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.
Under the ExhibitDay Enterprise plan, you can customize the properties of Capital Assets (like your booth or displays) and Collateral/Multi-quantity Items (like giveaways and swag) by adding Custom Asset Fields. These custom fields can be used to capture relevant data that best support your organization’s inventory management processes.
To add custom fields to the Asset information tab, go to Workspace Settings > Workspace Customizations > Customize Asset Info tab. There, you can add any number of custom fields (e.g. text field, date field, dropdown, file attachment, etc.) to your assets in ExhibitDay. You can also change the order in which the fields appear when you view the Asset Info tab (by grab-and-dragging the handle to right of each field) . Note: any change you make on this page will automatically apply to all of the assets in your ExhibitDay workspace.
To save some data entry time, you can copy asset reservations from another event that has similar assets reserved. Use the extended menu of the “Reserve an Asset for this Event” button on the event “Asset Reservation” tab in order to start the copy process.
Once the copy dialog appears, select the event you would like to copy asset reservations from. Then, select each asset reservation you would like to copy over and enter the reservation details. When you’re done making your selections, click the “Submit” button at the bottom of the dialog to complete the copy process.
Note: the ability to copy asset reservations from another event is only available if you are on the Premium or the Enterprise plan.
The event Attendee Double-book Warning is a visual indicator (a warning icon) that is displayed next to the attendee’s name (under the Event Staff tab) in case they are tagged as an attendee of another overlapping event – an event with at least one overlapping day based on the event start/end dates. This indicator helps you identify potential scheduling conflicts for attendees who may have accidentally been tagged in more than one event during the same period.
When you click on the warning icon next to an attendee’s name, a tooltip dialog will pop open and display the event(s) causing the conflict.
Customizing the Double-book Warning Behavior
You can customize the way you’d like to have Attendee Double-book Warnings work by going to Workspace Settings > “Attendee Double-book Warning Mode”.
Smart Mode (default setting)
When Smart mode is enabled, the system considers the event’s Participation Type to determine if double-book warnings should be displayed in case of attendee scheduling conflicts.
Specifically:
When viewing the event Staff tab, if a given attendee is also tagged in another event with at least one overlapping day (based on the event start/end dates), a warning icon is displayed next to the attendee’s name. This warning is only displayed if:
1) The event you are viewing is NOTmarked as “Not Going”, and,
2) The other event that causes the conflict is marked as “Committed” (or marked with a custom event Participation Type).
Consider the following example:
John Doe is tagged as an attendee of Event A (which is marked as “Committed”). You create a new event, Event B, that has overlapping days with Event A. You go to Event B and mark it as “Considering” and you tag John Doe as an Attendee. The system will display a double-book warning icon next to John’s name when viewing the Staff tab of Event B (because John is already tagged in another event that is marked as “Committed”). Note: in this scenario, if you view the Staff tab of Event A, the system will not display a double-book warning icon next to John’s name (because the other overlapping event that John is tagged in, Event B, is marked as “Considering”). Let’s say you proceed to mark Event B as “Committed”; now, the system will display a double-book warning next to John Doe’s name when viewing the Staff tab of either Event A or Event B (because no matter which event you view, the other overlapping event John is tagged in is marked as “Committed”).
Strict Mode
When Strict Mode is enabled, the system displays double-book warnings for all event staff scheduling conflicts — regardless of the event’s Participation Type. Under any given event’s Staff tab, if any given attendee is also tagged as an attendee of another event with at least one overlapping day (based on the event start/end dates), a warning icon is displayed next to that attendee’s name.
Disabled
If Disabled is selected, the system will never display a double-book warning icon next to attendee names under the event Staff tab.
