About & How To: Sponsor & Exhibitor Networking Features

Task

Set up Sponsor and Exhibitor Networking Features

Overview

There are various ways Delegates can connect with Sponsors and Exhibitors 

  • Chat 

  • Book a Meeting 

  • Lead Capture 

  • Public Chat 

Pre-requisites

Instructions

Chat with Sponsor or Exhibitor

  • This is the same functionality as the Delegate "Chat" function, but this allows Delegates to commence a chat with all of the Users linked to that particular booth. Everyone that is linked to this booth will automatically be added and included within the new chat session. 

    image-20240409-023146.png

Please ensure the below is enabled/setup for this feature to function:

  • Event Feature

    • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

    • Click the black ‘Actions’ button and then “Event Features” from the dropdown to the right of the relevant Event to edit.

    • Find (CTRL+F/Command+F) “My Network & Following Feature” and select ‘Enabled’

  • Billing Options

    • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

    • Click the black ‘Actions’ button and then the blue pencil “Edit” icon to the right of the relevant Event to edit.

    • Scroll down to the Billable Options" section at the bottom of the page

    • Enable "Private Chat" as per below screenshot.

image-20240522-220703.png

  • Other Setup Requirements

    • At least 1 User is required to be linked to the booth for "Chat" to show and function. 

Book a Meeting with a Sponsor or Exhibitor 

  • This is the same functionality as the Delegate to Delegate "Book a Meeting" function, but this allows Delegates to request a meeting with one, or more people linked to that particular booth.

Please ensure the below is enabled/setup for this feature to function:

  • Event Feature

    • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

    • Click the black ‘Actions’ button and then “Event Features” from the dropdown to the right of the relevant Event to edit.

    • Find (CTRL+F/Command+F) “My Network & Following Feature” and select ‘Enabled’

  • Billing Options (Event Setup)

    • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

    • Click the black ‘Actions’ button and then the blue pencil “Edit” icon to the right of the relevant Event to edit.

    • Scroll down to the “Billable Options" section at the bottom of the page

    • Enable "Video Meetings" as per below screenshot.

 

  • Other Setup Requirements

    • At least 1 User is required to be linked to the booth for "Book a Meeting" to show and function. 

 

Public Chat 

  • This function allow Users to post comments or questions within a chat function which is public to all Users who visit the booth.

  • This chat does not have the functionality to delete or edit any text that has already been sent. 

  • This does NOT have notifications enabled and is not moderated. This is just an ephemeral chat.

  • The below is a screenshot of what this chat looks like within the Sponsor or Exhibitor booth. 

Please ensure the below is enabled/setup for this feature to function:

  • Event Feature

    • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

    • Click the black ‘Actions’ button and then “Event Features” from the dropdown to the right of the relevant Event to edit.

    • Find (CTRL+F/Command+F) “Exhibitor/Sponsor Public Chat” and select ‘Enabled’

  • Billing Options (Event Setup)

    • Within the Admin Tools Dashboard, navigate to "Events" module and then "Events" via the charcoal navigational bar on the left-hand side of the platform.

    • Click the black ‘Actions’ button and then the blue pencil “Edit” icon to the right of the relevant Event to edit.

    • Scroll down to the Billable Options" section at the bottom of the page

    • Enable "Private Chat" as per below screenshot.

Lead Capture 

  • Delegates can connect with Sponsors and Exhibitors via the button "Connect with Sponsor" or "Connect with Exhibitor" which will be shown just under their logo are per below screenshot. 

  • This feature will only function if there is at least 1 User linked to the Sponsor/Exhibitor Profile. All Users linked will receive an email with the new lead capture information. 

Please ensure the below is enabled or setup for this feature to function:

  • Trigger Notifications

    • lead_notifier_mailer

      • Send Email = True 

Further Reading