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Getting Started

Thank you for choosing Conference Tracker as your event management software! After your purchase, you should be receiving a welcome email with all of your login information, instructions on how to access your account, and helpful links to get you started. Once you have obtained your login information, you can get started by accessing your Conference Tracker account at http://www.conftrac.com/login from any web browser. Here, you will first be asked for your e-mail and your password will be required on the next screen to login to the Conference Tracker software.

After successfully logging in, you will be at your Conference Dashboard. Your Dashboard will be your main landing page when accessing your account. From this Dashboard, you can view your conference's statistics in real-time, including Online Members, Traffic, and more.

  • Action Search Bar - On your Dashboard, the first thing you will see is a search bar that says “Search…” This search bar will act as an Action Search bar. What this means is that you can search for any specific action you would like to perform or section you would like to visit. For example, if you would like to add a new attendee, you can search the words “Add a new attendee” and you should see results immediately populate. You can also simply search the word Attendee and you will see all actions that can be performed with Attendees.
  • Conference General Information - To the right of the Action Search Bar, you will see a section with your conference title, the dates of your conference and your conference logo. This is just some basic information about your conference displayed to you on your dashboard. Clicking on any of the dates displayed here will take you to all sessions taking place on that date.
  • Conference Event Data - Under the Action Search Bar, you will see a lot of sections with helpful statistics about your conference. These include registrations, swipes, check-ins, number of users, and app logins. These statistics are a great way to see how busy your conference is, while also giving you real-time updates on the statistics.

Conference Tracker Features

NOTE: All of these menus and buttons will be persistent throughout any page you visit.

  • Navigation Menu - The Navigation Menu will be your main way of accessing all of the different sections in your Conference Tracker account. This menu is located on the left-hand side of your web browser. Clicking on any of the sections on this menu will expand them, giving you more sections to access. A screenshot is located on the right of this section.
  • Menu - This button, located on the top left of the Dashboard will hide or show the Navigation Menu. If you have limited screen space, this button will come in handy.
  • Minimize/Expand Navigation Menu - Located on the bottom left-hand corner of the Dashboard, this button will turn the left-hand Navigation Menu into a more compact version. If the Navigation Menu is already in compact mode, you can click on this again to revert it to its regular size.
  • Search Bar - The search bar, located on the top of the dashboard next to the Menu button, allows you to search the account for any data in the system such as Attendees, Attendance Logs, Workshops/Sessions, Card Numbers, and more! Simply start typing and results should automatically start populating. You can also filter your search and perform an advanced search by clicking on .
  • Settings - This option will be available on all screens throughout Conference Tracker. Located on the top right corner of the screen, this option will allow you to access your Conference Settings.
  • Activity Feed - This option will be available on all screens throughout Conference Tracker. Located on the top right corner of the screen, this option will allow you to view all activity happening on the Conference Attendee app.
  • My Profile - This option will be available on all screens throughout Conference Tracker. Located on the top right of the screen next to the Activity Feed button, it will be represented by a circle with the initials of the name on the account. This link will provide several options, including Manage Profile, Change Password, Manage License, Switch Account, Copy Configurations, Find Help, View Change Log, and Logout.
    • Manage Profile will allow you to change some basic information on your administrator account, such as Title, Bio, and Contact Information.
    • Change Password allows you to change your current password with a new one.
    • Manage License allows you to upgrade your Conference Tracker plan, increase your attendee limit or purchase Leads Licenses via an online check-out system!
    • Switch Account allows you to switch between your licensed conferences.
    • Copy Configurations will allow you to copy over configurations from this current conference to any other conference under your account.
    • Find Help will direct you to Conference Tracker’s documentation.
    • View Change Log Shows Conference Tracker Version History.
    • Logout will end your current session and return you to the login page.

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