Meetings

The Touchpoint admin can schedule small group meetings between two or more participants—attendees, speakers, exhibitors, or internal employees. The scheduling process is performed by drag and drop. Meeting members see the attendee's My Schedule, and 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 — Maximize the value of bringing your 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 your sponsors by arranging 1x1 meetings with specific attendees.
Fellow Colleagues — Enable relationships and build teams with intimate small meetings.

What are Attendee Meetings?

Attendee Meetings is a feature that allows attendees to send invitations to one or more fellow attendees. Attendee-driven meetings allow attendees to add meetings between attendees 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 will have the option to send meeting invites from an attendee profile or from a message group in the messages feature.

Any invited attendee who has accepted the meeting request will find the corresponding meeting on the invited attendee's My Schedule.

What are Planned Meetings?

The Touchpoint admin may arrange 1x1 or small group meetings between multiple participants: Attendees, Speakers, Sponsors/Partners, Company salespeople and 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.

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 — 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:

the meeting name
the location
the times
the description
the participants
the notification settings

The Meeting Management console shows conflicts with a caution symbol to avoid double booking.

Enable reminders and push notifications to meeting participants if meeting information 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.

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My Credits
Lead Retrieval - Feature Setup
Agenda Feature Settings and Management
Speakers Feature
Meeting Invites
Features Overview

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