Category: Exhibit Management Software

ExhibitDay is the all-in-one Software-as-a-Service solution to track and manage your exhibits. Your trade shows, exhibit booths, travel plans, shipments, event sponsorships, and budgets– all managed in one place.

User Profiles and Contact Information

We just released the ability to view the profile of users and resources in your ExhibitDay workspace.

Viewing the Profile of a User or a Resource

You can view the profile of a user or a resource in your ExhibitDay workspace by clicking on their profile image (anywhere you see their profile image in ExhibitDay). The user profile pop-up dialog displays contact information (i.e. email, phone number, title) for the user/resource. The profile dialog also shows the events that the user is tagged in, as well as the user’s recent activity and logs. Additionally, for each event the user/resource is tagged in, you can view the nature of their involvement in the event.

User Profile

Editing the Contact Information for Users

A user’s Name, Email, Phone Number, Company, and Title can be edited under Workspace Settings > Users & Permissions. This information can also be edited by the user himself/herself when they log into their ExhibitDay Account (under My Profile & Preferences section).

As a workspace Administrator, you can add additional notes about the user (e.g. their frequent flyer number, or seat preference) when you edit the user (under Workspace Settings > Users & Permissions). The Admin Notes field will be displayed in the user’s profile pop-up dialog; this field is only visible to Admin users in your ExhibitDay workspace.

Editing the Contact Information for Resources

A Resource is a “non-user” in your ExhibitDay workspace (i.e. no ExhibitDay account / no access to your Events). Essentially, they are people who participate in your trade shows and exhibits, but don’t have the need to log into your ExhibitDay workspace; like: speakers, independent sales personnel, contractors, specialists, and temporary staff.

As a workspace Administrator, you can edit the contact information (Name, Company, Title, Email, and Phone Number), for all the resources in your ExhibitDay workspace under Workspace Settings > Users & Permissions.

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.

Duplicating a Task

We just released the ability to copy/duplicate tasks in ExhibitDay.

Copying / Duplicating a Task

Sometimes it might just be easier to create a new task by duplicating an existing task. If you have a task in ExhibitDay that you want to copy, you can use the new [Duplicate] button on the task edit form to make a copy of the task.

Make a duplicate copy of a task

Pro-tip: you can also duplicate a task using the “Duplicate this Task” link on the task Context Menu (when you right-click on a task).

Make a duplicate copy of a task from the context menu

Note: If you want to copy all the tasks from one event to a new event, you can use the Event Copy feature (with the Copy Tasks option checked). For more information about copying events, please read this blog post.

Sign up for a free ExhibitDay account to plan your trade shows, and collaborate on tasks with your event team.

The Context Menu for Tasks

We just released the new Context Menu for tasks in ExhibitDay.

The Task Context Menu

You can open the task Context Menu by right-clicking anywhere on a task (or, ctrl-click / secondary click on an Apple/Mac device). The task Context Menu gives you quick access to the functions you need to manage your tasks. For example, you can edit a task, show/hide its details, or delete it.

Task context menu

Note: the task Context Menu is only available when accessing ExhibitDay using a desktop browser (it is not available on mobile/touch devices).

Sign up for a free ExhibitDay account to plan your trade shows, and collaborate on tasks with your event team.

Export Assets to Spreadsheet

We just released the ability to export your assets to spreadsheet format in ExhibitDay.

Exporting Assets (.csv format)

To Export your assets, click on the [Manage Assets] tab on the top navigation bar. Then, click the Export button on the main Assets page.

Export Assets for Trade Shows and Exhibits to Spreadsheet

Note: the ability to export data is offered to ExhibitDay workspaces that subscribe to the Premium plan.

Sign up for a free ExhibitDay account to plan your trade shows, manage your trade show assets, and collaborate on tasks with your event team.

Importing Events from a Spreadsheet

We just released the ability to Bulk Upload your events in ExhibitDay.

Bulk Upload From a Spreadsheet

To upload your events from a spreadsheet, click on the Bulk Upload Events link in the drop-down menu of the [Events] tab (in the top menu bar). You’ll be taken to a page where you can download the import spreadsheet template (in .xslx format).

Bulk Import Events

Once you have downloaded the template, open it in Microsoft Excel (or any other spreadsheet application capable of editing .xlsx files). Then, fill in all your events (in accordance with the columns specified in the template). Finally, use the [Upload] button at the bottom of the page to start the import process.

Once the upload is complete, you’ll be taken to the Import Review Screen where you can see the event(s) being imported (and make any necessary data adjustments). To complete the import, click on the [Submit] button at the bottom of the Import Review Screen.

Note: the Bulk Upload Process is limited to 100 events per upload. So, if you would like to import more than 100 events, you should break them down into batches of 100 events per spreadsheet and upload each batch separately.

Sign up for a free ExhibitDay account to plan your trade shows, and collaborate on tasks with your event team.