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Logging in to the Event App and Setting up Privacy Preferences

Platform Setup Guide 6.2. Networking: Business Cards

1.    Firstly, log in to your Event App and input your login details.   2.    If this is the first time you have logged in to this app, you will see the Privacy Settings preference pop-up giving you the following options:  a.    Make yourself available for V...

Business Cards Page on the Event App

Platform Setup Guide 6.2. Networking: Business Cards

1.    Once you’ve logged in to your Event App, you will be able to find the business card feature on the Business Cards page.  2.    To go to the page, click on the right-hand menu, where you can see your initials, and click ‘Business Cards’.  3.    On t...

Customising Business Cards on the Event App

Platform Setup Guide 6.2. Networking: Business Cards

1.    Click on the right-hand menu, where you can see your initials, and click ‘Business Cards’.  2.    You will then be taken to the Business Cards page where you can see your own virtual business card.  3.    At the bottom of the card, click on ‘Edit’ ...

Exchanging Business Cards with Other Delegates and Companies

Platform Setup Guide 6.2. Networking: Business Cards

  Virtually exchange business cards with another delegate  1.    To exchange cards virtually on the Event App, go to the ‘People Displays’ page. This page can be found on the left-hand menu of your Event App. This tab can occasionally be labelled different...

1. Enabling Meeting Booking

Platform Setup Guide 6.1. Networking: Meeting Booking

Please contact your CrowdComms’ Account Manager if you would like Meeting Booking feature to be enabled on your Event App.

2. Setting up Meeting Booking on the Dashboard (CMS): Video Tutorial

Platform Setup Guide 6.1. Networking: Meeting Booking

1. Log into your CrowdComms dashboard (CMS) and input your details. 2. Select the Event App on which you would like Meeting Booking to be set up. 3. Click ‘Features’ on the left-hand menu, then click on ‘Meetings,’ which will appear as an option in the s...

3. Import/Export Meetings on the Dashboard (CMS) - Coming Soon!

Platform Setup Guide 6.1. Networking: Meeting Booking

Import Meetings Overview Introducing our powerful new Import Meeting Booking feature designed specifically for event organisers! Simplify your event planning process by uploading a spreadsheet with all your planned meeting details, including crucial fields li...

4. Logging in to the Event App and setting up your privacy preferences

Platform Setup Guide 6.1. Networking: Meeting Booking

1. Firstly, log in to your Event App and input your login details. 2. If this is the first time you have logged in to this app, you will see the Privacy Settings preference pop-up giving you the following options: a. Make your profile visible on the App – Th...

5. Managing personal meeting availability

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to set up your own meeting availability] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of the screen, you can see ‘My Meetings’ along with several tabs at the bottom...

6. Creating a meeting with another delegate(s)

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to arrange meetings with other delegates within this Event App] 1. There are two ways to create a meeting with other delegates within your Event App. 2. You can either: a. Go via the right-hand menu, where you can see your initials, an...

7. Creating a meeting with an exhibitor or a sponsor

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to arrange a meeting with the event’s sponsors or exhibitors within this Event App] 1. There are also two ways to create a meeting with an exhibitor or a sponsor within your Event App. 2. You can either: a. Go via the right-hand menu, ...

8. Accepting and declining meetings

Platform Setup Guide 6.1. Networking: Meeting Booking

[This is where you go to accept or decline meetings following an invitation or to view the status of meetings that you sent out] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of the scree...

9. Viewing upcoming and completed meetings

Platform Setup Guide 6.1. Networking: Meeting Booking

[This is where you view meetings which have been scheduled and meetings which have taken place] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of the screen, you can see ‘My Meetings’ alon...

10. Joining a virtual meeting and virtual meeting in progress

Platform Setup Guide 6.1. Networking: Meeting Booking

Joining a virtual meeting 1. There are multiple ways for you to join a meeting, and they are: a. Via alerts which you receive 5 minutes before the meeting is due to start. They will appear on a pop-up message on the top right-hand of the Event App. b. Via a...

11. Alerts and email notifications

Platform Setup Guide 6.1. Networking: Meeting Booking

In-platform alerts and email notifications are delivered to both meeting organisers and invitees each time a new meeting invitation is issued and when invitations are accepted or declined. Below is a list of triggers highlighting who will receive notifications...

12. Amending a meeting

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to amend existing meetings that you have arranged with another delegate, a representative of an exhibitor or a sponsor] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of ...

Activating and Deactivating Badges & Passes

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• Log into CMS with credentials• Select App • Click on “Settings”• Click on “Features” (Scroll down to “Badges”)• Slide the toggle ON or OFF as required• Click “Save” • If the toggle is turned off your client will see the teaser page in the Libraries -> Bad...

Designing and Editing Badge

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• Click on “Libraries” in CMS• Click on “Badges & Passes”• Click on “Add a new badge” • Fill out fields as required.(Note: A preview of the badge will display update as you design/edit the badge (Profile picture, job title and company will however not updat...

Importing 3rd Party QR code into CMS

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• Go into the 3rd party registration platform, such as Entegy• Import the attendee profiles including, their name, organisation, job title and badge reference • Log into CMS > Libraries > People > Import/Export TAB and download the example template • Popula...

Using the QR Scanner and Adding Contacts

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• To use the QR code scanner, the user must log in to their event app on their device• Go to the right-hand side drop down menu and click on “Event Connections” • Click on the “Scan” button • Allow device access to the camera• The user can then scan anot...