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1 Summit Roundtable Sessions SCHEDULE AND INFORMATION FOR ROUNDTABLE SESSIONS Please find the following color-coded * pages inside: Map of Roundtable Sessions Session Titles, Table Assignments & Times Roundtable Session Descriptions * Web Roundtable = Green; Roundtable = Blue #SVSummit15

2 JW Marriott Starr Pass Resort - Tucson Ballroom

3 Web Roundtable Sessions TABLE # SESSION TITLE TIMES Capturing Your City s Persona 1 Thinking Outside the Hotel Room Box Fostering Growth and Innovation in the Workplace 2 Add and Maintain Assets in the New Simpleview CMS 3 New Simpleview CMS Wildcard Table 4 Use the New CMS as a Project Management Tool 5 Creative Funding for Video 6 CMS 2.X Wildcard Table 7 Accurately Assign Permissions for CMS Users 8 Responsive Design Wildcard Table 9 TBD 10 Plugins That Assist Crisis Control and Communications 11 Tools of the Trade: Webmaster, Keyword and Back-linking 12 Facebook Ad Strategies 13 Going the Distance with Editable Areas Canada s Anti-Spam Legislation: Staying on the Right Side of CASL Increasing Engagement Via List Segmentation 14 Promote Your Destination with YouTube 15 Content Strategies 16 Google Analytics Questions: Answered 17 Website Advertising: Initial Obstacles and Solutions 18 Best Practices for DMO Website Advertising 19 The Illusion of the Fold 20 Create the Optimal User Experience

4 Roundtable Sessions TABLE # SESSION TITLE TIMES 21 Co-Op Advertisements Audience- Member/Partner 22 Navigate the User Re-Assignment Tool Audience- System Administrators 23 Best Practices to Import Data in Audience- All 24 Report on Client Production in Tour/Travel Audience- Tour/Travel 25 Track Partner Mentions Throughout the Media Audience- Media/PR 26 Manage Security Roles Audience- System Administrators 27 Understand the Snapshots Tool Audience- System Administrators 28 Work with the Forms and Listings API Audience- System Administrators 29 Use the Facility Search Tool Audience- All 30 Use Communication Templates Audience- All

5 Roundtable Sessions TABLE # SESSION TITLE TIMES 31 Manage Customer Relations Using Service Request Triggers Audience- Meeting Sales 32 Use the MyCalendar Feature of Audience- All 33 Create and Manage Partner Referrals Audience- Member/Partner 34 How to Use Affiliated Accounts in Meeting Sales Audience- Meeting Sales 35 Track Inkind and Expenses Audience- Member/Partner 36 Clean-up Meeting Sales Data Audience- Meeting Sales 37 Work with Imports in PR/Media Audience- Media/PR 38 Integrate s with Audience- All 39 Set-up Dues and Invoicing Audience- Member/Partner 40 Best Practices to Manage Tags Audience- All

6 Web Roundtable Session Descriptions Capturing Your City s Persona What captures the essence of your city? Are you effectively selling this to visitors? Join Jeff Duncan, CEO of Meetingmax, for an interactive discussion on capturing and sharing your city s persona with others. Walk away with ideas to take the experience of your city s persona to the next level. Thinking Outside the Hotel Room Box It s time to think outside the box and understand that we are selling more than hotel rooms to visitors. Join Jeff Duncan, CEO of Meetingmax, for a discussion on the emergence of alternative housing for destinations such as Air BnB, VRBO, CouchSurfing, Dorm Rooms, and more. We ll discuss the pros and cons of alternative housing and how the emergence of these popular accommodation sites affects your tourism bottom line. Fostering Growth and Innovation in the Workplace How do you envision your team in 5 years? What success will you achieve? Join Jeff Duncan, CEO of Meetingmax, to learn how you can actively begin to turn your departmental goals into reality through simple practices that foster personal and professional growth, and create innovation in the workplace. Add and Maintain Assets in the New Simpleview CMS Learn about the ways you can build and use your CMS Asset Library. We will cover relevant topics such as supported file types and naming functionality. New Simpleview CMS Wildcard Table Have a question about the new Simpleview CMS that isn t covered in a dedicated session or roundtable? Join us here, where our team will be ready to answer all questions about this new system. Use the New CMS as a Project Management Tool You can assign additional tasks to your team that don t have to be associated with items in your CMS. Find out how the CMS can morph into a project management tool that can be used by your entire organization. Creative Funding for Video You know you need good video to promote your destination, but how do you find the money to create compelling content without sacrificing in other areas? Richmond Region Tourism will share with you how they got creative with video funding and went from we can t afford that to I love the new video! CMS 2.X Wildcard Table For attendees using previous versions of Simpleview s CMS, our team is here to answer all your questions about its features and functionality. Accurately Assign Permissions for CMS Users We will show you how to determine that each user has clear and defined roles to use the CMS according to their job responsibilities. This includes showing different strategies for CMS 2.X users, as well as those using the new Simpleview CMS. Responsive Design Wildcard Table We ve said it before and we ll say it again: responsive design is not a trend! Join members of the CMS team as they answer all your questions on responsive layouts and websites. Plugins That Assist Crisis Control and Communications When a tragedy hits your community or a crisis affects your internal team, plugins in your CMS are designed to help distribute communications. We ll cover some of these tools and offer suggestions on incorporating your website into crisis communications plans.

7 Web Roundtable Session Descriptions Tools of the Trade: Webmaster, Keyword and Back-linking Review some of the tools search engine optimizers use to help create content and linking strategies. Facebook Ad Strategies Learn how to integrate the constantly evolving Facebook marketing into your other online marketing activities. Attendees will walk away with insights for optimizing their campaigns, growing conversions, and scaling traffic. Going the Distance with Editable Areas From fields and profile info, to images and links; the Bid Book & Collateral Generator provides various options for making your bid book editable. Join our Marketing team and explore all the options at your disposal! Canada s Anti-Spam Legislation: Staying on the Right Side of CASL Despite Canada s Anti-Spam Legislation going into effect over ten months ago, many businesses are still not familiar with the law and the compliance required to stay on the right side of it. Increasing Engagement Via List Segmentation In an industry where time matters, list segmentation should be a priority. Let s discover how to use data to send targeted s and increase engagement. Promote Your Destination with YouTube YouTube allows you to showcase and promote your destination in a powerful way. Learn about the unique targeting options and decide if YouTube is the right medium for you. Content Strategies Look at content strategies that will help you become an authority on your destination. Build up traffic from search engines, external websites and social media. Google Analytics Questions: Answered Have your account credentials and Google Analytics questions ready for our Analysts to diagnose on the spot. Website Advertising: Initial Obstacles and Solutions Are you considering a local business advertising program on your website? While you will undoubtedly be met with objections, obstacles and myths (both internally and externally), the DTN team can shed some light and provide valuable advice on dispelling opposing perceptions. Best Practices for DMO Website Advertising Ready to roll out your website advertising program? Let our experts advise how to best optimize your program; from what types of ad units to offer, including sponsored content and native advertising, to which tools and processes you ll need in place for managing your advertising program. The Illusion of the Fold Join our Creative team as they tackle the Above the Fold dilemma. They will explore what should appear at the top of the page versus the bottom, and how you can encourage your visitors to continue to scroll through your content. Create Instinctive User Navigation Are you providing your visitors with the content they desire? Create an A + user experience by showcasing clear Calls to Action, incorporating widgets that lead the user through the site, and adding desirable content that tells a story.

8 Roundtable Session Descriptions Co-Op Advertisements Learn the best way to track and connect the details from promotions back to the participating partners benefits summary. Audience- Member/Partner Navigate the User Re-Assignment Tool Staff turnover is inevitable and system administrators need to be able to seamlessly transfer accounts from one employee to another. During this roundtable we will cover how to use the re-assignment tool to easily transfer accounts, contacts, traces and more between staff members. Audience- System Administrators Best Practices to Import Data in When done properly, the ability to import contacts and accounts into can be a tremendous timesaver. Learn how to do just that in this roundtable covering importing best practices. Audience- All Report on Client Production in Tour/Travel offers the ability to track room nights that are consumed in your destination and are not related to leads. An example of this is FIT room nights reported by partners or local travel companies. During this session, we will show you how to track and report on these room nights. Audience- Tour/Travel Track Partner Mentions Throughout the Media When newspapers, blogs and other media outlets write about your partners, it is your DMO s best interest to be the first to retrieve and pass along the information. This roundtable will show how to track partner mentions and report them via the Extranet. Audience- Media/PR Manage Security Roles provides flexible security roles that allow you to customize levels of access users can have in each group. This roundtable will cover how to add and edit security roles within the system. Audience- System Administrators Understand the Snapshots Tool Snapshot is a tool used in to track historical changes on a lead; it s a picture of the lead at a specific point in time. During this roundtable, you will learn which fields are tracked in a lead snapshot and how to use the snapshot tool to audit your lead data. Audience- System Administrators Work with the Forms and Listings API Simpleview offers an API (application programming interface) to allow third party web developers to access data in the system. This roundtable will focus on getting set-up, and using the API to share listings data and create customizable forms for display on your website. Audience- System Administrators Use the Facility Search Tool The facility search tool can help pull lists of partners into referrals, leads and services request based off different criteria. Learn how to set your team up for success by creating saved searches with run-time filters that will expedite the process. Audience- All Use Communication Templates The Communication Templates allow for efficient creation. comes with our standard templates in place, and customized templates can be easily created. Let us show you how it s all done! Audience- All

9 Roundtable Session Descriptions Manage Customer Relations Using Service Request Triggers Triggers are used in to set-up automatically generated traces when certain conditions are met. During this roundtable, we will focus specifically on using service request triggers to manage and track common events during the convention services process. Audience- Meeting Sales Use the MyCalendar Feature of The MyCalendar feature allows you to see leads, traces, special events and more in just one layout. We will demonstrate how to create a personal calendar, share calendars with others in your organization, integrate your Outlook calendars, and several other tasks. Audience- All Create and Manage Partner Referrals Whether you are talking to visitors, group leaders or meeting planners, you are frequently recommending businesses in your destination. Discover how to make these referrals count by generating a Partner Referral report in. Audience- Member/ Partner How to Use Affiliated Accounts in Meeting Sales The Affiliated Accounts feature allows for one account to be associated with another. During this session, we will discuss the difference between General and Third Party Affiliations and how to properly use this functionality. Audience- Meeting Sales Track Inkind and Expenses Demonstrating the ROI your partners receive is an on-going process requiring constant tracking. Learn in-kind and expense management tricks within to track and report your partners continued benefit from your partnership. Audience- Member/ Partner Clean-up Meeting Sales Data This roundtable will focus on simple methods you can use to review and clean-up your data in the meeting sales group. We will cover how to clean-up unused tags and searches, search for bad lead data and show you how to set-up rules to enforce data entry consistency. Audience- Meeting Sales Work with Imports in PR/Media This roundtable will focus on how to use the Vocus Import Tool in to easily import publications, articles and contacts from an export of your Vocus data. Audience- Media/PR Integrate s with Did you know that you can easily link your Outlook or Gmail s to records in? During this roundtable, we will demonstrate how the integrations between Outlook/ Gmail and can tremendously enhance your customer insight and productivity. Audience- All Set-up Dues and Invoicing During this roundtable, we will cover the basics of setting-up dues records and generating invoices. Topics to be covered include: setting up membership dues, adding benefits, creating membership and one-off invoices and posting payments. Audience- Member/Partner Best Practices to Manage Tags Tags are labels you create to sort and organize your Accounts, Contacts, Leads, and other types of records for reporting and for record keeping. During this roundtable, we will discuss best practices for creating, managing and editing tags. Audience- All Users

Roundtable Sessions. COLOR-CODED MAP ROUNDTABLE SCHEDULES ( WEB and CRM) SESSION DESCRIPTIONS. #SVSummit16

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