meta data for this page
  •  

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
Next revisionBoth sides next revision
conferencetracker:2:en:conferencedetails [2019/09/13 16:06] – [Maps] asherconferencetracker:2:en:conferencedetails [2019/09/17 13:39] – [Sponsor Types] asher
Line 76: Line 76:
 From the Conference Sessions screen, clicking on the **Rooms** button will take you to a screen where you can see a list of all the rooms you have created.  If you have not started creating rooms this can be done by clicking on the **Create** button.  From the Conference Sessions screen, clicking on the **Rooms** button will take you to a screen where you can see a list of all the rooms you have created.  If you have not started creating rooms this can be done by clicking on the **Create** button. 
   * **Create** - Clicking on the **Create** button on the **Rooms** screen will take you to the Room Creation page.  To create a new room, simply fill in the **name** and **location** of the room and click Save. **Note**: Both of these must be filled out.    * **Create** - Clicking on the **Create** button on the **Rooms** screen will take you to the Room Creation page.  To create a new room, simply fill in the **name** and **location** of the room and click Save. **Note**: Both of these must be filled out. 
 +  * **Delete** - To delete a room, click on the three dots at the far right of any room name. This will bring up the Delete Room option.
  
  
Line 86: Line 87:
  
   * **Create** - This will take you to the Create Track screen, which will ask for the color of your track, a title and a description.   * **Create** - This will take you to the Create Track screen, which will ask for the color of your track, a title and a description.
 +  * **Delete** - To delete a track, click on the three dots at the far right of any track name. This will bring up the Delete Track option.
 ===== Handouts ===== ===== Handouts =====
 {{ .handouts.png?nolink&575| }} {{ .handouts.png?nolink&575| }}
Line 132: Line 134:
  
 === Delete a Map === === Delete a Map ===
-To delete a map, return to the **Maps** page. From here, you should see your list of available mapsSimply click on the **Delete** button on the right side of the map you want removed to delete it.+To delete a map, you have two options: 
 +   - On the main Maps page, look for the map you would like to delete. On the far right end, there will be three dots. Clicking on these three dots will give you the option to delete this map. 
 +   - On the main Maps page, click on the map you would like to delete. Once the new page has loaded, you can see a red Delete button towards the top of the page. Clicking this will also delete the map. 
 + 
 +===== Companies ===== 
 + 
 +{{ .companieslist.png?nolink&575| }} 
 +This is a list of all **Attendees'**, **Exhibitors'**, **Presenters'**, **Operators'** and **Administrators'** **Companies**. 
 + 
 + 
 +This is primarily used for **Exhibitors' Companies** so you can view/manage their Sponsorship Level, help them create their **Conference Leads** Survey/Questionnaire, and view their **[[:conferenceleads|Conference Leads]]** limits (The amount of Exhibitors for each **Company** that are licensed to use the **[[:conferenceleads|Conference Leads]]** app). 
 + 
 +On this screen, you can Create a New Company, View/Edit Sponsor Types, Manage Limits, Edit Leads Surveys and Delete Companies. 
 + 
 +**Create New Company** \\ \\ 
 +//Note: Usually, the **Company** will not need to be created manually if you are importing your **Users** (Exhibitors and Attendees) or having each sign-up/register online through **Conference Tracker's** [[.attendees#online-registration|Online Registration]]. Both of these processes will automatically create any new company entered.// 
 + 
 +To create a new Company: 
 +  - Click the Create button. 
 +  - Fill-out the required fields (Company Name). 
 +  - (Optional) When creating a company, you also have the opportunity to add more information, such as company description, booth location, sponsorship type, and contact information. 
 +  - Finally click the **Save** button when complete. 
 +  - If you would like to edit the company information after saving, you can click on the company name on the main Companies page to enter it's editing page. 
 + 
 + 
 +**Extra Options** \\ \\ 
 +{{ .limits.png?nolink&575| }} 
 +On the far right of every company listed on this screen, you will see three dots. Clicking on these three dots will give you extra options to perform on the company itself. These are: 
 + 
 +  * Manage Limits: Here, you can change the limits on the company. You can change the number of representatives, ConferenceLeads licenses and number of push ads allowedThis will be based on how many **Conference Leads Licenses** the **Exhibitor's Company** purchased. 
 +  * Edit Leads Survey: The **Conference Leads Survey** is a unique set of questions per **Company** that they ask **Attendees** who stop by their booth using the [[:conferenceleads|Conference Leads]] app. To view/edit the **Conference Leads Survey** for a **Company** you can click the **Edit Leads Survey** link on the **Company** listed in this screen. 
 +  * Delete: This will delete this company. 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 +==== Sponsor Types ==== 
 +{{ .sponsortypes.png?nolink&575| }} 
 +These **Sponsor Types** or **Sponsorship Levels** were created to allow you to assign each **Company** a **Sponsorship level** in **Conference Tracker**. 
 + 
 +**Create New Sponsor Type** \\ 
 +  - Click the **Create New** button
 +  - Fill-out the required fields (Sponsor Type Name). 
 +  - (Optional) When creating a new sponsor type, you can change it's importance value 
 +  - Finally click the **Save** button when complete. 
 + 
 +**Edit a Sponsor Type** \\ \\ 
 +Simply click the **Name/Title** of the **Sponsor Type** in the list of **Sponsor Types** to change it's attributes. 
 + 
 +**Delete a Sponsor Type** \\ \\ 
 +To delete one of these **Sponsor Types** if added in error you can click the **Delete** link on the far right-side of every listed **Sponsor Type**.  Confirm the message and done! 
 +===== Contact Information Analytics ===== 
 + 
 +**How to access**: **Attendees** > **View/Edit** > **Contact Information Analytics** 
 + 
 +Statistics below give you an idea of the quality of the data in the system. 
 +{{.conftrac-attendees-contactinformationanalytics.jpg?nolink|}}
  
 ===== Administrators ===== ===== Administrators =====