Lanyon Conference TM Mobile Quick Start Guide

Transcription

1 Lanyon Conference TM Mobile Quick Start Guide This guide provides a brief overview of setup and management tasks for Lanyon Conference Mobile. To complete these tasks, log in to the Conference Admin Tool for your event. Start tasks from the left navigation bar and choose options as directed. For detailed instructions, see the Mobile Guide. To find this guide, click Help in the upper right corner of the Admin Tool, go to the User Guides area, find the Attendees heading, and click Mobile Guide. This document includes these sections: A. Session Catalog B. Speaker Catalog C. Exhibitor Catalog D. Attendee Interaction E. Information Display F. Meetings G. Survey Creation H. Maps I. Gaming J. Social Media K. Reports NOTES: This document assumes that your Conference person record has a security role (such as the User Administrator or Client System Administrator role) that lets you access Mobile setup tasks. After you complete Mobile setup tasks, you may need to refresh the system cache (Setup > More > Cache Control) and/or the Mobile cache (Mobile > Mobile Cache Refresh) before your changes will display on the affected pages. A. Session Catalog If you are using the Conference Content module and want session and schedule information to display in Mobile, make sure that the following tasks have been completed. (For detailed instructions, see the Content Guide.) NOTE: A session displays in the schedule in Mobile only if the session record has been approved and published. 1. Define the custom fields that you want to use to track information about sessions and assign those fields to session records. To add fields to session records: Use the click here link on each session record page 2. If desired, add custom fields to Mobile to let users filter session search 3. Set up session types, and the lengths for each type. Sessions > Session Setup > General > Session Types 4. Add or import session records. Content > Add New Session Content > Import Sessions 5. Set up your schedule, including session block intervals, days, and rooms. Sessions > Session Setup > Schedule > choose the option you want 6. Approve and publish sessions. In the session record, choose Session Details on the left navigation bar 7. Publish the Sessions and My Schedule icons. > gear icon ( ) > Modify Icon > mark Publish B. Speaker Catalog If you are using the Conference Content module and want session speaker information to display in Mobile, make sure that the following tasks have been completed. (For detailed instructions, see the Content Guide.) 1. Define the custom fields that you want to use to track information about speakers and assign those fields to custom field locations. a. In a person record, click the Account tab Add a custom tab (point to the gear icon ( ) > click Add Tab b. Click Edit page fields c. Click Add Paragraph or Add Field Page Lanyon Solutions, Inc. July 2014

2 2. Set up the session catalog as described in A. Session Catalog. 3. Set up session participant roles. Sessions > Session Setup > Speakers & Participants > Participant Roles 4. Assign participants to sessions. In the session record, choose Participants on the left navigation bar. 5. Publish the Speaker icon. > gear icon ( C. Exhibitor Catalog ) > Modify Icon > mark Publish If you are using the Conference Exhibitor module and want exhibitor and booth information to display in Mobile, make sure that the following tasks have been completed. (For detailed instructions, see the Exhibitor Guide.) 1. If desired, add custom fields to Mobile to let users filter exhibitor search 2. Define the custom fields that you want to use to track information about exhibitors and assign those fields to exhibitor records. To add fields to exhibitor records: Use the click here link on each exhibitor record page 3. Set up Exhibitor types and statuses. Exhibitors > Exhibitor Setup > General > choose the option you want 4. Set up exhibitor participant roles. Be sure to define roles as ownerassignable. Exhibitors > Exhibitor Setup > Participants > Roles 5. Create exhibitor packages and package groups. Exhibitors > Exhibitor Setup > Packages > choose the option you want 6. Assign exhibitor participants to exhibitor records. (For help, see Assigning Participants to an Exhibitor in the Exhibitor Participants chapter of the Exhibitor Guide.) 7. Approve the exhibitors that you want to display in Mobile. On the exhibitor record, change the Status to Approved 8. If desired, prevent individual exhibitors from displaying in Mobile. On the exhibitor record, mark Exhibitor: Hide in Mobile (If the Exhibitor: Hide in Mobile custom field does not display in the exhibitor record, click the To modify custom fields click here link and add the field to the page.) 9. Publish the Exhibitor icon. > gear icon ( D. Attendee Interaction ) > Modify Icon > mark Publish Mobile users who log in to your application and accept your terms and conditions can interact with Mobile for a more personalized experience. NOTE: Records for the people who will use Mobile must exist in the Conference Admin Tool before those people can log in to Mobile. Typically, people create their own records when they register for your event. 1. Add your terms and conditions to Mobile. Mobile > Terms & Conditions 2. If desired, add custom fields to Mobile to let users filter attendee search 3. Publish the People and My Messages icons. > gear icon ( ) > Modify Icon > mark Publish 4. If desired, set up meetings. a. Create and configure meeting paths. For help, see F. Meetings. b. Add the Meetings icon to an icon group. Mobile > Icon Groups > gear icon ( ) > Add icon c. Publish the Meetings icon. > gear icon ( Publish ) > Modify Icon > mark Page Lanyon Solutions, Inc. July 2014

3 E. Information Display If desired, you can display an agenda, daily messages, and other custom information in Mobile. 1. Add your event agenda to Mobile by adding days and agenda items to the Admin Tool. Mobile > Agenda > Add Day or Add Agenda Item 2. Display a list of custom information (for example, FAQs) in Mobile. Mobile > Event Information > Add Information Item 3. Add daily messages that display in Mobile. a. If necessary, set the days of your event. Mobile > Daily Messages > Modify Event Days > Add Day b. Add the messages that you want to display on each day. Mobile > Daily Messages > click the day tab that you want > enter the text that should display on that day F. Meetings If you are using the Meetings module to let attendees request meetings with experts or VIPs or to request meeting rooms for private gatherings, set up Meetings. (For detailed instructions, see the Meetings chapter in the Content Guide.) 1. Set up meetings preferences. Sessions > Session Setup > Meetings > Meetings Preferences 2. Set up rooms for meetings. Sessions > Session Setup > Schedule > Rooms 3. Specify blocks of time for meeting types in specific rooms. Sessions > Sessions > Meetings > Meeting Calendar 4. Configure meeting paths. Sessions > Session Setup > Meetings > Meeting Paths 5. If desired, add custom fields to meeting paths. To add fields to meeting paths: Setup > Custom Fields > Locations > find the Meetings areas 6. If you want the information entered in meeting paths to be viewable in the Admin Tool, add the meeting path custom fields to meeting records. Use the click here link on each meeting record page 7. If desired, designate meeting hosts. a. From a meeting host s person record, click the Account tab b. If necessary, click Edit page fields and add the Meeting Path Host Identifiers custom field c. Meeting Path Host Identifiers field > mark the appropriate value in the records of all people who can be meeting hosts 8. Set up meeting approvers. a. Add an appropriate security role to the records of people who can approve meetings. From a meeting approver s person record, gear icon ( ) > Security Roles b. Choose the hosts for whom each approver can approve meetings. c. If necessary, in a meeting approver s person record, click Edit page fields and add the Approves Meeting Hosts custom field d. Enter meeting hosts addresses in the addresses of meeting hosts from whom I may approve meetings field on the record To allow a person to approve meetings for all hosts: gear icon ( ) > Flags > mark the Meeting Admin Approver flag 9. Enable the Meetings module. Sessions > Session Setup > Meetings > Meetings Preferences G. Survey Creation If you are using the Surveys module to let attendees respond to survey questions through Mobile, set up Surveys. (For detailed instructions, see the Surveys Guide.) IMPTANT: If you want to limit survey access using custom fields, you must add any desired custom fields to the system before you create your survey and add all desired fields to your survey. Once a survey is created, you cannot edit the survey rules. 1. Create a survey. People > People > Surveys > Add Survey If you want to limit survey access, be sure to choose custom field values to create survey rules. Page Lanyon Solutions, Inc. July 2014

4 2. Add questions to your survey. a. If necessary, open a previously created survey. People > People > Surveys > Survey List > click the survey you want b. Define each question. From the survey form, click Add > choose the type of question you want to create > Continue > add details as desired 3. If desired, change the display order of the questions. Choose each question s position from the drop-down list 4. If your survey is a conference survey type, publish the survey. (All types of session surveys are published by default as soon as they are created.) Your survey preferences determine whether surveys display in Mobile. People > People > Surveys > Survey List > click Publish in the Action column H. Maps If you display session room information in Mobile, you can add venue maps to help attendees locate session classrooms. If you display exhibitor booth information in Mobile, you can add exhibit hall maps to help attendees locate exhibitor booths. 1. Upload simple maps of your exhibit hall and venue as.png files. Files should be no larger than 500K, or 2000 X 2000 pixels. Mobile > Maps > Add Map 2. If desired, add interactive areas to your maps for session classrooms and exhibitor booths. Mobile > Maps > gear icon ( ) > Configure Map 3. Publish your maps. Connect > Maps > gear icon ( ) > Modify > Show on Mobile I. Gaming Mobile s gaming feature encourages attendees to engage with exhibitors, other attendees, and sessions. If you choose to host gaming during your event, complete these tasks. 1. Create achievements. Mobile > Gaming > Create New Achievement 2. For each achievement, add achievement actions. Mobile > Gaming > gear icon ( ) > Add New Action 3. Generate QR codes for actions, as desired. Mobile > Gaming > Manage Actions > Save and Generate QR Code 4. Display each achievement in Mobile. Mobile > Gaming > gear icon ( ) > Modify Achievement > unmark Hidden J. Social Media If desired, you can use social media to push out information about your event to attendees. 1. Set up Mobile to work with Twitter. a. Set up a Twitter account for your event and note the code Twitter generates when you save your widget. (For help, see the Twitter help pages.) b. Add the Twitter icon to Mobile. Icon > paste your Twitter account URL into the Feed URL field > mark Publish c. Add Twitter hashtags. Mobile > Settings > API Settings Page Lanyon Solutions, Inc. July 2014

5 2. Add a Facebook feed to Mobile. a. Set up a Facebook page for your event, set the account s notifications to RSS, and note the URL for your event s Facebook Notifications page. (For help, see the Facebook help pages.) b. Add the Facebook icon to Mobile. Icon > paste your Facebook Notifications page URL into the Feed URL field > mark Publish 3. Add a YouTube feed to Mobile. a. Set up a YouTube account and create a YouTube channel; then upload the videos you want to include in your feed. (You can upload videos at any time.) (For help, see the YouTube help pages.) b. Add the YouTube icon to Mobile. Icon > paste the YouTube URL that includes your event name into the Feed URL field > mark Publish K. Reports 1. If desired, define custom fields that you want to use to track Mobile user statistics and assign those fields to custom field locations. To add fields to the Connect Activity report: Use the add custom fields link on the report 2. View Mobile activity statistics. Reports > Report List > Connect > Connect Activity Page Lanyon Solutions, Inc. July 2014