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Engagez Back End Walkthrough
Updated: November 18, 2020
Navigating the back end of the platform can be tricky, but here is a quick walkthrough of the basic tools you’ll need to create the optimal virtual event.
1. The Administer and the UI Design tabs.
The Administer tab allows you to navigate to static pages from the back end of the platform and make edits to these pages. The UI Design tab allows you to make visual changes.
UI Design Tab:
2. Essentials Page
Navigate to: Administer > Configure > Essentials
When you first create a venue, one of the first places you’ll visit is the Essentials page. This is where you add the name of the event, the URL, the time zone in which it will operate, the days the venue will be open, and the registration type.
3. Registration/Sign In
Navigate to: Administer > Configure > Registration/Sign In.
This page is where you can set up registration forms. You can upload a CSV file or create a form directly within the venue. For the registration form, you can completely customize it to fit the information you will need from attendees. You can also tie in your e-commerce, such as PayPal, if you will be charging for tickets.
Note: Make sure to hit Enable Online Registration if you choose to have a registration form!
Tip: You can also add coupon codes to create customizable discounts for your tickets.
For Sign In options, you can enable or disable a password function for all attendees.
4. Email Page
Navigate to: Administer > Configure > Emails.
After you’ve set up your registration form, you’ll want to set up the Emails you will send attendees. Here, you can set defaults so attendees receive a confirmation email after registering for the event. When customizing the confirmation email, you can add an Add to Calendar function so attendees can import the dates of the events directly into their personal calendars. Later on, as your event date approaches, you will want to set up Venue Reminder emails. These can be scheduled to be sent out to attendees one week out, one day out, one hour out, or even during the event.
5. The Entrance
Navigate to: Administer > Configure > Entrance.
The next step in setting up the back end of your venue is to set up the venue’s entrance. The venue Entrance is the login page for attendees. This is a completely customizable space that you can brand and change depending on your event’s needs. It can be set up to mimic an in-person conference using images of employees and your campus or it can be set up as a webpage with flat icons.
6. Editing a Page Using UI Design
First click on the location that you would like to edit, such as the lobby or the sessions page. Then click the UI Design tab. This will cause a light blue border to appear around certain items as you hover your mouse over them.
If you click any highlighted border, in the upper left-hand corner you will see the name of the panel as well as a drop-down arrow. Under this arrow will be a series of editing options to manipulate each item. There are various types of panels such as text panels, image panels, video panels, grid panels, and more. Within these panels, you can change the names, logos, size, color, background, etc.
Every location within the venue, whether it was a location you created or it was a pre-existing location, can be edited the same way. It does not change across the platform, nor does the Administer function either.
7. Sessions Page
Navigate to: Administer > Manage > Sessions
To manage or create sessions, click on the Sessions option within the Administer tab. To create a new session, click the option New Session.
Then you can begin filling out the information. In the Description, you can write the name of the session, the description, the speakers, and the moderators.
Under the Schedule tab, you can add the date, time, and duration of the session.
The Video tab indicates the source of the video. Choose between Livestream, Simulive (a pre-recorded video that plays as if it is live), Embed Code, or another third-party tool like Zoom.
The Interactions tab gives you control over features appearing next to or below the session.
You can also import multiple sessions by uploading a CSV file. Another feature of this page is the ability to create Tracks. This allows you to categorize the videos and assign certain groups of attendees access to each track.
8. Attendees Page
Navigate to: Administer > Manage > Attendees
The Attendee function is very similar to the Sessions page. You can either add attendees individually or you can upload them with a spreadsheet. Or if you choose to use Engagez’s registration form, they will come in automatically to this section. This section is also where you can export a Registration Report to view attendee statistics.
To add someone manually, click the Add button. From there, you can search for them by email, name, or company if they have been used in past events. If they are brand new, you can click Register New Attendee. This is also where you can change people’s status if they are staff for a booth, if they need to be admins to make changes to the venue, or if they are contributors who can make certain changes. Additionally, if an attendee forgets their password, you can edit their profile and reset it for them.
9. Resources Page
Navigate to: Administer > Manage > Resources
This area allows you to manage all resources that exist within the venue. Here, you can add additional resources, organize them into folders, or manage who has access to certain resources.
10. Forms Page
Navigate to: Administer > Manage > Forms
The Forms section allows you to create various types of forms that you can then attach to exhibits or sessions later. Some types of forms you can create are surveys, prize drawings, feedback reports, and more.
11. Static Pages
Navigate to: Administer > Manage > Static Pages.
Static Pages is an area where you can add additional resources and content that will appear in more of a pop-up format. You can include HTML, links, calls to action, and more.
Navigate to: Administer > Operate > Analytics.
At the end of the conference, you’ll likely want to access the analytics from the event. Here you can customize the information you see by specifying a date range and including an exclusion list.
Still have questions? Visit the Engagez Support venue or email us at firstname.lastname@example.org. If you’ve purchased an implementation package, please contact your implementation representative through Skype or email.