Event portal configuration overview

Your new Event Portal uses individual pages, like the Exhibitor Hub page and the Dashboard landing page, to serve as the gateway for your exhibitors and attendees to take action and prepare for your event.

This overview links to detailed articles that help site administrators configure their Event Portal.

To begin, site admins must first log in and access the Admin Panel from the user dropdown menu.

From the Admin Panel, you can: 

• Manage and Perform Site Administrative Actions - define and assign admin roles using backend site management tools.
  
  
• Configure Site Styling - access site building tools needed to customize the Home Page, Images, Color Scheme, Footer, and navigation options. 
  
  
• Set Up Exhibitors - manage booth profile options, advertisements, content restrictions, categories, progress indicators, tasks, and analytics.
  
  
• Set Up Exhibitor Listings - create and manage category forms for exhibitor content, such as products, show specials, and press releases.
  
  
• Set Up Videos - define video categories and manage how exhibitors upload videos for display on the site. 
  
  
• Set Up User Segments -  create and manage organized groups of users and control who sees what kinds of information.
  
  
• Set Up User Profiles - see a sample user profile, set a default cover photo, and manage the user profile options and contents. 
  
  
• Set Up Badges - manage badge icons associated with individual exhibitor profiles and user accounts.
  
  
• Set Up Tours - create and manage tours that introduce the site to new users and view tour metrics
  
  
• Reports - evaluate data regarding site activity and usage.
  
  
• Page Editor - edit individual site pages, create custom pages, manage content block settings, and add advertisement blocks.
  
  
• Configure and manage the Matchmaking add-on:

• • Set Up Matchmaking - define interests, dates and times, meeting restrictions, and calendar colors.
    
    
  • Matchmaking Reporting - review data regarding matchmaking meeting analytics and activity.
    
    
  • Matchmaking Notifications - manage internal and external meeting notifications.
    
    
• Configure and manage the Call for Proposals and Conference add-on:
  CFP and Conference setup in the event portal may vary based on the event package purchased by your organization.
  
  • Assign Admins - assign show management staff to manage and moderate proposal submissions.
    
    
  • Set up Events - define and manage front end functionality for conference sessions.
    
    
  • Create a Call for Proposals - create proposal forms, designate proposal moderators, and set timeframes.
    
    
  • Proposal Rating Categories - set up the rating categories used to grade the proposals.
    
    
  • Configure Proposals Page - customize your proposal page to best display the call(s) for submissions. 
    
    
  • User Access - grant users entry to the portal to begin submitting proposals.
    
    
  • View the front end proposal form  - check the appearance of the proposal submission form.
    
    
  • Assign Graders to Proposals - associate designated users assigned to rate and review proposal submissions.
    
    
  • View Grader Feedback - check the appearance of the grader's proposal review on the front end.
    
    
  • Proposal Analytics & Reporting - evaluate data regarding proposal submissions and statuses.
    
    
  • Conference Analytics & Reporting - evaluate data regarding session and speaker information.
    
    
  • Schedule a Session -  create a session from an approved proposal.
    
    
  • Manage sessions on the front end - manually add and edit existing sessions.
    
    
  • Create a Speaker profile - set up a profile block that appears on designated speaker user accounts.
    
    
  • Review Proposal Notifications - understand notifications sent by the system to alert users of CFP or Conference actions.