Platform Docs
Overviews and how to guides for the CrowdComms platform.
Agendas
Agenda
Agenda Overview The Agenda Module is the backbone of your event. Optimised towards user experi...
Session Privacy
Need to tailor the experience for certain users? No problem! Session Privacy allows you to custom...
Managed Schedules
Managed Schedules enable you to create a unique agenda for your attendees. You can tailor a speci...
Favouriting Sessions (Creating Personal Agenda)
In contrast to Managed Schedules, attendees can 'favourite' a session by clicking the star icon n...
My Event Schedule (Right-hand Sidebar)
The Personal Agenda page has been given a facelift and a new name, now known as My Event Schedule...
Agenda View Guide
Introduction Since 05/08/21 with Front End release for 3.5.0 there has been an alternative view ...
Badges and Passes (QR Code)
Activating and Deactivating Badges & Passes
• Log into CMS with credentials• Select App • Click on “Settings”• Click on “Features” (Scroll do...
Designing and Editing Badge
• Click on “Libraries” in CMS• Click on “Badges & Passes”• Click on “Add a new badge” • Fi...
Importing 3rd Party QR code into CMS
• Go into the 3rd party registration platform, such as Entegy• Import the attendee profiles inclu...
Using the QR Scanner and Adding Contacts
• To use the QR code scanner, the user must log in to their event app on their device• Go to the ...
End-User Login Options
For platforms requiring login, there are various login options for front end users as per below. ...
Email & Password Login
How to Log In Step 1: Enter your email address N.B If this is your first time using our platf...
Optional 2FA
How to Log In Step 1: Enter your email address N.B If this is your first time using our platf...
Mandatory 2FA
How to Log In Step 1: Enter your email address N.B If this is your first time using our platf...
Mandatory 2FA via Authentication App
How to Log In Step 1: Enter your email address N.B If this is your first time using our platf...
General
Alerts
Alerts let you send out notifications to your delegates during an event to keep them updated on s...
Accessing CC Apps
Introduction There are multiple ways to access your CrowdComms event platform. Each access metho...
Ask a Question / Q&A
The Q&A feature of our app is one of our highlight features. Below is a video showing how Q&a...
Banner Message Guide
Banner messages are user defined messages which will appear in a banner at the bottom of each scr...
CC Platform Data Anonymization / Wipe Process
6 Months after platform end date, all PI data is wiped from the app, but “content” remains in pla...
Client's Platform Privacy Notice - Guidance
We have made the process regarding privacy notices simpler and easier to use. Rather than request...
Cookies
Cookies on CrowdComms Apps CrowdComms uses cookies to enable standard analytics and error report...
Custom CSS
IMPORTANT NOTE: There is an updated version of the CSS snippets doc at: https://docs.crowdcomms....
Custom Design Guidelines
Important: Before reviewing custom design options, we recommend considering our included templ...
Device Compatibility and Browser Requirements
Updated; 10th January 2024 Below is a device compatibility chart for the CrowdComms platform. ...
Elements Design Requirements
Below is a full list of design specifications for the Entegy Platform: Below is a list of poss...
Group Management
There are a few ways to manage People Groups in the CC platform: Manually using the Dashboard U...
Hiding and Showing Content
If you'd like to hide and show various content as your event progresses, your app can be built in...
Language Support
The following languages are supported on the CC platform app for multilingual apps: English Fr...
Live Poll CSS
When customising a live poll, sometimes you may want to adjust certain aspects of the design whic...
People Library Management
The CC Platform treats all People in-app the same, whether they're an Attendee, Speaker, member o...
Platform frameworks and tools our development team use
Frontend Delegate FE (User) Angular 17: Core framework for the web application. Ionic 7: UI fr...
Session Capacity
Sessions can now optionally have a 'capacity' added to them. By default the value is not set, mea...
Security Settings and Login options
Login Options: Public: Anyone can access via your custom URL and access without having to login....
Time Zones
The only part of the app which are affected by users being in a different timezone to the one whi...
Triggers
Ways triggers can be used: Award points when user uploads a profile picture Award points when a...
Troubleshooting Users Accessing The CrowdComms Platform
We recommend promoting the platform at least one week pre event. Promoting early ensures users ar...
Using the CrowdComms Dashboard
The CrowdComms dashboard is a self service content management system (CMS) that enables you to up...
Wi-Fi & Data Requirements
Introduction The CrowdComms platform is lightweight in terms of data requirements however it is ...
Whitelisting the CC Platform
Updated; 10th January 2024 If your delegates will be accessing the app via a VPN or other secure...
Custom Email Domains
The CrowdComms event app and registration give you the ability to send emails using your own cust...
Platform Integrations Setup Guides
Here we will go through the available plugins in our CMS allowing for easy integration with 3rd p...
Introduction to the integration options (Video)
Registration Platforms with existing API Integration Each come with a step by step guide in...
Eventsforce Integration Setup Guide
Before you can connect your event to CrowdComms, you will need to generate an API user within you...
IDLoom Integration Setup Guide
Please note: This is a self-service guide for when setting up your own idloom account with our pl...
Zoom Integration Setup Guide
Streaming Zoom into CrowdComms If you prefer to live stream a Zoom session straight into the Cro...
Zoom Integration Vs Desktop Features
The main thing to remember with our zoom integration, is that it is not simply zoom as you know i...
Google Analytics Integration
Google Analytics (GA) is a free web analytics service that tracks and reports website traffic, it...
Eventboost Integration
Eventboost is an all-in-one event management software and online registration platform which is n...
Cvent Integration Setup Guide
Cvent Integration Training Guide Prerequisites Integrating Cvent into CMS Webhooks Post confi...
Eventbrite Integration Setup Guide
Contents In and out of scope Access Requirements Integrating Eventbrite into dashboard (CMS) ...
Stova (Aventri) Integration Setup Guide
Stoav (Aventri) is an event management software and online registration platform. If you use Aven...
Stripe Integration
Stripe Integration for Paid Ticketing Training Guide Enhance your event with our Registration Ti...
Platform options comparison
Lead Capture
Exhibitor lead generation using own...
Single-Sign-On
CrowdComms currently supports SSO via the SAML2 standard. This is an enterprise-grade industry st...
FREQUENTLY ASKED QUESTIONS
Q: Do all the delegates still need to be registered on the site as usual?A: No if they’re logging...
INTRODUCTION
SINGLE SIGN-ON (SSO) Single sign-on (SSO) is an authentication process that allows a user to use...
SAML2
How does SSO work? SSO works based upon a trust relationship set up between an application, known...
Shared SSO between apps
When setting up SSO for a client's active directory, you normally need to provide them with an En...
Manual setup of SSO config
This doc will be useful even if doing an import using a Federation Metadata XML URL, as the field...
Attendance Tracking
Track, monitor, report and manage Immediate records of attendance for safety, catering, CPD, spo...
Two Factor Authentication
What is Two-Factor Authentication? Two-Factor Authentication (2FA) works by adding an extra la...
Kiosk Manager
Kiosk Manager Welcoming technology ...
Platform Promotion
In order to ensure your app achieves high levels of usage and adoption rates, we highly recommend...
PWA (Progressive Web App)
Our new PWA feature is a real game-changer. Not only will it enable your delegates to use your ev...
Meeting Booking
Get your meetings booked in, plan your time and make the most of every networking opportunity. ...
1. Enabling Meeting Booking
Please contact your CrowdComms’ Account Manager if you would like Meeting Booking feature to be e...
2. Setting up Meeting Booking on the Dashboard (CMS)
1. Log into your CrowdComms dashboard (CMS) and input your details. 2. Select the Event App ...
3. Import/Export Meetings on the Dashboard (CMS) - Coming Soon!
Import Meetings Overview Introducing our powerful new Import Meeting Booking feature designed sp...
4. Logging in to the Event App and setting up your privacy preferences
1. Firstly, log in to your Event App and input your login details. 2. If this is the first time ...
5. Managing personal meeting availability
[This enables you to set up your own meeting availability] 1. Click on the right-hand menu, ...
6. Creating a meeting with another delegate(s)
[This enables you to arrange meetings with other delegates within this Event App] 1. There a...
7. Creating a meeting with an exhibitor or a sponsor
[This enables you to arrange a meeting with the event’s sponsors or exhibitors within this Event ...
8. Accepting and declining meetings
[This is where you go to accept or decline meetings following an invitation or to view the status...
9. Viewing upcoming and completed meetings
[This is where you view meetings which have been scheduled and meetings which have taken place] ...
10. Joining a virtual meeting and virtual meeting in progress
Joining a virtual meeting 1. There are multiple ways for you to join a meeting, and they are: a...
11. Alerts and email notifications
In-platform alerts and email notifications are delivered to both meeting organisers and invitees ...
12. Amending a meeting
[This enables you to amend existing meetings that you have arranged with another delegate, a repr...
Page Builder (previously HTML module)
The CrowdComms home page builder offers customisable HTML home pages with no code needed! You can...
1. Choosing a Template
1. First, you will need to log into your CrowdComms dashboard (CMS) and input your details. ...
2. Building Your Page
1. Once you’ve clicked on the ‘Build using this template’ button, you will be taken to anot...
3. Template Types
Geneva In general, Geneva contains a full screen background image that flexes across all devices...
IDLoom Payment Guides
Help in setting up your payment method of choice for paid registrations
Authorize.Net
We will need the following details from your Authorize.Net account: API Login ID Transaction Ke...
Adyen
We will need the following details from your Adyen account: API Key Merchant Account HMAC Key ...
Bambora (USA & Canada Only)
We will need the following details from your Bambora account: Merchant ID Hash Key Follow this...
CashNet
We will need the following details from your CASHNet account: Store URL Checkout request authen...
Crédit Agricole
We will need the following details from your Crédit Agricole account: Site Rank Username HMAC...
CCV
We will need the following details from your CCV account: API Key Payment method (options below...
Elavon
We will need the following details from your Elavon account: Merchant ID Shared Secret Account...
Elavon US
We will need the following details from your Elavon US account: Merchant Account ID Merchant Us...
Globee
We will need the following details from your Globee account: API Key Full guides have not been ...
HiPay
We will need the following details from your HiPay account: API Login API Password Website ID ...
Ingenico/Worldline
We will need the following details from your Worldline account: SHA-IN pass phrase SHA-OUT pass...
Mollie
We will need the following details from your Mollie account: API Key Full guides have not been ...
Payflow
We will need the following details from your Payflow account: backend.setting.section.partner b...
PayPal
We will need the following details from your PayPal account: Client Id Client Secret Mode (San...
SagePay
We will need the following details from your Elavon account: Vendor name Mode (Sandbox or Live)...
SIX Payment
We will need the following details from your SIX Payment account: Customer ID Terminal ID User...
Stripe
We will need the following details from your Stripe account: Publishable key Secret key Signin...
VR Payment
We will need the following details from your VR Payment account: Merchant ID Token Mode (Sandb...
Business Cards
Improve delegate engagement with custom contact card designs that can be left virtually anywhere ...
Setting up Business Cards in CMS
1. Firstly, you will need to log into your CrowdComms Content Management System (CMS) Dash...
Logging in to the Event App and Setting up Privacy Preferences
1. Firstly, log in to your Event App and input your login details. 2. If this is the fir...
Business Cards Page on the Event App
1. Once you’ve logged in to your Event App, you will be able to find the business card fea...
Customising Business Cards on the Event App
1. Click on the right-hand menu, where you can see your initials, and click ‘Business Card...
Exchanging Business Cards with Other Delegates and Companies
Virtually exchange business cards with another delegate 1. To exchange cards virtually ...
CrowdComms New CMS
An Introduction to our New CMS The new dashboard is a complete rewrite of our existing, well-ren...
Agenda Auto-Play
We are very excited to introduce our new Stream Auto-play feature. When enabled in the Dashboard,...
Abstracts Module
Our brand-new Abstracts Module is ideal for engaging your delegates when presenting posters, imag...
Quality Control
Documents
The Documents module can be used to display a list of documents relevant to the event. The d...
Direct Link
The Direct Link module is a module which links to another part of the app or something external. ...
Gamification Module
Check out the exciting Gamification Module, designed to inject some fun into attendee engagem...
Iframe
The IFrame module is used as a way to house an external web page into the platform. Only certai...
Info Pages & Info Booths
The Info Pages module can either be used to create static text and image information pages or as ...
Maps
The Maps module is a way of adding static images such as floor plans or an interactive google map...
Portal
A portal app is a platform which is set up solely to house other platforms within. If you w...
Social Media
The Social Media Module is a home for external social media links within the platform. Mos...
Surveys
The survey functionality is designed as a way to collect attendee responses across an event and t...
Company
A Company Display module is a page where you can add information on sponsors or exhibitors which ...
Q & A Display
Watching further training videos on setup options, customising Q&A display and managing at your e...
Live Stream
Live Streams can either be added as their own module or linked to sessions within the agenda. Mos...
Access the CrowdComms admin dashboard (CMS)
Only CrowdComms staff will be able to give you or new team members admin access for the relevant ...
Wordclouds
We now have the ability to display wordclouds on a big screen at events, based on input from atte...
Libraries
Learn about how to populate the different libraries available within the CMS and how these link t...
People
The people library will play a role in every event as the repository for user profile information...
Companies
The Company library is where you can create and populate the booths that can then be displayed vi...
Videos
Locations
Learn how to create and view locations which can then be linked to agenda sessions or company boo...
Live Streams
For virtual events this is where you will create and setup your livestreams, with options to add ...
Zoom Meetings & Webinars
Here you can import and manage any events that you have linked from your Zoom account integration...
Documents
Images
Live Polls
Live polling is best set up in advance of your event, as there are a variety of ways you can appr...
Surveys
Q&A
This section includes three training videos: Q&A setup options Customising Q&A display Managi...
Smart Sessions
This feature will need to be enabled by a CrowdComms member of staff prior to being accessible. R...
Modules
Learn about the different modules available within the CMS and how to find and use the right ones...