In ExhibitDay, a Resource (non-user) is someone you can tag in events, but they do not have an ExhibitDay account or access to your workspace.
You cannot directly change a Resource into a User. However, there may be cases where you’ve added someone as a Resource and later decide they should be an actual User.
Follow these two steps to convert a Resource to a User:
Step 1 – Invite the person to join your ExhibitDay Workspace
Go to Workspace Settings > Users & Permissions and click the “Add” button. Select “Invite a User” and enter the email address of the person you’re inviting to join your workspace. Once the recipient accepts the invitation and creates an ExhibitDay account, they automatically join your workspace as a User.
You’ll now have two records in your workspace representing the same person — one as a User and one as a Resource.
Step 2 – Merge the Resource with the User
Go to Workspace Settings > Users & Permissions and edit the Resource. At the bottom of the page, click “Merge This Resource With a User.” When the merge dialog appears, select the newly added user and follow the instructions to complete the merge. The Resource will be deleted, and the new User will be tagged in the events the Resource was previously tagged in — preserving historical data and maintaining continuity in your workspace.
By default, ExhibitDay offers three authentication methods for logging in:
Login using an ExhibitDay account
Sign-in with Google (SSO)
Sign-in with Microsoft / Office365 (SSO)
These authentication methods are available to all users on our platform.
Restricting How Your Users Sign In
As an added security measure and to support centralized identity management, your organization may choose to restrict certain authentication methods for logging into ExhibitDay. For example, Acme Corporation may require users to log in exclusively via Sign-in with Microsoft (SSO). To accommodate this, we offer the option to restrict authentication methods based on specific email domains. Acme Corporation can request that users with an @AcmeCorporation.com email address only be allowed to sign into ExhibitDay using Microsoft SSO.
How to Restrict Authentication Options
To enable authentication restrictions, you must be on the ExhibitDay Enterprise plan.
Contact your Enterprise account manager and specify which authentication methods should be allowed for your users.
Once we verify your organization’s ownership of the email domain, we’ll make the appropriate configuration changes to our system.
Afterward, your users will only be able to log into ExhibitDay using the allowed authentication method(s).
Note: Authentication restrictions can only be applied to email domains that your organization owns.
Example
– Your organization owns the email domain AcmeCorporation.com (i.e., your users have @AcmeCorporation.com email addresses).
– The only authentication method you’ve allowed is Sign-in with Microsoft (SSO).
– Any user with a @AcmeCorporation.com email address will only be able to log into ExhibitDay via Sign-in with Microsoft (SSO).
Note: you can still invite users from other email domains (e.g., @gmail.com, @yahoo.com, @foobar.com) to join your workspace. However, no authentication restrictions will be applied to these users, allowing them to log in using any available method.
We offer the ability to restrict authentication methods to customers on the Enterprise plan for added security, centralized identity management, and a more streamlined user experience. As always, we prioritize security by employing industry-leading practices, including robust encryption and advanced firewalls. Our team regularly applies the latest security patches to ensure our servers remain secure and your information stays confidential.
We are honored to have been awarded the badge of 2024’s Best Ease of Use in the Productivity Software category by Capterra, a subsidiary of Gartner Digital Markets.
Gartner Digital Markets, the provider of Capterra, Software Advice, and GetApp, evaluates software solutions based on customer reviews in several key areas, including functionality, user experience, customer satisfaction, and overall performance. ExhibitDay emerged as 2024’s top choice for Ease of Use in the Productivity Software category.
This recognition is a testament to ExhibitDay’s user-friendly interface, intuitive features, and robust capabilities.
We are deeply thankful to our users. Many of the features and enhancements in ExhibitDay have been developed based on direct feedback from our customers.
We always welcome your comments and suggestions as we continue to create the best trade show planning platform known to humankind. 🙏🎉🚀
Shipment Components are the individual packages or pieces that collectively make up your shipment, such as boxes, crates, pallets, and containers. Each component has its own weight and dimensions.
You can specify the components for your shipments by clicking on the “Specify Components” link when creating a shipment in ExhibitDay (under the Event Shipments tab).
Specifying Components for Simple, Single-package Shipments
If your shipment is just a single package (e.g., a box of miscellaneous swag), then your shipment has only one component — the box that’s being shipped. Click the “Specify Components” link and add just one entry — a “Box”. Then, specify its weight and dimensions.
Specifying Components for Freights and Larger/Multi-package Shipments
For freights and larger shipments that have multiple components (e.g., 2 crates and a pallet), enter each component separately.
Changing Units of Measurement for Shipment Component Weight and Dimensions
You can change the units of measurement for shipment weight and dimensions under your Workspace Settings.
Event objectives are predefined goals your organization aims to achieve by participating in events. Some examples include: Lead Generation, Sales, Brand Awareness, Customer Retention, Networking, etc.
Tutorial Video (2 mins)
Getting Started With Objectives & ROO
Specifying Objectives for your Events
Objectives for an event are entered under the “Objectives & ROO” section of the event’s “ROI, Objectives & ROO” tab in ExhibitDay.
Objective Importance and Achievement Rating
You can specify a level of Importance and Achievement Rating for each objective.
Objective Importance
The specified level of importance for an objective is a reflection of its significance to your organization for the event. It also plays a factor in the calculation of the event’s ROO Score:
Objectives marked as High importance carry a weight factor of 3x in the calculation of the ROO Score.
Objectives marked as Medium importance carry a weight factor of 2x in the calculation of the ROO Score.
Objectives marked as Low importance carry a weight factor of 1x in the calculation of the ROO Score.
Objective Achievement Rating
The objective Achievement Rating (0-10) reflects your assessment of how well you believe the event objective was met. A rating of 10 indicates that the objective was fully achieved, while a rating of 0 indicates that the objective was not achieved at all. The rating for each objective counts toward the overall event ROO Score.
Note: Unrated objectives (i.e., the ones that have an achievement rating of TBD) don’t count toward the event’s ROO Score.
The ROO Score
The Return on Objective Score is a metric used to evaluate the success of an event based on how well it meets its predefined objectives. It is a number between 0 and 10, calculated as the weighted average of objective achievement ratings.
Example
Consider an event with the following 4 objectives:
Brand Awareness: High importance, achievement rating of 8 (out of 10)
Competition Research: Medium importance, achievement rating of 6 (out of 10)
Lead Generation: Low importance, achievement rating of 5 (out of 10)
The event’s ROO Score is calculated based on the achievement rating combined with the weight factor of each objective’s level of importance:
Brand Awareness (High): 8 x 3 = 24 (out of 30)
Competition Research (Medium): 6 x 2 = 12 (out of 20)
Lead Generation (Low): 5 x 1 = 5 (out of 10)
Product Launch (Low): doesn’t count toward the ROO Score because it’s achievement rating is marked as TBD (not specified).
ROO Score = 10 x
Weighted sum of achievement ratings
Weighted sum of maximum possible achievement ratings
ROO Score = 10 x
(24 + 12 + 5)
(30 + 20 + 10)
= 6.8
Comparing ROO Score across your events
You can compare the ROO Score across all your events in a given year from the “ROO Breakdown” section of the “Exhibits & Sponsorships” tab of the Annual Budgets page.
Adding your own custom objectives
By default, ExhibitDay provides a list of most commonly used event objectives (e.g., Lead Generation, Sales, Brand Awareness, Customer Retention, Networking, etc.).
If the objective you’re looking to track is not listed, you have two options:
Option 1: When adding a new objective, simply select “Other” from the objective dropdown list and type in the name of your objective.
Option 2: Add a Custom Event Objective to your workspace so that it’s always available as an option in the dropdown.
You can add up to 10 Custom Event Objectives to your ExhibitDay workspace. To add Custom Event Objective, go to Workspace Settings > Workspace Customizations > Configure Event Objectives.
