- 7 months ago
- Updated
The Touchpoint admin can schedule small group meetings between two or more participants—attendees, speakers, exhibitors or internal employees. Meeting members see their meetings synced to their personal My Schedule. Meeting members can be notified by a push message so meeting members do not miss a thing!
This article covers:
- When to use the Meetings feature
- What is the Meetings feature?
- How to use the Meetings Management console
When to use the Meetings feature
Customers and Salespeople
Customers and Salespeople can maximize the value of bringing customers to an event by having customers sit down with salespeople and subject matter experts to do deals.
Sponsors/Partners and Attendees
Sponsors/Partners and Attendees can provide qualified leads to sponsors by arranging 1x1 meetings with specific attendees.
Fellow Colleagues
Fellow Colleagues can enable relationships and build teams with intimate small meetings.
What is the Meetings feature?
What are Attendee Meetings?
The attendee meetings functionality allows attendees to send invites to one or more fellow attendees.
Attendee driven meetings allow attendees to add meetings between themselves without direct management from event staff.
To enable attendee to attendee meeting invites, select the option from the My Schedule feature. Once enabled, logged in attendees have the option to send meeting invites from an attendee profile or from a message group in the messages feature. Any invited attendee that has accepted the meeting request finds the corresponding meeting on their My Schedule.
What are Planned Meetings?
The Touchpoint admin may arrange 1x1 or small group meetings between multiple participants.
The planned meeting participants include:
- Attendees
- Speakers
- Sponsors/Partners
- Company salespeople and subject matter experts
Each end user sees relevant meetings with details about other meeting participants.
The planned meetings details include the following items:
- 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.
How to use the Meeting Management console
To gain access to the Meeting Management console, 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. To adjust meeting time or location, click and drag a meeting block.
Click New Meeting + to create a new meeting.
Click Edit Meeting to manage:
- Meeting Name
- Location
- Times
- Description
- Participants
- Notification settings
The Meeting Management console shows conflicts with a caution symbol to avoid double booking. Enable reminders and push notifications to meeting participants of meeting changes on a meeting-by-meeting basis.
> Note: Meeting information can also be bulk uploaded via spreadsheet import. > Please see the Bulk Uploading Content article for more information.