Overview
The Touchpoint admin can schedule small group meetings between two or more participants—attendees, speakers, exhibitors or internal employees.
It is as simple as drag and drop.
Meeting members see their meetings synced to their personal My Schedule.
Meeting members can be notified by a push message to avoid missing important updates.
What this article covers
This article covers the following sections:
- 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
The purpose is to maximize the value of bringing customers to the event by having them sit down with their salespeople and subject matter experts to do deals.
Sponsors/Partners and Attendees
The purpose is to provide qualified leads to sponsors by arranging 1x1 meetings with specific attendees.
Fellow Colleagues
The purpose is to enable relationships and build teams with intimate small meetings.
What are Attendee Meetings?
The attendee meetings functionality allows attendees to send invites to one or more fellow attendees.
Attendee-driven meetings allow the attendees to add meetings between themselves without direct management by event staff.
To enable attendee-to-attendee meeting invites, select the option in the My Schedule feature.
Once enabled, logged-in attendees can send meeting invites from an attendee profile or from a message group in the Messages feature.
An invited attendee who accepts a meeting request will find the corresponding meeting on their My Schedule.
What are Planned Meetings?
The Touchpoint admin may arrange 1x1 or small group meetings between multiple participants.
Attendees participate in Planned Meetings.
Speakers participate in Planned Meetings.
Sponsors/Partners participate in Planned Meetings.
Company salespeople and subject matter experts participate in Planned Meetings.
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.
How to use the Meeting Management console
Access and navigation
To access 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 scheduling
Drag and drop meeting scheduling.
Click and drag a meeting block to adjust the time or location.
Create and manage meetings
Click New Meeting + to create a new meeting.
Click Edit Meeting to manage the meeting name.
Click Edit Meeting to manage the location.
Click Edit Meeting to manage the times.
Click Edit Meeting to manage the description.
Click Edit Meeting to manage the participants.
Click Edit Meeting to manage the notification settings.
Conflicts and reminders
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.
Note on bulk upload
Note: Meeting information can also be bulk uploaded via spreadsheet import. Please see the Bulk Uploading Content article for more information.
Related articles
- Agenda Feature Settings and Management
- My Credits
- Lead Retrieval - Feature Setup
- Meeting Invites
- Speakers Feature
- Features Overview