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Organizer Checklist

Organizer Checklist

Let's get started! This is everything you'll need for the beginning stages of using Expo Pass
Kacie Ferguson avatar
Written by Kacie Ferguson. Updated over a week ago

We know that event planning can be stressful, and even more so if you are juggling a hybrid experience. We're here to help!

Expo Pass has 2 areas - Expo Pass Classic and Expo Pass Web App

What's Expo Pass Classic? Think of it as the backend, the cinder blocks, where all the details happen, and the bones of your event. This is where you live for your Onsite Premium Badge Printing events.

What's the new Expo Pass Web Application? This is the style, the flair, and what your attendees will see for your virtual and hybrid events!

You will do a lot of the foundational work in Expo Pass Classic. To help understand this process below is our simple resource guide to get you started with Expo Pass.

  • For your reference, HERE are the Expo Pass Agreements that will need to be in place depending on the products you are using.

🚨 In order for us to make the best use of our onboarding call, we strongly urge you to have completed steps 1-2 before we get started.

Want to earn even more gold stars? Then continue reviewing the articles and complete items 3-6.

Part 1: Expo Pass Classic - https://app.expopass.com/classic/login (The cinder blocks)

  1. Create your Account

  2. Create your Event

  3. Manage Event details

  4. Manage Attendees

  5. Create Sessions

  6. Create a Registration form (if using Expo Pass for pre or onsite registration)

Part 2: Expo Pass Premium Badge Printing (skip to part 3 if you are not using Badge Printing with Expo Pass - this requires a Badge Printing Rental Agreement - BPA)

  1. What Do you Need to Know for Your Premium Onsite Badge Printing Experience?

  2. Badge Selection Guide

  3. Design Your Badges

  4. Onsite Badge Printing Logistics

  5. Upload Your Attendees with a Custom ID (if you are not using Expo Pass Registration)

  6. Upload Your iPad Kiosk Artwork

  7. Badge Printing Check-In Report

Part 3a: Expo Pass Mobile Application (In-Person Events Only)

  1. Event App Cover Screen

  2. Adding Travel and Lodging

  3. Creating and Downloading Session Feedback

  4. How to Schedule and Send Push Notifications

  5. Enabling Attendee App Access

  6. Download the Mobile App

Part 3b: Expo Pass Web Application (Virtual or Hybrid Events) - https://app.expopass.com

  1. Media on Your Virtual Event

  2. Edit Your Virtual Event Homepage

  3. Create Sponsorship Bundles

  4. How to Stream Your Event

  5. Setting Up Session Action Buttons

  6. Manage Your Event Settings - Schedule Magic Links and Much More!

  7. Magic Link Help Guide

👍🍾 YOU MADE IT! 🍾👍

Congratulations! You are now an Expo Pass Wizard - well not quite yet, but certainly on your way. As always, if you have any questions, we are just a click away in the lower right corner - the note in the blue circle.

📚 Another great resource is our Organizer Support Library It offers additional details into your journey with Expo Pass!

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