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Organizer
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116 articles in this collection
Written by
Brett Gough,
Tracey Straub,
Kacie Ferguson
and 3 others
Organizer Checklist
Let's get started! This is everything you'll need for the beginning stages of using Expo Pass
Written by
Kacie Ferguson
Updated over a week ago
Create an Expo Pass Account
Event Owners, let's get started by creating your Expo Pass Account
Written by
Tracey Straub
Updated over a week ago
Create and Manage Your Expo Pass Event
Let's get started by creating your new event in Expo Pass!
Written by
Tracey Straub
Updated over a week ago
"DETAILS" Section of Expo Pass
Here are all the help articles for Event Owners relative to managing the "DETAILS" section of your event using Expo Pass.
Written by
Tracey Straub
Updated over a week ago
"ATTENDEE" Section of Expo Pass
Here are all the help articles for Event Owners relative to managing the “Attendees” section of your event using Expo Pass.
Written by
Liz MalatyUhr
Updated over a week ago
"SESSIONS" Section of Expo Pass
Here are all the help articles for Event Owners relative to managing the "SESSIONS" section of your event using Expo Pass.
Written by
Kacie Ferguson
Updated over a week ago
"REGISTRATION" Section of Expo Pass
Here are all the help articles for Event Owners relative to managing the "REGISTRATION" section of your event using Expo Pass.
Written by
Tracey Straub
Updated over a week ago
"EXHIBITORS" Section of Expo Pass
Here are all the help articles for Event Owners relative to managing the "EXHIBITORS" section of your event using Expo Pass.
Written by
Kacie Ferguson
Updated over a week ago
Magic Links (Event Access)
Magic Link Help Guide
Here is a collection of Magic Link help articles for Event Organizers
Written by
Tracey Straub
Updated over a week ago
What is a Magic Link?
What is a Magic Link?
Written by
Tracey Straub
Updated over a week ago
Managing Your Event Settings
How to edit and manage your virtual event settings in the navigation menu.
Written by
Kacie Ferguson
Updated over a week ago
Event Reminder Email
How to send an automated Event Reminder Email for your virtual & in-person events. These can also include Magic Links for attendee access.
Written by
Tracey Straub
Updated over a week ago
Magic Link Manual Distribution
Magic Link Manual Distribution
Written by
Tracey Straub
Updated over a week ago
Event Details
Building your Expo Pass Event
Here are links to help articles for Event Owners, which will help when building your Expo Pass Event
Written by
Tracey Straub
Updated over a week ago
Merchant Agreement
Written by
Tracey Straub
Updated over a week ago
Editing your Event Details in Expo Pass
If you are an Event Owner and would like to learn more about editing your previous event details, please read on.
Written by
Tracey Straub
Updated over a week ago
Adding your Event Details in Expo Pass
If you are an Event Owner and would like to learn more about creating your event details, please read on.
Written by
Tracey Straub
Updated over a week ago
Event Contacts
Adding Event Contacts to an Expo Pass Event
Written by
Tracey Straub
Updated over a week ago
Updating Event Dates in Expo Pass
You've created your event in Expo Pass and now you need to change the dates that it will take place - so now what?
Written by
Tracey Straub
Updated over a week ago
Add and Manage Your Event Users
Adding Users to your Expo Pass Event: "Users" are defined as other event administrators with certain access and permissions.
Written by
Liz MalatyUhr
Updated over a week ago
Event App Cover Screen
Customize the cover of your event within the mobile app to look and feel on brand.
Written by
Tracey Straub
Updated over a week ago
Manage Social Media Hashtags
How to set up your social media in Expo Pass.
Written by
Liz MalatyUhr
Updated over a week ago
Adding Travel/Lodging Information
How to add additional event information in Expo Pass
Written by
Liz MalatyUhr
Updated over a week ago
Enabling Attendee Mobile App Access
Are you ready for your Attendees to view your mobile app? Here are the simple steps needed to go live.
Written by
Kacie Ferguson
Updated over a week ago
Attendees
Badge Print and Check-In Reports
Want to know how many badges you've printed while at your event -- or how many check-ins you've processed?
Written by
Tracey Straub
Updated over a week ago
Upload, Add and Edit Event Attendees
Here is how to upload, add and manage your event attendees.
Written by
Kacie Ferguson
Updated over a week ago
Uploading an Attendee List
How to get your attendees into Expo Pass
Written by
Tracey Straub
Updated over a week ago
Uploading Attendee List with Custom ID - for Use with Premium Onsite Badge Printing
Need to upload your attendees to print your badges, please read on . . .
Written by
Liz MalatyUhr
Updated over a week ago
Download Attendee List
Need to pull your Attendee data out of ExpoPass? Simple! Here is how you can do this yourself either before, during, or after your event.
Written by
Tracey Straub
Updated over a week ago
Editing Attendees - Troubleshooting
Troubleshooting tips for editing and managing your attendees in Expo Pass Classic.
Written by
Kacie Ferguson
Updated over a week ago
Create Custom Attendee Fields
Written by
Kacie Ferguson
Updated over a week ago
How to Upload Event Materials
How to upload event materials and resources for your in-person and/or virtual events
Written by
Kacie Ferguson
Updated over a week ago
Adding a Registered Attendee to a Session
As an Event Organizer, follow these steps to add an attendee to a session, after that individual has already registered for the event.
Written by
Tracey Straub
Updated over a week ago
Print Attendee Badges/Labels with Avery Integration
Written by
Kacie Ferguson
Updated over a week ago
Create Attendee Badges with Avery Integration
Expo Pass integrates with Avery, so you can design and print your badges using the Attendee Data in Expo Pass.
Written by
Kacie Ferguson
Updated over a week ago
Sessions
Sessions: How to do a file upload of attendees into a session
Written by
Emma Zaenglein
Updated over a week ago
Exporting Your Event Sessions
How to export your event sessions
Written by
Kacie Ferguson
Updated over a week ago
Adding Sessions
Written by
Kacie Ferguson
Updated over a week ago
Adding and Managing Speakers in Expo Pass
This article will help Event Organizers add, edit, and delete speakers in Expo Pass
Written by
Kacie Ferguson
Updated over a week ago
Validating Registrants for Sessions
Written by
Kacie Ferguson
Updated over a week ago
Session Pre-Registration
Written by
Kacie Ferguson
Updated over a week ago
Customizing Session Fields
Written by
Kacie Ferguson
Updated over a week ago
Creating and Downloading Session Feedback
How to create session feedback for your in-person events and download results.
Written by
Kacie Ferguson
Updated over a week ago
Removing a Registered Attendee from a Session
As an Event Organizer, follow these steps to remove an attendee from a session, after that individual has already registered for the event.
Written by
Tracey Straub
Updated over a week ago
Pulling a Sessions Data Report
In the days leading up to your event, you can pull a data sessions report to double check the information inputted.
Written by
Kacie Ferguson
Updated over a week ago
Session Attendance Tracking
Written by
Kacie Ferguson
Updated over a week ago
Registration
Removing or Restoring Event Attendees
Written by
Tracey Straub
Updated over a week ago
Registration Form Marketing
Here are your options for marketing your Registration Form
Written by
Tracey Straub
Updated over a week ago
Create A Registration Form
Written by
Kacie Ferguson
Updated over a week ago
Event Legal Disclaimers
Learn how to manage your Terms & Conditions Policy and your Refund Policy within Expo Pass
Written by
Tracey Straub
Updated over a week ago
Creating Add-On Sessions
Follow these steps to create add-on sessions for registrants to select during registration.
Written by
Kacie Ferguson
Updated over a week ago
Add Custom Email Text to your Registration Confirmation Email
Add unique custom text to your registration confirmation emails to get event information in front of your attendees before your event!
Written by
Kacie Ferguson
Updated over a week ago
Add Registration to Your Website: Lightbox Version
This article speaks to embedding the Lightbox Version of your Expo Pass Registration Form onto your website for your event.
Written by
Liz MalatyUhr
Updated over a week ago
Hosted Registration Webpage
Written by
Tracey Straub
Updated this week
Add Registration to Your Website: Embedded Registration Form
Written by
Kacie Ferguson
Updated over a week ago
Using Facebook to Host Your Registration Form
How to host your Expo Pass registration form on your Facebook page!
Written by
Kacie Ferguson
Updated over a week ago
Track Registration
Written by
Kacie Ferguson
Updated over a week ago
Registration Transaction Report
How to run a report from Expo Pass for your registration transactions.
Written by
Tracey Straub
Updated over a week ago
Refunding Attendees
The step need for Event Organizers to process Attendee Refunds
Written by
Tracey Straub
Updated over a week ago
Turning Off (Closing) Event Registration or Limiting Access to a specific Registration Type
If you need to limit Attendee Registration for your event, here is how you can manage this process yourself.
Written by
Tracey Straub
Updated over a week ago
Google Analytics Implementation
Written by
Kacie Ferguson
Updated over a week ago
Zapier
Zapier and Expo Pass
How to use Zapier with Expo Pass for attendee registration automation and ease.
Written by
Kacie Ferguson
Updated over a week ago
Expo Pass Triggers and Actions for Zapier
What data can Expo Pass push out (trigger) and pull in (action) when using Zapier for one or both.
Written by
Kacie Ferguson
Updated over a week ago
Exhibitors
Claiming Exhibitors' on their behalf
Event Organizers claiming Exhibitors on their behalf
Written by
Kacie Ferguson
Updated over a week ago
How do I create Exhibitor Sessions?
We will walk you through how to create your Virtual Exhibit Hall experience through our Exhibitor Sessions!
Written by
Kacie Ferguson
Updated over a week ago
Upload an Exhibitor List
Upload a list of all of your exhibitors at one time.
Written by
Kacie Ferguson
Updated over a week ago
Manually Add and Edit Exhibitors
How to manually add your exhibitors into Expo Pass and edit existing exhibitors.
Written by
Kacie Ferguson
Updated over a week ago
Add Exhibiting Details
Add the exhibiting details like move in/out times, exhibiting hours, etc. for your exhibitors to access at any time.
Written by
Kacie Ferguson
Updated over a week ago
Add Exhibitor Support Contacts
Add contacts for your exhibitors to reach out to with questions, needs, etc.
Written by
Kacie Ferguson
Updated over a week ago
Upload Exhibitor Materials
Written by
Kacie Ferguson
Updated over a week ago
Manage Lead Retrieval Payment
Manage how lead retrieval will be paid for - by exhibitors or event organizer.
Written by
Kacie Ferguson
Updated over a week ago
What is the Plan for Exhibitor Lead Retrieval Communications?
When leveraging Exhibitor Lead Retrieval we want to help drive value to your event with an increased adoption rate.
Written by
Kacie Ferguson
Updated over a week ago
Virtual
Introducing, Expo Theater!
Our proprietary live streaming solution that delivers a fully immersive meeting experience and promotes real-time attendee engagement.
Written by
Kacie Ferguson
Updated over a week ago
How to Test Your Virtual Event
Want to run a test of your virtual streaming session - just to make sure everything works?
Written by
Alaina Ingram
Updated over a week ago
What To Expect Before, During and After Your Virtual Event
You're in the home stretch! For peace of mind on how to prepare for Day 1 and what to think about next, please check this article out.
Written by
Kacie Ferguson
Updated over a week ago
Creating and Managing Your Virtual Event in Expo Pass
Creating and managing your Virtual Event in Expo Pass.
Written by
Kacie Ferguson
Updated over a week ago
Media on Your Virtual Event
Media on your virtual event has different formatting and sizes. We walk you through everything you need to know.
Written by
Kacie Ferguson
Updated over a week ago
How to Edit Your Virtual Event Home Page
Here's some additional help on how to edit your Virtual Event Home Page.
Written by
Kacie Ferguson
Updated over a week ago
Creating Sponsorship Ad Bundles
Expo has woven several sponsorship opportunities throughout our virtual platform. We currently feature 4 different types of Sponsor ads.
Written by
Kacie Ferguson
Updated over a week ago
How To Update Your Virtual Session Icon
Written by
Kacie Ferguson
Updated over a week ago
Setting Up Session Action Buttons
Action buttons allow you to link external or internal URLs for attendees.
Written by
Kacie Ferguson
Updated over a week ago
Stream Your Event (Viewing Options)
Written by
Tracey Straub
Updated over a week ago
Using Expo Pass Theater to Live Stream Your Virtual Session
How to use Expo Pass Theater to live stream your virtual session and connect up to 15 attendees at a time.
Written by
Kacie Ferguson
Updated over a week ago
How To Embed a Zoom Webinar or Meeting Into Expo Pass
Written by
Kacie Ferguson
Updated over a week ago
Expo Pass + Zoom Best Practices Help Guide
Expo tips and tricks when using Zoom with Expo Pass for your virtual event.
Written by
Kacie Ferguson
Updated over a week ago
Adding a Video File to your Virtual Session
Add pre-recorded content to your virtual sessions.
Written by
Kacie Ferguson
Updated over a week ago
Adding a Recorded Vimeo Video to your Virtual Session
How to embed a recorded video from Vimeo into your Expo Pass Virtual Session.
Written by
Tracey Straub
Updated over a week ago
Adding a URL link to your Virtual Session
You can add any URL link to your Sessions. This is great when using any video streaming platform.
Written by
Kacie Ferguson
Updated over a week ago
Add Vimeo Chat to a Video in Expo Pass
How to add Vimeo Chat to your prerecorded Video in your Expo Pass Session.
Written by
Kacie Ferguson
Updated over a week ago
Third Party Streaming
Zoom Embedded in Expo Pass (SDK)
Written by
Tracey Straub
Updated over a week ago
Zoom App ≠ Zoom Client SDK
Zoom has various attendee experiences that may differ based on how an Attendee gains access to their Webinar or Meeting
Written by
Tracey Straub
Updated over a week ago
How To Create a Zoom Webinar for Expo Pass
This will walk you through hot to create a Zoom Webinar that will work with Expo Pass Virtual. **You must have Zoom Webinar licensing.
Written by
Kacie Ferguson
Updated over a week ago
Zoom Webinar/Meeting Tips
Here are some tips regarding the timing of activities to consider when using Zoom (if it is embedded into Expo Pass)
Written by
Tracey Straub
Updated over a week ago
How to Create a Zoom Meeting for Expo Pass
This will walk you through hot to create a Zoom Meeting that will work with an Expo Pass Virtual Event.
Written by
Kacie Ferguson
Updated over a week ago
Zoom Webinar Attendee Report
This report is done through the Zoom Application, not Expo Pass. For any questions or additional help, please refer to the Zoom Help Center.
Written by
Kacie Ferguson
Updated over a week ago
Roles in Webinars and Meetings When Using Expo Pass Licenses
This article walks through the roles and capabilities in Zoom Meetings/ Webinars when using Expo Pass's licenses through your SoW.
Written by
Kacie Ferguson
Updated over a week ago
Expo Pass and IBM Video RTMP
Expo Pass can support and embed RTMP streaming into your virtual sessions, which provides for high-quality transmission of audio and video.
Written by
Tracey Straub
Updated over a week ago
Live Streaming Options with Vimeo into Expo Pass
How to leverage Vimeo for Live Streaming
Written by
Tracey Straub
Updated over a week ago
Stream Live from Melon > Vimeo > Expo Pass
If you'd like to broadcast a live session, check out the steps below! You'll need access to three platforms: Melon, Vimeo, Expo Pass
Written by
Kacie Ferguson
Updated over a week ago
Stream Live from Restream > Vimeo > Expo Pass
If you'd like to broadcast a live session, check out the steps below! You'll need access to three platforms: Restream, Vimeo, Expo Pass
Written by
Kacie Ferguson
Updated over a week ago
Stream Live from StreamYard > Vimeo > Expo Pass
If you'd like to broadcast a live session, check out the steps below! You'll need access to three platforms: StreamYard, Vimeo, Expo Pass
Written by
Kacie Ferguson
Updated over a week ago
On-Site Badge Printing (Specific Help for Organizers using Expo Pass' Badge Printing Kits)
How Can I Leverage Expo's Avery Integration to Print Badges/Labels for Attendees?
Written by
Kacie Ferguson
Updated over a week ago
What Do you Need to Know for Your Premium Onsite Badge Printing Experience?
Badge shells design, Badge Printing Rental Agreement, onsite logistics -- oh my!
Written by
Tracey Straub
Updated over a week ago
Premium Onsite Badge Selection Guide
Ready to select your badge type? One that will meet your needs and grab your attendee's attention? Let's get started . . .
Written by
Tracey Straub
Updated over a week ago
Premium Onsite Badge Printing Logistics
Can't wait to use Expo's onsite badge printing experience for your next event? Neither can we, but we need to make sure to cover logistics.
Written by
Tracey Straub
Updated over a week ago
Designing Premium Onsite Badges
Are you ready to start designing your premium onsite badges to use with Expo's onsite badge printing? Let's do it . . .
Written by
Tracey Straub
Updated over a week ago
Onsite Attendee Check-in
If you have your own iPads and want to give attendees the ability to check themselves in to an event, here's how!
Written by
Kacie Ferguson
Updated over a week ago
iPad Kiosk Artwork
How to design your iPad kiosk artwork for you Premium Onsite Check-In and Registration.
Written by
Kacie Ferguson
Updated over a week ago
Push Notifications
How to Schedule & Send Push Notifications
Written by
Kacie Ferguson
Updated over a week ago
Marketing Resources
Attendee Mobile App One Sheeter
Written by
Kacie Ferguson
Updated over a week ago
Marketing Content
Written by
Kacie Ferguson
Updated over a week ago
Expo Pass Logos & Icons
Here are the Expo Logos and Icons
Written by
Kacie Ferguson
Updated over a week ago
Registration Analytics Tracking with Google & Facebook
Tracking registration funnel using Google Analytics and Facebook.
Written by
Brett Gough
Updated over a week ago
Support Videos
Adding & Managing Exhibitors
Written by
Kacie Ferguson
Updated over a week ago
Adding & Managing Attendees
Written by
Kacie Ferguson
Updated over a week ago
Tracking Sessions & Speakers
Written by
Kacie Ferguson
Updated over a week ago