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conferencetracker:2:en:conferencedetails [2019/09/16 13:15] – [Maps] asher | conferencetracker:2:en:conferencedetails [2019/09/17 13:39] – [Sponsor Types] asher | ||
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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. | 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. | ||
* **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. | ||
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* **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? | {{ .handouts.png? | ||
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- 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, 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. | - 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? | ||
+ | This is a list of all **Attendees' | ||
+ | |||
+ | |||
+ | This is primarily used for **Exhibitors' | ||
+ | |||
+ | 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/ | ||
+ | |||
+ | 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, | ||
+ | - 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? | ||
+ | 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, | ||
+ | * 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 [[: | ||
+ | * Delete: This will delete this company. | ||
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+ | |||
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+ | |||
+ | ==== Sponsor Types ==== | ||
+ | {{ .sponsortypes.png? | ||
+ | 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/ | ||
+ | |||
+ | **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**. | ||
+ | ===== Contact Information Analytics ===== | ||
+ | |||
+ | **How to access**: **Attendees** > **View/ | ||
+ | |||
+ | Statistics below give you an idea of the quality of the data in the system. | ||
+ | {{.conftrac-attendees-contactinformationanalytics.jpg? | ||
+ | |||
===== Administrators ===== | ===== Administrators ===== | ||
**How to Access:** From the **Home** screen click on the **Administrators** link under the **Conference** section. | **How to Access:** From the **Home** screen click on the **Administrators** link under the **Conference** section. |