Touchpoint Video Onboarding Guide

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Touchpoint Library

Short walkthroughs for every part of Touchpoint, grouped in the order we recommend building. Open a topic to watch its training video.

In this guide

App Container Setup

Getting your app built, signed and into the app stores. Start here if this is your first Touchpoint app.

Initial Setup Requirements

Watch Training Video

How to Set Up an Apple Developer Account

Watch Training Video

GatherNow App Publishing

Watch Training Video

Event Shell Startup Recommendations

Watch Training Video

Understanding the App Submission Process

Watch Training Video

Event Setup

The groundwork inside an event: how you navigate it, how it looks, and the building blocks your features draw on later.

Understanding the Main Navigation and Features/Menu

Watch Training Video

Event Information Setup

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How to Manage Event Login Access Settings

Watch Training Video

How to Configure Color Themes

Watch Training Video

How to Configure Phone Home Layout

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How to Configure iPad Home Layout

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How to Configure Web Home Layout

Watch Training Video

How to Manage Event Locations

Watch Training Video

How to Set Up Groups and Terms

Watch Training Video

How to Use Participant Types

Watch Training Video

How to Set Up Tracks

Watch Training Video

Features

Everything you can add to your app, grouped by the job it does for your attendees.

Agenda, Sessions and Scheduling

Agenda

Watch Training Video

Three videos: the feature settings, working the session list, and editing a session record.

How to Set Up Meetings

Watch Training Video

How to Set Up the Calendar Feature

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How to Set Up Posters

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People

How to Manage Attendees

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How to Set Up Speakers

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Information and Communication

How to Set Up Info

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How to Build a Page

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How to Set Up Announcements

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How to Schedule and Manage Messages

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How to Set Up Maps

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Media and Resources

How to Set Up Videos

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How to Set Up Showcase

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How to Set Up a List of Links

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How to Set Up a Custom Link

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Feedback and Polling

How to Set Up Surveys

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How to Manage Polls and Pulse

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Social

How to Set Up the Activity Feed

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How to Set Up the Discussion Board

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How to Set Up Photos

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How to Set Up the Badge Game

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AI and Discovery

How to Set Up the AI Assistant

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Recommendations

Coming Soon

Attendee Personal Tools

How to Set Up My Schedule

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How to Set Up My Account and Attendee Custom Fields

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How to Set Up My QR Code

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How to Set Up Contacts

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How to Set Up Notes

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How to Set Up To Do Tasks

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Attendance, Credits and Leads

How to Set Up Attendance Tracker

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How to Set Up My Credits

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How to Set Up Lead Capture

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Advanced Learning

Reporting, integrations, bulk loading and the features that reach beyond a single event.

How to Navigate Event Reports

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How to Bulk Upload and Update Content

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How to Request an Integration

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How to Manage Translations

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How to Use the Expo Map

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How to Add In-App Links

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Understanding the VIP Portal

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Support

Where to go when you need a hand.

How to Get Help and Contact Support

Watch Training Video

New to Touchpoint? Start at the top.

App Container Setup and Event Setup come first, because every feature draws on what you build there. If you get stuck, use the Support option inside Touchpoint, or submit a request and our team will pick it up.