Set up EDC add-ons in your event portal

Fulfill Exhibitor Add-Ons

If you have purchased the Enhanced Digital Content Sales Package, you can automatically fulfill add-on video & digital content (products, press releases, & show specials) that your exhibitors have purchased to your Event Portal. 

This article covers the following:

• EDC Add-On Setup
• Video Add-On Setup

Please Note: Add-on fulfillment only syncs after an exhibitor user logs into the portal.

EDC Add-On Setup

Complete the add-on setup workflow in Global Admin before you begin this process.

After confirming your products, show specials, press releases, or other custom add-on categories and options are all created, navigate to the Admin Panel in your Event Portal and complete the following steps:

1. Click Site Building Tools.
2. Click Forms & Reviews Manager.
3. Click Categories.
4. Click Create Category.
   
5. Select the form type Digital Listing, then on the Category Details page, enter a Category Name based on the add-on being associated.
6. Before continuing, click Save to reload the Category Details page.
7. After reloading, select the Enable Organization Limits checkbox that now appears on the settings list.
   Important: The Enable Org Limits option does not appear if the integration with A2Z Global Admin is not enabled. 
8. Scroll down to the Associated Add-On field, then select the desired add-on from the dropdown.
   
9. Finish building the form by adding the desired fields to the Field Editor section, then when finished, click Save.

After your category form is created, manage the allotted number available to your exhibitors from the Organizations Manager of your admin panel by completing the following steps:

1. Navigate to Site Building Tools > Organizations Manager.
2. From the Details table, select the Enable checkbox for your newly created add-on category column. 
3. Populate the allotted number for each exhibitor level. (Note: Enter 0 for each upgrade level if the add-on is not included with the upgrade purchase but must be purchased separately instead.) 
4. Click Save.

In addition to creating a new category, add-ons can also be associated with an existing category. For example, if you have a category for ‘Products’ and an add-on option to buy additional products, you can associate that add-on with the existing ‘Products’ category. This means that if an exhibitor purchases additional products, their allowed amount increases depending on the total number purchased.

Video Add-On Setup

Setup for your video add-ons in your Events Community/event portal is similar to EDC add-on setup; however, the process is performed using a different tool of the admin panel.

Prior to continuing this process, first, confirm that you've set up the add-on in Global Admin. After confirming your video add-on categories and options are all created, navigate to the Admin Panel in your Events Community/event portal and complete the following steps:

1. Navigate Site Building Tools > Video Manager 
2. From the Categories section, click Create New Category.
3. Enter a Category Name based on the add-on being associated.
4. Before continuing, click Save to reload the Category Details page.
5. After reloading, select the Enable Organization Limits checkbox that now appears on the settings list.
6. Scroll down to the Associated Add-On field, then select the desired add-on from the dropdown.
7. Click Save.

After your video category form is created, manage the allotted number available to your exhibitors from the Organizations Manager of your admin panel by completing the following steps:

1. Navigate to Site Building Tools > Organizations Manager.
2. From the Details table, select the Enable checkbox for your newly created add-on category column. 
3. Populate the allotted number for each exhibitor level. (Note: Enter 0 for each upgrade level if the add-on is not included with the upgrade purchase but must be purchased separately instead.) 
4. Click Save.

Similar to the EDC add-on setup, video add-ons can also be associated with an existing video category. 

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After completing the add-on setup process, when an exhibitor purchases the add-on, the number allowed increases for the associated category. The allotted number syncs from GA to your Events Community/event portal after the exhibitor contact logs in and views the organization profile progress section where they will find a call-to-action to easily add it.