export: \\ \\  +This export shows a list of all **Attendees** that have not Checked-in. Here is the information included in this export: \\ \\  
-**First Name | Middle Name | Last Name | Notes Handout Handout Delivery Date**+**First Name | %%MiddleInitial%% | Last Name | Email %%CardNumber%% %%PhoneNumber%% | Address | City | State | %%ZipCode%% | Title | Company | Facebook | %%LinkedIn%% | %%YouTube%% | Twitter | Instagram | CustomField1 | CustomField2 | CustomField3 | CustomField4 | CustomField5**
 ==== Conference Registrations ==== ==== Conference Registrations ====
 This is all the **Answers** for the **Questions** in the **Attendees Online Registration Form** that have completed when the **Attendee** registered through the online registration form or onsite (using the online registration form).  Due to the customizable nature of the **Attendee Online Registration Form** this is only an example of the possible information included in this export (if the default fields are left intact): \\ \\  This is all the **Answers** for the **Questions** in the **Attendees Online Registration Form** that have completed when the **Attendee** registered through the online registration form or onsite (using the online registration form).  Due to the customizable nature of the **Attendee Online Registration Form** this is only an example of the possible information included in this export (if the default fields are left intact): \\ \\ 
Line 380: Line 429:
 **Workshop Name | Start Time | End Time | Credits | Speakers | Room | First Name | Middle Name | Last Name | Email | Phone Number | Street Address | City | State | Zip Code | Title | Company** **Workshop Name | Start Time | End Time | Credits | Speakers | Room | First Name | Middle Name | Last Name | Email | Phone Number | Street Address | City | State | Zip Code | Title | Company**
 ==== # of Sign-Ins per Session ==== ==== # of Sign-Ins per Session ====
-This is one of the [[.attendance#conference-analytics|Conference Analytics]] exports in which is displays the total number of **Sign-ins** for each of the **Sessions/Workshops**.  Here is what fields are included in this export: \\ \\ +This is one of the [[.attendance#conference-analytics|Conference Analytics]] exports in which it displays the total number of **Sign-ins** for each of the **Sessions/Workshops**.  Here is what fields are included in this export: \\ \\ 
 **Workshop Name | Start Time | End Time | Credits | Speakers | Room | # Of Sign-Ins** **Workshop Name | Start Time | End Time | Credits | Speakers | Room | # Of Sign-Ins**
 ==== # of Attendees per Session ==== ==== # of Attendees per Session ====
-This is one of the [[.attendance#conference-analytics|Conference Analytics]] exports in which is displays the total number of **Attendees** for each of the **Sessions/Workshops**.  Here is what fields are included in this export: \\ \\ +This is one of the [[.attendance#conference-analytics|Conference Analytics]] exports in which it displays the total number of **Attendees** for each of the **Sessions/Workshops**.  Here is what fields are included in this export: \\ \\ 
 **Workshop Name | Start Time | End Time | Credits | Speakers | Room | # of Attendees** **Workshop Name | Start Time | End Time | Credits | Speakers | Room | # of Attendees**
 ==== Leads App Users ==== ==== Leads App Users ====
 This report shows you every **Exhibitor Administrator** and **Exhibitor Representative** that have purchased and used the **Conference Leads** app. This report includes the following information: \\ \\  This report shows you every **Exhibitor Administrator** and **Exhibitor Representative** that have purchased and used the **Conference Leads** app. This report includes the following information: \\ \\ 
 **Company | First Name | Middle Name | Last Name | Email | Leads Role | License Fee** **Company | First Name | Middle Name | Last Name | Email | Leads Role | License Fee**
-=====Attendance Log Reports===== 
-These are **Conference Attendance Log Reports** that can only be generated in MS Excel (XLS) format as they are subtotaled by each attendees and formatted to look nice.  If you have uploaded Workshop Custom Fields then you'll also have the option to see the Attendance Logs data subtotaled by each Custom Field too. 
  
 +==== Ad Views ====
 +This report shows you every person who clicked on a posted Ad. This report includes the following information: \\ \\ 
 +**Company Ad | First Name | Middle Name | Last Name | Email | Viewed | Clicked**
 +
 +==== Ad Views Summary ====
 +This report shows you a summary of how many times each Ad was interacted with. This report includes the following information: \\ \\ 
 +**Company Ad | Views | Clicks**
 +
 +==== Prize Wheel Winners ====
 +This report shows you every who participated in an Exhibitors Prize Wheel Drawing. This report includes the following information: \\ \\ 
 +**Date| User | Game | Game Type | Company Prize**
 +
 +==== Attendee Invoices Sent ====
 +This report shows you every Invoice Sent to Attendees and their status. This report includes the following information: \\ \\ 
 +**First Name | Last Name | Email | Company | %%InvoiceNumber%% | Date | Amount | Status**
 +
 +==== Exhibitor Invoices Sent ====
 +This report shows you every Invoice Sent to Exhibitors and their status. This report includes the following information: \\ \\ 
 +**First Name | Last Name | Email | Company | %%InvoiceNumber%% | Date | Amount | Status**
 +
 +====Attendance Log Reports====
 +Under the list of main Exports you can download, you will see a header titled Attendance Logs Reports. These reports will group your Attendance Logs by attendee, taking advantage of Excel specific features. Due to this, the reports found in this section are only offered in Excel format. 
 +
 +If you have used any Custom Session Fields for your Sessions, you will also be able to download Attendance Logs Reports grouped by both attendee and each Custom Session Field used.
  
  
 ===== Discount Coupons ===== ===== Discount Coupons =====
-{{ :conferencetracker:2:en:discount_coupons.png?direct&450|}} +{{ :conferencetracker:2:en:discount_coupons.png?direct&650|}} 
-This section allows you to create discount coupons to distribute to your attendees. The discount coupons will be in the form of a code and registrants will be able to enter it upon checking out after completing our online registration form. The discount coupon can reduce the price of registration by any amount you want and can be a flat amount or a percentage.+This section allows you to create discount coupons to distribute to your attendees. The discount coupon can reduce the price of registration by any amount you want and can be a flat amount or a percentage. This is great to use if you have any VIP companies or attendees visiting your conference. The discount coupons will be in the form of a code and registrants will be able to enter it upon checking out after completing our online registration form. 
  
-You can create a new coupon by clicking on **Create Coupon**. You will have these options for creating a new coupon:+You can create a new coupon by clicking on **Create Coupon**. You will have these options for creating a new coupon (<html><b style='color:red;'>*</b></html> = Required):
  
-  * **Name**: This is the name of your coupon. This is for your reference only, so your registrants will not be able to see this name.+  * **Name**<html><b style='color:red;'>*</b></html>: This is the name of your coupon. This is for your reference only, so your registrants will not be able to see this name.
   * **Description**: This is the description of your coupon. This is for your reference only, so your registrants will not be able to see this description.   * **Description**: This is the description of your coupon. This is for your reference only, so your registrants will not be able to see this description.
-  * **Code**: This is the code that the registrant will use to activate the discount. You can put any combination of alphanumeric characters here. It's recommended that you randomly generate one and enter it here. +  * **Code**<html><b style='color:red;'>*</b></html>: This is the code that the registrant will use to activate the discount. You can put any combination of alphanumeric characters here. It's recommended that you randomly generate one and enter it here. 
-  * **Type**: This is the type of discount. You can use the drop down menu to specify whether the discount will be a flat amount ( **Amount**) or a percentage (**Percentage**). +  * **Type**<html><b style='color:red;'>*</b></html>: This is the type of discount. You can use the drop-down menu to specify whether the discount will be a flat amount ( **Amount**)percentage (**Percentage**), or a fixed price (**Fixed Price**). 
-  * **Value**: This is the value of the coupon. You can set it to any value between 1 and 100. +  * **Value**<html><b style='color:red;'>*</b></html>: This is the value of the coupon. You can set it to any value between 1 and 100. 
-  * **Valid for**: This is where you designate what type of registrant can use the coupon. From the drop down menu, you can have the coupon be valid for **All Users**, only **Attendees**, or only **Exhibitors**. +  * **Valid for**<html><b style='color:red;'>*</b></html>: This is where you designate what type of registrant can use the coupon. From the drop-down menu, you can have the coupon be valid for **All Users**, only **Attendees**, only **Exhibitors**, or for **Specific People**. 
-  * **Valid up to**: This is where you can set how many times the coupon code can be used. When set, the amount will automatically decrease each time it is entered and validated during check out.+  * **Valid up to**: This is where you can set how many times the coupon code can be used. When set, the amount will automatically decrease each time it is entered and validated during checkout. 
 +  * **Emails**<html><b style='color:red;'>*</b></html>: For the Specific People coupon type, you can specify the people who can use this code by typing in their Emails or by importing a list of Emails via a .csv file. There is an example file available for download on the page as well.
   * **Expiration Date**: This is where you can set when the coupon will expire. The coupon will be usable until the date specified here.   * **Expiration Date**: This is where you can set when the coupon will expire. The coupon will be usable until the date specified here.
- +<note>Coupons created for Specific People will be automatically applied as the user completes Registration</note> 
-After you are satisfied with your settings, click **Save** to finish creating your coupon. It will appear in the main list, along with any other coupons you create.+After you are satisfied with your settings, click **<color #22b14c>Save Changes</color>** to finish creating your coupon. It will appear in the main list, along with any other coupons you create.
  
 ===== Email Delivery Logs ===== ===== Email Delivery Logs =====
-{{ :conferencetracker:2:en:emaildeliverylogs.png?direct&450|}} +{{ :conferencetracker:2:administrator:manual:emaildeliverylogs.png?nolink&700|}} 
-This is where you can view your email delivery logsThese logs will display records of any email sent out through **Conference Tracker**. It will show the time and date of the email sent, the recipient, the type, and the subject of the email.+Whenever you send out certificates, badges or CEU reports by email, Conference Tracker will record a log of this event happening. In order to view these logs, you can visit this section. This will help you confirm that your email through Conference Tracker did get sent outYou will also be able to view logs of any Email Broadcasts you have sent through Conference Tracker. It will show the time and date of the email sent, the recipient, the type, and the subject of the email.
  
 **You are able to filter the logs using these options:** **You are able to filter the logs using these options:**
  
-  * **Type**: Select the type of email you want displayed here. Using the drop down menu, you can select from **All** emails, **Badge**, **Certificate**, **Transcript**, or **Broadcast**. 
   * **User / Email**: Search for an email sent to a specific user or email address in this text field.   * **User / Email**: Search for an email sent to a specific user or email address in this text field.
 +  * **Type**: Select the type of email you want to be displayed here. Using the drop-down menu, you can select from the following filters:
 +    * **Any**
 +    * **General**
 +    * **Contact Notification**
 +    * **Badge**
 +    * **Invoice**
 +    * **Certificate**
 +    * **CEU Report** 
 +    * **Broadcast**
   * **From**: Display logs starting from a date specified here.   * **From**: Display logs starting from a date specified here.
   * **To**: Display logs ending at a date specified here.   * **To**: Display logs ending at a date specified here.
  
 ===== Staff Messaging ===== ===== Staff Messaging =====
 +{{ :conferencetracker:2:administrator:manual:staffmessaging.png?direct&650|}}
 +In this section, you can message any Operator or Administrators of your conference who is using the Conference Tracker app. Sending a message through here will show up on their devices as a notification. This feature is useful when you need to quickly contact your staff or if you notice one of them having an issue with the app.
  
-This is where you can send messages directly to your staff members. Any users with the **Operator** role or **Administrator** role and has logged into the **Conference Tracker** app will receive the message sent from this feature. +Write the message you want to be sent out in the **Text** field and then select who will receive it using the **Target Audience** dropbox. You can send messages to all your staff members at once or to a specific staff member.
- +
-{{conferencetracker:2:en:staffmessaging.jpg?nolink&600|}} +
- +
-Write the message you want to be sent out in the **Text** field and then select who will receive it using the **Target Audience** drop box. You can send messages to all your staff members at once or to a specific staff member.+
  
 ===== Devices ===== ===== Devices =====
 +{{ :conferencetracker:2:administrator:manual:deviceslist.png?direct&650|}}
 +In this section, you can view all of the staff devices that are currently logged into Conference Tracker. Each device will be listed by its device name. You can see the last time each device connected, the last time each device synced to the server, and if they have Push Notifications enabled. You also have some search filters that will allow you to filter out devices used per different Sessions. 
  
-This is where you can view your list of devices the Operators are using and can also send messages to them if "Push Notifications" were enabled for the app after the install process on the Apple device.+From this screen, you can choose to send a message to any of these devices by pressing on the Three Dots button at the end of each device row and pressing **Send Message**. This acts as a shortcut to the Staff Messaging explained previously.
  
-{{conferencetracker:2:en:devicelist.png?direct&600|}}+=====User Sessions===== 
 +{{ :conferencetracker:2:administrator:manual:activesessions.png?direct&650|}} 
 +In this section, you will be shown a list of all users who have logged into either the <color #99d9ea>Conference Tracker App</color>, <color #ff7f27>Conference Leads App</color>, <color #b5e61d>Conference Attendee App</color>, or the <color #00a2e8>Conference Tracker website</color>. It will show each user, their login date and time, and which app/website they used to log in. You are also given some search filters to condense your list. You can filter the list by searching for specific app/website logins, specific users, or a specific range of time.
  
-On the far right side notice the "Send Message" link on each device.  Simply click this link and type a message (up to 100 characters only) and click the send button.+At the far right end of each listed session, you will see a Three Dots button. Clicking on here will allow you to press the **Delete** button, which deletes any of these Active Login Sessions. This is extremely helpful if you have any Exhibitors using Conference Leads. Each Conference Leads license is tied to only one device. If a Leads user is logged into a device and attempts to log in to another device, they will receive an error. To fix this, you can simply search for the user in question in this section and Delete their Leads session. They will then be allowed to log in to their new device. 
 +===== Settings ===== 
 +{{ :conferencetracker:2:administrator:manual:settings.png?800|}} 
 +The Settings section under Advanced Options gives you the ability to fine-tune many aspects of your entire Conference. You will be able to change settings for the following categories: 
 +  * **General:** Here you will be able to change your time zone for your account. 
 +  * **Appearance:** Here you will be able to change the Font, Font Size, and Colors for your account. 
 +  * **Attendee Registration:** Here you will be able to change settings based on Attendee Registration, such as payments and email confirmations. 
 +  * **Exhibitor Registration:** Here you will be able to change settings based on Exhibitor Registration, such as payments and email confirmations 
 +  * **Payments:** Here you will be able to edit general settings based on payment information, such as payment types and Paypal settings. 
 +  * **Attendance:** Here you will be able to quickly change attendance settings for your sessions. 
 +  * **Streaming:** Here you will be able to change the access window to your online sessions. 
 +  * **Custom Fields:** Here you will be able to add Custom Fields to both Sessions and User profiles. 
 +  * **Attendee Portal:** Here you will be able to change settings for any users using the Attendee App. 
 +  * **Exhibitor Portal:** Here you will be able to change settings for any users using the Leads App. 
 +  * **Need Help?:** Here you can access our documentation for help or contact our friendly support team!
  
-{{conferencetracker:2:en:sendmessage2device.jpg?direct&400|}} 
- 
-If push notifications are not enabled you may recieve this error: 
- 
-{{conferencetracker:2:en:sendmessage2deviceerror.jpg?direct&250|}} 
- 
-====User Sessions==== 
-In this section, you can view all attempted/active logins to your conference. These can come from any app or from the Conference Tracker website.  
-===== Settings ===== 
  
-This area allows you to customize the account-wide settings in Conference Tracker.\\  +Each of these Setting Categories will be explained in further detail below.
-{{:conferencetracker:2:en:settingsmainpage.png?400 |}}\\  +
-  +
 ==== General ==== ==== General ====
 +{{ :conferencetracker:2:administrator:manual:conftrac-advancedoptions-settings-general-pt1.png?nolink&650|}}
 +In the General settings, you can change the following:
  
-**How to Access:** **Advanced Options** **Settings** > **General** +**Time Zone** 
- +  * **Time Zone:** This setting allows you to change the time zone for your account. Make sure this is set to the correct time zone, as Conference Tracker relies heavily on this setting! 
-{{:conferencetracker:2:en:settingsgeneral.png?400| }}\\  +**Permissions** 
- +  * **Show Users Contact Information:** By enabling this option, contact information such as email, phone number, and social media profiles will be visible to others using the Attendee app and on the Conference public site. Users can override this option in their profiles. 
-**Time Zone:**  Set your Time Zone that the conference is taking place in so when you import the data it will sync with Apple devices properly+<HTML> 
- +<BR> 
- +</HTML> 
-==== Attendance ==== +**Update Profile Email Template**  
- +  * **Update Profile Invitation Email:** Conference Tracker allows you to send an email to any of the users that are part of your conference informing them of how to update their profile information. This section allows you to edit the body of this email. 
-**How to Access:** **Advanced Options** **Settings** > **Attendance** +**Widgets** 
- +{{ :conferencetracker:2:administrator:manual:conftrac-advancedoptions-settings-general-pt2.png?nolink&450|}} 
-**Require users to sign-out**Enable this option if you want users to sign-out after each session. Users will be allowed to sign-out in the middle of a session and sign-in again when they come back. If this option is not enabled, users will only have to sign-in at the beginning of session. +  * **Session Widget Sorting:** This option allows you to choose one of the following sort options to have the [[https://www.conftrac.com]] website sort the shown session: 
- +    * **By Schedule** - This option simply shows the Sessions chronologically. 
-**Required presence**: It's a value between 1 and 100 indicating the percentage of time that users must be in a session to gain the credits. +    * **By Tracks** - This option shows the Sessions first by track and then chronologically. 
- +  * **Allow Users to Generate Certificate of Attendance** - Enable this option to have the Certificate of Attendance (PDF) download show on the homepage for Attendees. 
-**Overwrite sign-out settings of existing workshops As these values can also be defined per workshop, if you check this all workshops will be overwritten using these values.** - Use this to quickly overwrite all workshops using the sign-out settings.+  * **Allow Users to Generate CEU Report** Enable this option to have the CEU Report (PDF) download show on the homepage for Attendees. 
 +  * **Allow Users to Generate Badge** Enable this option to have the Badge (PDF) download show on the homepage for Attendees
 +**Social** 
 +  * **Hide Social Wall and Social Activities** - Enable this option to remove all the social wall aspects from the Attendee app.
 ==== Attendee Registration ==== ==== Attendee Registration ====
- +{{ :conferencetracker:2:administrator:manual:settingsattendeeregistration.png?nolink&750|}} 
-**How to Access:** **Advanced Options** > **Settings** > **Attendee Registration** +In the Attendee Registration settings, you can modify the following: 
- +  * **General** 
-**Enable online session registration**: This allows your **Attendees** to select which workshops they would like to attend and also keeps running count of registrations to let them know if a session has reached capacity+    * **Enable Online Session Registration:** This setting allows your attendees to register for sessions while they are registering online for your conference. They will be allowed to pick which sessions they would like to attend. If this feature is turned on, you can add a Registration Limit and a Session Fee to each of your conference sessions
- +    **Prevent Attendees from Registering to Overlapping Sessions:** If you have Online Session Registration turned on, you can turn this setting on to prevent attendees from registering to sessions that are happening concurrently at your conferenceYou can also edit the message displayed when a registrant chooses a session that causes an overlap. 
-**Prevent attendees from registering to overlapping sessions**: Enabling this option will restrict attendees from registering to sessions whose times conflict with each other during the online session registrationAdditionally, you can change the message that is sent to attendees if they happen to sign up for overlapping sessions+    * **Allow Registering Multiple Attendees at Once:** This option, enabled by default, allows attendees to add multiple registrants in one registration form. When they are in the checkout screen during registration, they will see a button that will allow them to add an additional registration. If this option is disabled, only one person can register per registration form
- +    * **Clear Fields when Adding New Registration:** This option refers to any additional registrations an attendee may add when registering online. Once the first attendee has finished their registration form, they have the option to add an additional registration/attendeeIf this option is enabled, the new registration form will be cleared out of any previously entered information from the first registration. 
-**Base Reg. fee**: Set an amount that registrants must pay upon completing the online registration form. Any fees included in the form will be added on to the **base fee** upon check out+    * **Allow attendees to edit their session registration:** When enabled, this will allow Attendees to edit their Session Registration through the web portal
- +  * **Registration Payments** 
-**Base Reg. fee - Early Bird**: Set an amount that registrants must pay upon completing the online registration formAny fees included in the form will be added on to the **base fee** upon check out. **This fee will override the first Base Reg. Fee depending on the date.*+    **Base Reg. Fee:** This setting allows you to add a base registration fee for your conferenceThis fee will be added to all online attendee registrations. 
- +    * **Base RegFee - Early Bird:** This setting allows you to set a different price for any attendee registering for your conference before the Early Bird cutoff period. If the attendee is registering prior to the Early Bird cutoff date, then this fee will override the regular Base Registration Fee. 
-**Early Bird valid thru**: Set the date for the **Base Reg. Fee - Early Bird** to be valid for+    * **Early Bird Valid Through** With this setting, you can change the cutoff date for all Early Bird registrations
- +    **Auto Accept Paid Registrations:** Turning this setting on will auto-accept all registrations that have successfully been paid for through the online registration form instead of leaving it in Pending status
-**Auto accept paid registrations**: Enabling this option will automatically confirm the registration if they paid successfully instead of sending the registration into pending+    **Auto Accept Free of Charge Registrations:** This setting is similar to the previous setting, but in this case, any registration that has no payments due will be auto-accepted
- +  * **New Registration Notification** 
-**Auto accept free of charge registrations**: Enabling this option will automatically confirm the registration if there is no fee to be paid instead of sending the registration into pending+    * **Notify when new registration is received:** This setting allows you to receive email notifications when new Registrations are submitted
- +    * **New registration target email(s):** This is where you would list the emails you want to receive said notifications, separated by commas
-**Attendee payment instructions**: Change the contents of the email sent when using the **Send Payment Instructions** option in the registration portion of **Conference Tracker**. +  * **Payment Instructions Email:** This setting will allow you to edit the email sent out to attendees who have not paid their registration fees yetYou can choose to send this email to your attendees by going to **Attendees -> Online Registration** on the left-hand Navigation Menu. 
- +  * **Payment Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out when an attendee'payment has been received. 
-**Confirmation Message**: This is a brief message that you can complete using the word-like tools to confirm the users registration to the conference.\\  +  * **On Screen Confirmation:** This setting allows you to edit the message displayed at the end of the Attendee Registration form once the attendee has completed the form. 
-{{:conferencetracker:2:en:settingsonscreenconfirmation.png?450|}} +  * **Registration Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out to an attendee after they complete the registration form successfully
- +  * **Registration Invoice Automatic Email:** This setting allows you to enable and edit the email that sends out to an attendee when their invoice has been generated. It will include a copy of the invoice in the email as well. 
-\\ **Sending Options**: +  * **Registration Approval Automatic Emails::** This setting allows you to enable and edit the email that sends out to an attendee when their registration has been accepted by a conference administrator
-  * Send an e-mail confirmation to the attendee once payment is received. +==== Exhibitor Registration (Settings)==== 
-  * Send an e-mail to the user after he registered online successfully +{{ :conferencetracker:2:administrator:manual:exhbitor_reg.png?nolink&800|}} 
-  * Send an e-mail to the user when his registration is accepted (This opens an additional template to be sent specifically for this option)+In the Exhibitor Registration settings, you can modify the following: 
-<note>If you choose either of the above **Email** options you'll be asked to customize the email subject and body of the message using the word-like editor below: +  **Exhibitor Categories:** This setting allows you to add categories that can be attached to any company that is part of your conference. 
-{{:conferencetracker:2:en:settingsmergefields.png?400 |}} +  * **Registration Payments** 
- +    **Base Reg. Fee:** This setting allows you to add a base registration fee for your conferenceThis fee will be added to all online exhibitor registrations
-To add mail merge fields simply click on the blue "More Information" button. This will allow you to see what mail merge options you have available for that field ($Conference_Title$,$Conference_Subtitle$,$Conference_Schedule$, $Current_DateTime$, $Payment_Url$, and $Registration_Info$). Then simply type or copy them from above to see how helpful these are when trying to personalize the message. +    **Base Reg. Fee - Early Bird:** This setting allows you to set a different price for any exhibitor registering for your conference before the Early Bird cutoff periodIf the exhibitor is registering prior to the Early Bird cutoff date, then this fee will override the regular Base Registration Fee. 
-</note> +    * **Early Bird Valid Through** With this setting, you can change the cutoff date for all Early Bird registrations
- +    **Free Reps per Exhibitor:** This setting allows you to set a number of free representatives included with any exhibitor registration
- +    **Additional Rep Fee:** If an exhibitor will be bringing any additional representatives to the conference, you can set the registration fee for these representatives through this setting
-==== Exhibitor Registration ==== +    **Auto Accept Paid Registrations:** Turning this setting on will auto-accept all registrations that have successfully been paid for through the online registration form instead of leaving it in Pending status
- +    **Auto Accept Free of Charge Registrations:** This setting is similar to the previous setting, but in this case, any registration that has no payments due will be auto-accepted
-**How to Access:** **Advanced Options** > **Settings** > **Exhibitor Registration** +  * **Booth Reservation** - This setting allows Exhibitors to purchase Booth Reservations during Registration. 
- +  * **New Registration Notification** 
-**Exhibitor Categories**This allows you to create categories for your exhibitors. These categories can be assigned in the company profileAttendees will be able to search for exhibitors by category using the **Attendee** app. +    * **Notify when new registration is received:** This setting allows you to receive email notifications when new Registrations are submitted
- +    * **New registration target email(s):** This is where you would list the emails you want to receive said notifications, separated by commas. 
-**Base Reg. fee**: Set an amount that registrants must pay upon completing the online registration formAny fees included in the form will be added on to the **base fee** upon check out+  * **Payment Instructions Email:** This setting will allow you to edit the email sent out to exhibitors who have not paid their registration fees yet. You can choose to send this email to your attendees by going to **Lead Retrieval -> Exhibitor Registration** on the left-hand Navigation Menu
- +  * **Payment Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out when an exhibitor'payment has been received. 
-**Base Reg. fee - Early Bird**: Set an amount that registrants must pay upon completing the online registration formAny fees included in the form will be added on to the **base fee** upon check out. **This fee will override the first Base Reg. Fee depending on the date.*+  * **On Screen Confirmation:** This setting allows you to edit the message displayed at the end of the Exhibitor Registration form once the exhibitor has completed the form. 
- +  * **Registration Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out to an exhibitor after they complete the registration form successfully
-**Early Bird valid thru**: Set the date for the **Base Reg. Fee - Early Bird** to be valid for+  * **Registration Approval Automatic Emails::** This setting allows you to enable and edit the email that sends out to an exhibitor administrator or an exhibitor representative when their registration has been accepted by a conference administrator
- +  * **Registration Invoice Automatic Email:** This setting allows you to enable and edit the email that sends out to an exhibitor when their invoice has been generated. It will include a copy of the invoice in the email as well.
-**Free Reps per exhibitor**: Designate the amount of representatives that the exhibitor can register for freeAny representatives registered on the same form surpassing the amount designated will be charged. +
- +
-**Additional Rep fee**: This is the fee charged for registering additional reps+
- +
-**Auto accept paid registrations**: Enabling this option will automatically confirm the registration if they paid successfully instead of sending the registration into pending+
- +
-**Auto accept free of charge registrations**: Enabling this option will automatically confirm the registration if there is no fee to be paid instead of sending the registration into pending+
- +
-**Exhibitor payment instructions**: Change the contents of the email sent when using the **Send Payment Instructions** option while viewing registrations in the registration portion of **Conference Tracker**. +
- +
-**Confirmation Message**: This is a brief message that you can complete using the word-like tools to confirm the users registration to the conference. +
-{{conferencetracker:2:en:conftrac-registrationconfirmationemail.png?nolink&600|}} +
-**Sending Options**: +
-  Send an e-mail confirmation to the exhibitor once payment is received. +
-  * Send an e-mail to the exhibitor after they registered online successfully +
-  * Send an e-mail to the exhibitor administrator when his registration is accepted (This opens an additional template to be sent specifically for this option)+
-  * Send an e-mail to the exhibitor representative when his registration is accepted (This opens an additional template to be sent specifically for this option)+
- +
-<note>If you choose either of the above **Email** options you'll be asked to customize the email subject and body of the message using the word-like editor below: +
-{{conferencetracker:2:en:conftrac-emailregistrationconfirmation-subject-body.png?nolink&400 |}} +
- +
-To add mail merge fields simply hover over the circled question mark symbol in the top right of each box to see what mail merge options you have available for that field ($Conference_Title$,$Conference_Subtitle$,$Conference_Schedule$, $Current_DateTime$, $Payment_Url$, and $Registration_Info$)Then simply type or copy them from above to see how helpful these are when trying to personalize the message. +
-</note>+
 ==== Online Payments ==== ==== Online Payments ====
 +{{ :conferencetracker:2:administrator:manual:newpayments.png?direct&650|}}
 +In the Payments settings, you can modify the following:
 +  * **Payment Methods for Attendees/Exhibitors:** The two main sections of this page will allow you to pick which payment methods you will provide to your attendees and exhibitors.
 +    * **Enable Online Payments via %%PayPal%%:** This setting enables online payments through %%PayPal%%. To find out more about using %%PayPal%% to accept payments for your conference, see below.
 +    * **Enable online payments with credit/debit card:** This setting allows you to use either Stripe or Authorize.net to accept credit/debit card payments. To find out more, see below.
 +    * **Enable online payments with bank account debit:** This setting allows you to use Authorize.net to accept bank account payments. 
 +    * **Enable Check Payments:** Enabling this option allows a user to choose to pay by check for their registration fees. //**Note:** This option will not follow up with the user for payment. Conference Tracker will leave this registration under Pending status until you confirm that you have received the user's payment.//
 +    * **Enable Invoice Payments:** Enabling this option allows a user to pay via invoice. To find out how to design your invoices in Conference Tracker, click here.
 +    * **Enable Cash Payments:** Enabling this option allows a user to choose to pay via cash. //**Note:** This option will not follow up with the user for payment. Conference Tracker will leave this registration under Pending status until you confirm that you have received the user's payment.//
 +  * **Payment Gateways for Attendees/Exhibitors:** If you are going to allow credit/debit card and bank payments at your registration, you will need to specify which service will be processing each of these. This is where you will select your preferred service. The two supported services for these payment options are Stripe and Authorize.net.
 +  * **%%PayPal%%:** 
 +    * To use %%PayPal%% as a method of payment, you will need to have an active %%PayPal%% account. All payments made to your conference will be deposited into this account. In order to use your account, you will input the email associated with your %%PayPal%% account in the Merchant ID/Email field of this section.
 +  * **Authorize.Net:** 
 +    * Authorize.net is one of the payment services supported by Conference Tracker. Authorize.net will allow your registrants to pay with their credit cards, debit cards, or bank accounts for your conference. You will need to have an account set up with Authorize.net in order to use their service. Once you have set up an account with them, you will be given the necessary information (API Keys) in order to link your Authorize.net account to Conference Tracker.
 +  * **Stripe:** 
 +    * Stripe is one of the payment services supported by Conference Tracker. Stripe will allow your registrants to pay with their credit or debit cards for your conference. You will need to have an account set up with Stripe in order to use their service. Once you have set up an account with them, you will be given the necessary information (API Keys) in order to link your Stripe account to Conference Tracker.
 +{{ :conferencetracker:2:administrator:manual:paymentreminders.png?nolink&500|}}
  
-**How to Access:** **Advanced Options** **Settings** **Payments**+  * **Payment Reminders:** This will allow you to set automatic Payment Reminders to be sent out according to the settings below. Reminders will only be sent out 1 time, on the date specified. 
 +    ***Due Date:** Specify a Due Date before your Event. 
 +    ***Send Reminders:** Here you can mark how many days Before and After the due date that you would like these reminders to be sent.  
 +==== Attendance ==== 
 +{{ :conferencetracker:2:administrator:manual:attendance.png?direct&650|}} 
 +In the Attendance settings, you can modify the following: 
 +  * **Required Presence Percentage:** This setting will change the default required presence percentage for each session. 
 +  * **Required Presence in Minutes:** This setting will change the default required presence in minutes for each session. 
 +  * **Require Users to Sign Out:** This setting will change the default requirement of users to sign out of each session they attend. 
 +  * **Overwrite Attendance Settings on Existing Sessions:** If you have already set up your sessions with other Required Presence and Sign Out Requirement settings, enabling this setting will overwrite those settings to the ones chosen on this page. 
 +  * **Enable Automatic SMS on Attendee Check-In:** This setting, when Enabled, will send an SMS message to Attendees upon Check-in to invite them to download the Conference Attendee app. 
 +  * **Message:** Here you can customize the SMS message that goes out to Attendees upon Check-in. 
  
-These options allow you to enable payments from credit cards through a %%PayPal%% account when Attendees and Exhibitors complete their online registration. Here are the options: 
  
-  * **Enable %%PayPal%% Payments:** This allows you to start taking payments via Conference Tracker's online registration process. +====Streaming==== 
-  * **Test using %%PayPal%%'s Sandbox:** This allows you to state that you are testing so no actual payments will be made in this mode. +{{ :conferencetracker:2:administrator:manual:streamsettings.png?direct&650|}} 
-  * **Merchant ID / Email:** This is where you would enter your %%PayPal%% Merchant ID or if using a personal account your e-mail address.  For more information on setting up a %%PayPal%% account visit [[https://www.paypal.com|www.paypal.com]]. +In the Streaming settings, you can edit the access window for each of your online sessionsThe access window determines how early an attendee can view session before it starts, or how late they can access the session after it ends.
-  * **Enable check payments**This allows payments to be accepted through a check. +
-  * **Enable invoice payments**This allows payments to be accepted through an invoice+
-  * **Enable cash payments**: This allows payments to be accepted through cash +
- +
-**Newsletter- Send an email when Payment for a Newsletter Ad is confirmed**: This option will send a confirmation email to the exhibitor who purchased a newsletter ad+
 ==== Custom Fields ==== ==== Custom Fields ====
 +{{ :conferencetracker:2:administrator:manual:settingscustomfields.png?direct&600|}}
 +The Custom Fields setting allows you to add custom fields to either your user profiles or any of your sessions. While Conference Tracker does offer plenty of fields for both your users and sessions, we allow you to add any custom fields you may need to ensure that you are getting a perfect experience with your conference. Some examples of commonly used custom fields are ID Numbers for users and Category for sessions. You can add up to five custom user fields and five custom session fields.
 +==== Attendee Portal ====
 +{{ :conferencetracker:2:administrator:manual:settingsattendeeportal.png?direct&600|}}
 +In the Attendee App settings, you can modify the following:
 +//**Note:** These settings only make changes to the Attendee App.//
  
-**How to Access:** **Advanced Options** > **Settings** > **Custom Fields** +  * **Main Screen:** This section allows you to change the menu items that will be found on the Main Screen of the Conference Attendee appYou can addremove, and reorder all of the available Menu Items to maximize the usage of the Attendee app at your conference. 
- +    * **Layout:** The Layout drop-down menu will allow you to choose between two different layouts for your Attendee app's Main Screen: 2 columns with 6 menu items, or 3 columns with 9 menu items
-This are displays 5 new custom text fields related to either an **Attendee** and/or the **Workshop/Session**.  We offer quite a lot of standard information that can be stored on each **Attendee** and **Workshop** but in case you need more fields for special codes or information that is their purpose For examplein regards to the **Workshops** these fields can be the **Workshop** "Category" that you might use to group **Workshops** in your exports or even a **Session ID** that may be required by your accreditation organization+    * **Menu Items:** This section allows you to organize the menu items on the Main Screen. Depending on the Layout chosen, your first 6 or 9 menu items will be shown on the Attendee app. To reorder these menu items, you can simply click and drag any of these items and place them in the desired spot
- +  * **Enable Self Sign-In:** This option allows your attendees to perform a self sign-in through their Attendee appIf you have provided your Attendees with QR codes for their sessions, they will be able to open a scanner through their Attendee app and check themselves in and out of sessions.
-Additionally these **Attendee** and **Workshop** Custom fields can be imported into **Conference Tracker** or entered manually.  These can be included in our New CEU Transcript which can be emailed to each **Attendee** in the form of a PDF document or you can optionally print them out to send out in the traditional mail service+
- +
-Below is where you can enter the names of the **Custom Fields** you'll want to use for your **Attendees** and **Workshops**: +
- +
-{{:conferencetracker:2:en:settingscustomfields.png?300|}} +
- +
-Once you have entered the names of your Custom Fields simply click the **Save Changes** or **Apply Changes** button at the bottom of this form. +
- +
-==== Attendee App ==== +
- +
-**How to access:** **Advanced Options** > **Settings** > **Attendee App** +
- +
-These settings are related to the Attendee app onlyHere are the options you can change: +
   * **Allow Attendees to update their avatar**: Enabling this option will allow attendees to upload their own profile picture to the **Attendee** app.   * **Allow Attendees to update their avatar**: Enabling this option will allow attendees to upload their own profile picture to the **Attendee** app.
  
-  * **Show attendee contact information**: By default, this box is unmarked. If you enable this feature, anyone using the Attendee app will be able to access each person'contact information (such as email and phone number) by looking at the their profileIn an effort to keep each attendee's privacywe leave it up to the event admin to decide whether or not to allow attendees to see each other's contact information.+  * **Allow attendees to update their contact information**: Enabling this option will allow attendees to change contact information such as their address and phone number through the **Attendee** appThey will NOT be able to change **First NameLast Name,** and **Email**.
  
-  * **Allow attendees to update their contact info via the attendee app**: Enabling this option will allow attendees to change contact information such as their address and phone number through the **Attendee** app. They will NOT be able to change **First Name, Last Name,** and **Email**. 
- 
-  * **Allow attendees to view session registration list via the attendee app**: Enabling this feature will allow attendees to see a list of who is registered for a certain session through the **Attendee** app. 
  
   * **Score social activity**: After enabling this feature, you can give attendees points for engaging in the community within the Attendee app. Below the checkbox, you can manually set how many points to reward for performing certain actions, such as posting a video or liking a comment. These points are totaled into an overall **Engagement Score**, which can be seen on the Conference Tracker website by going to an attendee's profile. Conference Tracker will also display the attendee's rank based on what their score is relative to other attendees. You can also see an attendee's **Engagement Score** on the Attendee app by checking their profile.    * **Score social activity**: After enabling this feature, you can give attendees points for engaging in the community within the Attendee app. Below the checkbox, you can manually set how many points to reward for performing certain actions, such as posting a video or liking a comment. These points are totaled into an overall **Engagement Score**, which can be seen on the Conference Tracker website by going to an attendee's profile. Conference Tracker will also display the attendee's rank based on what their score is relative to other attendees. You can also see an attendee's **Engagement Score** on the Attendee app by checking their profile. 
 +  * **Popup Ad Frequency:** This setting allows you to set the number of seconds the Attendee app will wait until it shows a new popup ad. To find out more about Mobile Ads, [[https://us-west-2.protection.sophos.com/?d=zoho.com&u=aHR0cHM6Ly9kZXNrLnpvaG8uY29tL3BvcnRhbC9lbmdpbmVlcmljYS9lbi9rYi9hcnRpY2xlcy9jb25mZXJlbmNlLXRyYWNrZXItaG93LWRvLWktY29uZmlndXJlLW1vYmlsZS1hZHM=&i=NjFjY2U2MzIwY2YyYmEwZjc1ZGUyMDk0&t=K0R4cVMrSm1BeVVnTlovbzFIbkk4cG9CTm5jTUFJWEM3RHJtL2RkYStFaz0=&h=5f533c0d5015443bbde27efc55b04fd0|click here]].
 +  * **Enable Popup ads during Session Streaming:** This setting allows you to show ads during the Virtual Streaming sessions prior to the video feed starting.
 +  * **Update Profile Invitation Email:** This setting allows you to customize the Profile Invitation Email. The Update Profile Invitation Email allows the recipient to update their Conference Attendee profile so users can interact more efficiently.
  
-Once you're done making changes, click on **Save** on the bottom of the page to finalize your changes. 
  
-==== Leads App ====+Once you're done making changes, click on **<color #22b14c>Save Changes</color>** at the bottom of the page to finalize your changes.
  
-**How to access:** **Advanced Options** **Settings** **Leads App**+==== Exhibitor Portal ==== 
 +{{ :conferencetracker:2:administrator:manual:settingsexhibitorportal8.0.png?direct&600|}} 
 +In the Leads App settings, you can modify the following: 
 +  * **Lead Retrieval Start/End Date**: Designate the range dates that your exhibitors can scan for leads at your event. 
 +  * **Conference Leads Flyer**: You can click on **Generate Flyer** to create a promotional flyer that you can send to your exhibitors to promote the **Conference Leads** app. 
 +  * **Push Notification Ads:** Here, you can enable/disable the ability for your Leads clients to purchase Push Notification Ads to send to Attendees. You can also set the prices for each ad. 
 +  * **Fees:** The Fees section is handled by your **Conference Tracker Representative**
 +  **Flyer:** In the Flyer section, you can generate a flyer in PDF format advertising the Conference Leads software. It will also include a link to register as an Exhibitor to your conference! 
 +  * **App Registration Automatic Emails:** In this section, you can customize the automatic emails that are sent out to your Leads clients once their registrations have been accepted. You can customize different emails for your Exhibitor Administrators and Exhibitor Representatives.
  
-These options are related to the **Conference Leads** app. Some of these options are specific to your **Conference Tracker Representative**. The options that are available to you are: +===Watch short video about this feature===
- +
-  * **Lead Retrieval Start Date**: Designate the date that your exhibitors can begin scanning for leads at your event. +
- +
-  * **Lead Retrieval End Date**: Designate the date that your exhibitors will no longer be able to scan for leads at your event. +
- +
-  * **Conference Leads Flyer**: You can click on **Generate Flyer** to create promotional flyer that you can send to your exhibitors to promote the **Conference Leads** app.+
  
-**App registration automatic emails**:+{{:conferencetracker:2:administrator:manual:create_discount_code.gif|}}
  
-  * Send an email to the exhibitor administrator when their registration to **Conference Leads** is accepted. 
-  * Send an email to the exhibitor representative when their registration to **Conference Leads** is accepted. 
  
-The **Conference Leads Fee** section will be completed by your **Conference Tracker Representative**. You do not need to change any of these values.+===Extra documentation===
  
-**Push notification ads**Enable push ads+https://desk.zoho.com/portal/engineerica/en/kb/articles/conference-tracker-how-an-administrator-can-create-discount-coupons
  
-**Flyer**Download a PDF flyer to advertise Conference Leads to exhibitors +https://desk.zoho.com/portal/engineerica/en/kb/articles/conference-tracker-how-can-staff-send-messages-one-another
  
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 [[..manual|Back to Table of Contents]]  [[..manual|Back to Table of Contents]]