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conferencetracker:2:administrator:manual:advancedoptions [2019/11/11 09:08] – [Microsoft Excel-Specific Reports] asher | conferencetracker:2:administrator:manual:advancedoptions [2024/01/23 11:26] (current) – [Attendance] garrett | ||
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{{conferencetracker: | {{conferencetracker: | ||
- | ====== Advanced Options | + | [[..manual|Back to Table of Contents]] |
+ | ---- | ||
+ | ===== Advanced Options ===== | ||
{{ : | {{ : | ||
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 | + | * **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, |
* **Export Data** - With our Exports, we allow you to download all the information saved in your account. Exports include attendance logs, attendee information, | * **Export Data** - With our Exports, we allow you to download all the information saved in your account. Exports include attendance logs, attendee information, | ||
* **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 | + | * Administrators, Exhibitor Administrators, Exhibitor Representatives, Operators, Presenters, Moderators, Attendees, Companies, |
- | * 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**, | + | Learn more about importing your **Attendees**, |
==== File Format ==== | ==== File Format ==== | ||
- | Only **Comma-Separated-Values (CSV)** files are supported for **Conference Tracker** imports. | + | Only **Comma-Separated-Values (CSV)** files are supported for **Conference Tracker** imports. |
To make it as simple as possible we have defined an import sample for each type of import for you to follow. | To make it as simple as possible we have defined an import sample for each type of import for you to follow. | ||
- | === Administrators, | + | ==== Administrators, |
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 | + | * **Administrators** - This **User** type is the one that configures all the settings, import/export |
- | * **Operators** - This **User** type is the one that helps scan attendees, input onsite registrants (**Attendees**), | + | * **Operators** - This **User** type is the one that helps scan attendees, input onsite registrants (**Attendees**), |
* **Presenters** - This **User** type is the one that will be the speaker at a session. | * **Presenters** - This **User** type is the one that will be the speaker at a session. | ||
* **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/ | + | ==== Admin/ |
To import **Administrators**, | To import **Administrators**, | ||
- | {{ conferencetracker: | + | {{ :conferencetracker: |
- | **//Required://** | + | **//__Required__://** |
* %%FirstName%%, | * %%FirstName%%, | ||
+ | //**Note**: The Middle Initial field can be blank but it must be a part of the document! | ||
+ | // | ||
**// | **// | ||
- | * City, State, Address, %%ZipCode%%, | + | * City, State, Address, %%ZipCode%%, |
**// | **// | ||
- | * %%CompanyDescription%%, | + | * %%CompanyDescription%%, |
[[https:// | [[https:// | ||
+ | ==== 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: | ||
+ | {{ : | ||
+ | |||
+ | **// | ||
+ | |||
+ | * Company | ||
+ | // | ||
+ | |||
+ | **// | ||
+ | // | ||
+ | * // | ||
+ | // | ||
+ | [[https:// | ||
+ | |||
+ | ==== 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. | + | * **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 |
* **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. | * **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. | ||
- | == 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: | + | {{ :conferencetracker: |
- | **//Required://** | + | **//__Required__://** |
- | * %%FirstName%%, | + | * %%FirstName%%, |
+ | //**Note**: The Middle Initial field can be blank but it must be a part of the document! | ||
+ | // | ||
**// | **// | ||
- | * City, State, Address, %%ZipCode%%, | + | * |
**// | **// | ||
- | * %%CompanyDescription%%, | + | * %%CompanyDescription%%, |
[[https:// | [[https:// | ||
- | === 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 |
- | == Attendee Import Valid Headers == | + | ==== Attendee Import Valid Headers |
To import **Attendees**, | To import **Attendees**, | ||
- | {{ conferencetracker: | + | {{ :conferencetracker: |
- | **//Required://** | + | **//__Required__://** |
* %%FirstName%%, | * %%FirstName%%, | ||
+ | //**Note**: The Middle Initial field can be blank but it must be a part of the document! | ||
+ | // | ||
**// | **// | ||
- | * %%CardNumber%%, | + | * %%CardNumber%%, |
**// | **// | ||
- | * %%CompanyDescription%%, | + | * %%CompanyDescription%%, |
[[https:// | [[https:// | ||
- | === Sessions/ | + | ==== Tracks Import ==== |
+ | | Name | Description | Color | | ||
+ | |" | ||
+ | | " | ||
+ | | " | ||
+ | |||
+ | ==== Tracks Import Valid Headers ==== | ||
+ | **// | ||
+ | * Name | ||
+ | |||
+ | **// | ||
+ | * Description, | ||
+ | |||
+ | [[https:// | ||
+ | ==== Sessions/ | ||
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> | <note warning> | ||
- | As an example you might currently | + | As an example, you might currently in your offices in New York City, but if the conference will take place in San Francisco, then you should select //" |
- | == Workshop/ | + | ==== Workshop/ |
To import **Workshops/ | To import **Workshops/ | ||
- | {{ conferencetracker: | + | {{ :conferencetracker: |
- | **//Required://** | + | **//__Required__://** |
* Name, %%StartTime%%, | * Name, %%StartTime%%, | ||
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**// | **// | ||
- | * Description, | + | * Description, |
- | [[http:// | + | [[https:// |
- | === Sessions/ | + | ==== Sessions/ |
- | Only use this import if you want to exclude non-registered **Attendees** from being able to sign-in or attend a **Workshop**/**Session**. | + | Only use this import if you want to exclude non-registered **Attendees** from being able to sign-in or attend a **Workshop/ |
- | == Session Registration Import Valid Headers == | + | ==== Session Registration Import Valid Headers |
To import **Session/ | To import **Session/ | ||
- | {{ conferencetracker: | + | {{ :conferencetracker: |
**// | **// | ||
- | * Session, Email* | + | * Session, Email |
- | [[http:// | + | [[https://www.conftrac.com/ |
- | === 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==== | ||
+ | |||
+ | **// | ||
+ | * Session, Track | ||
+ | |||
+ | [[https:// | ||
+ | ==== User Groups Import | ||
This import is optional, but allows you to create User Groups used for Badge/ | This import is optional, but allows you to create User Groups used for Badge/ | ||
- | == 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: | + | {{ :conferencetracker: |
**// | **// | ||
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[[https:// | [[https:// | ||
- | === User Group Members Import === | + | ==== User Group Members Import |
This import is optional but allows you to assign Attendees to groups for Badge/ | This import is optional but allows you to assign Attendees to groups for Badge/ | ||
+ | <note important>// | ||
- | == User Groups Members Import Valid Headers == | + | <note tip>// |
+ | ==== 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: | + | {{ :conferencetracker: |
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==== Importing your CSV Files ==== | ==== Importing your CSV Files ==== | ||
- | {{ : | + | {{ : |
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 # |
- 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: | **FIX: | ||
- | === 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: | **REASON: | ||
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: | + | **REASON: |
- | **FIX: | + | **FIX: |
=== 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: | + | **REASON: |
**FIX: | **FIX: | ||
- | == User (Admins/ | + | === User (Admins/ |
<csv> | <csv> | ||
Column Header, | Column Header, | ||
FirstName, | FirstName, | ||
- | MiddleName, | + | MiddleInitial, |
LastName, | LastName, | ||
Email, | Email, | ||
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PhoneNumber, | PhoneNumber, | ||
Title, | Title, | ||
- | Company,100,(Required for Exhibitors) | + | Company,300,(Required for Exhibitors) |
CompanyDescription, | CompanyDescription, | ||
CompanyEmail, | CompanyEmail, | ||
Line 279: | Line 322: | ||
CompanyContactMiddleName, | CompanyContactMiddleName, | ||
CompanyContactLastName, | CompanyContactLastName, | ||
- | CompanyBooth, | + | CompanyBooth, |
CompanyWebsite, | CompanyWebsite, | ||
CustomField1, | CustomField1, | ||
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</ | </ | ||
- | == Session/ | + | ==== Session/ |
<csv> | <csv> | ||
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===== 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 | + | 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' |
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 {{: | 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 {{: | ||
- | 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 | + | **First Name| Middle |
====Groups==== | ====Groups==== | ||
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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 ==== | ||
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==== Operators ==== | ==== Operators ==== | ||
This export is a complete list of all of the **Operators** that help scan attendees at your conference. | This export is a complete list of all of the **Operators** that help scan attendees at your conference. | ||
- | **First Name | Middle | + | **First Name | Middle |
==== Presenters ==== | ==== Presenters ==== | ||
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This export is a complete list of all of the **Exhibitor Administrators** that may be using [[conferenceleads: | This export is a complete list of all of the **Exhibitor Administrators** that may be using [[conferenceleads: | ||
**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: \\ \\ | ||
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==== Leads ==== | ==== Leads ==== | ||
This export is a complete list of all of the **Leads** collected for the **Exhibitors** using [[conferenceleads: | This export is a complete list of all of the **Leads** collected for the **Exhibitors** using [[conferenceleads: | ||
- | **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 |
==== Raw Swipes ==== | ==== Raw Swipes ==== | ||
This export is all the **Attendance Swipes** information collected while the **Attendees** were scanned into their **Sessions/ | This export is all the **Attendance Swipes** information collected while the **Attendees** were scanned into their **Sessions/ | ||
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This export is all the **Attendance Logs** information collected while the **Attendees** were scanned into their **Sessions/ | This export is all the **Attendance Logs** information collected while the **Attendees** were scanned into their **Sessions/ | ||
**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 | + | **First Name | %%MiddleInitial%% |
==== 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). | 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). | ||
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**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# | + | This is one of the [[.attendance# |
**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# | + | This is one of the [[.attendance# |
**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 ===== | ||
- | {{ : | + | {{ : |
- | 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 |
- | * **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**< |
* **Description**: | * **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**< |
- | * **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**) | + | * **Type**< |
- | * **Value**: This is the value of the coupon. You can set it to any value between 1 and 100. | + | * **Value**< |
- | * **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**, | + | * **Valid for**< |
- | * **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 | + | * **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 |
+ | * **Emails**< | ||
* **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. | ||
- | + | < | |
- | 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</ |
===== Email Delivery Logs ===== | ===== Email Delivery Logs ===== | ||
- | {{ : | + | {{ : |
- | This is where you can view your email delivery logs. These logs will display records | + | Whenever |
**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**, | ||
* **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 ===== | ||
+ | {{ : | ||
+ | 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** |
- | + | ||
- | {{conferencetracker: | + | |
- | + | ||
- | Write the message you want to be sent out in the **Text** field and then select who will receive it using the **Target Audience** | + | |
===== Devices ===== | ===== Devices ===== | ||
+ | {{ : | ||
+ | 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 | + | From this screen, |
- | {{conferencetracker: | + | =====User Sessions===== |
+ | {{ :conferencetracker: | ||
+ | In this section, you will be shown a list of all users who have logged into either the <color # | ||
- | On the far right side notice the "Send Message" | + | 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. |
+ | ===== Settings ===== | ||
+ | {{ : | ||
+ | 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: | ||
+ | * **Appearance: | ||
+ | * **Attendee Registration: | ||
+ | * **Exhibitor Registration: | ||
+ | * **Payments: | ||
+ | * **Attendance: | ||
+ | * **Streaming: | ||
+ | * **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: | ||
- | |||
- | If push notifications are not enabled you may recieve this error: | ||
- | |||
- | {{conferencetracker: | ||
- | |||
- | ====User Sessions==== | ||
- | In this section, you can view all attempted/ | ||
- | ===== Settings ===== | ||
- | This area allows you to customize the account-wide settings | + | Each of these Setting Categories will be explained |
- | {{: | + | |
- | | + | |
==== General ==== | ==== General ==== | ||
+ | {{ : | ||
+ | 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! | |
- | {{: | + | **Permissions** |
- | + | | |
- | **Time Zone:** Set your Time Zone that the conference is taking place in so when you import | + | <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** |
- | + | {{ : | |
- | **Require users to sign-out**: Enable this option | + | * **Session Widget Sorting:** This option allows |
- | + | * **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. | + | |
- | + | | |
- | **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 | + | * **Allow Users to Generate CEU Report** - Enable this option to have the CEU Report (PDF) download show on the homepage for Attendees. |
+ | * **Allow | ||
+ | **Social** | ||
+ | * **Hide Social Wall and Social Activities** - Enable | ||
==== Attendee Registration ==== | ==== Attendee Registration ==== | ||
- | + | {{ : | |
- | **How to Access:** **Advanced Options** > **Settings** > **Attendee | + | In the Attendee Registration settings, you can modify the following: |
- | + | | |
- | **Enable online session registration**: | + | |
- | + | | |
- | **Prevent | + | * **Allow Registering Multiple Attendees at Once:** This option, enabled by default, allows |
- | + | * **Clear Fields when Adding New Registration:** This option refers to any additional registrations | |
- | **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. | + | |
- | + | * **Registration Payments** | |
- | **Base Reg. fee - Early Bird**: Set an amount that registrants must pay upon completing the online | + | |
- | + | | |
- | **Early Bird valid thru**: Set the date for the **Base Reg. Fee - Early Bird** to be valid for. | + | |
- | + | | |
- | **Auto | + | |
- | + | * **New Registration Notification** | |
- | **Auto | + | |
- | + | * **New registration target email(s):** This is where you would list the emails you want to receive said notifications, | |
- | **Attendee payment instructions**: Change the contents of the email sent when using the **Send Payment Instructions** option in the registration | + | * **Payment Instructions Email:** This setting will allow you to edit the email sent out to attendees who have not paid their registration fees yet. You 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' | |
- | **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: |
- | {{:conferencetracker: | + | * **Registration Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out to an attendee after they complete |
- | + | * **Registration Invoice Automatic | |
- | \\ **Sending Options**: | + | * **Registration Approval Automatic Emails::** This setting allows |
- | * Send an e-mail confirmation | + | ==== Exhibitor Registration |
- | * Send an e-mail | + | {{ :conferencetracker: |
- | * Send an e-mail | + | In the Exhibitor Registration |
- | < | + | |
- | {{:conferencetracker:2: | + | |
- | + | | |
- | To add mail merge fields simply click on the blue "More Information" | + | |
- | </ | + | |
- | + | | |
- | + | | |
- | ==== Exhibitor Registration ==== | + | |
- | + | | |
- | **How to Access:** **Advanced Options** > **Settings** > **Exhibitor Registration** | + | * **Booth Reservation** - This setting allows Exhibitors to purchase Booth Reservations during Registration. |
- | + | | |
- | **Exhibitor Categories**: This allows you to create categories for your exhibitors. These categories can be assigned in the company | + | |
- | + | * **New registration target email(s):** This is where you would list the emails you want to receive said notifications, | |
- | **Base Reg. fee**: Set an amount that registrants must pay upon completing the online | + | * **Payment Instructions Email:** This setting will allow you to edit the email sent out to exhibitors who have not paid their registration |
- | + | * **Payment Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out when an exhibitor' | |
- | **Base Reg. fee - Early Bird**: Set an amount that registrants must pay upon completing | + | * **On Screen Confirmation: |
- | + | * **Registration Confirmation Automatic Emails:** This setting allows you to enable and edit the email that sends out to an exhibitor | |
- | **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 |
- | + | * **Registration Invoice Automatic | |
- | **Free Reps per exhibitor**: Designate the amount | + | |
- | + | ||
- | **Additional Rep fee**: This is the fee charged | + | |
- | + | ||
- | **Auto | + | |
- | + | ||
- | **Auto | + | |
- | + | ||
- | **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 | + | |
- | {{conferencetracker: | + | |
- | **Sending Options**: | + | |
- | | + | |
- | * Send an e-mail | + | |
- | * Send an e-mail | + | |
- | * Send an e-mail | + | |
- | + | ||
- | < | + | |
- | {{conferencetracker: | + | |
- | + | ||
- | To add mail merge fields simply hover over the circled question mark symbol | + | |
- | </ | + | |
==== Online Payments ==== | ==== Online Payments ==== | ||
+ | {{ : | ||
+ | In the Payments settings, you can modify the following: | ||
+ | * **Payment Methods for Attendees/ | ||
+ | * **Enable Online Payments via %%PayPal%%: | ||
+ | * **Enable online payments with credit/ | ||
+ | * **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/ | ||
+ | * **%%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. | ||
+ | {{ : | ||
- | **How to Access:** **Advanced Options** > **Settings** | + | |
+ | ***Due Date:** Specify a Due Date before your Event. | ||
+ | | ||
+ | ==== Attendance ==== | ||
+ | {{ : | ||
+ | In the Attendance settings, you can modify the following: | ||
+ | * **Required Presence Percentage: | ||
+ | * **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. | ||
+ | | ||
+ | | ||
+ | * **Message: | ||
- | 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' | + | ====Streaming==== |
- | * **Test using %%PayPal%%' | + | {{ :conferencetracker:2:administrator:manual:streamsettings.png? |
- | * **Merchant ID / Email:** This is where you would enter your %%PayPal%% Merchant ID or if using a personal account your e-mail address. | + | In the Streaming settings, you can edit the access window for each of your online sessions. The access window determines how early an attendee can view a session before it starts, or how late they can access |
- | * **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 a Payment for a Newsletter Ad is confirmed**: | + | |
==== Custom Fields ==== | ==== Custom Fields ==== | ||
+ | {{ : | ||
+ | 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 ==== | ||
+ | {{ : | ||
+ | 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** | + | |
- | + | | |
- | This are displays 5 new custom text fields related | + | * **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 |
- | + | * **Enable Self Sign-In:** This option allows your attendees | |
- | Additionally these **Attendee** and **Workshop** Custom fields can be imported into **Conference Tracker** or entered manually. | + | |
- | + | ||
- | Below is where you can enter the names of the **Custom Fields** you'll want to use for your **Attendees** and **Workshops**: | + | |
- | + | ||
- | {{: | + | |
- | + | ||
- | 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 only. Here 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 | + | * **Allow attendees to update their contact information**: |
- | * **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' | * **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' | ||
+ | * **Popup Ad Frequency: | ||
+ | * **Enable Popup ads during Session Streaming: | ||
+ | * **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 # |
- | **How to access:** **Advanced Options** > **Settings** > **Leads App** | + | ==== Exhibitor Portal ==== |
+ | {{ : | ||
+ | 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/ | ||
+ | | ||
+ | | ||
+ | * **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 |
- | + | ||
- | * **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 | + | |
- | **App registration automatic emails**: | + | {{:conferencetracker: |
- | * 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/ |
- | **Flyer**: Download a PDF flyer to advertise Conference Leads to exhibitors. | + | https://desk.zoho.com/ |
---- | ---- | ||
[[..manual|Back to Table of Contents]] | [[..manual|Back to Table of Contents]] |