How To: Resources

Overview

Resources are a key element of engagement by Users in the Platform.

All Resource content is shown with the title, the description, and depending on the Resource format, can either be viewed or downloaded to the User's device. 

In addition, the 'Featured Resource' view can be used as an eSatchel or virtual delegate bag.

Resources can support a  wide variety of content types, such as;

  • PDF

  • Images

  • MS Office Documents

  • Video Content

  • Audio Content

Resources can be attached to a range of items/functions within the evexus event website/platform including;

  • Exhibitors

  • Sponsors

  • Talks

  • Sessions

  • Speakers

  • Live Streams

Exhibitors/Sponsors/Speakers/Moderators have the ability to upload and manage their own Resource content, that can be made visible to Users.

 

Reporting on Resources

  • Each time a Resource is viewed or downloaded, the content data is tracked and can be accessed in a wide range of reports.

  • Resource views/downloads can also contribute to the CPD point calculation for each User.

Task

Uploading & Featuring Resources

Pre-requisites

Instructions

  1. Within the Admin Tools Dashboard, navigate to the “Content” module and then "Resources" via the charcoal navigational bar on the left-hand side of the platform.

  2. Click "Create Resource" on the bottom of the page.

  3. Complete the relevant fields (please note mandatory fields are marked with an *)

    • Name

    • Description

    • Resource Type 

      image-20240524-013955.png

    • Once a Resource Type is selected, an additional dropdown list will appear and the Resource can then be allocated to an individual item. (See below example using 'Exhibitors').

      image-20240524-014054.png

  4. If the content is to be a 'Featured Resource', click enable in the Featured section.

  5. Enter an external link URL - if provide this will be shown to the user as an embedded webpage/link instead of a file

  6. Enable or Disable the ‘Show as embedded link’. If enabled, the link is shown as an embedded view. If disabled, this opens in a new tab and directs the user out of the platform

  7. Resource - upload a file

  8. Click ‘Submit’ or ‘Save and Add Another’.

All Resources can be found in the following URL slug: /admin/client_uploads

 

Notes:

  • Resources can be set as Featured resources by Admins, the content will then be Featured 'Resources' page. The URL slug for this is /client_uploads/featured

  • Resources can be configured to be publicly accessible by editing the Event Feature in Global Setup > Events > Events > black “Actions” button > Event Feature (default is ‘Disabled’: only logged in users can see resources')

  • If using Per Event Registration, access to Resources is controlled by the User's Delegate Type.

Outcome

Resource Content is uploaded and available for Users/Attendees/Delegates to view and interact with.