Registration: Step By Step Guide 1. Introduction 1.1 Overview1.2 Essential Tasks Before You Begin: Registration 2. Content Plan 2.1 Download Registration Content Plan Including Required Templates: Video Tutorial 3. Step By Step Video Guides 3.1 Settings & Uploading People: Video Tutorial3.2 Form Builder Designer: Video Tutorial3.3 Landing Page Designer: Video Tutorial3.4 Ticketing & Session Selection: Video Tutorial3.5 Privacy Policy3.6 Email Templates: Video Tutorial 4. Registration Suite Building the Registration Form with Form Designer
Customization & Content Branding Options & Required assets Building the Registration Form Branding & Customising the Registration Form Registration Website Designer: Home Page Registration Website Designer: Header Settings Registration Website Designer: Custom Pages
Management Registration Site Settings Registration Google Indexing Response Management Registration & Google Analytics Group Registration Ability to Edit Public Registration Import Registration Settings & Content from Other Apps Registration Field Mappings Inviting Your Audience Registration Waitlists
Communications 1. Editing & Generating Email Templates 2. Email Delivery Types 4a. Sending Emails to Users (Legacy) 3. Email Delivery Rules 4b. Sending Emails to a User (New Emails)
Platform Setup Guide 1. Introduction & Essential Tasks 1.1 Before You Start1.2 Introduction To CrowdComms: Video Tutorial1.3 Essential Tasks1.4 Bonus: Tips, Tricks and Guides 3. Preparing Your Content 3.1 Download Content Plan Including Required Templates: Video Tutorial 4. Building Your Platform 4.1 CrowdComms CMS Introduction: Video Tutorial4.2 Step one: Settings & Custom URL: Video Tutorial4.3 Step three: Modules, Plan your content4.4 Step four: Building your agenda: Video Tutorial4.5 Step Five: Libraries: Video Tutorial4.6 Step six: Platform comms: Video Tutorial 5. Session Engagement 5.1 Session Engagement Overview: Video Intro5.2 Q&A: Video Tutorial5.3 Live Polls: Video Tutorial5.4 Gamification (Event Games): Video Tutorial5.5 Session Chat & Direct Messaging5.6 Session Chat Set Up5.7 Live Displays 6. Networking Overview 6.1.3 Meeting List View6.0.1 Overview 6.1 Networking: Meeting Booking 6.1.1 Enabling Meeting Booking6.1.2 Setting up Meeting Booking on the Dashboard (CMS): Video Tutorial6.1.3 Meeting List View6.1.4 Import/Export Meetings on the Dashboard (CMS)6.1.5 Logging in to the Event App and setting up your privacy preferences6.1.6 Managing personal meeting availability6.1.7 Creating a meeting with another delegate(s)6.1.8 Creating a meeting with an exhibitor or a sponsor6.1.9 Accepting and declining meetings6.1.10 Viewing upcoming and completed meetings6.1.11 Joining a virtual meeting and virtual meeting in progress6.1.12 Alerts and email notifications6.1.13 Amending a meeting 6.2 Networking: Business Cards 6.2.1 Setting up Business Cards in CMS: Video Tutorial6.2.2 Logging in to the Event App and Setting up Privacy Preferences6.2.3 Business Cards Page on the Event App6.2.4 Customising Business Cards on the Event App6.2.5 Exchanging Business Cards with Other Delegates and Companies 6.3 Networking: Badges and Passes (QR Code) 6.3.1 Activating and Deactivating Badges & Passes6.3.2 Designing and Editing Badge6.3.3 Importing 3rd Party QR code into CMS6.3.4 Using the QR Scanner and Adding Contacts 6.4 Networking: Matchmaker 6.4 AI Matchmaking 7. Sponsor Exposure 7.1 Sponsorship Overview: Video Tutorial7.2 Company Profiles: Video Tutorial7.3 Sponsor and Exhibitor Reporting 8. Platform Promotion 8.1 Promotion Best Practices: Video Tutorial8.2 Platform Quality Check8.3 Promotion Guide 9. Managing The Live Platform 9.1 Making Updates When Live: Video Tutorial9.3 Q&A: Video Tutorial9.2 Live Polls: Video Tutorial9.4 Managing Live Streaming9.5 Platform Comms: Video Tutorial9.6 Troubleshooting Users Accessing The CrowdComms Platform9.7 Analytics
Development & Release Highlights Overview Release Highlights Release Management Process 2024 Updates May | Empower Your Moderators with Our Enhanced Activity Feed FeaturesMay | Simplify Your Meetings with Our New Booking FeaturesMay | Streamline Your Event Registration with Our New CMS FeaturesMay | Elevate Attendee Engagement with Our Enhanced Gamification FeaturesQ1 | Round-Up & What’s Next for Q1 2024: Elevating Your Event Experience with Exciting Enhancements! 2023 Updates October: Streamline your Event Planning With Our New Seamless Registration Suite – Effortless Event Management Starts Now!June: Introducing the Latest Feature Releases, Including Time Zone Options, Session Chat Images and Browser NotificationsApril: All-new Abstracts Module, Self-Service Livestream Production Studio, Agenda Session Waiting Lists & Event Communications HubFebruary: Agenda Session and Personal Agenda Page Re-design and Additions to the Delegate CalendarGet Ready for a Brand New CMS Dashboard (Available in Beta)January: New Stream & Video Player with Captions, Recurring Meetings, Exhibitor Portal and Agenda Autoplay
Native Guide 1. Platform Options Comparison 1.1 Web, Portal app and Standalone Native: What’s the difference?1.2 Web vs Native comparison1.3 Hybrid or virtual platform vs Event app (in-person only) platform 2. Native Submission Guide 2.1 Important Native Information2.2 Creating Your Developer Accounts2.3 Granting CrowdComms Access to Your Accounts2.4 Granting CrowdComms Access to Just a Single App2.5 App Submission Details
Accessibility Accessibility How do I access screen reader functionality? What to expect from Accessibility functionality with Crowdcomms? Limitations of a Screen Reader How to use a Screen Reader? Captions / Live Stream And Pre-Record Subtitles WCAG 2.2 Review
Analytics and Reporting Analytics Dashboard & Reporting Exports Live Stream Reporting Video Analytics Sponsor and Exhibitor Reporting Meeting Booking Analytics Module View Analytic Reporting for Hidden Modules
Lead Capture Lead Capture Overview Virtual events: Generate leads from a virtual audience Physical events: Generate leads using your own device Setting Up Lead Capture in the CC Dashboard Lead Capture: User Guide
Multi-Lingual Multi-Lingual Platform: Admin Experience Multi-Lingual Platform: User Experience Multi-Lingual: Live Stream Production Multi-Lingual: Registration
Video-On-Demand Streaming Service Overview Enabling Video Library Adding videos to the library Building the Video-On-Demand Streaming Service Single Scrolling Module Multi-Section Library Module Downloading your on-demand videos and live-streams
Live Stream Live Streaming Assets Running Order Pre-Records Virtual Speaker Preparation Guide: Technical Requirements and Best Practices
Wider Platform Docs CrowdComms Video Breakouts 39. AI Content Generation Integration At Home Badge Printing 1. Agendas 1.1 Agenda1.2 Session Privacy1.3 Managed Schedules1.4 Favouriting Sessions (Creating Personal Agenda)1.5 My Event Schedule (Right-hand Sidebar)1.6 Agenda View Guide 2. Badges and Passes (QR Code) 2.1 Activating and Deactivating Badges & Passes2.2 Designing and Editing Badge2.3 Importing 3rd Party QR code into CMS2.4 Using the QR Scanner and Adding Contacts 3. End-User Login Options 3.1 Email & Password Login3.2 Optional 2FA3.3 Mandatory 2FA3.4 Mandatory 2FA via Authentication App 4. General 4.1 Alerts & Notifications4.2 Accessing CC Apps4.3 Ask a Question / Q&A4.4 Banner Message Guide4.5 CC Platform Data Anonymization / Wipe Process4.6 Client’s Platform Privacy Notice – Guidance4.7 Cookies4.8 Custom CSS4.9 Custom Design Guidelines4.10 Device Compatibility and Browser Requirements4.11 Elements Design Requirements4.12 Group Management4.13 Hiding and Showing Content4.14 Language Support4.15 Live Poll CSS4.16 People Library Management4.17 Platform frameworks and tools our development team use4.18 Session Capacity4.19 Security Settings and Login options4.20 Time Zones4.21 Triggers4.22 Troubleshooting Users Accessing The CrowdComms Platform4.23 Using the CrowdComms Dashboard4.27 Interpolation and Conditional Content Display for CMS Users4.24 Wi-Fi & Data Requirements4.25 Allowlisting the CC Platform4.26 Custom Email Domains 6. Platform options comparison 6.1 Hybrid / virtual platform vs Event app / in person platform6.2 Web vs native comparison 8. Single-Sign-On 8.1 Introduction8.2 SAML28.3 Shared SSO between apps8.4 Manual setup of SSO config8.5 Frequently asked questions 9. Attendance Tracking 9.1 Attendance Tracking9.2 Attendance Tracking: User Guide 10. Two Factor Authentication 10.1 Two Factor Authentication for CMS Use10.2 Two Factor Authentication for Front End Use 11. Kiosk Manager 11.1 Kiosk Manager 12. Platform Promotion 12.1 Platform Promotion 13. PWA (Progressive Web App) 13.1 PWA Initial Set-Up on Dashboard13.2 Installing the Event App to Delegates’ Devices 14. Meeting Booking 14.1 Enabling Meeting Booking14.2 Setting up Meeting Booking on the Dashboard (CMS)14.3 Import/Export Meetings on the Dashboard (CMS)14.4 Logging in to the Event App and setting up your privacy preferences14.5 Managing personal meeting availability14.6 Creating a meeting with another delegate(s)14.7 Creating a meeting with an exhibitor or a sponsor14.8 Accepting and declining meetings14.9 Viewing upcoming and completed meetings14.10 Joining a virtual meeting and virtual meeting in progress14.11 Alerts and email notifications14.12 Amending a meeting 15. Page Builder (previously HTML module) 15.1 Choosing a Template15.2 Building Your Page15.2.1 Modular Page Builder15.3 Template Types 16. IDLoom Payment Guides 16.2 Adyen16.3 Bambora (USA & Canada Only)16.4 CashNet16.5 Crédit Agricole16.6 CCV16.7 Elavon16.8 Elavon US16.9 Globee16.10 HiPay16.11 Ingenico/Worldline16.1116.12 Mollie16.13 Payflow16.14 PayPal16.15 SagePay16.16 SIX Payment16.17 Stripe16.18 VR Payment 17. Business Cards 17.1 Setting up Business Cards in CMS17.2 Logging in to the Event App and Setting up Privacy Preferences17.3 Business Cards Page on the Event App17.4 Customising Business Cards on the Event App17.5 Exchanging Business Cards with Other Delegates and Companies 18. CrowdComms New CMS 18.1 CrowdComms New CMS 19. Agenda Auto-Play 19.1 Agenda Auto-Play 20. Abstracts Module 20.1 Creating an Abstracts Module 21. Documents 21.1 Documents 22. Direct Link 23.1 Direct Link 23. Gamification Module 23.1 Gamification Module 24. Iframe 24.1 Iframe 25. Info Pages & Info Booths 25.1 Info Pages & Info Booths 26. Maps 26.1 Maps 27. Portal 27.1 Portal 28. Social Media 28.1 Social Media 29. Surveys 29.1 Surveys 30. Company 30.1 Company 31. Q & A Display 31.1 Q & A Display 32. Live Stream 32.1 Live Stream 33. Access the CrowdComms admin dashboard (CMS) 33.1 Access the CrowdComms admin dashboard (CMS) 34. Wordclouds 34.1 Wordclouds 35. Libraries 35.1 People35.2 Companies35.3 Videos35.4 Locations35.5 Live Streams35.6 Zoom Meetings & Webinars35.7 Documents35.8 Images35.9 Live Polls35.10 Surveys35.11 Q&A 36. Modules 36.1 Abstracts36.2 Activity Feed 37. Advanced Polling Live Polling: Advanced Voting User Guide 38. Emails 38.1 Emails38.2 Getting Your Email to the Inbox38.3.1 Email Masking38.3.2 Email Masking – Domain Reputation and Deliverability38.3.3 Email Masking – Types of Email Masking38.3.4 Email Masking – DNS Records38.3.5 Email Masking – Step by Step Guide38.3.6 Email Masking – Verification Process
Badging Kiosks About CrowdComms Kiosks FAQs Hardware Technical Specifications CrowdComms Kiosk Options Regions Supported Kiosk Purchase Options Badge Print Considerations: Replicating your brand
Kiosk Manager, Badge Designer, Badge Options Badge options Kiosk Badge Designer Kiosk Configuration Managing On-Site Badging At Home Badge Printing
Self-Managing Kiosks Epson Printer Setup Epson Printer Troubleshooting Zebra Printer Setup Kiosk Troubleshooting Zebra Printer Troubleshooting Mini Kiosk Setup
Registration Integrations Eventboost Integration IDLoom Integration Setup Guide Stova (Aventri) Integration Setup Guide Eventsforce Integration Setup Guide Eventbrite Integration Setup Guide Swoogo Integration Set Up Guide EventsForce (Beta) Integration Set Up Guide Cvent Cvent (Beta) Integration Set Up GuideLegacy Cvent Integration Setup Guide
Payment Integrations Stripe Integration Square Integration Authorize.net Integration Set Up Guide Opayo (formerly Sage Pay) Integration Payment Providers – Integration Quick Reference
CRM Integrations Salesforce Integration HubSpot Integration Microsoft Dynamics Integration Marketo Integration Set Up Guide
More Integrations InGo Integration Set Up Guide WaveCast Integration Setup Guide Integration Quick Reference Integration Entity Mapping Oxford Abstracts Integration Set Up Guide Zoom Zoom Integration Setup GuideZoom Integration Vs Desktop Features Calendly Calendly IntegrationCreating a Meeting with Calendly
Available Platform Packages 1. In Person Events 2. Virtual or Hybrid Events 3. Webinar Events 4. Event Series & Community Platform(s) 5. Enterprise Packages
Service Level Agreements 1. Overview Of CrowdComms Services Service Options1.1 Overview Of CrowdComms Services 2. Enterprise 2.1 CrowdComms Enterprise SLA 3. Event services 3.1 CrowdComms Managed Live Stream Service Level Agreement3.2 Onsite Filming Service Level Agreement3.3 Onsite Platform Support3.4 Remote show day platform support3.5 Streaming technician 4. Platform support 4.1 Client Managed Content Service Level Agreement (Self Build)4.2 CrowdComms Managed Build: Project Management4.3 Design Set-up Process Service Level Agreement4.4 Dedicated Event Team: Expedited Project Management4.5 Elements – Service Level Agreement (Full Build)4.6 Kiosk manager app, Lead capture app and Attendance tracking app4.7 LEGACY CrowdComms Managed Content Service Level Agreement (Full Build)4.8 LEGACY: Expedited Managed Content Service Level Agreement (Full Build) 5. Pre event and onsite registration 5.1 CrowdComms Registration: Managed Build5.2 Kiosk Service Level Agreement5.3 Comprehensive registration Service Level Agreement5.4 Legacy: Registration Essentials Setup & Service Level Agreement
Service Level Agreements (Australia only) Virtual Meetings – Service Level Agreement (Australia only) App – Full Content Management Service Level Agreement (Australia only) Kiosk – Service Level Agreement (Australia only) Registration – Service Level Agreement (Australia only)
