This is a documentation to understand how to create and edit the Basic Template, which is installed upon request by client.
On your account, click “Add a New Event”.
Select “Go To Template Browser”.
Select Advanced Template.
Enter the Event Information and click “Next”.
Enter the Event Attributes & Goals and click “Next”.
You can edit the Additional Event Information during or after the event creation workflow.
It is recommended to edit it later to provide a cleaner view.
Click “Next”.
Click “Finish”.
Once your event has been created, it should open to your new event with the advanced template inside.
Video on How to Create the Advanced Template.
Navigating the Advanced Template
The Advanced Template has two primary areas where you can edit information: Display Fields and Event Website.
To find Display Fields go to Plan > Content Display > Display Fields.
To find Event Website go to Promote > Websites > Event Websites.
Display Fields host the main area for updates, which includes the following:
About Content.
Content File xlsx.
Select Navbar Menu Items.
Style Options.
Note: You will see other Display Fields listed. Ignore those as they are for the Basic Template.
Event Website hosts the structure of the website and (as needed) where to enter catalog URLs.
Web 2: Home.
Web 3: Sessions.
Video on How to Navigate the Advanced Template.
Editing the Advanced Template (Display Fields)
To find Display Fields go to Plan > Content Display > Display Fields.
1. About Content
This field updates the content in the About Section.
To update, click on the </> to expand the text box and use editing features.
2. Content File
This field updates the content in the template through a file upload.
To update, make your changes to the updated Content File, click “Browse” and upload your content file.
Go to section “X: Understanding How to use the Content File” to get details about the Content File.
Note: When first starting, download the Sample Content File.
To update the Content File you have already uploaded, click ”Uploaded File” and it will download your current file being used in the template.
You will need to re-upload the file to render any changes.
3. Select Navbar Menu Items
This field updates the desired sections displayed in the template and navigation menu.
To update, simply add or remove the sections you wish to use in your template.
4. Style Options
This field updates the various sections with the different styles available.
To update, simply add or remove the style you wish to use in your template.
If no style is selected, it will automatically default to Style.
Go to section “XI: Understanding the Style Options” to learn about each style offered.
Video on How to Edit the Advanced Template (Display Fields).
Understanding How to use the Content File
The Content File updates the content in the template.
It contains 7 sheets relating to their section:
eventConfiguration
bannerSection
agendaSection
speakerSection
sponsorSection
venueSection
faqSection
IMPORTANT: It is vital to the upload process that you DO NOT rename the sheets or move the rows/columns around in each individual sheet.
Video on How to Use the Content File (Advanced Template).
eventConfiguration
This sheet contains general event configurations.
1. Event Detail for Session Catalog
If you are planning to use a Session Catalog for your event, you will need to update this section with the Event Code & Main Web/Reg URL.
Event Code: To find your Event Code, go to Plan > Event Setup > Details > Event Code.
Main Web/Reg URL: To find your Main Web/Reg URL, go to Promote > Event Website > click the URL > Copy the FULL URL.
2. Navbar Labels
This section allows you to change the naming convention of each section on the navigation bar.
For example, the default label for the Venue Section will be “Venue”, but it can be changed to say “Location”.
Note: You cannot change the order of the navigation.
3. Branding
This section allows you to update the Logo and the Colors of the template.
Logo
To update, upload your logo to the Assets and copy the file path and paste in the Logo section of the Content File.
To find Assets, go to Plan > Display > Assets.
Upload logo file > Right-Click on file > Copy File Path.
Color 1
Color 1 changes the primary color on the form utilized as the one of the colors in the gradient background image of the clickable buttons, Agenda, & Sponsors and all Header and Sub-Header text.
Color 2
This field changes the secondary color on the form utilized as the one of the colors in the gradient background image of the clickable buttons, Agenda, & Sponsors.
Color 3
This field changes the tertiary color on the form utilized as a background color for the Speakers section, Agenda date background, and FAQ (Selected).
Note: All Colors need to be in hex format (i.e., #edeeee).
4. Footer
This section allows you to update the Footer text.
5. Social Media
This section allows you to update the Social Media links in the Footer.
There are four social media links that can be utilized: Facebook, LinkedIn, Twitter, & Instagram.
If you do not wish to have a specified social media link displayed, keep the text box blank.
bannerSection
This sheet updates the banner images that will automatically rotate.
If only one image is provided, it will remain static.
To add or update images to the banner section, upload your images to the Assets and copy the file path(s) and paste in the bannerSection of the Content File.
This sheet allows you to update the content within the Agenda Section including the Sub-Heading, Heading, and the Agenda.
Any agenda item does not require a Speaker image, Speaker Name, or Speaker Title. You can leave those sections blank if desired.
To add or update speaker images, upload your images to the Assets and copy the file path(s) and paste in the Speaker Image column in the agendaSection of the Content File.
This sheet allows you to update the content within the Speaker Section including the Sub-Heading, Heading, Background Image and the Speaker information.
A speaker listed is not required to have an image or description. You can leave those sections blank if desired.
Speaker Background Image
To add or update the background image, upload your images to the Assets and copy the file path(s) and paste in the Image Path column in the speakerSection of the Content File.
If no image is selected, then it will be the color selected in the Color 1 display field.
Speaker Images
To add or update the speaker images, upload your images to the Assets and copy the file path(s) and paste in the Image Path column in the speakerSection of the Content File.
This sheet allows you to update the content within the Sponsor Section including the Sub-Heading, Heading, Description and the Sponsor information.
The file will have a “Link” column. This column is where you can place the Sponsor’s webpage URL link, as desired.
Their image will then become clickable and take the user to the URL provided.
To add or update sponsors images, upload your images to the Assets and copy the file path(s) and paste in the Image Path column in the sponsorSection of the Content File.
This sheet allows you to update the content within the Venue Section including the Sub-Heading, Heading, and the Venue information.
This sheet allows you to display multiple locations as desired.
Embedding Map with iFrame tag
If you want to embed a map next to your venue information, you will need to Copy & Paste the iframe code and place in the Content File.
Example to find iFrame Map code, go to Google Maps > lookup the location > click “Share” > Embed a map > Copy HTML.
faqSection
This sheet allows you to update the content within the FAQ Section including the Header, Description, and the FAQ information.
Understanding the Style Options
Below are screenshots of what the Style Options look like.
Buttons
Button-Gradient.
Button-Oval.
Button-Rectangle.
Agenda
Agenda-Style-1.
Agenda-Style-2.
Agenda-Style-3-Light.
Agenda-Style-3-Dark.
Speakers
Speaker-Style-1.
Speaker-Style-2.
Sponsors
Sponsors-Style-1.
Sponsors-Style-2.
Managing Session Catalog in the Advanced Template
If you are utilizing Session Catalog, you will need to update the “Content File” file path to ensure it is pulling the correct session catalog and it is functioning properly.
Note: Be sure to have updated the Content File with the necessary information as mentioned in “X: Understanding how to use the Content File; 1a Event Detail for Session Catalog.”
Go to your Assets and Copy the File Path of the Content File as mentioned in “X: Understanding how to use the Content File; To find Assets, go to Plan > Display > Assets.”
Right-Click on file > Copy File Path.
Update the Content File Path.
Go and Edit your Event Catalog.
In Edit mode, go to Additional Settings on the left-side panel.
Find the “//Please provide content file path” in the code under Additional Settings and replace it with your “Content File” file path.
Video on How to Manage Session Catalog
Removing Session Catalog in the Advanced Template
1. Go to Promote > Event > Event Website.
2. Stay on Setup on the panel on the left-side.
3. Web 3 (Sessions) will be turned to “Display”, switch this to “No”.
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