What is the Meetings feature?
The Touchpoint admin may arrange 1x1 or small group meetings between multiple participants: Attendees, Speakers, Sponsors/Partners, and company salespeople or subject matter experts.
Each end user sees their relevant meetings with details about other meeting participants.
Attendees can view robust profiles of meeting participants.
The Touchpoint admin may autofill non-conflicting main agenda sessions on the attendee's personal My Schedule.
The Touchpoint admin may set up automatic reminders and push notifications to meeting participants if meeting information changes.
1x1 means one-on-one meetings.
When to use the Meetings feature
Customers and Salespeople — Maximize the value of bringing customers to your event by having them sit down with their salespeople and subject matter experts to do deals.
Sponsors/Partners and Attendees — Provide qualified leads to sponsors by arranging 1x1 meetings with specific attendees.
Fellow Colleagues — Enable relationships and build teams with intimate small meetings.
How to use the Meeting Management console
To gain access to the Meeting Management console, you must first check the box next to Planned Meetings in the My Schedule feature settings on the Features/Menu page. You will then see the Meetings feature under Related Resources on the left side navigation menu on the Event Dashboard. Drag and drop meeting scheduling — simply click and drag a meeting block to adjust the time or location. Click New Meeting + to create a new meeting. Click Edit Meeting to manage: Meeting Name, Location, Times, Description, Participants, and Notification settings. The Meeting Management console shows conflicts with a caution symbol to avoid double booking. Enable reminders and push notifications to participants of meeting changes on a meeting-by-meeting basis.
Access to the Meeting Management console
Access to the Meeting Management console requires selecting Planned Meetings in the My Schedule feature settings on the Features/Menu page. After selection, the Meetings feature appears under Related Resources on the Event Dashboard's left navigation.
Drag and drop meeting scheduling
Drag and drop meeting scheduling is performed by clicking and dragging a meeting block to adjust the time or location.
New Meeting
Click New Meeting + to create a new meeting.
Edit Meeting
Click Edit Meeting to manage:
- Meeting Name
- Location
- Times
- Description
- Participants
- Notification settings
Conflicts
The Meeting Management console shows conflicts with a caution symbol to avoid double booking.
Reminders
Enable reminders and push notifications to participants of meeting changes on a meeting-by-meeting basis.
Note about bulk upload
Note: Meeting information can also be bulk uploaded via spreadsheet import. Please see the Bulk Uploading Content article for more information.