Category: Trade Show Planning

Your trade shows, exhibit booths, travel plans, shipments, event sponsorships and budgets — all managed in one place.

The Expert Grid

You can now view your list of events in ExhibitDay in a customizable grid format.

Use View Preferences drop-down (top-right corner of the main Events page) to switch to the Expert Grid view.

Expert Grid View of Trade Shows and Exhibits

Customizing the Grid

You can customize the Expert Grid to show the majority of the built-in event fields as well as any custom fields you may have configured under the Event [Info] and [Booth] tabs. The grid columns are sortable, filterable, groupable, and resizable.

Adding Columns to the Grid

You can add additional columns to the grid using the drop-down menu from any of the column headers. The new columns that you add appear in the right (unlocked) section of the grid.

Pro tip: In addition to the built-in ExhibitDay Event fields, you can add any custom fields you have configured under the Event [Info] and [Booth] tab.

Add column to the Events Grid

Moving Columns

You can change the position of a column by click-and-dragging the column’s header.

Resizing Columns

You can resize a column by click-and-dragging its right border.

Resizing a grid column

Locked Columns

Locked columns are frozen columns on the left section of the grid. Locked columns stay frozen on the screen as you scroll to the right section of the grid to view the remaining/unlocked columns.

How to Lock a Column

You can lock an unlocked column by either:

  • Click-and-dragging the column header into the left header section, or,
  • Using the column header drop-down menu.

Advanced Options (Filtering and Grouping)

You can filter your list of events using the filter button located on the top-right corner of the main events page. These filters are the most commonly used filters and cover the majority of use-cases. If you wish to enable additional filters on the grid, you can enable column-level filtering (and grouping) under the grid’s Advanced Options (accessible from the grid settings menu located at the top-right corner of the grid).

Full-Screen Mode

You can view the grid in Full-Screen mode using the full screen toggle button (located at the top-right corner of the grid).

Pagination

By default, the grid is paginated by groups of 50 events per page. You can use the navigation controls at the bottom of the grid to change the default page size and navigate through the pages.

Resetting the Grid Layout Back to Default Settings

For your convenience, ExhibitDay automatically saves the layout changes you make to the grid (e.g. when you add/lock/resize columns) so that the grid looks the same whenever you come back to it. You can reset the grid back to its original/default settings from the grid settings menu    (located at the top-right corner of the grid).

Video Tutorial

Grouping Events by Month and Participation Status

Steps:
  1. Make sure Grouping is enabled in your Grid Settings.
  2. Add the Event Month Column to the Grid.
  3. Group by Event Month and Participation.

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.

Custom Field: Drop-Down List

You can now add Drop-Down Lists as custom fields in your ExhibitDay Workspace.

To add a custom Drop-Down List to the Event [Info] tab or the Event [Booth] tab, go to Workspace Settings > Customize Event Fields. There, you can add a new Drop-Down List and specify its name, as well as the list of available options.

Custom Field: Drop-Down List

Once a custom Drop-Down List has been added to your ExhibitDay Workspace, it will automatically show up under each event’s Info/Booth tab.

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.

Generating an Asset Pull Sheet

You can now generate a Pull Sheet for your Asset Reservations in ExhibitDay.

To generate a Pull Sheet for your reserved Assets, click the [Generate Pull Sheet] button under the Event [Assets] tab.

Inventory Pull Sheet

Once the Pull Sheet is rendered, it will be downloaded to your browser in .pdf or .docx format (depending on the options you select in the Pull Sheet pop-up dialog).

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.

Specifying Shipping Logistics Categories for Asset Reservations

You can now specify a Shipping Logistics Category when you reserve an Asset in ExhibitDay.

To specify a Shipping Logistics Category (i.e. “Advance Warehouse” or “Direct Shipment”) for your reservation, use the Advanced Options section of the Asset reservation form.

Shipping Logistics

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.

Event Attendee Roles

You can now specify a Role for each Attendee of an Event in ExhibitDay.

Assigning Roles to Event Attendees

To assign a Role to an event attendee (under the event [Staff] tab), click on the edit drop-down next to the attendee; then, select the “Specify Role” option.

Event Attendee Role

Default Attendee Roles for Users and Resources

A Default Event Attendee Role can be specified for each user/resource in your ExhibitDay Workspace (under Workspace Settings > Users & Permissions). If a user/resource has a Default Event Attendee Role specified, they will automatically be tagged as that role the next time they are added as an Attendee of an Event (under the Event [Staff] tab).

Default Event Attendee Role

Adding Custom Event Attendee Roles

If there are additional roles that you would like to include in your ExhibitDay Workspace, you can add your own custom roles (under Workspace Settings > Customize Event Fields > Customize Event Attendee Roles).

Custom Event Attendee Roles for Trade Shows and Exhibitions

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