Event Dashboard breadcrumb trail and access
Event Dashboard is a planner’s view for an event.
Event List > Event (on occasion for that event)
Event Dashboard > SETUP
Plan > EVENT SETUP
“Event Dashboard” in the breadcrumb trail if Setup Dashboard was the option last selected on Event Dashboard.
Jump to: Additional Modules
Event Dashboard as the home page
The Event Dashboard is the planner’s “home page” for an event.
This is its Setup Dashboard view.
The Setup Dashboard view is the view from which you can set up many aspects of your event.
[Alternative access]
Equivalent links are available via the Plan > Event Setup menu.
The dashboard remembers this preferred view until you next choose to switch back to the Registration View.
Switching back to the Registration View happens by clicking Dashboard at the top of the page.
Details common to both Setup and Registration Dashboards
Header
The header displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).
Mark event as a favorite
Click the outline star icon in the header to mark the event as a favorite.
Making the event a favorite makes the event available from the Favorites global navigation icon.
The Favorites icon is also available from the star icon at the upper left side.
Unfavorite an event
Click the solid star icon to "unfavorite" an event.
Unfavoriting an event removes the event from the Favorites list.
Event Details
Event Details lets you edit event details and many more.
Event Details is available at: Event Details.
Standard Modules
Follow the links in these panels to set up the features described on the page.
Each module panel shows the total number of each item.
The module panel includes counts such as how many Attendee Statuses and Attendee Types have been set up.
Click a number to view, edit, delete, or add more items.
If there are no items yet, the module panel shows a Setup button.
Click Setup to add those items.
On some landing pages, use the navigation links on its left to go to related setup pages.
Attendee Types and Statuses
Attendee Statuses
Attendee Statuses are custom statuses.Attendee Statuses apply to attendees.
Attendee Statuses apply in addition to the built-in default statuses.
Attendee Statuses can also apply instead of the built-in default statuses.
Attendee Types
Attendee Types are categories.Each person at an event is of one Attendee Type.
Examples include Attendee, Exhibitor, Visitor, Staff, etc.
Questions
Registration Questions are custom questions.Registration Questions are for your attendees to answer on registration forms.
Registration Questions apply in Certain Check-In, etc.
Agenda Items
Agenda Items define additional options available to your attendees.
Scheduled
Scheduled are time- and location-based parts of your event.Examples include Workshops, Meals, Activities, Tours.
Fees & Discounts
Fees & Discounts are fixed fees, discounts, taxes, and surcharges.Fees & Discounts are used mainly to adjust the amounts attendees pay for your event.
Merchandise
Merchandise are physical items.Merchandise usually are takeaways.
Examples include t-shirts, books, posters, CDs, etc.
Speakers and Session Management
Sessions
Sessions are the sessions to be presented.Speakers
Speakers are the speakers who will present those sessions.Reviewers
Reviewers are the reviewers who will review the papers.Reviewers usually use the Reviewer Portal.
Reviewers are available only if the session layout is 'Conference Sessions'.
Custom Reports
Custom Reports configure and run custom reports.Registration Forms
Forms are online forms.Forms collect attendee data.
Forms are especially for to register.
Click a form to edit it.
Form Setup is available at: Form Setup.
Click Elements to see the sections comprising a form.
Elements include the pages and the sections of each page.
Examples of form sections include:
Email Communications
Email Templates
Email Templates set up templates for emails.Emails are sent individually or in bulk.
Examples include an invitation to attend, or confirmation of registration.
Scheduled Emails
Scheduled Emails schedule emails.Scheduled Emails send emails at a specific date and time.
Scheduled Emails can also send emails relative to your event dates.
Additional Modules
A section is shown only if that module is enabled for the event.
Module enablement is on Plan > Configure > Options.
To add others (if they are enabled for your account), click the link at the end of the Setup Dashboard page.
The link goes to Plan > Configure > Options.
Check-In
Check-In is Basic Configuration for Certain Check-In.Check-In includes links to other configuration pages for Check-In.
The Check-In configuration pages include:
Badges
Badges are badge layouts.Accommodation Blocks
Accommodation Blocks are room blocks at hotels.Travel
Travel is travel configuration.Travel configuration is for use with flights and flight packages.