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conferencetracker:2:administrator:manual:advancedoptions [2019/11/07 16:54]
asher [Microsoft Excel-Specific Reports]
conferencetracker:2:administrator:manual:advancedoptions [2019/11/22 13:58] (current)
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 {{ :​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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 ===== 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 RepresentativesOperatorsPresentersModeratorsAttendeesTracksSessionsSession 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.  ​
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 ==== 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.
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 === 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.
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 === Exhibitor Admin/Reps Import === === 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.
  
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 <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 ==
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 === User Groups Import === === User Groups Import ===
-This import is optionalbut 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 ==
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 {{ :​conferencetracker:​2:​administrator:​manual:​importdata.png?​direct&​450|}} {{ :​conferencetracker:​2:​administrator:​manual:​importdata.png?​direct&​450|}}
 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 Upload a File 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.
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 **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.
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 === 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 ===
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 === 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:
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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 ​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'​s ​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 ====
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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#​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**
-===== Microsoft Excel-Specific ​Reports ​===== +====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.+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&​450|}}
-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:
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   * **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**: 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**: 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**).
   * **Value**: This is the value of the coupon. You can set it to any value between 1 and 100.   * **Value**: 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**: 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 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 check out.
   * **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.
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 ===== Email Delivery Logs ===== ===== Email Delivery Logs =====
 {{ :​conferencetracker:​2:​en:​emaildeliverylogs.png?​direct&​450|}} {{ :​conferencetracker:​2:​en:​emaildeliverylogs.png?​direct&​450|}}
-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 displayed here. Using the drop-down menu, you can select from **All** emails, **Badge**, **Certificate**,​ **Transcript**,​ or **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&​450|}}
 +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&​450|}}
 +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 Lines 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&​450|}} 
 +In this section, you will be shown a list of all users who have logged into either the Conference Tracker App, Conference Leads App, Conference Attendee App, or the Conference Tracker website. 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 message (up to 100 characters only) and click the send button. +At the far right end of each listed session, you will see Three Dots button. Clicking on here will allow you to press the Delete ​button, which deletes any of these Active Login SessionsThis 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.
- +
-{{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 ===== ===== Settings =====
 +{{ :​conferencetracker:​2:​administrator:​manual:​settingsmain.png?​direct&​450|}}
 +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.
 +  * **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.
 +  * **Custom Fields:** Here you will be able to add Custom Fields to both Sessions and User profiles.
 +  * **Attendee App:** Here you will be able to change settings for any users using the Attendee App.
 +  * **Leads App:** Here you will be able to change settings for any users using the Leads App.
  
-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:​generalsettings.png?​direct&​450|}}
 +In the General settings, you can change the following:
  
-**How to Access:** **Advanced Options** > **Settings** > **General**+  ​* **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| }}\\  
- 
-**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. 
- 
- 
-==== Attendance ==== 
- 
-**How to Access:** **Advanced Options** > **Settings** > **Attendance** 
- 
-**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. 
- 
-**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 all workshops using the sign-out settings. 
 ==== Attendee Registration ==== ==== Attendee Registration ====
- +{{ :​conferencetracker:​2:​administrator:​manual:​attendeeregsettings.png?​direct&​450|}} 
-**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 conference
-**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 registration. Additionally, you can change the message that is sent to attendees ​if they happen ​to sign up for overlapping ​sessions. +    * **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. 
- +  ​* **Registration Payments** 
-**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. +    ​* ​**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. 
-**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.*+    ​* **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
-**Early Bird valid thru**: Set the date for the **Base Reg. Fee - Early Bird** to be valid for+    ​* ​**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
- +  * **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
-**Auto ​accept paid registrations**: Enabling ​this option ​will automatically confirm ​the registration ​if they paid successfully ​instead of sending the registration into pending+  * **Payment ​Confirmation ​Automatic Emails:** This setting allows ​you to enable and edit the email that sends out when an attendee'​s payment has been received
- +  * **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
-**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+  * **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 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.
-**Attendee payment instructions**: Change the contents of the email sent when using the **Send ​Payment Instructions** ​option 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:​settingsonscreenconfirmation.png?​450|}} +
- +
-\\ **Sending Options**: +
-  ​Send an e-mail confirmation ​to the attendee ​once payment is received+
-  * Send an e-mail ​to the user after he registered online successfully +
-  * Send an e-mail to the user 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:​settingsmergefields.png?​400 |}} +
- +
-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. +
-</​note>​ +
- +
 ==== Exhibitor Registration ==== ==== Exhibitor Registration ====
- +{{ :conferencetracker:​2:​administrator:​manual:​exregsettings.png?​direct&​450|}} 
-**How to Access:** **Advanced Options** > **Settings** > **Exhibitor Registration** +In the Exhibitor Registration ​settings, you can modify the following: 
- +  ​* ​**Exhibitor Categories:** This setting ​allows you to add categories ​that can be attached to any company ​that is part of your conference. 
-**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. +  ​* **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
-**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+    ​* ​**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. 
- +    ​* **Early Bird Valid Through:** With this setting, you can change ​the cutoff ​date for all Early Bird registrations
-**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.*+    ​* ​**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
-**Early Bird valid thru**: Set the date for the **Base Reg. Fee - Early Bird** to be valid for+    ​* ​**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
-**Free Reps per exhibitor**: Designate the amount ​of representatives ​that the exhibitor ​can register for free. Any representatives registered on the same form surpassing the amount designated will be charged+  * **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'​s payment has been received
-**Additional Rep fee**: This is the fee charged ​for registering additional reps+  * **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
-**Auto ​accept paid registrations**: Enabling ​this option ​will automatically confirm ​the registration ​if they paid successfully ​instead of sending the registration into pending+  * **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.
- +
-**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:​paymentsettings.png?​direct&​450|}} 
-**How to Access:** **Advanced Options** > **Settings** > **Payments** +In the Payments settings, you can modify the following: 
- +  ​* **General** 
-These options allow you to enable payments from credit ​cards through ​%%PayPal%% ​account when Attendees ​and Exhibitors ​complete their online ​registration. ​Here are the options: +    ​* **Enable Credit/​Debit Card Payments ​via %%PayPal%%:** This setting enables online ​credit/debit card payments ​through %%PayPal%%. After an online registration form is completed ​and this payment option is picked, the user will be redirected to a %%PayPal%% website in order to complete their registration. 
- +    * **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 ​%%PayPal%% ​Payments:** This allows you to start taking payments ​via Conference Tracker'​s ​online registration process+    * **Enable Invoice Payments:** Enabling this option ​allows ​a user to choose to pay by being sent an invoice from the Conference Administrator. //**Note:** This option will not generate an invoice for the user. Conference Tracker will leave this registration under Pending status until you confirm that you have received the user's payment.//​ 
-  * **Test using %%PayPal%%'s Sandbox:** This allows you to state that you are testing so no actual payments will be made in this mode. +    * **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.// 
-  * **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]]. +  * **%%PayPal%%:​** 
-  * **Enable check payments**This allows ​payments ​to be accepted through ​check+    * **Test Using %%PayPal%%'​s Sandbox:** If you have a %%PayPal%% ​Sandbox ​account. set up, you can turn this feature on in order to test payments with your %%PayPal%% Sandbox account. For more information on %%PayPal%% ​Sandbox accounts, ​[[https://developer.paypal.com/​developer/​accounts/​|click here]]. 
-  * **Enable invoice payments**This allows payments to be accepted through an invoice+    * **Merchant ID/Email:** This setting ​allows ​you to change the %%PayPal%% account where all registration payments will be deposited into. We recommend using %%PayPal%% email instead of the Merchant ID number. 
-  * **Enable cash payments**This allows payments ​to be accepted through cash.  +==== Attendance ==== 
- +{{ :​conferencetracker:​2:​administrator:​manual:​attendancesettings.png?​direct&​450|}} 
-**Newsletter- Send an email when a Payment for a Newsletter Ad is confirmed**: This option ​will send a confirmation email to the exhibitor who purchased a newsletter ad+In the Attendance settings, you can modify the following: 
 +  * **Required Presence:** This setting will change the default required presence 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.
 ==== Custom Fields ==== ==== Custom Fields ====
- +{{ :​conferencetracker:​2:​administrator:​manual:​customfieldsettings.png?​direct&​450|}} 
-**How to Access:** **Advanced Options** > **Settings** > **Custom Fields** +The Custom Fields ​setting allows you to add custom fields to either ​your user profiles ​or any of your sessionsWhile Conference Tracker does offer plenty ​of fields for both your users and sessionswe allow you to add any custom ​fields ​you may need to ensure ​that you are getting ​perfect experience with your conferenceSome examples of commonly used custom fields are ID Numbers for users and Category for sessionsYou can add up to five custom user fields ​and five custom session fields.
- +
-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 **Session ID** that may be required by your accreditation organization. +
- +
-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 ==== ==== Attendee App ====
 +{{ :​conferencetracker:​2:​administrator:​manual:​attendeeappsettings.png?​direct&​450|}}
 +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** > **Attendee App** +  ​* **General**
- +
-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 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'​s contact information (such as email and phone number) by looking at the their profile. In an effort to keep each attendee'​s privacy, we leave it up to the event admin to decide whether or not to allow attendees to see each other'​s contact information.+  * **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'​s contact information (such as email and phone number) by looking at their profile. In an effort to keep each attendee'​s privacy, we 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 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 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**.
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 ==== Leads App ==== ==== Leads App ====
- 
-**How to access:** **Advanced Options** > **Settings** > **Leads App** 
  
 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: 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: