Organizer

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

Expo Pass Agreements

Expo Pass has 3 different agreements, all with a unique purpose: Service Agreement, Merchant Agreement, and Badge Printing Agreement

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 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

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

Establish a Stripe Account to process your credit card payments when you have paid registration and/or Exhibitor Lead Retrieval in Expo Pass

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

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

Editing a Registered Event Attendee

If an Attendee needs changes to their registration information, it's an easy fix via Expo Pass.

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: 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 and Removing Sessions

How to add sessions one at a time, in bulk via a CSV file upload, and delete 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

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 over a week ago

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 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

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

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

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

Badge Design Templates

It's time to design your badges for your premium onsite BP event!

Written by Kacie Ferguson
Updated over a week ago

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

How to Schedule & Send Push Notifications

Written by Kacie Ferguson
Updated over a week ago

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

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